Climb Global Solutions, Inc. (CLMB) vs Insight Enterprises, Inc. (NSIT)

Climb Global Solutions, Inc. and Insight Enterprises, Inc. are both Electronics & Computer Distribution companies. Insight Enterprises, Inc. is the larger, with a market value of $4.7B against $597.2M — 7.9× the size. Insight Enterprises, Inc. trades at the lower P/E: 23.2× against 28.4×. Climb Global Solutions, Inc. grew revenue faster over the last twelve months: 23.1% against 2.68%. Climb Global Solutions, Inc. has the higher net margin (2.85% vs 2.45%) and the higher return on invested capital (25.3% vs 8.99%). Across the 22 metrics below, Climb Global Solutions, Inc. leads on 11 and Insight Enterprises, Inc. on 11.

Valuation

Metric CLMB NSIT Electronics & Computer Distribution median
P/E 28.39 23.22 18.73
P/S 0.81 0.56 0.47
P/B 4.63 2.98 2.01
Price to free cash flow 14.12 11.81 14.47
EV/EBITDA 14.37 11.62 11.04
EV/Sales 0.73 0.69 0.39
Earnings yield 3.52% 4.31% 4.83%
Free cash flow yield 7.08% 8.47% 3.03%

Profitability

Metric CLMB NSIT Electronics & Computer Distribution median
Gross margin 15.77% 22.10% 14.67%
Operating margin 3.90% 4.56% 2.84%
Net margin 2.85% 2.45% 2.35%
Free cash flow margin 5.76% 4.72% 1.72%
Return on equity 17.62% 13.11% 9.56%
Return on assets 4.59% 2.09% 2.94%
Return on invested capital 25.32% 8.99% 7.54%

Growth

Metric CLMB NSIT Electronics & Computer Distribution median
Revenue growth (TTM) 23.05% 2.68% 6.09%
EPS growth (last fiscal year) 14.29% (25.80%) —
Revenue growth, 5-year CAGR 21.00% (0.22%) 1.79%
Net income growth, 5-year CAGR 37.05% (1.84%) 4.24%

Health

Metric CLMB NSIT Electronics & Computer Distribution median
Debt to equity 0.00 0.92 0.24
Current ratio 1.13 1.18 1.40
Net debt to EBITDA (0.97) 2.25 1.23

Dividend

Metric CLMB NSIT Electronics & Computer Distribution median
Dividend yield 1.17% — 1.60%
Payout ratio 0.26 0.00 0.06

Size

Metric CLMB NSIT Electronics & Computer Distribution median
Market cap 597.15m 4.69b 1.71b

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