Insight Enterprises, Inc. (NSIT) vs TD SYNNEX Corporation (SNX)

Insight Enterprises, Inc. and TD SYNNEX Corporation are both Electronics & Computer Distribution companies. TD SYNNEX Corporation is the larger, with a market value of $21.2B against $4.7B — 4.5× the size. TD SYNNEX Corporation trades at the lower P/E: 18.6× against 23.2×. TD SYNNEX Corporation grew revenue faster over the last twelve months: 16.3% against 2.68%. Insight Enterprises, Inc. has the higher net margin (2.45% vs 1.63%) and the higher return on invested capital (8.99% vs 8.90%). Across the 22 metrics below, TD SYNNEX Corporation leads on 15 and Insight Enterprises, Inc. on 7.

Valuation

Metric NSIT SNX Electronics & Computer Distribution median
P/E 23.22 18.65 18.73
P/S 0.56 0.30 0.47
P/B 2.98 2.32 2.01
Price to free cash flow 11.81 55.53 14.47
EV/EBITDA 11.62 11.04 11.04
EV/Sales 0.69 0.35 0.39
Earnings yield 4.31% 5.36% 4.83%
Free cash flow yield 8.47% 1.80% 3.03%

Profitability

Metric NSIT SNX Electronics & Computer Distribution median
Gross margin 22.10% 7.05% 14.67%
Operating margin 4.56% 2.57% 2.84%
Net margin 2.45% 1.63% 2.35%
Free cash flow margin 4.72% 0.54% 1.72%
Return on equity 13.11% 13.14% 9.56%
Return on assets 2.09% 3.29% 2.94%
Return on invested capital 8.99% 8.90% 7.54%

Growth

Metric NSIT SNX Electronics & Computer Distribution median
Revenue growth (TTM) 2.68% 16.26% 6.09%
EPS growth (last fiscal year) (25.80%) 25.16% —
Revenue growth, 5-year CAGR (0.22%) 25.63% 1.79%
Net income growth, 5-year CAGR (1.84%) 9.36% 4.24%

Health

Metric NSIT SNX Electronics & Computer Distribution median
Debt to equity 0.92 0.53 0.24
Current ratio 1.18 1.20 1.40
Net debt to EBITDA 2.25 1.19 1.23

Dividend

Metric NSIT SNX Electronics & Computer Distribution median
Dividend yield — 1.60% 1.60%
Payout ratio 0.00 0.19 0.06

Size

Metric NSIT SNX Electronics & Computer Distribution median
Market cap 4.69b 21.19b 1.71b

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