Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Technology Distributors Industry Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies29
  • 7D-0.05%
  • 3M-6.1%
  • 1Y-11.8%
  • YTDn/a

In the last week, Technology Distributors has been flat. Unfortunately though, the industry is down 12% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

Has the U.S. Technology Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 12 Jan 2026US$52.9bUS$205.7bUS$3.4b17.3x15.8x0.3x
Wed, 10 Dec 2025US$55.5bUS$204.1bUS$3.3b17.7x16.9x0.3x
Fri, 07 Nov 2025US$55.0bUS$204.0bUS$3.3b17.4x16.8x0.3x
Sun, 05 Oct 2025US$58.9bUS$201.8bUS$3.3b18x18x0.3x
Tue, 02 Sep 2025US$59.4bUS$200.8bUS$3.2b17.2x18.3x0.3x
Thu, 31 Jul 2025US$62.6bUS$198.1bUS$3.3b17.1x19x0.3x
Sat, 28 Jun 2025US$60.4bUS$198.1bUS$3.3b17.4x18.3x0.3x
Mon, 26 May 2025US$58.5bUS$197.1bUS$3.3b16.2x18x0.3x
Wed, 23 Apr 2025US$50.5bUS$196.5bUS$3.3b14.3x15.4x0.3x
Fri, 21 Mar 2025US$58.9bUS$195.9bUS$3.3b16.2x18x0.3x
Sun, 16 Feb 2025US$64.1bUS$195.5bUS$3.3b18.9x19.2x0.3x
Tue, 14 Jan 2025US$61.8bUS$196.8bUS$3.6b17.9x17.3x0.3x
Thu, 12 Dec 2024US$62.0bUS$195.3bUS$3.6b17.1x17.4x0.3x
Sat, 09 Nov 2024US$67.0bUS$195.5bUS$3.6b17.3x18.8x0.3x
Mon, 07 Oct 2024US$65.0bUS$149.9bUS$3.5b22.6x18.7x0.4x
Wed, 04 Sep 2024US$65.1bUS$149.2bUS$3.4b21.1x18.9x0.4x
Fri, 02 Aug 2024US$64.4bUS$152.2bUS$3.6b21.6x17.7x0.4x
Sun, 30 Jun 2024US$62.9bUS$152.4bUS$3.6b20.6x17.4x0.4x
Tue, 28 May 2024US$66.7bUS$152.5bUS$3.6b18x18.5x0.4x
Thu, 25 Apr 2024US$65.1bUS$155.6bUS$3.9b16.6x16.6x0.4x
Sat, 23 Mar 2024US$66.3bUS$156.7bUS$3.9b15.1x16.9x0.4x
Mon, 19 Feb 2024US$63.1bUS$156.7bUS$3.9b13.3x16.1x0.4x
Wed, 17 Jan 2024US$60.7bUS$159.9bUS$4.2b14.6x14.6x0.4x
Fri, 15 Dec 2023US$60.8bUS$161.7bUS$4.2b12.3x14.5x0.4x
Sun, 12 Nov 2023US$57.0bUS$161.7bUS$4.2b11.2x13.6x0.4x
Tue, 10 Oct 2023US$58.1bUS$164.4bUS$4.3b11.5x13.5x0.4x
Thu, 07 Sep 2023US$60.1bUS$165.8bUS$4.3b11.4x13.9x0.4x
Sat, 05 Aug 2023US$56.4bUS$165.5bUS$4.4b12.7x12.8x0.3x
Mon, 03 Jul 2023US$55.4bUS$167.5bUS$4.6b12.7x12.1x0.3x
Wed, 31 May 2023US$52.1bUS$168.7bUS$4.6b11.2x11.3x0.3x
Fri, 28 Apr 2023US$49.0bUS$170.2bUS$4.7b9.4x10.4x0.3x
Sun, 26 Mar 2023US$54.2bUS$170.3bUS$4.7b12.2x11.6x0.3x
Tue, 21 Feb 2023US$58.6bUS$170.0bUS$4.7b10.8x12.5x0.3x
Thu, 19 Jan 2023US$56.2bUS$168.8bUS$4.5b10.9x12.4x0.3x
Price to Earnings Ratio

12.4x


Total Market Cap: US$56.2bTotal Earnings: US$4.5bTotal Revenue: US$168.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 15.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Technology Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 15.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
  • The earnings for companies in the Technology Distributors industry have declined 9.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.8% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Technology Distributors compare with similar industries?

US Market1.24%
Tech0.016%
Electronic Equipment and Components0.30%
Technology Distributors-0.055%
Electronic Equipment and Instruments3.82%
Electronic Manufacturing Services0.028%
Electronic Components-1.15%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ARW Arrow ElectronicsUS$114.991.7%
+US$100.4m		2.7%PE12.4x
CLMB Climb Global SolutionsUS$119.4018.8%
+US$85.6m		-3.9%PE25.9x
NSIT Insight EnterprisesUS$85.782.2%
+US$56.4m		-45.5%PE18.7x
CDW CDWUS$133.490.2%
+US$43.0m		-27.1%PE16.5x
AVT AvnetUS$49.851.0%
+US$41.5m		-3.1%PE17.4x

Latest News

RELL
US$10.56
Richardson Electronics
7D
-1.9%
1Y
-18.9%

Richardson Electronics (NASDAQ:RELL) Has Affirmed Its Dividend Of $0.06

Jan 11
Richardson Electronics (NASDAQ:RELL) Has Affirmed Its Dividend Of $0.06
SNX
US$150.45
TD SYNNEX
7D
-1.9%
1Y
12.3%
CDW
US$133.49
CDW
7D
0.2%
1Y
-27.1%

CDW: Software And Services Mix Will Support Earnings Quality Despite Near-Term Headwinds

Analysts have trimmed their CDW price targets to about $170 from $200, citing softer than expected recent revenue, slightly lower implied Q4 revenue guidance, and an uncertain spending backdrop, partly offset by the potential long term benefit of a greater mix of higher margin software and services. Analyst Commentary Analysts are processing the lower price targets through the lens of near term execution risks versus longer term mix and margin potential.
ARW
US$114.99
Arrow Electronics
7D
1.7%
1Y
2.7%

ARW: Lower Margins And Richer P/E Will Restrain Future Returns

Analysts have kept their fair value target for Arrow Electronics steady at US$94.00. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine, rather than overhaul, their prior view on the stock.
PLUS
US$85.39
ePlus
7D
-1.4%
1Y
11.9%
NSIT
US$85.78
Insight Enterprises
7D
2.2%
1Y
-45.5%

Does Insight Enterprises (NASDAQ:NSIT) Have A Healthy Balance Sheet?

Jan 06
Does Insight Enterprises (NASDAQ:NSIT) Have A Healthy Balance Sheet?
INGM
US$21.01
Ingram Micro Holding
7D
-1.4%
1Y
6.4%
CNXN
US$58.50
PC Connection
7D
2.8%
1Y
-15.5%

Is PC Connection, Inc. (NASDAQ:CNXN) Potentially Undervalued?

Jan 03
Is PC Connection, Inc. (NASDAQ:CNXN) Potentially Undervalued?
CGTL
US$2.61
Creative Global Technology Holdings
7D
115.7%
1Y
-54.0%
IZM
US$1.73
ICZOOM Group
7D
-32.9%
1Y
8.8%
AVT
US$49.85
Avnet
7D
1.0%
1Y
-3.1%

AVT: Cyclical Stabilization And Buybacks Will Offset Mixed Margins

Analysts have nudged their price target on Avnet slightly higher to $55 from $54, citing recent quarterly upside, early signs of cyclical stabilization, and the potential for improved end-market conditions despite ongoing margin pressures and limited AI exposure. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent quarterly upside, particularly in Q3 performance, as evidence that Avnet is executing well enough to justify a modestly higher valuation.
SCSC
US$40.78
ScanSource
7D
4.4%
1Y
-13.9%
CLMB
US$119.40
Climb Global Solutions
7D
18.8%
1Y
-3.9%