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U.S. Technology Distributors Industry Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies31
  • 7D3.5%
  • 3M0.04%
  • 1Y-14.7%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has risen 3.5%, driven by gains in Avnet and Arrow Electronics of 20% and 12%, respectively. Meanwhile, Insight Enterprises actually underperformed within the industry, shrinking 5.7% in the last week. However, the industry is down 15% over the past year. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Feb 2026US$55.5bUS$206.3bUS$3.3b17.2x16.7x0.3x
Sat, 03 Jan 2026US$52.9bUS$204.1bUS$3.3b17.2x16.1x0.3x
Mon, 01 Dec 2025US$54.2bUS$204.1bUS$3.3b17.5x16.5x0.3x
Wed, 29 Oct 2025US$58.2bUS$201.8bUS$3.3b18.4x17.7x0.3x
Fri, 26 Sep 2025US$58.4bUS$201.8bUS$3.3b17.5x17.7x0.3x
Sun, 24 Aug 2025US$60.4bUS$200.8bUS$3.2b17.6x18.6x0.3x
Tue, 22 Jul 2025US$61.6bUS$198.1bUS$3.3b17.3x18.7x0.3x
Thu, 19 Jun 2025US$57.9bUS$197.1bUS$3.3b16.9x17.8x0.3x
Sat, 17 May 2025US$60.6bUS$197.1bUS$3.2b16.9x18.6x0.3x
Mon, 14 Apr 2025US$50.1bUS$196.5bUS$3.3b14.6x15.3x0.3x
Wed, 12 Mar 2025US$57.9bUS$195.9bUS$3.3b16.4x17.6x0.3x
Fri, 07 Feb 2025US$67.4bUS$195.5bUS$3.3b18.6x20.2x0.3x
Sun, 05 Jan 2025US$59.3bUS$195.3bUS$3.6b15.6x16.7x0.3x
Tue, 03 Dec 2024US$61.6bUS$195.3bUS$3.6b17.2x17.4x0.3x
Thu, 31 Oct 2024US$70.7bUS$197.7bUS$3.8b17.4x18.6x0.4x
Sat, 28 Sep 2024US$66.1bUS$149.9bUS$3.5b22.5x19x0.4x
Mon, 26 Aug 2024US$66.4bUS$149.4bUS$3.4b22x19.3x0.4x
Wed, 24 Jul 2024US$65.9bUS$152.4bUS$3.6b21.9x18.2x0.4x
Fri, 21 Jun 2024US$66.0bUS$152.5bUS$3.6b20.5x18.3x0.4x
Sun, 19 May 2024US$65.2bUS$152.5bUS$3.6b17.2x18x0.4x
Tue, 16 Apr 2024US$65.2bUS$155.6bUS$3.9b16.1x16.6x0.4x
Thu, 14 Mar 2024US$65.4bUS$156.7bUS$3.9b14.9x16.7x0.4x
Sat, 10 Feb 2024US$63.7bUS$157.0bUS$3.9b14.1x16.3x0.4x
Mon, 08 Jan 2024US$59.9bUS$161.7bUS$4.2b11.9x14.3x0.4x
Wed, 06 Dec 2023US$58.8bUS$161.7bUS$4.2b11.5x14x0.4x
Fri, 03 Nov 2023US$55.5bUS$161.7bUS$4.2b11x13.2x0.3x
Sun, 01 Oct 2023US$57.5bUS$164.4bUS$4.3b11.5x13.3x0.3x
Tue, 29 Aug 2023US$58.7bUS$165.8bUS$4.3b11.4x13.6x0.4x
Thu, 27 Jul 2023US$56.9bUS$167.5bUS$4.6b12.6x12.4x0.3x
Sat, 24 Jun 2023US$53.9bUS$168.7bUS$4.6b12.1x11.7x0.3x
Mon, 22 May 2023US$51.1bUS$168.7bUS$4.6b10.9x11.1x0.3x
Wed, 19 Apr 2023US$54.4bUS$170.2bUS$4.7b9.3x11.5x0.3x
Fri, 17 Mar 2023US$54.4bUS$170.0bUS$4.7b10x11.6x0.3x
Sun, 12 Feb 2023US$57.6bUS$170.0bUS$4.7b10.4x12.3x0.3x
Price to Earnings Ratio

12.3x


Total Market Cap: US$57.6bTotal 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 16x202420252026
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 16.0x.
  • 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 11% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.7% 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-1.35%
Tech-5.09%
Electronic Equipment and Components-1.66%
Technology Distributors3.48%
Electronic Equipment and Instruments1.25%
Electronic Manufacturing Services0.46%
Electronic Components-4.71%
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
AVT AvnetUS$62.9919.6%
+US$872.1m		26.0%PE24.9x
ARW Arrow ElectronicsUS$135.3611.8%
+US$734.6m		18.9%PE14.7x
SNX TD SYNNEXUS$161.181.7%
+US$222.0m		15.1%PE15.9x
CDW CDWUS$126.160.6%
+US$98.9m		-36.7%PE15.6x
SCSC ScanSourceUS$43.936.8%
+US$61.4m		9.6%PE12.9x

Latest News

CDW
US$126.16
CDW
7D
0.6%
1Y
-36.7%
PLUS
US$85.01
ePlus
7D
-0.02%
1Y
6.0%

PLUS: Raised Guidance And Buybacks Will Support Margin Upside Ahead

Analysts held their fair value estimate for ePlus at $108, with only minimal tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E. This reflects a view that the stock's overall valuation framework remains broadly consistent with prior expectations.
IZM
US$1.09
ICZOOM Group
7D
-19.9%
1Y
-13.6%
NSIT
US$79.06
Insight Enterprises
7D
-5.7%
1Y
-54.2%

NSIT: Transition Year Will Test Solutions Shift And Margin Upside Potential

Analysts have reduced their fair value estimate for Insight Enterprises by $10 to $90, reflecting a lower assumed future P/E multiple and slightly softer revenue growth expectations. This comes even as they factor in a modestly higher profit margin profile and highlight the stock in recent best ideas lists, while keeping a "show me" stance on execution.
RELL
US$11.57
Richardson Electronics
7D
-5.5%
1Y
-13.0%

Richardson Electronics (NASDAQ:RELL) Might Have The Makings Of A Multi-Bagger

Feb 01
Richardson Electronics (NASDAQ:RELL) Might Have The Makings Of A Multi-Bagger
SNX
US$161.18
TD SYNNEX
7D
1.7%
1Y
15.1%
CGTL
US$5.08
Creative Global Technology Holdings
7D
55.8%
1Y
-2.3%
SCSC
US$43.93
ScanSource
7D
6.8%
1Y
9.6%

ScanSource (NASDAQ:SCSC) Seems To Use Debt Quite Sensibly

Jan 31
ScanSource (NASDAQ:SCSC) Seems To Use Debt Quite Sensibly
AMCI
US$5.41
AMC Robotics
7D
-12.2%
1Y
-52.5%
AVT
US$62.99
Avnet
7D
19.6%
1Y
26.0%

Earnings Tell The Story For Avnet, Inc. (NASDAQ:AVT) As Its Stock Soars 28%

Jan 30
Earnings Tell The Story For Avnet, Inc. (NASDAQ:AVT) As Its Stock Soars 28%
LHSW
US$0.70
Lianhe Sowell International Group
7D
-15.1%
1Y
n/a

Lianhe Sowell International Group Ltd (NASDAQ:LHSW) Shares Fly 26% But Investors Aren't Buying For Growth

Jan 22
Lianhe Sowell International Group Ltd (NASDAQ:LHSW) Shares Fly 26% But Investors Aren't Buying For Growth
CNXN
US$58.79
PC Connection
7D
2.4%
1Y
-19.2%
ARW
US$135.36
Arrow Electronics
7D
11.8%
1Y
18.9%

ARW: Richer P/E And Modest Margins Will Limit Future Upside

Analysts are keeping their price target for Arrow Electronics unchanged at US$94.00. They cite only small refinements to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially alter their view of fair value.
INGM
US$21.15
Ingram Micro Holding
7D
0.6%
1Y
-11.1%

These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively

Jan 15
These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively