Avnet Inc (AVT)vsInsight Enterprises Inc (NSIT)
AVT
Avnet Inc
$98.25
+2.90%
TECHNOLOGY · Cap: $7.53B
NSIT
Insight Enterprises Inc
$156.25
-0.29%
TECHNOLOGY · Cap: $4.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 222% more annual revenue ($27.63B vs $8.58B). NSIT leads profitability with a 2.5% profit margin vs 1.2%. NSIT appears more attractively valued with a PEG of 1.00. NSIT earns a higher WallStSmart Score of 68/100 (B-).
AVT
Strong Buy65
out of 100
Grade: B-
NSIT
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.4%
Fair Value
$47.60
Current Price
$98.25
$50.65 premium
Margin of Safety
-81.5%
Fair Value
$49.60
Current Price
$156.25
$106.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 47.7% year-over-year
Earnings expanding 1969.0% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 76.0% YoY
Growing faster than its price suggests
Reasonable price relative to book value
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
Distress zone — elevated risk
2.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 47.7% demonstrates continued momentum.
Bull Case : NSIT
The strongest argument for NSIT centers on EPS Growth, PEG Ratio, Price/Book. Revenue growth of 14.7% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
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 : NSIT
The primary concerns for NSIT are Altman Z-Score, Profit Margin, Debt/Equity. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
AVT profiles as a hypergrowth stock while NSIT is a value play — different risk/reward profiles.
AVT carries more volatility with a beta of 1.11 — expect wider price swings.
AVT is growing revenue faster at 47.7% — sustainability is the question.
NSIT generates stronger free cash flow (6M), providing more financial flexibility.
Bottom Line
NSIT scores higher overall (68/100 vs 65/100) and 14.7% revenue growth. Both earn "Strong Buy" and "Strong 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 →Insight Enterprises Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Insight Enterprises, Inc. provides hardware, software, and information technology services solutions in the United States, Canada, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Tempe, Arizona.
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