Insight Enterprises Inc (NSIT)vsSynnex Corporation (SNX)
NSIT
Insight Enterprises Inc
$83.79
+19.07%
TECHNOLOGY · Cap: $2.21B
SNX
Synnex Corporation
$239.07
+2.85%
TECHNOLOGY · Cap: $18.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 690% more annual revenue ($65.14B vs $8.25B). NSIT leads profitability with a 1.9% profit margin vs 1.5%. NSIT appears more attractively valued with a PEG of 0.75. SNX earns a higher WallStSmart Score of 66/100 (B-).
NSIT
Buy62
out of 100
Grade: C+
SNX
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.2%
Fair Value
$231.85
Current Price
$83.79
$148.06 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
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 104.4% YoY
Reasonable price relative to book value
18.1% revenue growth
Areas to Watch
1.9% margin — thin
Revenue declined 1.2%
1.5% margin — thin
Operating margin of 2.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
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 : NSIT
The primary concerns for NSIT are Profit Margin, Revenue Growth. Thin 1.9% 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
NSIT 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.
NSIT generates stronger free cash flow (147M), providing more financial flexibility.
Bottom Line
SNX scores higher overall (66/100 vs 62/100) and 18.1% revenue growth. NSIT offers better value entry with a 61.2% 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.
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.
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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