Avnet Inc (AVT)vsPC Connection Inc (CNXN)
AVT
Avnet Inc
$79.28
+3.46%
TECHNOLOGY · Cap: $7.60B
CNXN
PC Connection Inc
$79.15
-0.65%
TECHNOLOGY · Cap: $2.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 776% more annual revenue ($27.63B vs $3.15B). CNXN leads profitability with a 3.3% profit margin vs 1.2%. CNXN appears more attractively valued with a PEG of 1.89. AVT earns a higher WallStSmart Score of 65/100 (B-).
AVT
Strong Buy65
out of 100
Grade: B-
CNXN
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.1%
Fair Value
$48.03
Current Price
$79.28
$31.25 premium
Intrinsic value data unavailable for CNXN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 47.7% year-over-year
Earnings expanding 1969.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Revenue surging 23.3% year-over-year
Earnings expanding 27.8% YoY
Areas to Watch
ROE of 4.3% — below average capital efficiency
1.2% margin — thin
Operating margin of 3.9%
Expensive relative to growth rate
Expensive relative to growth rate
3.3% margin — thin
Operating margin of 4.7%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 47.7% demonstrates continued momentum.
Bull Case : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book. Revenue growth of 23.3% demonstrates continued momentum.
Bear Case : AVT
The primary concerns for AVT are Return on Equity, Profit Margin, Operating Margin. Thin 1.2% margins leave little buffer for downturns.
Bear Case : CNXN
The primary concerns for CNXN are PEG Ratio, Profit Margin, Operating Margin. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
AVT profiles as a hypergrowth stock while CNXN is a growth play — different risk/reward profiles.
AVT carries more volatility with a beta of 1.08 — expect wider price swings.
AVT is growing revenue faster at 47.7% — sustainability is the question.
CNXN generates stronger free cash flow (-66M), providing more financial flexibility.
Bottom Line
AVT scores higher overall (65/100 vs 60/100) and 47.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Avnet Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.
Visit Website →PC Connection Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
PC Connection, Inc., provides a range of information technology (IT) solutions. The company is headquartered in Merrimack, New Hampshire.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
Want to dig deeper into these stocks?