Avnet Inc (AVT)vsTD SYNNEX Corporation (SNX)
AVT
Avnet Inc
$79.28
+3.46%
TECHNOLOGY · Cap: $7.60B
SNX
TD SYNNEX Corporation
$218.73
+1.56%
TECHNOLOGY · Cap: $20.48B
Smart Verdict
WallStSmart Research — data-driven comparison
TD SYNNEX Corporation generates 174% more annual revenue ($75.67B vs $27.63B). SNX leads profitability with a 1.8% profit margin vs 1.2%. SNX appears more attractively valued with a PEG of 0.50. SNX earns a higher WallStSmart Score of 72/100 (B).
AVT
Strong Buy65
out of 100
Grade: B-
SNX
Strong Buy72
out of 100
Grade: B
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
+40.4%
Fair Value
$285.02
Current Price
$218.73
$66.29 discount
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
Growing faster than its price suggests
Revenue surging 37.7% year-over-year
Earnings expanding 88.9% YoY
Attractively priced relative to earnings
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
1.8% margin — thin
Operating margin of 3.0%
Negative free cash flow — burning cash
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 : SNX
The strongest argument for SNX centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 37.7% demonstrates continued momentum. PEG of 0.50 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 : SNX
The primary concerns for SNX are Profit Margin, Operating Margin, Free Cash Flow. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
SNX carries more volatility with a beta of 1.37 — expect wider price swings.
AVT is growing revenue faster at 47.7% — sustainability is the question.
AVT generates stronger free cash flow (-308M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNX scores higher overall (72/100 vs 65/100) and 37.7% 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 →TD SYNNEX Corporation
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
SYNNEX Corporation provides business process services in the United States and internationally. The company is headquartered in Fremont, California.
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