Insight Enterprises, Inc. — Electronics & Computer Distribution. Scored on the same transparent model behind the daily rankings.
★
NSIT
Insight Enterprises, Inc. · Electronics & Computer Distribution
FCF$397mC
Rev+2.7%C
D/E1.09C
P/E22.9xB+
PEG1.40B
56.9Score
$154.67$4.5B
1Y Target$163.75Analyst consensus · 4 analysts
5Y Target$239.75Compound horizon
10Y Target$355.65Long-dated conviction
FCF$397mTTMC
FCF $397m — modest; watch for margin expansion
Rev+2.7%TTM YoYC
Revenue +2.7% — flat, mature phase or headwinds present
D/E1.09C
D/E 1.09 — more levered than most Technology peers (≈90th pctile)
P/E22.9xB+
P/E 22.9 — below the Technology median (≈40th pctile)
PEG1.40B
PEG 1.40 — acceptable premium for growth
Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.
Quality-growth score · 56.9
Quality70.3
Growth51.6
Value50.8
Why this score
Buying back stock
Durable high returns
Entry · Margin of safety
52-week rangeNear 52-week high
1% off the 12-month high
vs DCF fair value23% belowest. fair value ~$201
What the price assumes: free cash flow compounding at ~-2% a year for the next decade — vs the ~6% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability17% · C+gross profit ÷ total assets (Novy-Marx)
ROIC18.2% · A-return on invested capital — not score-weighted
Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.
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.
Horizon
1-3 yr $163.75 (4-analyst consensus) — fundamentals + valuation re-rating. 5 yr $239.75 at ~9% CAGR — compounding case rests on the competitive position widening. 10 yr $355.65 if current growth sustains into durable earnings power.
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.
NSIT vs the Top Picks average
Pillar
NSIT
Book avg
Diff
Quality
0.70
0.84
-0.14
Growth
0.52
0.92
-0.40
Value
0.51
0.75
-0.24
Averaged across the 30 names in today's Top Picks (mean score 82.9). A name can beat these averages and still be absent from the book — it also applies concentration limits.
Score history · NSIT
Trend
+19.7 over 40 daily scores
From 37.2 (Jun 22) → 56.9 (now)
One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.
Position sizing · NSIT
$
%
%
Shares to buy
12
Position size
$1,856
3.7% of portfolio
Stop price
$116.00
25% below $154.67
$ at risk if stopped
$464.01
budget $500.00 · 1% of portfolio
Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.
Insight Enterprises, Inc. (NSIT): score, valuation & FAQ
Insight Enterprises, Inc. (NSIT) is a Electronics & Computer Distribution company that scores 56.9 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are P/E (B+). On valuation, NSIT sits about 23% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly -2% annual free-cash-flow growth over the next decade.
Is NSIT a good stock to buy?
Bull Rankings scores NSIT 56.9 out of 100 on its quality-growth model, which is a middling reading. That is driven by P/E (B+). A score is a quantitative screen of Insight Enterprises, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does NSIT score 56.9 on Bull Rankings?
The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). NSIT earns its highest marks on P/E (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.
Is NSIT overvalued or undervalued?
Based on $154.67, NSIT sits about 23% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly -2% annual free-cash-flow growth over the next decade. It trades at a 22.9x× P/E (graded B+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in NSIT?
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.
Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.