COMPARE · Reviewed August 3, 2026
AVT vs CNXN
Verdict: Side-by-side breakdown using the Bull Rankings model. AVT scored 38.6, CNXN scored 43.7 — CNXN leads.
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Different reporting periods. CNXN's fundamentals are as of June 2026, but AVT's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AVT
Avnet, Inc.
38.6
$88.88 · $7.3B
fundamentals as of
Score gap
5.1
CNXN leads
CNXN
PC Connection, Inc.
43.7
$85.71 · $2.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
AVT
stronger →← stronger
CNXN
48
Qualityreturns · margins · balance sheet
62
68
Growthrevenue & earnings expansion
56
18
Valuevaluation vs sector peers
24
CNXN is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AVT
CNXN
$33mC-
FCF
$34mC-
+12.7%B+
Rev
+3.2%C+
0.64C+
D/E
0.01A
34.3xB
P/E
22.7xB+
2.65C
PEG
2.21C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AVT
CNXN
935% above
Price vs fair valuelower is cheaper
254% above
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~38%/yr
-93%
1-yr DCF upside
-73%
-90%
5-yr DCF upside
-72%
-86%
10-yr DCF upside
-70%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AVT
Why this score
- Buying back stock
- Raising its dividend
CNXN
Why this score
- Raising its dividend
The companies
AVTAvnet, Inc.
Why now
Electronics & Computer Distribution · market cap $7.3b. 7% off the 52-week high of $95.26. Revenue growing +13%, comfortably above the S&P median. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $89.50 (implying +1% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 0.9% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
CNXNPC Connection, Inc.
Why now
Electronics & Computer Distribution · market cap $2.2b. Trading near 52-week high of $88.31 — momentum setup, limited technical margin of safety.
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Net margin 3.2% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.