Insight Enterprises Inc (NSIT)vsSynnex Corporation (SNX)
NSIT
Insight Enterprises Inc
$106.09
-6.53%
TECHNOLOGY · Cap: $3.35B
SNX
Synnex Corporation
$283.26
-3.16%
TECHNOLOGY · Cap: $22.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 687% more annual revenue ($65.14B vs $8.27B). NSIT leads profitability with a 2.2% profit margin vs 1.5%. NSIT appears more attractively valued with a PEG of 1.02. SNX earns a higher WallStSmart Score of 64/100 (C+).
NSIT
Buy62
out of 100
Grade: C+
SNX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NSIT.
Margin of Safety
+30.7%
Fair Value
$245.33
Current Price
$283.26
$37.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 340.9% YoY
Reasonable price relative to book value
Earnings expanding 104.4% YoY
Reasonable price relative to book value
18.1% revenue growth
Areas to Watch
1.2% revenue growth
Distress zone — elevated risk
2.2% margin — thin
Elevated debt levels
Expensive relative to growth rate
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, Price/Book. PEG of 1.02 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.
Bear Case : NSIT
The primary concerns for NSIT are Revenue Growth, Altman Z-Score, Profit Margin. Thin 2.2% margins leave little buffer for downturns.
Bear Case : SNX
The primary concerns for SNX are PEG Ratio, Profit Margin, Operating Margin. 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 1.44 — expect wider price swings.
SNX is growing revenue faster at 18.1% — sustainability is the question.
NSIT generates stronger free cash flow (26M), providing more financial flexibility.
Bottom Line
SNX scores higher overall (64/100 vs 62/100) and 18.1% revenue growth. 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.
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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