WallStSmart

Avnet Inc (AVT)vsSynnex Corporation (SNX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Synnex Corporation generates 161% more annual revenue ($65.14B vs $24.96B). SNX leads profitability with a 1.5% profit margin vs 0.9%. SNX appears more attractively valued with a PEG of 1.57. SNX earns a higher WallStSmart Score of 64/100 (C+).

AVT

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 4.5Value: 2.7Quality: 7.0
Piotroski: 3/9Altman Z: 3.37

SNX

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 5.0Value: 6.7Quality: 6.0
Piotroski: 5/9Altman Z: 2.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AVTSignificantly Overvalued (-58.2%)

Margin of Safety

-58.2%

Fair Value

$41.93

Current Price

$86.81

$44.88 premium

UndervaluedFair: $41.93Overvalued
SNXUndervalued (+30.7%)

Margin of Safety

+30.7%

Fair Value

$245.33

Current Price

$283.26

$37.93 discount

UndervaluedFair: $245.33Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVT3 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
33.9%10/10

Revenue surging 33.9% year-over-year

Altman Z-ScoreHealth
3.3710/10

Safe zone — low bankruptcy risk

SNX3 strengths · Avg: 8.7/10
EPS GrowthGrowth
104.4%10/10

Earnings expanding 104.4% YoY

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
18.1%8/10

18.1% revenue growth

Areas to Watch

AVT4 concerns · Avg: 3.3/10
P/E RatioValuation
35.0x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
4.3%3/10

ROE of 4.3% — below average capital efficiency

Profit MarginProfitability
0.9%3/10

0.9% margin — thin

Operating MarginProfitability
3.1%3/10

Operating margin of 3.1%

SNX4 concerns · Avg: 3.0/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Profit MarginProfitability
1.5%3/10

1.5% margin — thin

Operating MarginProfitability
2.9%3/10

Operating margin of 2.9%

Free Cash FlowQuality
$-929.01M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : SNX

The strongest argument for SNX centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 18.1% demonstrates continued momentum.

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 : SNX

The primary concerns for SNX are PEG Ratio, Profit Margin, Operating Margin. Thin 1.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

AVT profiles as a hypergrowth stock while SNX is a growth play — different risk/reward profiles.

SNX carries more volatility with a beta of 1.44 — expect wider price swings.

AVT is growing revenue faster at 33.9% — sustainability is the question.

AVT generates stronger free cash flow (-71M), providing more financial flexibility.

Bottom Line

SNX scores higher overall (64/100 vs 59/100) and 18.1% revenue growth. 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.

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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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