Insight Enterprises Inc (NSIT)vsTurtle Beach Corporation (TBCH)
NSIT
Insight Enterprises Inc
$83.79
+19.07%
TECHNOLOGY · Cap: $2.21B
TBCH
Turtle Beach Corporation
$12.29
-0.89%
TECHNOLOGY · Cap: $251.56M
Smart Verdict
WallStSmart Research — data-driven comparison
Insight Enterprises Inc generates 2478% more annual revenue ($8.25B vs $319.91M). TBCH leads profitability with a 4.9% profit margin vs 1.9%. NSIT appears more attractively valued with a PEG of 0.75. NSIT earns a higher WallStSmart Score of 62/100 (C+).
NSIT
Buy62
out of 100
Grade: C+
TBCH
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.2%
Fair Value
$231.85
Current Price
$83.79
$148.06 discount
Margin of Safety
+84.4%
Fair Value
$74.63
Current Price
$12.29
$62.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
1.9% margin — thin
Revenue declined 1.2%
Smaller company, higher risk/reward
4.9% margin — thin
Weak financial health signals
Revenue declined 18.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : NSIT
The strongest argument for NSIT centers on EPS Growth, PEG Ratio, P/E Ratio. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bull Case : TBCH
The strongest argument for TBCH centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.84 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 : TBCH
The primary concerns for TBCH are Market Cap, Profit Margin, Piotroski F-Score. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
TBCH carries more volatility with a beta of 2.26 — expect wider price swings.
NSIT is growing revenue faster at -1.2% — 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 55/100). TBCH offers better value entry with a 84.4% margin of safety. Both earn "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.
Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
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