Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CNXN
STRONG BUYAPPROVEPC Connection, Inc. · Technology · United States · $2.0B · Avg Vol: $13M/d
PC Connection is a US IT products and solutions reseller with a large net-cash position, no debt and a consistent dividend, and it is positioned for the enterprise AI-PC refresh cycle. The quant profile is balanced and the trivial insider selling is routine. Nothing adverse is known on accounting, solvency or governance.
COMPANY DESCRIPTION
PC Connection, Inc. is a leading direct marketer and provider of information technology products and solutions, including hardware, software, and services, to businesses, government, and educational institutions. The company distinguishes itself through an extensive product portfolio, robust vendor relationships, and a comprehensive suite of value-added services, catering to diverse IT infrastructure needs.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.1B | 2.9B | 2.8B | 2.9B | -2.8% | 3.0B | 3.1B | 3.2B | 5.3% |
| EPS | 3.40 | 3.17 | 3.31 | 3.28 | -1.2% | 3.78 | 3.98 | 4.26 | 13.9% |
| Shares | 26.4M | 26.4M | 26.3M | 25.2M | -4.3% | 25.2M | — | — | — |
| Debt | 8.2M | 4.9M | 3.4M | 1.8M | -39.7% | 7.5M | — | — | — |
| Equity | 766.2M | 840.8M | 911.0M | 910.1M | 5.9% | — | — | — | — |
| Op CF | 34.9M | 198.0M | 173.9M | 65.4M | 23.3% | 42.0M | — | — | — |
| Inv CF | -9.1M | -160.2M | -115.3M | 42.8M | — | — | — | — | — |
| Fin CF | -11.2M | -15.7M | -25.2M | -93.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of CNXN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CNXN | PC Connection, Inc.(you) | $2.0B | 96 | STRONG BUY |
| NSIT | Insight Enterprises, Inc. | $3.6B | 95 | STRONG BUY |
| SCSC | ScanSource, Inc. | $1.1B | 92 | STRONG BUY |
| AVT | Avnet, Inc. | $7.3B | 96 | STRONG BUY |
| ARW | Arrow Electronics, Inc. | $10.9B | 95 | STRONG BUY |
| CLMB | Climb Global Solutions, Inc. | $473M | 69 | BUY |
| SNX | TD SYNNEX Corporation | $19.4B | 78 | BUY |
| RAMP | LiveRamp Holdings, Inc. | $2.3B | 98 | STRONG BUY |
| FIVN | Five9, Inc. | $1.8B | 93 | STRONG BUY |
| TDC | Teradata Corporation | $2.7B | 98 | STRONG BUY |
Peer medians: ROE 7.7% · P/E 38.7x · Gross margin 54.0%