Climb Global Solutions, Inc. (CLMB) vs PC Connection, Inc. (CNXN)

Climb Global Solutions, Inc. and PC Connection, Inc. are both Electronics & Computer Distribution companies. PC Connection, Inc. is the larger, with a market value of $2.3B against $597.2M — 3.8× the size. PC Connection, Inc. trades at the lower P/E: 23.6× against 28.4×. Climb Global Solutions, Inc. grew revenue faster over the last twelve months: 23.1% against 3.23%. PC Connection, Inc. has the higher net margin (3.21% vs 2.85%) and the lower return on invested capital (12.0% vs 25.3%). Both pay a dividend; Climb Global Solutions, Inc. yields more (1.17% vs 0.48%). Across the 22 metrics below, Climb Global Solutions, Inc. leads on 11 and PC Connection, Inc. on 11.

Valuation

Metric CLMB CNXN Electronics & Computer Distribution median
P/E 28.39 23.57 18.73
P/S 0.81 0.75 0.47
P/B 4.63 2.37 2.01
Price to free cash flow 14.12 67.97 14.47
EV/EBITDA 14.37 14.82 11.04
EV/Sales 0.73 0.64 0.39
Earnings yield 3.52% 4.24% 4.83%
Free cash flow yield 7.08% 1.47% 3.03%

Profitability

Metric CLMB CNXN Electronics & Computer Distribution median
Gross margin 15.77% 18.89% 14.67%
Operating margin 3.90% 3.92% 2.84%
Net margin 2.85% 3.21% 2.35%
Free cash flow margin 5.76% 1.14% 1.72%
Return on equity 17.62% 10.43% 9.56%
Return on assets 4.59% 7.11% 2.94%
Return on invested capital 25.32% 11.96% 7.54%

Growth

Metric CLMB CNXN Electronics & Computer Distribution median
Revenue growth (TTM) 23.05% 3.23% 6.09%
EPS growth (last fiscal year) 14.29% (0.61%) —
Revenue growth, 5-year CAGR 21.00% 2.09% 1.79%
Net income growth, 5-year CAGR 37.05% 8.47% 4.24%

Health

Metric CLMB CNXN Electronics & Computer Distribution median
Debt to equity 0.00 0.00 0.24
Current ratio 1.13 2.88 1.40
Net debt to EBITDA (0.97) (3.65) 1.23

Dividend

Metric CLMB CNXN Electronics & Computer Distribution median
Dividend yield 1.17% 0.48% 1.60%
Payout ratio 0.26 0.06 0.06

Size

Metric CLMB CNXN Electronics & Computer Distribution median
Market cap 597.15m 2.25b 1.71b

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