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U.S. Technology Distributors Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies29
  • 7D8.0%
  • 3M7.1%
  • 1Y19.7%
  • YTDn/a

In the last week, the Technology Distributors industry is up 8.0%, with TD SYNNEX up 19%. Meanwhile, ICZOOM Group actually underperformed within the industry, shrinking 34% in the last week. This means that the industry has gained 20% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$56.5bUS$212.4bUS$3.7b15x15.4x0.3x
Tue, 03 Mar 2026US$54.8bUS$208.3bUS$3.5b15.9x15.8x0.3x
Thu, 29 Jan 2026US$53.3bUS$206.3bUS$3.3b17.1x16x0.3x
Sat, 27 Dec 2025US$54.0bUS$204.1bUS$3.3b18x16.4x0.3x
Mon, 24 Nov 2025US$52.7bUS$204.1bUS$3.3b17.4x16x0.3x
Wed, 22 Oct 2025US$58.2bUS$201.8bUS$3.3b18.1x17.7x0.3x
Fri, 19 Sep 2025US$59.3bUS$200.8bUS$3.2b18.2x18.3x0.3x
Sun, 17 Aug 2025US$58.8bUS$200.8bUS$3.2b17.1x18.2x0.3x
Tue, 15 Jul 2025US$61.5bUS$198.1bUS$3.3b17.3x18.6x0.3x
Thu, 12 Jun 2025US$59.7bUS$197.1bUS$3.3b17x18.4x0.3x
Sat, 10 May 2025US$58.4bUS$197.1bUS$3.2b15.2x18x0.3x
Mon, 07 Apr 2025US$48.5bUS$196.5bUS$3.3b14.6x14.8x0.2x
Wed, 05 Mar 2025US$58.9bUS$195.5bUS$3.3b16.1x17.7x0.3x
Fri, 31 Jan 2025US$66.1bUS$196.1bUS$3.5b18.8x18.8x0.3x
Sun, 29 Dec 2024US$59.7bUS$195.3bUS$3.6b15.9x16.8x0.3x
Tue, 26 Nov 2024US$61.4bUS$195.3bUS$3.5b16.3x17.3x0.3x
Thu, 24 Oct 2024US$64.7bUS$149.9bUS$3.5b20.9x18.6x0.4x
Sat, 21 Sep 2024US$66.0bUS$149.2bUS$3.4b22.7x19.2x0.4x
Mon, 19 Aug 2024US$64.3bUS$149.4bUS$3.4b21.1x18.7x0.4x
Wed, 17 Jul 2024US$64.9bUS$152.4bUS$3.6b21.6x17.9x0.4x
Fri, 14 Jun 2024US$65.2bUS$152.5bUS$3.6b17.7x18x0.4x
Sun, 12 May 2024US$64.2bUS$152.5bUS$3.6b16.6x17.7x0.4x
Tue, 09 Apr 2024US$67.5bUS$155.6bUS$3.9b16.3x17.2x0.4x
Thu, 07 Mar 2024US$64.6bUS$156.7bUS$3.9b15.1x16.5x0.4x
Sat, 03 Feb 2024US$62.1bUS$159.3bUS$4.0b13.9x15.4x0.4x
Mon, 01 Jan 2024US$62.9bUS$161.7bUS$4.2b12.5x15x0.4x
Wed, 29 Nov 2023US$58.2bUS$161.7bUS$4.2b11.5x13.9x0.4x
Fri, 27 Oct 2023US$54.9bUS$164.4bUS$4.3b11.5x12.8x0.3x
Sun, 24 Sep 2023US$58.6bUS$165.8bUS$4.3b11.6x13.6x0.4x
Tue, 22 Aug 2023US$57.6bUS$165.8bUS$4.3b12.1x13.3x0.3x
Thu, 20 Jul 2023US$56.9bUS$167.5bUS$4.6b12.7x12.4x0.3x
Sat, 17 Jun 2023US$54.6bUS$168.7bUS$4.6b12.5x11.9x0.3x
Mon, 15 May 2023US$49.8bUS$168.7bUS$4.6b9.3x10.8x0.3x
Wed, 12 Apr 2023US$54.3bUS$170.2bUS$4.7b9.1x11.5x0.3x
Price to Earnings Ratio

11.5x


Total Market Cap: US$54.3bTotal Earnings: US$4.7bTotal Revenue: US$170.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16.2x202420252026
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 16.2x.
  • 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 8.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.7% 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 Market3.46%
Tech4.66%
Electronic Equipment and Components4.74%
Technology Distributors8.04%
Electronic Components5.42%
Electronic Equipment and Instruments3.96%
Electronic Manufacturing Services2.98%
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
SNX TD SYNNEXUS$186.9219.0%
+US$2.4b		95.1%PE15.3x
INGM Ingram Micro HoldingUS$24.7511.0%
+US$567.5m		56.7%PE17.5x
CDW CDWUS$122.013.2%
+US$491.4m		-15.6%PE14.6x
ARW Arrow ElectronicsUS$145.854.5%
+US$317.5m		57.9%PE13x
AVT AvnetUS$61.873.6%
+US$175.2m		46.4%PE24.4x

Latest News

PLUS
US$77.21
ePlus
7D
3.1%
1Y
35.1%

PLUS: Raised Guidance And Buybacks Will Drive Future Upside Potential

Analysts now set their price target for ePlus at $115, down from $126. This reflects updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple.
SNX
US$186.92
TD SYNNEX
7D
19.0%
1Y
95.1%

SNX: Future Returns Will Reflect Hyve Execution And Hardware Demand Risks

Analysts have lifted the TD SYNNEX fair value estimate from about $180 to about $195, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. These changes follow a series of higher Street price targets from firms including Barrington, BofA, RBC Capital, Morgan Stanley, JPMorgan, Barclays, Goldman Sachs, and UBS.
ARW
US$145.85
Arrow Electronics
7D
4.5%
1Y
57.9%

ARW: Quantum Platform Partnership And Unified Digital Channel Will Drive Future Upside

Analysts are keeping their Arrow Electronics price target effectively unchanged at $165.00, reflecting only minor tweaks to assumptions around the discount rate, revenue growth, profit margin, and forward P/E. What's in the News Arrow completed a broad shift of its customer facing digital platforms for the global components business to a single, redesigned arrow.com, consolidating product selection, purchasing, services, and account management into one omnichannel interface and retiring the former MyArrow portal (Client Announcements).
INGM
US$24.75
Ingram Micro Holding
7D
11.0%
1Y
56.7%
NSIT
US$67.05
Insight Enterprises
7D
1.9%
1Y
-49.2%

NSIT: 2026 Leadership Shift And Payments Partnership Will Shape Margin Upside

Analysts have reduced their price target on Insight Enterprises by $10 to reflect updated assumptions on growth, margins, discount rate, and a higher future P/E, while still keeping the stock on some best ideas lists for 2026. Analyst Commentary Recent research on Insight Enterprises highlights a mix of recognition and restraint.
CDW
US$122.01
CDW
7D
3.2%
1Y
-15.6%
CNXN
US$59.60
PC Connection
7D
4.3%
1Y
-0.2%
AVT
US$61.87
Avnet
7D
3.6%
1Y
46.4%

AVT: Higher Revenue And Margin Assumptions Will Support Richer Future P/E

Analysts have raised Avnet's price target by $5. They cite updated assumptions that include slightly higher revenue growth, modestly stronger profit margins, and a small adjustment to the discount rate and future P/E multiple.
IZM
US$0.58
ICZOOM Group
7D
-34.1%
1Y
-66.7%