Avnet Inc (AVT)vsSynnex Corporation (SNX)
AVT
Avnet Inc
$96.53
-0.28%
TECHNOLOGY · Cap: $7.29B
SNX
Synnex Corporation
$252.42
-2.62%
TECHNOLOGY · Cap: $20.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 180% more annual revenue ($69.77B vs $24.96B). SNX leads profitability with a 1.6% profit margin vs 0.9%. SNX appears more attractively valued with a PEG of 1.15. SNX earns a higher WallStSmart Score of 70/100 (B).
AVT
Buy59
out of 100
Grade: C
SNX
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56.4%
Fair Value
$42.41
Current Price
$96.53
$54.12 premium
Margin of Safety
+35.5%
Fair Value
$263.65
Current Price
$252.42
$11.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.9% year-over-year
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Revenue surging 31.0% year-over-year
Earnings expanding 87.9% YoY
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%
1.6% margin — thin
Operating margin of 2.7%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Revenue Growth, Altman Z-Score, Price/Book. Revenue growth of 33.9% demonstrates continued momentum.
Bull Case : SNX
The strongest argument for SNX centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 31.0% demonstrates continued momentum. PEG of 1.15 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 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
SNX carries more volatility with a beta of 1.43 — 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.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNX scores higher overall (70/100 vs 59/100) and 31.0% 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 →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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