COMP <GO>
CNXN vs NSIT // NET PROFIT MARGIN
PC Connection Inc. (NASDAQ) VS. Insight Enterprises Inc. (NASDAQ) • 15-METRIC TALLY: CNXN 7
— NSIT 6
▲ NET PROFIT MARGIN LEADER: CNXN
LAST: $86.76 (-0.08%) • MKT CAP: $2.19B
net-margins
2.90%
LAST: $166.77 (-3.46%) • MKT CAP: $5.07B
net-margins
1.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CNXN VS. NSIT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CNXN | NSIT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.80% | 21.40% | -2.60 | NSIT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.90% | 6.00% | +4.90 | CNXN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 22.5x | -3.90 | CNXN | /valuation <GO> |
| Free Cash Flow Yield | 2.69% | 5.33% | -2.64 | NSIT | /fcf-yield <GO> |
| Operating Margin | 3.50% | 4.10% | -0.60 | NSIT | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 2.90% | 1.90% | +1.00 | CNXN | /net-margins <GO> |
| Revenue Growth (YoY) | 2.50% | -5.20% | +7.70 | CNXN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.71% | 0.00% | +0.71 | CNXN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.96 | 1.85 | +5.11 | CNXN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | NSIT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.5 | 54.5 | -9.00 | NSIT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.10 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.0x | 31.0x | -7.00 | CNXN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.19B | $5.07B | -$2.88B | NSIT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CNXN REV | NSIT REV | CNXN GROSS % | NSIT GROSS % | CNXN FCF | NSIT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.87B | $8.25B | 18.8% | 21.4% | $58.0M | $279.3M |
| FY 2024 | $2.80B | $8.70B | 18.6% | 20.3% | $166.3M | $586.1M |
| FY 2023 | $2.85B | $9.18B | — | — | $198.0M | $206.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CNXN // BETA —
NSIT // BETA 1.10