Insight Enterprises Inc (NSIT)vsTD SYNNEX Corporation (SNX)
NSIT
Insight Enterprises Inc
$158.25
+3.62%
TECHNOLOGY · Cap: $5.24B
SNX
TD SYNNEX Corporation
$218.73
+1.56%
TECHNOLOGY · Cap: $20.48B
Smart Verdict
WallStSmart Research — data-driven comparison
TD SYNNEX Corporation generates 782% more annual revenue ($75.67B vs $8.58B). NSIT leads profitability with a 2.5% profit margin vs 1.8%. SNX appears more attractively valued with a PEG of 0.50. SNX earns a higher WallStSmart Score of 72/100 (B).
NSIT
Buy63
out of 100
Grade: C+
SNX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.4%
Fair Value
$51.33
Current Price
$158.25
$106.92 premium
Margin of Safety
+40.4%
Fair Value
$285.02
Current Price
$218.73
$66.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 76.0% YoY
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 37.7% year-over-year
Earnings expanding 88.9% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Distress zone — elevated risk
2.5% margin — thin
Elevated debt levels
1.8% margin — thin
Operating margin of 3.0%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : NSIT
The strongest argument for NSIT centers on EPS Growth, Price/Book. Revenue growth of 14.7% demonstrates continued momentum. PEG of 1.13 suggests the stock is reasonably priced for its growth.
Bull Case : SNX
The strongest argument for SNX centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 37.7% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bear Case : NSIT
The primary concerns for NSIT are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.5% margins leave little buffer for downturns.
Bear Case : SNX
The primary concerns for SNX are Profit Margin, Operating Margin, Free Cash Flow. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
NSIT profiles as a value stock while SNX is a hypergrowth play — different risk/reward profiles.
SNX carries more volatility with a beta of 1.37 — expect wider price swings.
SNX is growing revenue faster at 37.7% — sustainability is the question.
NSIT generates stronger free cash flow (6M), providing more financial flexibility.
Bottom Line
SNX scores higher overall (72/100 vs 63/100) and 37.7% 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.
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.
TD 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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