Avnet Inc (AVT)vsInsight Enterprises Inc (NSIT)
AVT
Avnet Inc
$79.28
+3.46%
TECHNOLOGY · Cap: $7.60B
NSIT
Insight Enterprises Inc
$158.25
+3.62%
TECHNOLOGY · Cap: $5.24B
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 1.13. AVT earns a higher WallStSmart Score of 65/100 (B-).
AVT
Strong Buy65
out of 100
Grade: B-
NSIT
Buy63
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
Margin of Safety
-75.4%
Fair Value
$51.33
Current Price
$158.25
$106.92 premium
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
Earnings expanding 76.0% YoY
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
Moderate valuation
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 Price/Book, Revenue Growth, EPS Growth. Revenue growth of 47.7% demonstrates continued momentum.
Bull Case : NSIT
The strongest argument for NSIT centers on EPS Growth, Price/Book. Revenue growth of 14.7% demonstrates continued momentum. PEG of 1.13 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 P/E Ratio, Altman Z-Score, Profit Margin. 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 1.08 — 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
AVT scores higher overall (65/100 vs 63/100) 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 →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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