Avnet Inc (AVT)vsPC Connection Inc (CNXN)
AVT
Avnet Inc
$96.53
-0.28%
TECHNOLOGY · Cap: $7.29B
CNXN
PC Connection Inc
$84.14
-2.84%
TECHNOLOGY · Cap: $2.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 735% more annual revenue ($24.96B vs $2.99B). CNXN leads profitability with a 3.2% profit margin vs 0.9%. CNXN appears more attractively valued with a PEG of 2.21. CNXN earns a higher WallStSmart Score of 59/100 (C).
AVT
Buy59
out of 100
Grade: C
CNXN
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56.4%
Fair Value
$42.41
Current Price
$96.53
$54.12 premium
Intrinsic value data unavailable for CNXN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.9% year-over-year
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 35.1% 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
3.2% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Revenue Growth, Altman Z-Score, Price/Book. 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. Revenue growth of 12.4% demonstrates continued momentum.
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, Profit Margin, Piotroski F-Score. Thin 3.2% 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 1.11 — expect wider price swings.
AVT is growing revenue faster at 33.9% — sustainability is the question.
CNXN generates stronger free cash flow (-66M), providing more financial flexibility.
Bottom Line
AVT scores higher overall (59/100 vs 59/100) and 33.9% revenue growth. 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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