Verdict: Side-by-side breakdown using the Bull Rankings model. CNXN scored 37.3, NSIT scored 53.8 — NSIT leads.
Compare another set
CNXN
PC Connection, Inc.
Electronics & Computer Distribution · Quality-Growth
37.3
$92.81 · $2.3B
fundamentals as of
Score gap
16.5
NSIT leads
NSIT
Insight Enterprises, Inc.
Electronics & Computer Distribution · Quality-Growth
53.8
$163.60 · $4.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestNSIT24.1x
Fastest growthCNXN+2.5%
Strongest balance sheetCNXN0.01
Highest qualityNSIT71 / 100
Largest discount to fair valueNSIT-6%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CNXN
stronger →← stronger
NSIT
62
Qualityreturns · margins · balance sheet
71
51
Growthrevenue & earnings expansion
40
16
Valuevaluation vs sector peers
55
NSIT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CNXN
NSIT
$34mC-
FCF
$397mC
+2.5%C
Rev
-5.2%D
0.01A
D/E
1.09C
24.6xB+
P/E
24.1xB+
2.00C+
PEG
1.02B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CNXN
NSIT
308% above
Price vs fair valuelower is cheaper
6% below
~39%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~0%/yr
-75%
1-yr DCF upside
+12%
-75%
5-yr DCF upside
+7%
-76%
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.
Electronics & Computer Distribution · $92.81 · beta 0.81
Why now
Electronics & Computer Distribution · market cap $2.3b. Trading near 52-week high of $93.89 — 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 1% 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.
Electronics & Computer Distribution · $163.60 · beta 1.06
Why now
Electronics & Computer Distribution · market cap $4.8b. Trading near 52-week high of $168.50 — momentum setup, limited technical margin of safety. Revenue -5% — in contraction; any catalyst that reverses this triggers re-rating. 4 sell-side analysts publish a mean 1-yr target of $163.75 (implying +0% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 188% of net income — earnings translate cleanly into cash.
Risk
Revenue contracting -5% — the operational turn is not yet visible in the top line. Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Net margin 2.5% 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.
Where CNXN and NSIT diverge
On the headline score the gap is 16.5 points in favor of NSIT. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValueCNXN 16.1 · NSIT 55.2NSIT +39.1
GrowthCNXN 51.3 · NSIT 39.6CNXN +11.7
QualityCNXN 62.4 · NSIT 71.1NSIT +8.7
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is NSIT or CNXN the better stock?
NSIT scores higher: NSIT 53.8, CNXN 37.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do NSIT and CNXN differ most?
The widest gap is value, where NSIT leads by 39 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are NSIT and CNXN scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.