PC Connection Inc (CNXN)vsInsight Enterprises Inc (NSIT)
CNXN
PC Connection Inc
$58.41
-1.02%
TECHNOLOGY · Cap: $1.42B
NSIT
Insight Enterprises Inc
$64.91
-1.68%
TECHNOLOGY · Cap: $2.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Insight Enterprises Inc generates 187% more annual revenue ($8.25B vs $2.87B). CNXN leads profitability with a 2.9% profit margin vs 1.9%. NSIT appears more attractively valued with a PEG of 0.68. NSIT earns a higher WallStSmart Score of 62/100 (C+).
CNXN
Hold47
out of 100
Grade: D+
NSIT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-51.0%
Fair Value
$43.16
Current Price
$58.41
$15.25 premium
Margin of Safety
+60.4%
Fair Value
$227.45
Current Price
$64.91
$162.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
4.0% earnings growth
Smaller company, higher risk/reward
2.9% margin — thin
Operating margin of 3.8%
1.9% margin — thin
Revenue declined 120.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, P/E Ratio. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bull Case : NSIT
The strongest argument for NSIT centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bear Case : CNXN
The primary concerns for CNXN are EPS Growth, Market Cap, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Bear Case : NSIT
The primary concerns for NSIT are Profit Margin, Revenue Growth. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
NSIT carries more volatility with a beta of 0.89 — expect wider price swings.
CNXN is growing revenue faster at -0.8% — sustainability is the question.
NSIT generates stronger free cash flow (147M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NSIT scores higher overall (62/100 vs 47/100). 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.
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.
Visit Website →Insight Enterprises Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Insight Enterprises, Inc. provides hardware, software, and information technology services solutions in the United States, Canada, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Tempe, Arizona.
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