PC Connection Inc (CNXN)vsSynnex Corporation (SNX)
CNXN
PC Connection Inc
$66.65
+1.99%
TECHNOLOGY · Cap: $1.65B
SNX
Synnex Corporation
$239.07
+2.85%
TECHNOLOGY · Cap: $18.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 2151% more annual revenue ($65.14B vs $2.89B). CNXN leads profitability with a 3.0% profit margin vs 1.5%. SNX appears more attractively valued with a PEG of 1.30. SNX earns a higher WallStSmart Score of 66/100 (B-).
CNXN
Buy55
out of 100
Grade: C-
SNX
Strong Buy66
out of 100
Grade: B-
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
+79.0%
Fair Value
$808.41
Current Price
$239.07
$569.34 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 104.4% YoY
Reasonable price relative to book value
18.1% revenue growth
Areas to Watch
Expensive relative to growth rate
3.0% revenue growth
Smaller company, higher risk/reward
3.0% margin — thin
1.5% margin — thin
Operating margin of 2.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CNXN
The strongest argument for CNXN centers on Debt/Equity, Altman Z-Score, Price/Book.
Bull Case : SNX
The strongest argument for SNX centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 18.1% demonstrates continued momentum. PEG of 1.30 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 : SNX
The primary concerns for SNX are Profit Margin, Operating Margin, Free Cash Flow. Thin 1.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
CNXN profiles as a value stock while SNX is a growth play — different risk/reward profiles.
SNX carries more volatility with a beta of 1.40 — expect wider price swings.
SNX is growing revenue faster at 18.1% — sustainability is the question.
CNXN generates stronger free cash flow (12M), providing more financial flexibility.
Bottom Line
SNX scores higher overall (66/100 vs 55/100) and 18.1% revenue growth. CNXN offers better value entry with a 37.1% margin of safety. 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 →Synnex Corporation
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
SYNNEX Corporation provides business process services in the United States and internationally. The company is headquartered in Fremont, California.
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