Avnet Inc (AVT)vsInsight Enterprises Inc (NSIT)
AVT
Avnet Inc
$82.09
+1.52%
TECHNOLOGY · Cap: $6.59B
NSIT
Insight Enterprises Inc
$83.79
+19.07%
TECHNOLOGY · Cap: $2.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 203% more annual revenue ($24.96B vs $8.25B). NSIT leads profitability with a 1.9% profit margin vs 0.9%. NSIT appears more attractively valued with a PEG of 0.75. NSIT earns a higher WallStSmart Score of 62/100 (C+).
AVT
Buy59
out of 100
Grade: C
NSIT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.8%
Fair Value
$253.22
Current Price
$82.09
$171.13 discount
Margin of Safety
+61.2%
Fair Value
$231.85
Current Price
$83.79
$148.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 33.9% year-over-year
Safe zone — low bankruptcy risk
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.3% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.1%
1.9% margin — thin
Revenue declined 1.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Price/Book, Revenue Growth, Altman Z-Score. Revenue growth of 33.9% demonstrates continued momentum.
Bull Case : NSIT
The strongest argument for NSIT centers on EPS Growth, PEG Ratio, P/E Ratio. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : AVT
The primary concerns for AVT are P/E Ratio, Return on Equity, Profit Margin. Thin 0.9% margins leave little buffer for downturns.
Bear Case : NSIT
The primary concerns for NSIT are Profit Margin, Revenue Growth. Thin 1.9% 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.
NSIT carries more volatility with a beta of 0.96 — expect wider price swings.
AVT is growing revenue faster at 33.9% — sustainability is the question.
NSIT generates stronger free cash flow (147M), providing more financial flexibility.
Bottom Line
NSIT scores higher overall (62/100 vs 59/100). AVT offers better value entry with a 73.8% margin of safety. Both earn "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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