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 $2.0B against $743.5M — 2.7× the size. PC Connection, Inc. trades at the lower P/E: 19.5× against 30.7×. Climb Global Solutions, Inc. grew revenue faster over the last twelve months: 24.2% against 9.53%. PC Connection, Inc. has the higher net margin (3.25% vs 3.04%) and the lower return on invested capital (12.5% vs 28.6%). Both pay a dividend; PC Connection, Inc. yields more (0.95% vs 0.11%). Across the 21 metrics below, PC Connection, Inc. leads on 13 and Climb Global Solutions, Inc. on 8.

Valuation

Metric CLMB CNXN Electronics & Computer Distribution median
P/E 30.75 19.50 13.29
P/S 0.95 0.63 0.38
P/B 5.43 2.04 1.58
Price to free cash flow 24.20 n/m 17.66
EV/EBITDA 16.77 11.91 10.46
EV/Sales 0.86 0.52 0.33
Earnings yield 3.25% 5.13% 6.77%
Free cash flow yield 4.13% (1.08%) 2.07%

Profitability

Metric CLMB CNXN Electronics & Computer Distribution median
Gross margin 15.50% 18.64% 14.23%
Operating margin 3.99% 4.05% 2.99%
Net margin 3.04% 3.25% 1.99%
Free cash flow margin 3.91% (0.65%) 0.71%
Return on equity 19.26% 10.89% 9.15%
Return on assets 5.24% 7.27% 3.52%
Return on invested capital 28.60% 12.52% 8.25%

Growth

Metric CLMB CNXN Electronics & Computer Distribution median
Revenue growth (TTM) 24.23% 9.53% 14.77%
EPS growth (last fiscal year) 14.29% (0.61%) 17.81%
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 0.37
Current ratio 1.14 2.72 1.39
Net debt to EBITDA (0.97) (3.65) 1.23

Dividend

Metric CLMB CNXN Electronics & Computer Distribution median
Dividend yield 0.11% 0.95% 0.95%
Payout ratio 0.03 0.19 0.19

Size

Metric CLMB CNXN Electronics & Computer Distribution median
Market cap 743.52m 2.01b 1.46b

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