COMPARE · Reviewed August 3, 2026
CNXN vs NSIT
Verdict: Side-by-side breakdown using the Bull Rankings model. CNXN scored 43.7, NSIT scored 35.6 — CNXN leads.
Compare another set
Different reporting periods. CNXN's fundamentals are as of June 2026, but NSIT'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.
CNXN
PC Connection, Inc.
43.7
$85.71 · $2.2B
fundamentals as of
Score gap
8.1
CNXN leads
NSIT
Insight Enterprises, Inc.
35.6
$131.67 · $4.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
CNXN
stronger →← stronger
NSIT
62
Qualityreturns · margins · balance sheet
66
56
Growthrevenue & earnings expansion
14
24
Valuevaluation vs sector peers
48
NSIT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CNXN
NSIT
$34mC-
FCF
$235mC
+3.2%C+
Rev
-1.8%D+
0.01A
D/E
1.08C
22.7xB+
P/E
23.5xB+
2.21C
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
CNXN
NSIT
254% above
Price vs fair valuelower is cheaper
9% above
~38%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
-73%
1-yr DCF upside
-14%
-72%
5-yr DCF upside
-8%
-70%
10-yr DCF upside
+1%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CNXN
Why this score
- Raising its dividend
NSIT
Why this score
- Buying back stock
- Durable high returns
The companies
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.
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.