Narrative Update • Aug 15

Last week, the Tech Hardware Storage and Peripherals industry hasn't moved much but Sandisk is up 33% in that time. The past year has been better, since the industry has gained 49% in that time. Earnings are forecast to grow by 9.5% 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 |
|---|---|---|---|---|---|---|
| Mon, 17 Aug 2026 | US$5.3t | US$618.4b | US$155.9b | 33.2x | 34.1x | 8.6x |
| Wed, 15 Jul 2026 | US$5.5t | US$587.7b | US$138.2b | 45.6x | 39.5x | 9.3x |
| Fri, 12 Jun 2026 | US$5.1t | US$587.7b | US$138.0b | 43x | 36.7x | 8.6x |
| Sun, 10 May 2026 | US$5.0t | US$584.2b | US$136.5b | 51.3x | 36.5x | 8.5x |
| Tue, 07 Apr 2026 | US$4.2t | US$556.2b | US$122.6b | 25.5x | 34x | 7.5x |
| Thu, 05 Mar 2026 | US$4.2t | US$553.2b | US$122.8b | 26.1x | 34.5x | 7.7x |
| Sat, 31 Jan 2026 | US$4.2t | US$545.7b | US$121.5b | 27.1x | 34.5x | 7.7x |
| Mon, 29 Dec 2025 | US$4.3t | US$514.1b | US$111.9b | 23.5x | 38.1x | 8.3x |
| Wed, 26 Nov 2025 | US$4.3t | US$512.7b | US$113.1b | 24.6x | 37.9x | 8.4x |
| Fri, 24 Oct 2025 | US$4.1t | US$504.7b | US$100.3b | 27x | 40.5x | 8x |
| Sun, 21 Sep 2025 | US$3.8t | US$504.4b | US$100.3b | 26x | 38.3x | 7.6x |
| Tue, 19 Aug 2025 | US$3.6t | US$502.8b | US$100.5b | 20.7x | 35.7x | 7.1x |
| Thu, 17 Jul 2025 | US$3.3t | US$500.2b | US$98.6b | 19.5x | 33.2x | 6.5x |
| Sat, 14 Jun 2025 | US$3.1t | US$500.2b | US$98.5b | 17x | 31.5x | 6.2x |
| Mon, 12 May 2025 | US$3.1t | US$499.4b | US$100.0b | 14.5x | 30.8x | 6.2x |
| Wed, 09 Apr 2025 | US$2.8t | US$494.0b | US$101.2b | 12.7x | 27.8x | 5.7x |
| Fri, 07 Mar 2025 | US$3.7t | US$492.7b | US$100.5b | 16.4x | 36.4x | 7.4x |
| Sun, 02 Feb 2025 | US$3.7t | US$479.7b | US$100.5b | 21.6x | 36.6x | 7.7x |
| Tue, 31 Dec 2024 | US$4.0t | US$473.9b | US$97.2b | 24.2x | 41.1x | 8.4x |
| Thu, 28 Nov 2024 | US$3.7t | US$472.7b | US$96.5b | 21.6x | 38.2x | 7.8x |
| Sat, 26 Oct 2024 | US$3.6t | US$467.4b | US$107.9b | 22.5x | 33.7x | 7.8x |
| Mon, 23 Sep 2024 | US$3.6t | US$466.0b | US$106.7b | 19.5x | 33.7x | 7.7x |
| Wed, 21 Aug 2024 | US$3.6t | US$465.2b | US$106.8b | 24.3x | 33.4x | 7.7x |
| Fri, 19 Jul 2024 | US$3.6t | US$457.1b | US$103.3b | 26.3x | 34.8x | 7.9x |
| Sun, 16 Jun 2024 | US$3.4t | US$457.1b | US$103.2b | 26.3x | 33.1x | 7.5x |
| Tue, 14 May 2024 | US$3.0t | US$456.7b | US$103.2b | 28.1x | 29x | 6.6x |
| Thu, 11 Apr 2024 | US$2.8t | US$457.8b | US$102.9b | 24.1x | 26.9x | 6x |
| Sat, 09 Mar 2024 | US$2.8t | US$457.8b | US$102.6b | 26.1x | 27.3x | 6.1x |
| Mon, 05 Feb 2024 | US$3.0t | US$458.7b | US$102.6b | 28.4x | 29.1x | 6.5x |
| Wed, 03 Jan 2024 | US$3.0t | US$454.7b | US$98.6b | 26x | 30.3x | 6.6x |
| Fri, 01 Dec 2023 | US$3.1t | US$455.3b | US$98.5b | 27.6x | 31x | 6.7x |
| Sun, 29 Oct 2023 | US$2.7t | US$453.7b | US$95.6b | 19x | 28.4x | 6x |
| Tue, 26 Sep 2023 | US$2.8t | US$453.9b | US$95.1b | 20.6x | 29.9x | 6.3x |
| Thu, 24 Aug 2023 | US$2.9t | US$454.0b | US$95.2b | 26.3x | 30.7x | 6.4x |
30.7x
How does U.S. Tech Hardware Storage and Peripherals compare with similar industries?
| US Market | 0.63% | |
| Tech | 0.50% | |
| Tech Hardware | 0.85% | |
| Tech Hardware Storage and Peripherals | 0.85% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SNDK Sandisk | US$1.64k | 32.6% +US$60.1b | 3,505.3% | PE21.4x | |
| STX Seagate Technology Holdings | US$973.44 | 21.5% +US$39.1b | 513.4% | PE69.3x | |
| WDC Western Digital | US$508.80 | 16.1% +US$32.4b | 566.9% | PE19.8x | |
| DELL Dell Technologies | US$490.81 | 7.2% +US$21.3b | 255.3% | PE37.7x | |
| P Everpure | US$118.16 | 20.6% +US$6.7b | 102.1% | PE173.6x |