WallStSmart

Climb Global Solutions (CLMB)vsPC Connection Inc (CNXN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PC Connection Inc generates 320% more annual revenue ($2.99B vs $711.77M). CNXN leads profitability with a 3.2% profit margin vs 2.9%. CLMB appears more attractively valued with a PEG of 1.57. CNXN earns a higher WallStSmart Score of 61/100 (C+).

CLMB

Hold

49

out of 100

Grade: D+

Growth: 6.0Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.18

CNXN

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 5.0Quality: 8.0
Piotroski: 3/9Altman Z: 5.29

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLMB1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

CNXN4 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.2910/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

EPS GrowthGrowth
35.1%8/10

Earnings expanding 35.1% YoY

Areas to Watch

CLMB4 concerns · Avg: 3.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Market CapQuality
$513.17M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

CNXN4 concerns · Avg: 3.0/10
PEG RatioValuation
1.824/10

Expensive relative to growth rate

Profit MarginProfitability
3.2%3/10

3.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-65.74M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : CLMB

The strongest argument for CLMB centers on Debt/Equity.

Bull Case : CNXN

The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book. Revenue growth of 12.4% demonstrates continued momentum.

Bear Case : CLMB

The primary concerns for CLMB are PEG Ratio, Market Cap, Profit Margin. Thin 2.9% margins leave little buffer for downturns.

Bear Case : CNXN

The primary concerns for CNXN are PEG Ratio, Profit Margin, Piotroski F-Score. Thin 3.2% margins leave little buffer for downturns.

Key Dynamics to Monitor

CLMB carries more volatility with a beta of 1.08 — expect wider price swings.

CNXN is growing revenue faster at 12.4% — sustainability is the question.

CLMB generates stronger free cash flow (15M), providing more financial flexibility.

Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CNXN scores higher overall (61/100 vs 49/100) and 12.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Climb Global Solutions

TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA

Climb Global Solutions (CLMB) is a leading technology and supply chain management company focused on enhancing the distribution and logistics of IT products. By establishing strategic partnerships with top manufacturers, the firm offers a comprehensive suite of innovative solutions that cater to the needs of resellers and systems integrators, particularly in response to the growing demand for cloud services and advanced IT infrastructure. Climb's commitment to operational excellence and customer-centric strategies uniquely positions it to capitalize on growth opportunities in the rapidly evolving technology landscape, reinforcing its role as a critical player in the future of IT distribution and logistics.

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PC Connection Inc

TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA

PC Connection, Inc., provides a range of information technology (IT) solutions. The company is headquartered in Merrimack, New Hampshire.

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