Insight Enterprises, Inc.

NSIT Technology Electronics & Computer Distribution

Insight Enterprises, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $8.2 billion, down 5.22% from fiscal 2024.

Revenue
+21.8%
EPS
−53.3%
Free cash flow
−47.3%
Total debt
+7.63%

Quarter to September 2026, against a year earlier

158.25 5.53 +3.62%
Market cap
$4.5B
P/E
26.5×
Fwd P/E
19.7×
Dividend yield
—
F-score
6/9
Altman Z
1.64
Beneish M
−2.39
Dividend safety
n/a

Insider Decisions last twelve months

Bought, $m 0.20
Sold, $m 0.72
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — 1 — — — — — —
Sell — — — — — 1 — — 2 — — —
Insider Ownership 1.18%

Capital & Financial Ratios $m

Size
Market Cap 4,480.00
Revenue ttm 9,017.29
Net income ttm 181.69
Free cash flow ttm 282.60
Net debt Q 1,101.18
Valuation
P/E 26.46
Forward P/E 19.70
Price / sales 0.51
Forward P/S Powerpack
Price / FCF 16.42
Price / book 2.96
Financial health
Current ratio Q 1.19
Debt / equity Q 0.96
Interest coverage Q 2.73
Growth
Revenue growth Q +21.84% (above 0%: growing)
Operating income growth Q −26.19% (below 0%: shrinking)
EPS, this year +32.24% (at or above 15%: strong)
EPS, next year A +8.70%
Revenue, next year A +7.10%
EPS, past 5 yrs −0.04% (below 0%: weak)
EPS, next 5 yrs A +17.10% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 97.47%
10-year low 10-year high
P/S against its own 10 years 83.25%
10-year low 10-year high
P/B against its own 10 years 84.79%
10-year low 10-year high
EV/Sales against its own 10 years 85.48%
10-year low 10-year high
EV/FCF against its own 10 years 80.86%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 269 259 358 398
Receivables 3,568 4,172 5,517 7,384
Inventory 185 123 161 267
Other 310 291 327 322
4,331 4,845 6,362 8,371
2023 2024 2025 Q'26
Payables 2,487 3,277 4,489 5,891
ST’ Debt 348 333 0 —
Other — — — —
3,373 4,122 5,104 7,006

Compound Annual Growth %

10y 5y 3y
Sales 4.38% (0.22%) (7.53%)
Cash Flow 5.31% (3.10%) 45.76%
Earnings 7.57% (1.84%) (17.54%)
Book Value 9.17% 4.20% 0.22%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.97 2.57 0.74 — —
’25 0.22 1.46 1.62 1.67 4.86
’24 1.74 2.27 1.52 0.99 6.55
’23 1.34 2.17 1.62 2.42 7.55
’22 1.53 2.42 1.58 2.13 7.66
’21 1.18 1.58 1.51 1.69 5.95
’20 0.95 1.32 1.10 1.50 4.87
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 2,128 2,399 2,442 — —
’25 2,104 2,091 2,004 2,048 8,247
’24 2,379 2,162 2,088 2,073 8,702
’23 2,324 2,350 2,266 2,236 9,176
’22 2,651 2,743 2,534 2,503 10,431
’21 2,193 2,230 2,448 2,566 9,436
’20 2,144 1,969 1,936 2,291 8,341
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 32 (12) 128 — —
’25 78 (177) 249 154 304
’24 247 46 125 215 633
’23 160 28 226 206 620
’22 (284) (158) 236 304 98
’21 43 (38) (123) 281 164
’20 93 404 (35) (107) 356
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 26 (12) 122 — —
’25 71 (182) 243 147 279
’24 241 38 121 201 600
’23 151 39 210 196 596
’22 (310) (178) 224 292 29
’21 62 (47) (132) 259 143
’20 100 397 (42) (84) 372
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.5
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 5,486 6,704 7,080 7,731 8,341 9,436 10,431 9,176 8,702 8,247 9,017 +4.6% 8,833 9,170 9,742 +5.7%
Gross margin, % 13.55 13.70 14.04 14.72 15.59 15.34 15.69 18.19 20.30 21.36 22.02 +7.8 pt
EBT 139 159 212 212 228 293 374 378 333 226 272 +5.5%
EBT margin, % 2.54 2.37 2.99 2.74 2.74 3.10 3.59 4.12 3.83 2.74 3.02 +0.2 pt
Net income 85 91 164 159 173 219 281 281 250 157 182 +7.1%
Per share, $
Per share, $ Revenue 151.94 187.56 198.96 217.55 237.51 269.52 298.86 278.13 269.52 261.87 307.90 +6.2%
Earnings 2.35 2.54 4.60 4.49 4.92 6.27 8.04 8.53 7.73 5.00 5.99 +8.8%
Cash flow 2.66 (8.59) 8.22 3.60 10.13 4.68 2.81 18.78 19.60 9.65 10.32 +15.4%
Capex (0.30) (0.54) (0.48) (1.94) 0.46 (0.60) (1.99) (0.72) (1.02) (0.78) (0.67) +11.1%
Free cash flow 2.36 (9.13) 7.74 1.65 10.58 4.07 0.82 18.06 18.58 8.87 9.65 +15.8%
Book value 19.76 23.60 27.74 32.65 38.23 43.11 46.93 52.61 54.84 52.36 53.54 +11.4%
Shares, m 36 36 36 36 35 35 35 33 32 31 30 (1.5%)
Valuation, ×
Valuation, × P/E 17.31 15.17 8.86 15.69 15.50 17.00 12.71 20.70 19.68 16.23 26.46 15.9
P/S 0.27 0.21 0.20 0.32 0.32 0.40 0.34 0.64 0.56 0.31 0.51 0.4
P/B 2.06 1.64 1.47 2.15 1.99 2.47 2.18 3.36 2.77 1.56 2.96 2.2
EV/Sales 0.24 0.24 0.21 0.42 0.36 0.42 0.39 0.71 0.63 0.43 0.64 0.4
EV/FCF 15.34 (4.87) 5.46 55.16 8.02 27.97 141.74 10.91 9.20 12.78 20.31 28.2
Cash, $m
Cash, $m Operating cash flow 96 (307) 293 128 356 164 98 620 633 304 302 +13.6%
Capex (11) (19) (17) (69) 16 (21) (70) (24) (33) (25) (20) +9.4%
Free cash flow 85 (326) 275 59 372 143 29 596 600 279 283 +14.1%
Balance, $m
Balance, $m Working capital 545 804 802 1,165 949 1,053 1,034 958 722 1,258 1,365 +9.7%
Net debt (162) 207 54 745 310 258 474 672 605 1,003 1,101 n/m
Shareholders’ equity 713 843 987 1,160 1,342 1,509 1,638 1,736 1,771 1,649 1,568 +9.8%
Returns, %
Returns, % ROA 4.00 3.70 5.99 4.58 4.07 4.87 5.73 4.94 3.64 1.90 1.82 (2.1) pt
ROIC 16.87 10.66 14.01 7.89 10.27 11.75 12.24 10.90 10.22 7.89 8.58 (9.0) pt
ROE 12.11 11.65 17.88 14.85 13.80 15.38 17.83 16.68 14.24 9.20 11.54 (2.9) pt
People
People Employees 5,930 6,697 7,420 11,261 11,006 11,624 13,448 14,437 14,324 14,505 — +10.4%
Revenue/emp, $m 0.93 1.00 0.95 0.69 0.76 0.81 0.78 0.64 0.61 0.57 — (5.3%)
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 6 Nov 2026

Insight Enterprises, Inc. vs peers in Electronics & Computer Distribution (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
SNX TD SYNNEX Corporation $17.2B 13.3× 11.8× +37.75% (above 0%: growing) +88.41% (above 0%: growing) −556.06% (below 0%: shrinking) 6.61% 2.98% Compare
ARW Arrow Electronics, Inc. $9.0B 9.1× 9.0× +38.97% (above 0%: growing) +196.28% (above 0%: growing) −50.11% (below 0%: shrinking) 10.82% 4.01% Compare
AVT Avnet, Inc. $6.3B 11.5× 6.6× +81.70% (above 0%: growing) +453.18% (above 0%: growing) −412.30% (below 0%: shrinking) 10.02% 4.43% Compare
NSIT Insight Enterprises, Inc. $4.5B 26.5× 19.7× +21.84% (above 0%: growing) −53.29% (below 0%: shrinking) −47.26% (below 0%: shrinking) 21.43% 2.81%
CNXN PC Connection, Inc. $2.0B 19.5× 18.1× +23.30% (above 0%: growing) +27.17% (above 0%: growing) −87.72% (below 0%: shrinking) 18.51% 4.69% Compare
SCSC ScanSource, Inc. $918.0M 13.2× 9.9× +30.10% (above 0%: growing) −52.23% (below 0%: shrinking) −312.08% (below 0%: shrinking) 12.15% 1.29% Compare
CLMB Climb Global Solutions, Inc. $743.5M 30.7× 28.2× +36.55% (above 0%: growing) +69.88% (above 0%: growing) −49.64% (below 0%: shrinking) 14.98% 4.52% Compare
TAIT Taitron Components Incorporated $6.6M 16.6× — −61.87% (below 0%: shrinking) n/m −192.59% (below 0%: shrinking) 4.72% (65.17%) Compare
IZM ICZOOM Group Inc. $1.6M 1.6× — −37.90% (below 0%: shrinking) +33.33% (above 0%: growing) +170.78% (above 0%: growing) 2.33% 0.00% Compare
Median of peers $1.5B 13.3× 10.8× +33.33% +69.88% −140.15% 10.42% 3.49%

All 10 Electronics & Computer Distribution stocks →

Pay and ownership Proxy statement filed 2 April 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 10.50m 684.10k 107.07
2024 8.66m (3.18m) 216.39
2023 10.69m 21.05m 252.08
2022 6.22m 5.88m 142.65
2021 6.64m 10.47m 151.66

Ownership

Directors and executive officers, together 1.21%
BlackRock, Inc. 14.31%
The Vanguard Group 13.26%
FMR LLC 10.47%
Morgan Stanley 8.16%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Insight Enterprises, Inc. (NSIT) Latest News

28 Oct

22 Sep

13 Aug

Impact 4 · · The Motley Fool transcript

7 Aug

Impact 3 · · MarketBeat transcript

NSIT metrics, ten years each

stockrow.com/NSIT · Data as of Nov 6, 2026 · For information only; not investment advice. · © 2026 stockrow.com