Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NSIT
STRONG BUYFLAGInsight Enterprises, Inc. · Technology · United States · $3.6B · Avg Vol: $65M/d
Insight Enterprises has a substantial buyback retiring 2.98% of shares outstanding and a plus 1.9% revision, but quality at Q46 is below the calibrated floor so stage one fails. IT solutions reselling is structurally thin-margin, which the quality reading reflects.
COMPANY DESCRIPTION
Insight Enterprises, Inc. is a global technology solutions provider, offering a broad range of hardware, software, cloud, and managed services to businesses and government clients. The company benefits from its extensive vendor relationships, technical expertise, and global reach, allowing it to provide comprehensive and integrated IT solutions that create customer stickiness and a competitive advantage.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 10.4B | 9.2B | 8.7B | 8.2B | -7.5% | 8.6B | 8.8B | 9.1B | 4.9% |
| EPS | 8.04 | 8.53 | 7.73 | 5.00 | -14.6% | 6.76 | 6.20 | 6.57 | 14.6% |
| Shares | 34.0M | 32.6M | 31.8M | 31.0M | -8.9% | 29.3M | — | — | — |
| Debt | 939.2M | 1.2B | 1.1B | 1.6B | 19.1% | 1.7B | — | — | — |
| Equity | 1.6B | 1.7B | 1.8B | 1.6B | 0.2% | — | — | — | — |
| Op CF | 98.1M | 619.5M | 632.8M | 303.8M | 45.8% | 423.0M | — | — | — |
| Inv CF | -137.8M | -505.2M | -303.3M | -309.8M | — | — | — | — | — |
| Fin CF | 114.0M | -16.7M | -321.3M | 82.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of NSIT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NSIT | Insight Enterprises, Inc.(you) | $3.6B | 95 | STRONG BUY |
| CNXN | PC Connection, Inc. | $2.0B | 96 | STRONG BUY |
| AVT | Avnet, Inc. | $7.3B | 96 | STRONG BUY |
| ARW | Arrow Electronics, Inc. | $10.9B | 95 | STRONG BUY |
| SCSC | ScanSource, Inc. | $1.1B | 92 | STRONG BUY |
| SNX | TD SYNNEX Corporation | $19.4B | 78 | BUY |
| CLMB | Climb Global Solutions, Inc. | $473M | 69 | BUY |
| ADEA | Adeia Inc. | $2.9B | 96 | STRONG BUY |
| RNG | RingCentral, Inc. | $4.1B | 99 | STRONG BUY |
| NTCT | NetScout Systems, Inc. | $2.9B | 93 | STRONG BUY |
Peer medians: ROE 7.7% · P/E 38.7x · Gross margin 54.0%