Avnet Inc (AVT)vsPC Connection Inc (CNXN)
AVT
Avnet Inc
$62.26
+1.70%
TECHNOLOGY · Cap: $5.10B
CNXN
PC Connection Inc
$58.41
-1.02%
TECHNOLOGY · Cap: $1.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 706% more annual revenue ($23.15B vs $2.87B). CNXN leads profitability with a 2.9% profit margin vs 0.9%. CNXN appears more attractively valued with a PEG of 1.47. AVT earns a higher WallStSmart Score of 52/100 (C-).
AVT
Buy52
out of 100
Grade: C-
CNXN
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-296.5%
Fair Value
$16.73
Current Price
$62.26
$45.53 premium
Margin of Safety
-51.0%
Fair Value
$43.16
Current Price
$58.41
$15.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
ROE of 4.2% — below average capital efficiency
0.9% margin — thin
Operating margin of 2.7%
4.0% earnings growth
Smaller company, higher risk/reward
2.9% margin — thin
Operating margin of 3.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Price/Book, Altman Z-Score. Revenue growth of 11.6% demonstrates continued momentum.
Bull 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.
Bear Case : AVT
The primary concerns for AVT are P/E Ratio, Return on Equity, Profit Margin. Thin 0.9% margins leave little buffer for downturns.
Bear Case : CNXN
The primary concerns for CNXN are EPS Growth, Market Cap, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
AVT carries more volatility with a beta of 0.91 — expect wider price swings.
AVT is growing revenue faster at 11.6% — sustainability is the question.
AVT generates stronger free cash flow (193M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVT scores higher overall (52/100 vs 47/100) and 11.6% revenue growth. 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.
Avnet Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.
Visit Website →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 →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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