PC Connection Inc (CNXN)vsInsight Enterprises Inc (NSIT)
CNXN
PC Connection Inc
$86.50
-2.35%
TECHNOLOGY · Cap: $2.25B
NSIT
Insight Enterprises Inc
$177.84
-0.29%
TECHNOLOGY · Cap: $4.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Insight Enterprises Inc generates 187% more annual revenue ($8.58B vs $2.99B). CNXN leads profitability with a 3.2% profit margin vs 2.5%. NSIT appears more attractively valued with a PEG of 0.99. NSIT earns a higher WallStSmart Score of 68/100 (B-).
CNXN
Buy61
out of 100
Grade: C+
NSIT
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CNXN.
Margin of Safety
-77.1%
Fair Value
$50.85
Current Price
$177.84
$126.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 35.1% YoY
Earnings expanding 76.0% YoY
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
3.2% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
2.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book. Revenue growth of 12.4% demonstrates continued momentum.
Bull Case : NSIT
The strongest argument for NSIT centers on EPS Growth, PEG Ratio. Revenue growth of 14.7% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
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.
Bear Case : NSIT
The primary concerns for NSIT are Altman Z-Score, Profit Margin, Debt/Equity. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
NSIT carries more volatility with a beta of 1.06 — expect wider price swings.
NSIT is growing revenue faster at 14.7% — sustainability is the question.
NSIT generates stronger free cash flow (6M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NSIT scores higher overall (68/100 vs 61/100) and 14.7% revenue growth. Both earn "Strong 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.
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 →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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