Insight Enterprises Inc. (NSIT) — RQD Stock Rating Cockpit

Per the Roarable RQD rating, NSIT scores 60 out of 100, a letter grade of C- and a verdict of "Roarable Hold — Cautious Neutral." The five pillars are:

• Fundamental Cash Engine (11 / 20): Per the RQD rating, this pillar reflects ROIC of 6% and an FCF yield of 5.33%. For a prospective investor, the return on invested capital is modest, and the cash yield is the main support for the business's economics, though it sits well below the stock's earnings multiple.
• Whale 13F Flow (17 / 20): Per the RQD rating, this is the strongest pillar, described as institutional accumulation and options positioning. The source data does not itemize the underlying 13F filings, so this score cannot be traced to specific holders here.
• Insider Conviction (13 / 20): Per the RQD rating, this reflects SEC Form 4 and Congressional PTR cluster flow. The individual transactions are not provided in the holders section, so the score is noted without detail.
• Macro Regime Fit (10 / 20): Per the RQD rating, beta is 1.1 and the score reflects sector sensitivity, implying the stock moves somewhat more than the market.
• Forensic Balance Sheet (9 / 20): Per the RQD rating, Altman Z is 1.85, Piotroski F is 5/9, and Debt/Equity is 1.89. These figures point to a leveraged balance sheet with moderate financial-health signals, which is a key drag on the overall grade.

Taken together, the pillars suggest that institutional interest and positioning are the main bullish support, while balance-sheet strength and macro fit are the weaker areas. Valuation is a tradeoff: the stock trades at 33.3x trailing earnings and 22.5x EV/EBITDA per the market data, which leaves limited margin for error if the cash engine does not improve. The rating frames this as a neutral, cautious stance rather than a clear signal in either direction.

Revenue declined in each reported year, from $9175.8M in FY 2023 to $8247.2M in FY 2025, and net income fell from $281.3M to $157.3M over the same span. Per the market data, gross margin is 21.4%, operating margin 4.1%, and net margin 1.9%, with ROIC at 6%. Per the RQD rating, the Altman Z-Score is 1.85 and the Piotroski F-Score is 5/9. Debt rose from $2576.6M in FY 2023 to $3347.3M in FY 2025, and the RQD rating cites Debt/Equity of 1.89, pointing to a leveraged balance sheet.

Per the recent news and catalysts section, the most recent items are wire reports from Yahoo! Finance Canada, Trefis, Yahoo Finance UK, and Investing.com Nigeria, which are generic market-coverage items. Trefis asks whether the new high should deter buyers, and Investing.com reports the stock hit a 52-week high at 177.6 USD. Both are flagged YELLOW.

A CATALYST-flagged item (GREEN) reports that a technology partner was added to Formula 1's Las Vegas race, with Insight to bring clients together at the event. Per the news section, a Benzinga transcript of the Q2 2026 earnings conference call is also present, flagged YELLOW, but its content is not provided. Per the Butterfly Supply-Chain Graph, the supply chain is recorded as NONE, with no butterfly links or proprietary signals.

Risk watch items: the reported revenue declines and the rising debt load, both noted above, and a valuation of 33.3x trailing earnings against a 1.9% net margin.

• What are the company's specific products and customers, and which segments drive the revenue decline from FY 2023 to FY 2025?
• What did the Q2 2026 earnings call transcript report about margins, guidance, and debt management?
• What are the underlying 13F holders and insider transactions behind the whale-flow and insider-conviction scores?
• What is the company's debt maturity profile and interest burden given the rise in debt to $3347.3M?
• What is the EPS figure for the reported fiscal periods, since the financials list EPS as N/A?