COMPARE · Data as of August 12, 2026
AVT vs NSIT
Verdict: Side-by-side breakdown using the Bull Rankings model. AVT scored 38.2, NSIT scored 56.9 — NSIT leads.
Compare another set
Different reporting periods. NSIT'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.
38.2
$97.31 · $8.0B
fundamentals as of
Score gap
18.7
NSIT leads
NSIT
Insight Enterprises, Inc.
56.9
$154.67 · $4.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
AVT
stronger →← stronger
NSIT
48
Qualityreturns · margins · balance sheet
70
68
Growthrevenue & earnings expansion
52
17
Valuevaluation vs sector peers
51
NSIT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AVT
NSIT
$33mC-
FCF
$397mC
+12.7%B+
Rev
+2.7%C
0.69C+
D/E
1.09C
23.9xB+
P/E
22.9xB+
2.65C
PEG
1.40B
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
1645% above
Price vs fair valuelower is cheaper
23% below
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
-94%
1-yr DCF upside
+25%
-94%
5-yr DCF upside
+30%
-94%
10-yr DCF upside
+37%
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 $8.0b. Trading near 52-week high of $100.00 — momentum setup, limited technical margin of safety. Revenue growing +13%, comfortably above the S&P median. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $106.25 (implying +9% 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
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. 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 $4.5b. Trading near 52-week high of $155.99 — momentum setup, limited technical margin of safety. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $163.75 (implying +6% 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, a sign that working capital and capex are well-disciplined.
Risk
Trading within 1% 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 AVT and NSIT diverge
On the headline score the gap is 18.7 points in favour of NSIT. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueAVT 17.2 · NSIT 50.8NSIT +33.6
- QualityAVT 47.9 · NSIT 70.3NSIT +22.4
- GrowthAVT 67.8 · NSIT 51.6AVT +16.2
Pillars run 0–100 against sector peers, so a 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.