Avnet Inc (AVT)vsPC Connection Inc (CNXN)
AVT
Avnet Inc
$82.09
+1.52%
TECHNOLOGY · Cap: $6.59B
CNXN
PC Connection Inc
$66.65
+1.99%
TECHNOLOGY · Cap: $1.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 762% more annual revenue ($24.96B vs $2.89B). CNXN leads profitability with a 3.0% profit margin vs 0.9%. CNXN appears more attractively valued with a PEG of 1.71. AVT earns a higher WallStSmart Score of 59/100 (C).
AVT
Buy59
out of 100
Grade: C
CNXN
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.8%
Fair Value
$253.22
Current Price
$82.09
$171.13 discount
Margin of Safety
+37.1%
Fair Value
$103.58
Current Price
$66.65
$36.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 33.9% year-over-year
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 33.3% YoY
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.3% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.1%
Expensive relative to growth rate
3.0% revenue growth
Smaller company, higher risk/reward
3.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Price/Book, Revenue Growth, Altman Z-Score. Revenue growth of 33.9% demonstrates continued momentum.
Bull Case : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book.
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 PEG Ratio, Revenue Growth, Market Cap. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
AVT profiles as a hypergrowth stock while CNXN is a value play — different risk/reward profiles.
AVT carries more volatility with a beta of 0.92 — expect wider price swings.
AVT is growing revenue faster at 33.9% — sustainability is the question.
CNXN generates stronger free cash flow (12M), providing more financial flexibility.
Bottom Line
AVT scores higher overall (59/100 vs 55/100) and 33.9% revenue growth. CNXN offers better value entry with a 37.1% 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.
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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