COMPARE · Reviewed August 3, 2026
AVT vs NSIT
Verdict: Side-by-side breakdown using the Bull Rankings model. AVT scored 38.6, NSIT scored 35.6 — AVT leads.
Compare another set
AVT
Avnet, Inc.
38.6
$88.88 · $7.3B
fundamentals as of
Score gap
3.0
AVT leads
NSIT
Insight Enterprises, Inc.
35.6
$131.67 · $4.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
AVT
stronger →← stronger
NSIT
48
Qualityreturns · margins · balance sheet
66
68
Growthrevenue & earnings expansion
14
18
Valuevaluation vs sector peers
48
NSIT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AVT
NSIT
$33mC-
FCF
$235mC
+12.7%B+
Rev
-1.8%D+
0.64C+
D/E
1.08C
34.3xB
P/E
23.5xB+
2.65C
PEG
1.18B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AVT
NSIT
935% above
Price vs fair valuelower is cheaper
9% above
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
-93%
1-yr DCF upside
-14%
-90%
5-yr DCF upside
-8%
-86%
10-yr DCF upside
+1%
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
NSIT
Why this score
- Buying back stock
- Durable high returns
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.
NSITInsight Enterprises, Inc.
Why now
Electronics & Computer Distribution · market cap $4.0b. 3% off the 52-week high of $135.89. 4 sell-side analysts publish a mean 1-yr target of $107.50 (implying -18% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 131% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Net margin 2.2% 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.