Insight Enterprises Inc (NSIT)vsSynnex Corporation (SNX)
NSIT
Insight Enterprises Inc
$64.91
-1.68%
TECHNOLOGY · Cap: $2.05B
SNX
Synnex Corporation
$163.77
+0.09%
TECHNOLOGY · Cap: $13.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 658% more annual revenue ($62.51B vs $8.25B). NSIT leads profitability with a 1.9% profit margin vs 1.3%. NSIT appears more attractively valued with a PEG of 0.68. SNX earns a higher WallStSmart Score of 69/100 (B-).
NSIT
Buy62
out of 100
Grade: C+
SNX
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.4%
Fair Value
$227.45
Current Price
$64.91
$162.54 discount
Margin of Safety
+63.5%
Fair Value
$465.66
Current Price
$163.77
$301.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 33.1% YoY
Generating 1.4B in free cash flow
Areas to Watch
1.9% margin — thin
Revenue declined 120.0%
1.3% margin — thin
Operating margin of 2.3%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SNX
The strongest argument for SNX centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.96 suggests the stock is reasonably priced for its growth.
Bear Case : NSIT
The primary concerns for NSIT are Profit Margin, Revenue Growth. Thin 1.9% margins leave little buffer for downturns.
Bear Case : SNX
The primary concerns for SNX are Profit Margin, Operating Margin. Thin 1.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
SNX carries more volatility with a beta of 1.30 — expect wider price swings.
SNX is growing revenue faster at 9.7% — sustainability is the question.
SNX generates stronger free cash flow (1.4B), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNX scores higher overall (69/100 vs 62/100). NSIT offers better value entry with a 60.4% margin of safety. 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.
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.
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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