Avnet Inc (AVT)vsInsight Enterprises Inc (NSIT)
AVT
Avnet Inc
$62.26
+1.70%
TECHNOLOGY · Cap: $5.10B
NSIT
Insight Enterprises Inc
$64.91
-1.68%
TECHNOLOGY · Cap: $2.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 181% more annual revenue ($23.15B vs $8.25B). NSIT leads profitability with a 1.9% profit margin vs 0.9%. NSIT appears more attractively valued with a PEG of 0.68. NSIT earns a higher WallStSmart Score of 62/100 (C+).
AVT
Buy52
out of 100
Grade: C-
NSIT
Buy62
out of 100
Grade: C+
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
+60.4%
Fair Value
$227.45
Current Price
$64.91
$162.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Moderate valuation
ROE of 4.2% — below average capital efficiency
0.9% margin — thin
Operating margin of 2.7%
1.9% margin — thin
Revenue declined 120.0%
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 : 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.
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 : NSIT
The primary concerns for NSIT are Profit Margin, Revenue Growth. Thin 1.9% 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
NSIT scores higher overall (62/100 vs 52/100). 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 →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.
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