PC Connection Inc (CNXN)vsNVIDIA Corporation (NVDA)
CNXN
PC Connection Inc
$82.97
-0.16%
TECHNOLOGY · Cap: $1.86B
NVDA
NVIDIA Corporation
$195.04
+2.65%
TECHNOLOGY · Cap: $5.01T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 8661% more annual revenue ($253.49B vs $2.89B). CNXN leads profitability with a 3.0% profit margin vs 0.6%. NVDA appears more attractively valued with a PEG of 0.58. NVDA earns a higher WallStSmart Score of 80/100 (A-).
CNXN
Buy52
out of 100
Grade: C-
NVDA
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CNXN.
Margin of Safety
-65.1%
Fair Value
$119.30
Current Price
$195.04
$75.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 33.3% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 82 in profit
Conservative balance sheet, low leverage
Generating 48.6B in free cash flow
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
3.0% revenue growth
Smaller company, higher risk/reward
3.0% margin — thin
Premium valuation, high expectations priced in
0.9% revenue growth
2.1% earnings growth
0.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book.
Bull Case : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Debt/Equity. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bear Case : CNXN
The primary concerns for CNXN are PEG Ratio, Revenue Growth, Market Cap. Thin 3.0% margins leave little buffer for downturns.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Revenue Growth, EPS Growth. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
NVDA carries more volatility with a beta of 2.21 — expect wider price swings.
CNXN is growing revenue faster at 3.0% — sustainability is the question.
NVDA generates stronger free cash flow (48.6B), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVDA scores higher overall (80/100 vs 52/100). Both earn "Exceptional 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.
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 →NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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