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U.S. Technology Distributors Industry Analysis

UpdatedMar 07, 2026
DataAggregated Company Financials
Companies31
  • 7D-1.6%
  • 3M-1.9%
  • 1Y-4.9%
  • YTDn/a

The Technology Distributors industry is up 1.1% in the last week, with Ingram Micro Holding up 28%. During this same period, the Arrow Electronics underperformed, falling 7.0%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Mar 2026US$55.8bUS$209.8bUS$3.5b15.6x15.9x0.3x
Mon, 02 Feb 2026US$54.9bUS$206.3bUS$3.3b17.2x16.5x0.3x
Wed, 31 Dec 2025US$53.9bUS$204.1bUS$3.3b17.6x16.4x0.3x
Fri, 28 Nov 2025US$54.2bUS$204.1bUS$3.3b17.6x16.5x0.3x
Sun, 26 Oct 2025US$58.1bUS$201.8bUS$3.3b18.5x17.7x0.3x
Tue, 23 Sep 2025US$58.8bUS$200.8bUS$3.2b18.2x18.1x0.3x
Thu, 21 Aug 2025US$59.4bUS$200.8bUS$3.2b17x18.3x0.3x
Sat, 19 Jul 2025US$61.7bUS$198.1bUS$3.3b17.3x18.7x0.3x
Mon, 16 Jun 2025US$57.3bUS$197.1bUS$3.3b16.5x17.6x0.3x
Wed, 14 May 2025US$60.5bUS$197.1bUS$3.2b15.8x18.6x0.3x
Fri, 11 Apr 2025US$50.9bUS$196.5bUS$3.3b14.8x15.5x0.3x
Sun, 09 Mar 2025US$58.3bUS$195.9bUS$3.3b16.4x17.8x0.3x
Tue, 04 Feb 2025US$66.4bUS$196.1bUS$3.5b18.7x18.9x0.3x
Thu, 02 Jan 2025US$59.2bUS$195.3bUS$3.6b15.9x16.7x0.3x
Sat, 30 Nov 2024US$61.6bUS$195.3bUS$3.6b17.6x17.4x0.3x
Mon, 28 Oct 2024US$70.0bUS$197.7bUS$3.8b17.4x18.4x0.4x
Wed, 25 Sep 2024US$65.2bUS$149.2bUS$3.4b22.3x19x0.4x
Fri, 23 Aug 2024US$65.3bUS$149.4bUS$3.4b21.4x19x0.4x
Sun, 21 Jul 2024US$64.5bUS$152.4bUS$3.6b20.8x17.8x0.4x
Tue, 18 Jun 2024US$64.5bUS$152.5bUS$3.6b17.9x17.8x0.4x
Thu, 16 May 2024US$64.4bUS$152.5bUS$3.6b16.9x17.8x0.4x
Sat, 13 Apr 2024US$66.4bUS$155.6bUS$3.9b16.2x16.9x0.4x
Mon, 11 Mar 2024US$65.0bUS$156.7bUS$3.9b14.9x16.6x0.4x
Wed, 07 Feb 2024US$61.2bUS$159.1bUS$4.1b13.4x15.1x0.4x
Fri, 05 Jan 2024US$60.4bUS$161.7bUS$4.2b12x14.4x0.4x
Sun, 03 Dec 2023US$58.4bUS$161.7bUS$4.2b11.4x13.9x0.4x
Tue, 31 Oct 2023US$54.7bUS$164.4bUS$4.3b11.3x12.7x0.3x
Thu, 28 Sep 2023US$57.1bUS$164.4bUS$4.3b11.6x13.2x0.3x
Sat, 26 Aug 2023US$58.7bUS$165.8bUS$4.3b11.4x13.6x0.4x
Mon, 24 Jul 2023US$56.1bUS$167.5bUS$4.6b12.4x12.3x0.3x
Wed, 21 Jun 2023US$54.4bUS$168.7bUS$4.6b12.7x11.8x0.3x
Fri, 19 May 2023US$51.5bUS$168.7bUS$4.6b10.7x11.2x0.3x
Sun, 16 Apr 2023US$54.0bUS$170.2bUS$4.7b9.2x11.4x0.3x
Tue, 14 Mar 2023US$53.1bUS$170.0bUS$4.7b9.9x11.3x0.3x
Price to Earnings Ratio

11.3x


Total Market Cap: US$53.1bTotal Earnings: US$4.7bTotal Revenue: US$170.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16.1x202420252026
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 16.1x.
  • 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 9.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.3% 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 Market-2.31%
Tech-0.53%
Electronic Equipment and Components-10.13%
Technology Distributors-1.63%
Electronic Equipment and Instruments-7.11%
Electronic Manufacturing Services-10.02%
Electronic Components-12.68%
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
INGM Ingram Micro HoldingUS$22.066.6%
+US$322.1m		12.7%PE15.8x
CDW CDWUS$123.420.6%
+US$100.6m		-26.7%PE14.9x
NSIT Insight EnterprisesUS$84.991.7%
+US$44.3m		-45.6%PE16.7x

Latest News

INGM
US$22.06
Ingram Micro Holding
7D
6.6%
1Y
12.7%
ARW
US$138.36
Arrow Electronics
7D
-9.1%
1Y
26.5%

ARW: Expanded Partner Deal Will Support Higher Margins And Future Upside

Narrative Update on Arrow Electronics The analyst price target for Arrow Electronics has moved from $124.00 to $165.00, with analysts citing updates to fair value assumptions, discount rate, revenue growth, profit margin, and future P/E expectations as key drivers of the change. What’s in the News Citrix expanded its agreement with Arrow Electronics to include all Citrix Service Provider business across North America and Europe from March 1, 2026.
SNX
US$156.37
TD SYNNEX
7D
-0.3%
1Y
20.9%

SNX: Future Returns Will Be Driven By Hyve And Higher Value Segments

Narrative Update: TD SYNNEX Analyst Price Target Shift The consolidated analyst price target for TD SYNNEX edges slightly higher to about $180, with recent updates clustering between $163 and $193 as analysts balance expectations for FY26 billings growth with concerns around hardware budgets and the company’s mix of higher value segments. Analyst Commentary Recent Street research on TD SYNNEX reflects a mix of optimism around growth and execution alongside ongoing questions about hardware demand and valuation risk.
PLUS
US$78.00
ePlus
7D
-3.3%
1Y
18.9%

PLUS: Raised Guidance And Buybacks Will Support Future Earnings Upside

Analysts have maintained their fair value estimate for ePlus at $126.00, making only marginal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. This indicates that their overall view on the stock’s potential remains broadly unchanged.
NSIT
US$84.99
Insight Enterprises
7D
1.7%
1Y
-45.6%

NSIT: AI And Share Repurchases Will Support Future Rerating

Analysts have trimmed their price target on Insight Enterprises by $10, citing updated assumptions for profit margins and P/E expectations, even as they continue to highlight the stock among preferred ideas for 2026. Analyst Commentary Recent research on Insight Enterprises reflects a mixed but engaged view, with some analysts adjusting valuation assumptions while still keeping the stock on key focus lists for 2026.
CLMB
US$87.12
Climb Global Solutions
7D
-8.0%
1Y
-33.9%
AVT
US$60.05
Avnet
7D
-8.8%
1Y
19.1%

AVT: Fair View Sees Raised Price Hopes Resting On Future P/E Execution

Analysts have raised their price targets for Avnet, with an updated fair value of $69.00 based on slightly stronger assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Bullish analysts have recently lifted their price targets for Avnet, signaling a more constructive view on how the company could execute against its current assumptions for revenue growth, margins, and valuation multiples.
RELL
US$11.18
Richardson Electronics
7D
-9.0%
1Y
-12.2%
CDW
US$123.42
CDW
7D
0.6%
1Y
-26.7%

CDW: Future Earnings Quality Concerns Will Present A Contrarian Opportunity

Our updated narrative on CDW reflects a reduced illustrative fair value estimate, moving from about $160 to roughly $142 per share, as analysts trim price targets and factor in higher discount rates and a lower assumed future P/E multiple, despite slightly stronger modeled revenue growth. Analyst Commentary Recent Street research on CDW has tilted cautious, with multiple price target cuts and at least one downgrade contributing to a more muted sentiment around the shares.
CGTL
US$1.30
Creative Global Technology Holdings
7D
-39.3%
1Y
-59.4%

Creative Global Technology Holdings Limited's (NASDAQ:CGTL) Popularity With Investors Under Threat As Stock Sinks 39%

Feb 15
Creative Global Technology Holdings Limited's (NASDAQ:CGTL) Popularity With Investors Under Threat As Stock Sinks 39%
AMCI
US$6.30
AMC Robotics
7D
-14.7%
1Y
-45.4%