Avnet Inc (AVT)vsSynnex Corporation (SNX)
AVT
Avnet Inc
$82.09
+1.52%
TECHNOLOGY · Cap: $6.59B
SNX
Synnex Corporation
$239.07
+2.85%
TECHNOLOGY · Cap: $18.74B
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 1.30. SNX earns a higher WallStSmart Score of 66/100 (B-).
AVT
Buy59
out of 100
Grade: C
SNX
Strong Buy66
out of 100
Grade: B-
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
+79.0%
Fair Value
$808.41
Current Price
$239.07
$569.34 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 104.4% YoY
Reasonable price relative to book value
18.1% revenue growth
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%
1.5% margin — thin
Operating margin of 2.9%
Negative free cash flow — burning cash
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 : SNX
The strongest argument for SNX centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 18.1% demonstrates continued momentum. PEG of 1.30 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 : SNX
The primary concerns for SNX are Profit Margin, Operating Margin, Free Cash Flow. 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 1.40 — 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 (66/100 vs 59/100) and 18.1% revenue growth. AVT offers better value entry with a 73.8% margin of safety. 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 →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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