PC Connection Inc (CNXN)vsInsight Enterprises Inc (NSIT)
CNXN
PC Connection Inc
$66.65
+1.99%
TECHNOLOGY · Cap: $1.65B
NSIT
Insight Enterprises Inc
$83.79
+19.07%
TECHNOLOGY · Cap: $2.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Insight Enterprises Inc generates 185% more annual revenue ($8.25B vs $2.89B). CNXN leads profitability with a 3.0% profit margin vs 1.9%. NSIT appears more attractively valued with a PEG of 0.75. NSIT earns a higher WallStSmart Score of 62/100 (C+).
CNXN
Buy55
out of 100
Grade: C-
NSIT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.1%
Fair Value
$103.58
Current Price
$66.65
$36.93 discount
Margin of Safety
+61.2%
Fair Value
$231.85
Current Price
$83.79
$148.06 discount
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 33.3% YoY
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
3.0% revenue growth
Smaller company, higher risk/reward
3.0% margin — thin
1.9% margin — thin
Revenue declined 1.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book.
Bull Case : NSIT
The strongest argument for NSIT centers on EPS Growth, PEG Ratio, P/E Ratio. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : CNXN
The primary concerns for CNXN are PEG Ratio, Revenue Growth, Market Cap. Thin 3.0% 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
NSIT carries more volatility with a beta of 0.96 — expect wider price swings.
CNXN is growing revenue faster at 3.0% — sustainability is the question.
NSIT generates stronger free cash flow (147M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NSIT scores higher overall (62/100 vs 55/100). 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.
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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