COMPARE · Reviewed August 3, 2026
CNXN vs SNX
Verdict: Side-by-side breakdown using the Bull Rankings model. CNXN scored 43.7, SNX scored 60.8 — SNX leads.
Compare another set
CNXN
PC Connection, Inc.
43.7
$85.71 · $2.2B
fundamentals as of
Score gap
17.1
SNX leads
SNX
TD SYNNEX Corporation
60.8
$253.82 · $20.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
CNXN
stronger →← stronger
SNX
62
Qualityreturns · margins · balance sheet
62
56
Growthrevenue & earnings expansion
94
24
Valuevaluation vs sector peers
39
SNX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CNXN
SNX
$34mC-
FCF
$375mC
+3.2%C+
Rev
+16.3%B+
0.01A
D/E
0.53B
22.7xB+
P/E
18.2xA-
2.21C
PEG
1.15B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CNXN
SNX
254% above
Price vs fair valuelower is cheaper
299% above
~38%/yr
Growth the price implies10-yr FCF · lower = less priced in
~47%/yr
-73%
1-yr DCF upside
-78%
-72%
5-yr DCF upside
-75%
-70%
10-yr DCF upside
-70%
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
SNX
Why this score
- Buying back stock
- Raising its dividend
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.
SNXTD SYNNEX Corporation
Why now
Electronics & Computer Distribution · market cap $20.3b. 14% off the 52-week high of $296.47. Revenue growing +16%, comfortably above the S&P median. 11 sell-side analysts publish a mean 1-yr target of $333.55 (implying +31% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Beta 1.44 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Net margin 1.6% 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.