PC Connection Inc (CNXN)vsSynnex Corporation (SNX)
CNXN
PC Connection Inc
$84.14
-2.84%
TECHNOLOGY · Cap: $2.11B
SNX
Synnex Corporation
$252.42
-2.62%
TECHNOLOGY · Cap: $20.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 2235% more annual revenue ($69.77B vs $2.99B). CNXN leads profitability with a 3.2% profit margin vs 1.6%. SNX appears more attractively valued with a PEG of 1.15. SNX earns a higher WallStSmart Score of 70/100 (B).
CNXN
Buy59
out of 100
Grade: C
SNX
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CNXN.
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 35.1% YoY
Revenue surging 31.0% year-over-year
Earnings expanding 87.9% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
3.2% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
1.6% margin — thin
Operating margin of 2.7%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book. Revenue growth of 12.4% 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 : CNXN
The primary concerns for CNXN are PEG Ratio, Profit Margin, Piotroski F-Score. Thin 3.2% 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
CNXN profiles as a value stock while SNX is a hypergrowth play — different risk/reward profiles.
SNX carries more volatility with a beta of 1.43 — expect wider price swings.
SNX is growing revenue faster at 31.0% — sustainability is the question.
CNXN generates stronger free cash flow (-66M), providing more financial flexibility.
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.
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 →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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