Narrative Update • Jun 24

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has dropped 3.0%, driven by a pullback from Apple of 1.7%. In the past year, the industry has gained 66%. Earnings are forecast to grow by 12% annually.
Has the U.S. Tech Hardware Storage and Peripherals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | US$5.2t | US$587.7b | US$137.9b | 43x | 37.9x | 8.9x |
| Sun, 24 May 2026 | US$5.3t | US$584.2b | US$136.5b | 42.8x | 38.6x | 9x |
| Tue, 21 Apr 2026 | US$4.5t | US$556.1b | US$122.6b | 32.1x | 36.6x | 8.1x |
| Thu, 19 Mar 2026 | US$4.2t | US$556.1b | US$122.6b | 26.2x | 33.9x | 7.5x |
| Sat, 14 Feb 2026 | US$4.2t | US$552.9b | US$121.7b | 27.3x | 34.9x | 7.7x |
| Mon, 12 Jan 2026 | US$4.1t | US$514.0b | US$111.8b | 26.4x | 36.3x | 7.9x |
| Wed, 10 Dec 2025 | US$4.3t | US$514.1b | US$111.9b | 26.4x | 38.7x | 8.4x |
| Fri, 07 Nov 2025 | US$4.2t | US$512.3b | US$113.2b | 27.2x | 37.3x | 8.2x |
| Sun, 05 Oct 2025 | US$4.0t | US$504.4b | US$100.3b | 28.5x | 40.3x | 8x |
| Tue, 02 Sep 2025 | US$3.6t | US$502.9b | US$100.5b | 21.6x | 35.9x | 7.2x |
| Thu, 31 Jul 2025 | US$3.3t | US$500.2b | US$98.6b | 20x | 33.3x | 6.6x |
| Sat, 28 Jun 2025 | US$3.1t | US$500.2b | US$98.5b | 18.2x | 31.9x | 6.3x |
| Mon, 26 May 2025 | US$3.0t | US$499.7b | US$99.9b | 16.5x | 30.4x | 6.1x |
| Wed, 23 Apr 2025 | US$3.0t | US$494.1b | US$101.2b | 11.5x | 29.6x | 6.1x |
| Fri, 21 Mar 2025 | US$3.3t | US$494.0b | US$101.2b | 16.1x | 33.1x | 6.8x |
| Sun, 16 Feb 2025 | US$3.8t | US$479.7b | US$100.4b | 22.1x | 38x | 8x |
| Tue, 14 Jan 2025 | US$3.7t | US$473.9b | US$97.2b | 22.4x | 38x | 7.8x |
| Thu, 12 Dec 2024 | US$3.9t | US$473.9b | US$97.2b | 21.7x | 39.9x | 8.2x |
| Sat, 09 Nov 2024 | US$3.6t | US$472.6b | US$96.4b | 30x | 36.9x | 7.5x |
| Mon, 07 Oct 2024 | US$3.6t | US$466.0b | US$106.7b | 17.9x | 33.5x | 7.7x |
| Wed, 04 Sep 2024 | US$3.6t | US$465.4b | US$106.6b | 21.7x | 33.8x | 7.7x |
| Fri, 02 Aug 2024 | US$3.5t | US$458.0b | US$104.4b | 25.6x | 34x | 7.7x |
| Sun, 30 Jun 2024 | US$3.4t | US$457.1b | US$103.3b | 26.9x | 32.8x | 7.4x |
| Tue, 28 May 2024 | US$3.1t | US$456.7b | US$103.3b | 28.1x | 29.7x | 6.7x |
| Thu, 25 Apr 2024 | US$2.7t | US$457.6b | US$102.7b | 23.9x | 26.4x | 5.9x |
| Sat, 23 Mar 2024 | US$2.8t | US$457.8b | US$102.9b | 26.4x | 27.3x | 6.1x |
| Mon, 19 Feb 2024 | US$2.9t | US$458.7b | US$102.6b | 27.9x | 28.7x | 6.4x |
| Wed, 17 Jan 2024 | US$3.0t | US$454.7b | US$98.6b | 27.4x | 30.2x | 6.5x |
| Fri, 15 Dec 2023 | US$3.2t | US$455.3b | US$98.5b | 26.8x | 32.2x | 7x |
| Sun, 12 Nov 2023 | US$3.0t | US$456.1b | US$98.2b | 19x | 30.4x | 6.6x |
| Tue, 10 Oct 2023 | US$2.9t | US$453.8b | US$95.1b | 24x | 30.4x | 6.4x |
| Thu, 07 Sep 2023 | US$3.0t | US$453.9b | US$95.1b | 22.7x | 31.1x | 6.5x |
| Sat, 05 Aug 2023 | US$2.9t | US$453.5b | US$95.2b | 31.7x | 30.9x | 6.5x |
| Mon, 03 Jul 2023 | US$3.1t | US$456.4b | US$95.7b | 32.3x | 32.8x | 6.9x |
32.8x
How does U.S. Tech Hardware Storage and Peripherals compare with similar industries?
| US Market | -2.68% | |
| Tech | -5.04% | |
| Tech Hardware | -6.73% | |
| Tech Hardware Storage and Peripherals | -6.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNDK Sandisk | US$2.34k | 6.9% +US$22.3b | 4,822.0% | PE76.7x | |
| SMCI Super Micro Computer | US$31.68 | 3.3% +US$659.8m | -35.7% | PE16.4x | |
| QNT Quantinuum | US$71.68 | 2.7% +US$62.7m | n/a | PS140x | |
| XRX Xerox Holdings | US$3.22 | 6.6% +US$26.2m | -39.9% | PS0.06x | |
| DBD Diebold Nixdorf | US$84.56 | 0.9% +US$26.0m | 54.9% | PE27.1x |