Narrative Update • Aug 14

Over the last 7 days, the Technology Distributors industry has risen 1.4%, and Arrow Electronics contributed the most with a gain of 5.1%. Meanwhile, ADI Global Distribution actually underperformed within the industry, shrinking 21% in the last week. In the last 12 months, the industry was up 31%. Looking forward, earnings are forecast to grow by 17% annually.
Has the U.S. Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 17 Aug 2026 | US$76.6b | US$236.7b | US$4.3b | 18.4x | 17.6x | 0.3x |
| Wed, 15 Jul 2026 | US$73.1b | US$223.9b | US$4.0b | 18.3x | 18.3x | 0.3x |
| Fri, 12 Jun 2026 | US$72.4b | US$219.3b | US$3.8b | 18.6x | 18.8x | 0.3x |
| Sun, 10 May 2026 | US$63.6b | US$219.2b | US$3.9b | 15.9x | 16.5x | 0.3x |
| Tue, 07 Apr 2026 | US$56.5b | US$212.4b | US$3.7b | 15.3x | 15.4x | 0.3x |
| Thu, 05 Mar 2026 | US$55.5b | US$209.8b | US$3.5b | 16.5x | 15.8x | 0.3x |
| Sat, 31 Jan 2026 | US$55.0b | US$206.3b | US$3.3b | 17.2x | 16.6x | 0.3x |
| Mon, 29 Dec 2025 | US$54.4b | US$204.1b | US$3.3b | 18x | 16.5x | 0.3x |
| Wed, 26 Nov 2025 | US$53.4b | US$204.1b | US$3.3b | 17.6x | 16.2x | 0.3x |
| Fri, 24 Oct 2025 | US$57.4b | US$201.8b | US$3.3b | 18.1x | 17.5x | 0.3x |
| Sun, 21 Sep 2025 | US$58.8b | US$200.8b | US$3.2b | 18x | 18.1x | 0.3x |
| Tue, 19 Aug 2025 | US$59.2b | US$200.8b | US$3.2b | 17.1x | 18.3x | 0.3x |
| Thu, 17 Jul 2025 | US$60.7b | US$198.1b | US$3.3b | 17.1x | 18.4x | 0.3x |
| Sat, 14 Jun 2025 | US$58.4b | US$197.1b | US$3.3b | 16.5x | 18x | 0.3x |
| Mon, 12 May 2025 | US$58.0b | US$197.1b | US$3.2b | 15.2x | 17.8x | 0.3x |
| Wed, 09 Apr 2025 | US$48.9b | US$196.5b | US$3.3b | 15.2x | 14.9x | 0.2x |
| Fri, 07 Mar 2025 | US$58.8b | US$195.9b | US$3.3b | 16.5x | 17.9x | 0.3x |
| Sun, 02 Feb 2025 | US$66.4b | US$196.1b | US$3.5b | 18.9x | 18.9x | 0.3x |
| Tue, 31 Dec 2024 | US$59.7b | US$195.3b | US$3.6b | 15.7x | 16.8x | 0.3x |
| Thu, 28 Nov 2024 | US$61.7b | US$195.3b | US$3.6b | 16.7x | 17.4x | 0.3x |
| Sat, 26 Oct 2024 | US$70.5b | US$198.1b | US$3.8b | 18.9x | 18.5x | 0.4x |
| Mon, 23 Sep 2024 | US$65.5b | US$149.2b | US$3.4b | 22.7x | 19x | 0.4x |
| Wed, 21 Aug 2024 | US$64.2b | US$149.4b | US$3.4b | 21.2x | 18.6x | 0.4x |
| Fri, 19 Jul 2024 | US$66.6b | US$152.4b | US$3.6b | 21.1x | 18.4x | 0.4x |
| Sun, 16 Jun 2024 | US$64.5b | US$152.5b | US$3.6b | 17.7x | 17.8x | 0.4x |
| Tue, 14 May 2024 | US$64.2b | US$152.5b | US$3.6b | 16.6x | 17.7x | 0.4x |
| Thu, 11 Apr 2024 | US$67.5b | US$155.6b | US$3.9b | 15.7x | 17.2x | 0.4x |
| Sat, 09 Mar 2024 | US$65.0b | US$156.7b | US$3.9b | 14.9x | 16.6x | 0.4x |
| Mon, 05 Feb 2024 | US$62.1b | US$159.3b | US$4.0b | 13.9x | 15.4x | 0.4x |
| Wed, 03 Jan 2024 | US$61.6b | US$161.7b | US$4.2b | 12.6x | 14.7x | 0.4x |
| Fri, 01 Dec 2023 | US$57.6b | US$161.7b | US$4.2b | 11.4x | 13.7x | 0.4x |
| Sun, 29 Oct 2023 | US$54.8b | US$164.4b | US$4.3b | 11.5x | 12.7x | 0.3x |
| Tue, 26 Sep 2023 | US$58.5b | US$165.8b | US$4.3b | 11.5x | 13.5x | 0.4x |
| Thu, 24 Aug 2023 | US$58.8b | US$165.8b | US$4.3b | 11.6x | 13.6x | 0.4x |
13.6x
How does U.S. Technology Distributors compare with similar industries?
| US Market | 0.63% | |
| Tech | 0.50% | |
| Electronic Equipment and Components | -0.44% | |
| Technology Distributors | 1.36% | |
| Electronic Manufacturing Services | 2.59% | |
| Electronic Equipment and Instruments | 1.04% | |
| Electronic Components | -2.72% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ARW Arrow Electronics | US$213.99 | 5.6% +US$581.3m | 73.3% | PE13.4x | |
| SNX TD SYNNEX | US$258.74 | 2.0% +US$399.8m | 75.4% | PE18.4x | |
| CDW CDW | US$139.42 | 2.2% +US$373.8m | -15.9% | PE16.1x | |
| INGM Ingram Micro Holding | US$28.55 | 3.0% +US$189.1m | 47.3% | PE15.3x | |
| NSIT Insight Enterprises | US$154.25 | 3.3% +US$144.7m | 18.6% | PE21.5x |