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PC Connection, Inc. CNXN

Technology — Electronics & Computer Distribution
Dividend Champion (3y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
15.05
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — 2 4 3 2
Insider Ownership
55.92%

Capital & Financial Ratios

Market Cap
2,180.00
Revenue
2,987.87
Net Income
95.84
Free Cash Flow
34.05
Net Debt
(340.69)
Current Ratio
2.88
Debt/Equity
0.00
P/E ratio
22.87
P/S ratio
0.73
P/B ratio
2.30
Past 5Y EPS Growth
1.18%
This Y EPS Growth
21.37%
Next Y EPS Growth
6.95%
Next 5Y EPS Growth
10.63%
in millions of $

Dividends

Payout Ratio
0.06
Annual Dividend Rate
0.32
Annual Dividend Yield
0.48%
total individual payouts
2026 0.60
—
—
—
2025 0.60
—
—
—
—
2024 0.40
—
—
—
—
2023 0.32
—
—
—
—
2022 0.00
—
2021 0.32
—
—
2020 ‡‡‡
2019 0.00
—
2017 0.00
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 297.19 442.61 406.68 340.69
Receivables 611.18 611.43 648.02 726.82
Inventory 124.18 95.05 143.57 205.10
Other — — — —
1,048.64 1,166.85 1,220.87 1,294.14
2023 2024 2025 Q'26
Payables 263.68 300.24 338.20 377.56
ST’ Debt — — — —
Other — — — —
327.97 371.21 420.39 449.33
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 721.87 854.00 — —
—
’25 701.05 759.69 709.07 702.94
2,872.75
’24 632.03 736.48 724.72 708.90
2,802.12
’23 727.55 733.55 693.09 696.47
2,850.64
’22 788.34 828.51 775.69 732.45
3,125.00
’21 636.89 704.16 751.37 800.17
2,892.60
’20 711.85 550.00 652.75 675.69
2,590.29
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 14.27 (63.81) — —
—
’25 (52.39) 26.26 64.15 27.42
65.44
’24 57.29 38.39 52.94 25.25
173.87
’23 19.51 115.94 50.22 12.29
197.95
’22 (38.28) 29.89 24.08 19.20
34.89
’21 5.96 25.86 (22.99) 48.92
57.75
’20 44.56 57.86 (56.01) (10.30)
36.10
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 12.28 (65.74) — —
—
’25 (54.10) 24.64 62.28 25.23
58.05
’24 55.68 36.57 51.16 22.89
166.29
’23 17.62 112.96 47.73 10.05
188.36
’22 (40.74) 27.78 21.67 17.10
25.81
’21 3.56 23.65 (25.47) 45.78
47.52
’20 39.96 54.24 (57.41) (11.72)
25.07
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.68 1.31 — —
—
’25 0.51 0.97 0.97 0.82
3.27
’24 0.50 0.99 1.02 0.78
3.29
’23 0.54 0.75 0.97 0.90
3.15
’22 0.83 0.96 0.88 0.71
3.37
’21 0.39 0.66 0.76 0.85
2.65
’20 0.56 0.29 0.64 0.62
2.12

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

3
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 40.08 37.76 57.47 54.97 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 56.68 70.45 77.19 74.84 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,685 2,703 2,580 2,525 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.16 1.05 1.09 1.14 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,125.00 2,850.64 2,802.12 2,872.75 ‡‡‡‡‡ ‡‡‡‡‡ —
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 16.84% 17.95% 18.55% 18.77% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 121.64 113.11 117.49 113.73 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.89% 3.97% 4.19% 3.96% ‡‡‡ ‡‡‡ —
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 89.22 83.27 87.10 83.72 ‡‡‡‡‡ ‡‡‡‡‡ —
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.98 11.13 8.75 12.27 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 118.92 108.44 106.46 112.61 ‡‡‡‡‡ ‡‡‡‡‡ —
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 3.40 3.17 3.31 3.28 ‡‡‡‡‡ ‡‡‡‡‡ —
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.33 7.53 6.61 2.57 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.35) (0.36) (0.29) (0.29) ‡‡‡ ‡‡‡ —
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.98 7.17 6.32 2.28 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 29.16 31.98 34.61 35.68 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 26.28 26.29 26.32 25.51 ‡‡‡‡‡ ‡‡‡‡‡ —
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.79 20.73 20.93 17.50 ‡‡‡‡ ‡‡‡‡ —
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.42 0.60 0.65 0.51 ‡‡‡ ‡‡‡ —
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.72 2.05 2.00 1.62 ‡‡‡ ‡‡‡ —
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.39 0.50 0.49 0.37 ‡‡‡ ‡‡‡‡ —
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.44 7.63 8.38 18.77 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 34.89 197.95 173.87 65.44 ‡‡‡ ‡‡‡ —
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (9.08) (9.59) (7.57) (7.39) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 25.81 188.36 166.29 58.05 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 643.28 720.67 795.65 800.48 — — —
Working Cap'
— — — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.00 — — — — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (114.93) (297.19) (442.61) (406.68) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 766.18 840.77 910.99 910.13 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.17% 7.28% 7.00% 6.32% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.57% 11.86% 12.95% 12.33% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.32% 10.36% 9.94% 9.19% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

PC Connection, Inc. (CNXN), a reliable IT hardware distributor, boasts impressive margin expansion—from 13.8% gross in 2016 to 18.55% in 2024—and a fortress balance sheet with $443 million in net cash, fueling robust free cash flow and ROIC above 12%. Yet, revenue growth has stagnated, dipping 2% to $2.80 billion in 2024 after a post-pandemic peak, with revenue per employee and per share barely moving, hinting at softening enterprise demand and efficiency strains in a cyclical industry.

Valuation appears stretched at 18x forward PE and 0.51x PS, banking on continued margin magic amid analyst targets implying just 19% upside—a consensus that glosses over insider red flags like the CEO’s $3.4 million share sales and zero buys. Historical patterns show revenue slumps dragging shares 20-30%, and emerging risks from AI-driven Big Tech capex shifts threaten to bypass resellers like CNXN.

While forecasts pencil in modest 4-5% revenue CAGR through 2027 with EPS climbing to $4.20, the contrarian case warns of downside if growth falters: multiples could compress, exposing hidden pitfalls in this defensive but uninspiring name. A 10-15% pullback might offer a better entry for its cash-backed resilience.

Read full commentary →

PC Connection, Inc. (CNXN) Latest News

News by impact score

Fine-tune

17 Sep

3 , 1:30 PM
Connection reports Q2 earnings, prompting analysis of whether investors should buy, sell, or hold the stock based on financial results and market outlook. Q2 earnings release offers moderate insight into near-term performance and investor positioning without indicating major strategic shifts.

20 Aug

4 , 10:00 AM
Connection awarded NASA SEWP VI Government-Wide Acquisition Contract. NASA SEWP VI contract win opens substantial federal revenue channels and strengthens competitive standing.

9 Aug

4 , 4:11 PM
PC Connection reports record AI backlog along with higher EPS and dividend, potentially shifting its investment narrative. Record AI backlog combined with higher EPS and dividend points to major revenue growth and improved investor sentiment.

3 , 7:15 AM
PC Connection (CNXN) stock may trade 79% below fair value after Q2 earnings release. Post-Q2 valuation points to major undervaluation that could shift near-term investor sentiment and trading activity for CNXN.

7 Aug

3 transcript www.fool.com, 8:33 PM
PC Connection (CNXN) Q2 2026 earnings call transcript provides details on financial results and company outlook. Earnings call transcripts deliver quarterly results and guidance that moderately influence valuation and sentiment.

4 Aug

4 , 7:09 AM
PC Connection Inc. posted Q2 growth fueled by AI adoption and IT modernization initiatives that lifted performance across multiple business segments. AI-driven modernization is generating broad-based revenue growth and strengthening CNXN's market position.

30 Jul

4 transcript , 1:03 AM
PC Connection Inc reported record revenue and profit for Q2 2026 amid ongoing operations. Record revenue and profit directly strengthen financial trajectory and investor outlook.

3 app.moby.co, 8:30 AM
PC Connection, Inc. (CNXN) issued its Q2 2026 earnings call summary covering financial results and business outlook. Quarterly earnings releases and guidance typically produce moderate short-term effects on valuation and sentiment.

29 Jul

4 , 4:21 PM
Connection (NASDAQ:CNXN) reported impressive Q2 CY2026 results. Impressive quarterly results signal major positive shift in company performance and market position.

3 , 6:25 PM
PC Connection (CNXN) Q2 earnings and revenues exceeded estimates. Quarterly earnings and revenue beats signal stronger financial results but remain limited to short-term performance without major strategic changes.

3 transcript www.marketbeat.com, 6:03 PM
PC Connection Inc. held its Q2 earnings call, covering financial results, operational updates and forward guidance for the IT solutions provider. Quarterly earnings call supplies performance metrics and outlook that can shift near-term investor sentiment without altering long-term strategy.

3 , 4:05 PM
Connection (CNXN) reported its second quarter 2026 financial results. Quarterly earnings releases deliver financial metrics that can shift investor views on performance and valuation.

10 Jun

3 StockStory, 12:49 PM
Connection (CNXN) posts Q1 earnings, triggering buy, sell or hold analysis on the stock. Q1 earnings and related stock recommendation can moderately sway near-term investor sentiment and trading in CNXN.

23 May

3 Simply Wall St., 4:10 PM
PC Connection (CNXN) posted earnings and revenue beats that could challenge the prevailing growth-skeptical investment view on the company. Earnings and revenue beats may moderately shift sentiment toward PC Connection's growth outlook without fundamentally changing its trajectory.

4 May

3 Zacks, 12:00 PM
PC Connection (CNXN) qualifies as a new buy stock due to strong fundamentals, growth potential, undervaluation, and positive market positioning. New buy recommendation moderately boosts investor sentiment and short-term market performance without fundamentally altering long-term trajectory.

2 May

4 Simply Wall St., 10:26 AM
PC Connection, Inc. (CNXN) reported a 9.7% EPS beat. Analysts forecast future performance amid positive earnings momentum. EPS beat of 9.7% signals strong financial results, likely driving significant positive shifts in investor sentiment and market performance.

1 May

4 StockStory, 11:40 PM
PC Connection, Inc. (CNXN) delivered Q1 outperformance driven by robust enterprise segment growth and surging AI demand, despite ongoing supply constraints. Enterprise strength and AI demand fueled Q1 outperformance, signaling significant positive shifts in market dynamics and growth trajectory amid constraints.

30 Apr

4 GuruFocus.com, 3:16 AM
PC Connection Inc. (CNXN) reported strong profit growth in Q1 2026 earnings call highlights, driven by robust demand despite ongoing supply chain disruptions. Strong Q1 2026 profit growth amid supply challenges indicates significant positive momentum for CNXN's financial trajectory and market sentiment.

3 app.moby.co, 8:30 AM
PC Connection, Inc. (CNXN) released Q1 2026 earnings call summary highlighting financial performance, guidance, and strategic updates. Q1 2026 earnings details affect financial performance and market sentiment moderately.

29 Apr

4 Zacks, 6:40 PM
PC Connection (CNXN) reported Q1 earnings and revenues that exceeded analyst estimates. Q1 earnings and revenue beats demonstrate strong financial results, likely boosting stock price and investor sentiment significantly.

4 www.marketbeat.com, 5:50 PM
PC Connection, Inc. (CNXN) released Q1 earnings call highlights, detailing financial results, revenue growth, profitability metrics, and forward-looking guidance amid IT market dynamics. Q1 earnings highlights disclose critical financial outcomes and strategic updates poised to significantly sway CNXN's stock trajectory and investor confidence.

4 StockStory, 5:23 PM
Connection (NASDAQ:CNXN) reported strong Q1 CY2026 results, surprising analysts and boosting market sentiment. Strong Q1 CY2026 earnings surprise signals robust financial performance, significantly enhancing investor confidence and stock trajectory.

4 Business Wire, 4:05 PM
PC Connection, Inc. (CNXN), operating as Connection, reported its first quarter 2026 financial results. Quarterly earnings releases directly shape financial performance assessments and investor expectations.

28 Apr

3 StockStory, 3:00 AM
PC Connection, Inc. (CNXN) released Q1 results, covering key financial metrics, guidance, and insights essential for investors ahead of the earnings call. Q1 results preview moderately influences CNXN's financial performance expectations and short-term market sentiment.

22 Apr

4 transcript www.fool.com, 5:29 PM
PC Connection, Inc. (CNXN) released its Q3 2024 earnings call transcript, detailing quarterly financial results, revenue growth, profitability metrics, and management's outlook on business segments and market conditions. Q3 2024 earnings transcript discloses key financial metrics, guidance, and strategic insights that can significantly sway investor sentiment and stock performance.

3 Zacks, 10:00 AM
PC Connection (CNXN) earnings are expected to grow ahead of next week's release, with analysts highlighting potential revenue increases and key metrics to watch. Expected earnings growth previews financial performance, potentially influencing investor sentiment moderately before the actual release.

1 Apr

4 Business Wire, 4:30 PM
PC Connection, Inc. (CNXN), operating as Connection, achieved Dell Technologies' highest-tier 2026 Titanium Black Partner status for superior sales growth, profitability, and customer satisfaction in enterprise IT solutions. Titanium Black Partner recognition from Dell Technologies signals major strategic validation, boosting CNXN's competitive positioning and sales potential in IT hardware and services.

8 Mar

3 Simply Wall St., 10:06 PM
PC Connection, Inc. (CNXN) raised its dividend while seeing rising institutional interest, potentially reshaping investor expectations. Higher dividend signals financial confidence and rising institutional interest boosts market sentiment without fundamentally altering core operations.

17 Feb

3 Business WireStockStoryMotley FoolStockStory, 10:00 AM
PC Connection, Inc. (CNXN), operating as Connection, has earned Cisco's Gold Provider Designation, recognizing its excellence in delivering Cisco solutions and services to customers. Cisco Gold Provider Designation bolsters PC Connection's competitive edge and sales potential in Cisco products without fundamentally transforming its business.

12 Feb

4 StockStory, 11:41 PM
PC Connection, Inc. (CNXN) is highlighted as a cash-producing stock worth monitoring due to its strong financial performance and growth potential. The company has demonstrated resilience in the tech sector, making it an attractive option for investors. In contrast, two other stocks are identified as risky, suggesting caution for investors considering those options. Overall, CNXN stands out for its stability and profitability in a fluctuating market. PC Connection, Inc.'s strong financial performance and growth potential indicate a significant impact on its future market trajectory.
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