Analysis Article • Aug 10

Last week, the Technology Distributors industry hasn't moved much but Avnet is up 9.6% in that time. As for the the longer term, the industry is up 32% over the past 12 months. Looking forward, earnings are forecast to grow by 19% annually.
Has the U.S. Technology Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | US$75.6b | US$236.7b | US$4.1b | 16.8x | 18.6x | 0.3x |
| Thu, 09 Jul 2026 | US$69.5b | US$223.9b | US$4.0b | 17.7x | 17.4x | 0.3x |
| Sat, 06 Jun 2026 | US$75.8b | US$219.3b | US$3.8b | 18.7x | 19.7x | 0.3x |
| Mon, 04 May 2026 | US$66.5b | US$216.0b | US$3.7b | 16.5x | 18.1x | 0.3x |
| Wed, 01 Apr 2026 | US$52.3b | US$212.4b | US$3.7b | 14.2x | 14.3x | 0.2x |
| Fri, 27 Feb 2026 | US$54.9b | US$208.3b | US$3.5b | 16.1x | 15.8x | 0.3x |
| Sun, 25 Jan 2026 | US$52.4b | US$205.7b | US$3.4b | 17.1x | 15.6x | 0.3x |
| Tue, 23 Dec 2025 | US$54.4b | US$204.1b | US$3.3b | 17.3x | 16.5x | 0.3x |
| Thu, 20 Nov 2025 | US$52.5b | US$204.1b | US$3.3b | 17x | 16x | 0.3x |
| Sat, 18 Oct 2025 | US$57.0b | US$201.8b | US$3.3b | 18.1x | 17.4x | 0.3x |
| Mon, 15 Sep 2025 | US$59.9b | US$200.8b | US$3.2b | 18x | 18.5x | 0.3x |
| Wed, 13 Aug 2025 | US$58.0b | US$200.8b | US$3.2b | 18x | 17.9x | 0.3x |
| Fri, 11 Jul 2025 | US$62.3b | US$198.1b | US$3.3b | 17.7x | 18.9x | 0.3x |
| Sun, 08 Jun 2025 | US$58.9b | US$197.1b | US$3.3b | 16.9x | 18.1x | 0.3x |
| Tue, 06 May 2025 | US$55.7b | US$195.9b | US$3.2b | 15x | 17.3x | 0.3x |
| Thu, 03 Apr 2025 | US$53.6b | US$196.5b | US$3.3b | 16x | 16.3x | 0.3x |
| Sat, 01 Mar 2025 | US$60.7b | US$195.5b | US$3.3b | 18.1x | 18.2x | 0.3x |
| Mon, 27 Jan 2025 | US$66.4b | US$196.8b | US$3.6b | 19.1x | 18.6x | 0.3x |
| Wed, 25 Dec 2024 | US$60.3b | US$195.3b | US$3.6b | 16.1x | 17x | 0.3x |
| Fri, 22 Nov 2024 | US$60.1b | US$195.3b | US$3.5b | 15.8x | 16.9x | 0.3x |
| Sun, 20 Oct 2024 | US$65.5b | US$149.9b | US$3.5b | 21.8x | 18.8x | 0.4x |
| Tue, 17 Sep 2024 | US$63.2b | US$149.2b | US$3.4b | 22.3x | 18.4x | 0.4x |
| Thu, 15 Aug 2024 | US$62.5b | US$149.4b | US$3.4b | 20.3x | 18.2x | 0.4x |
| Sat, 13 Jul 2024 | US$63.1b | US$152.4b | US$3.6b | 20.6x | 17.4x | 0.4x |
| Mon, 10 Jun 2024 | US$65.0b | US$152.5b | US$3.6b | 17.5x | 18x | 0.4x |
| Wed, 08 May 2024 | US$63.4b | US$152.5b | US$3.6b | 16.4x | 17.5x | 0.4x |
| Fri, 05 Apr 2024 | US$67.7b | US$155.6b | US$3.9b | 16x | 17.2x | 0.4x |
| Sun, 03 Mar 2024 | US$65.4b | US$156.7b | US$3.9b | 15.1x | 16.7x | 0.4x |
| Tue, 30 Jan 2024 | US$62.3b | US$159.9b | US$4.2b | 14.5x | 15x | 0.4x |
| Thu, 28 Dec 2023 | US$63.3b | US$161.7b | US$4.2b | 12.6x | 15.1x | 0.4x |
| Sat, 25 Nov 2023 | US$58.5b | US$161.7b | US$4.2b | 11.6x | 13.9x | 0.4x |
| Mon, 23 Oct 2023 | US$55.5b | US$164.4b | US$4.3b | 11.6x | 12.9x | 0.3x |
| Wed, 20 Sep 2023 | US$59.0b | US$165.8b | US$4.3b | 11.4x | 13.7x | 0.4x |
| Fri, 18 Aug 2023 | US$57.3b | US$165.8b | US$4.3b | 12.2x | 13.3x | 0.3x |
13.3x
How does U.S. Technology Distributors compare with similar industries?
| US Market | 2.22% | |
| Tech | 4.05% | |
| Electronic Equipment and Components | 4.73% | |
| Technology Distributors | -0.81% | |
| Electronic Components | 5.69% | |
| Electronic Manufacturing Services | 5.18% | |
| Electronic Equipment and Instruments | 4.28% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AVT Avnet | US$97.40 | 9.6% +US$698.8m | 88.2% | PE23.9x | |
| NSIT Insight Enterprises | US$154.74 | 17.5% +US$564.5m | 25.0% | PE21.6x | |
| ADIG ADI Global Distribution | US$28.27 | 28.2% +US$470.2m | n/a | PS0.4x | |
| RELL Richardson Electronics | US$19.89 | 1.2% +US$3.5m | 106.8% | PE45.8x | |
| LHSW Lianhe Sowell International Group | US$3.03 | 13.9% +US$1.3m | -92.2% | PE9.1x |