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Updated 1m ago
CNXN logo

PC Connection, Inc.NasdaqGS:CNXN Stock Report

Market Cap US$2.2b
Updated 1m ago
Share Price
n/a
1Y37.5%
7D1.1%
1D0.3%
Portfolio Value
​
View

PC Connection, Inc.

NasdaqGS:CNXN Stock Report

Market Cap: US$2.2b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

PC Connection (CNXN) Stock Overview

Provides various information technology (IT) solutions worldwide. More details

CNXN fundamental analysis
Snowflake Score
Valuation4/6
Future Growth1/6
Past Performance4/6
Financial Health6/6
Dividends3/6

Rewards

Trading at 79.1% below our estimate of its fair value

Earnings are forecast to grow 10.83% per year

Earnings have grown 4.3% per year over the past 5 years

Risk Analysis

Significant insider selling over the past 3 months


CNXN Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
14.1% overvalued intrinsic discount
AnalystConsensusTarget
•1y ago

Cloud Migration And Cybersecurity Will Expand Future Markets

119
0
2

Top Analyst Narratives

CNXN logo
PC Connection
14.1% overvalued intrinsic discount

Cloud Migration And Cybersecurity Will Expand Future Markets

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 30 Apr 2025
Read Narrative
View all narratives

PC Connection, Inc. Competitors

ePlus

Symbol: NasdaqGS:PLUS
Market cap: US$2.4b

ADI Global Distribution

Symbol: NYSE:ADIG
Market cap: US$1.6b

ScanSource

Symbol: NasdaqGS:SCSC
Market cap: US$1.1b

Insight Enterprises

Symbol: NasdaqGS:NSIT
Market cap: US$4.5b

Price History & Performance

Summary of share price highs, lows and changes for PC Connection
Historical stock prices
Current Share PriceUS$86.68
52 Week HighUS$88.35
52 Week LowUS$54.97
Beta0.86
1 Month Change11.23%
3 Month Change23.14%
1 Year Change37.48%
3 Year Change61.42%
5 Year Change90.17%
Change since IPO511.86%

Recent News & Updates

Recent updates

Analysis Article • Aug 01

Results: PC Connection, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

A week ago, PC Connection, Inc. ( NASDAQ:CNXN ) came out with a strong set of second-quarter numbers that could...
Analysis Article • Jan 03

Is PC Connection, Inc. (NASDAQ:CNXN) Potentially Undervalued?

PC Connection, Inc. ( NASDAQ:CNXN ), is not the largest company out there, but it received a lot of attention from a...
Analysis Article • Oct 08

Some Shareholders Feeling Restless Over PC Connection, Inc.'s (NASDAQ:CNXN) P/E Ratio

It's not a stretch to say that PC Connection, Inc.'s ( NASDAQ:CNXN ) price-to-earnings (or "P/E") ratio of 17.6x right...
Analysis Article • Sep 13

Is There An Opportunity With PC Connection, Inc.'s (NASDAQ:CNXN) 36% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, PC Connection fair value estimate is US$98.18 Current share...
Analysis Article • Jul 31

With EPS Growth And More, PC Connection (NASDAQ:CNXN) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article • Jun 24

PC Connection (NASDAQ:CNXN) Will Want To Turn Around Its Return Trends

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article • May 04

PC Connection, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

PC Connection, Inc. ( NASDAQ:CNXN ) just released its quarterly report and things are looking bullish. The company beat...
Analysis Article • Apr 28

Estimating The Intrinsic Value Of PC Connection, Inc. (NASDAQ:CNXN)

Key Insights The projected fair value for PC Connection is US$52.25 based on 2 Stage Free Cash Flow to Equity PC...
Analysis Article • Mar 13

If EPS Growth Is Important To You, PC Connection (NASDAQ:CNXN) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article • Feb 08

PC Connection, Inc. (NASDAQ:CNXN) Released Earnings Last Week And Analysts Lifted Their Price Target To US$76.00

There's been a notable change in appetite for PC Connection, Inc. ( NASDAQ:CNXN ) shares in the week since its...
Analysis Article • Dec 25

There Are Reasons To Feel Uneasy About PC Connection's (NASDAQ:CNXN) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Analysis Article • Dec 09

With EPS Growth And More, PC Connection (NASDAQ:CNXN) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article • Nov 23

Calculating The Fair Value Of PC Connection, Inc. (NASDAQ:CNXN)

Key Insights PC Connection's estimated fair value is US$81.98 based on 2 Stage Free Cash Flow to Equity Current share...
Analysis Article • Oct 04

Some Shareholders Feeling Restless Over PC Connection, Inc.'s (NASDAQ:CNXN) P/E Ratio

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
User avatar
New Narrative • Sep 24

Decisive Initiatives And AI Adoption Propel Record Growth In A Tech Leader

Execution of strategic priorities and adaptability in a dynamic environment suggest strong management, likely enhancing shareholder value through record growth.
Analysis Article • Sep 14

PC Connection (NASDAQ:CNXN) Will Be Hoping To Turn Its Returns On Capital Around

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Seeking Alpha • Aug 30

PC Connection: AI Could Help, But I Need Proof (Rating Downgrade)

Summary PC Connection's top line declined, but management improved efficiency and profitability. Despite economic challenges, CNXN maintained and improved margins, demonstrating strong management and operational efficiency. CNXN's cash position is strong with $385M and no debt, allowing for potential growth ventures and economic resilience. Current valuation is fair; however, I recommend holding until CNXN shows clear sales catalysts and top-line rejuvenation. Read the full article on Seeking Alpha
Analysis Article • Jun 12

PC Connection (NASDAQ:CNXN) Is Reinvesting At Lower Rates Of Return

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article • May 22

There's Reason For Concern Over PC Connection, Inc.'s (NASDAQ:CNXN) Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Analysis Article • Feb 21

Some Investors May Be Willing To Look Past PC Connection's (NASDAQ:CNXN) Soft Earnings

PC Connection, Inc.'s ( NASDAQ:CNXN ) stock was strong despite it releasing a soft earnings report last week. However...
Analysis Article • Feb 16

Be Wary Of PC Connection (NASDAQ:CNXN) And Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article • Jan 05

PC Connection, Inc.'s (NASDAQ:CNXN) Price In Tune With Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...

Shareholder Returns

CNXNUS ElectronicUS Market
7D1.1%2.2%-0.1%
1Y37.5%37.9%11.9%

Return vs Industry: CNXN matched the US Electronic industry which returned 37.9% over the past year.

Return vs Market: CNXN exceeded the US Market which returned 11.9% over the past year.

Price Volatility

Is CNXN's price volatile compared to industry and market?
CNXN volatility
CNXN Average Weekly Movement3.4%
Electronic Industry Average Movement9.0%
Market Average Movement6.8%
10% most volatile stocks in US Market15.1%
10% least volatile stocks in US Market2.9%

Stable Share Price: CNXN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: CNXN's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19822,525Tim McGrathwww.connection.com

PC Connection, Inc., together with its subsidiaries, provides various information technology (IT) solutions worldwide. It operates in three segments: Connection Enterprise Solutions, Connection Business Solutions, and Connection Public Sector Solutions. The company offers IT solutions, including computer systems, data center solutions, and artificial intelligence; a portfolio of managed services and professional services; services related to the design, configuration, and implementation of IT solutions; and cybersecurity, digital workspace, modern infrastructure, multicloud, and supply chain and lifecycle solutions and services.

PC Connection, Inc. Fundamentals Summary

How do PC Connection's earnings and revenue compare to its market cap?
CNXN fundamental statistics
Market capUS$2.19b
Earnings (TTM)US$95.84m
Revenue (TTM)US$2.99b
22.8x
P/E Ratio
0.7x
P/S Ratio

Is CNXN overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CNXN income statement (TTM)
RevenueUS$2.99b
Cost of RevenueUS$2.42b
Gross ProfitUS$564.46m
Other ExpensesUS$468.62m
EarningsUS$95.84m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)3.80
Gross Margin18.89%
Net Profit Margin3.21%
Debt/Equity Ratio0%

How did CNXN perform over the long term?

See historical performance and comparison

Dividends

0.9%
Current Dividend Yield
18%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/21 03:55
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

PC Connection, Inc. is covered by 5 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ronald TilghmanB. Riley Securities, Inc.
Prabhakar GowrisankaranCanaccord Genuity
Adam TindleRaymond James & Associates

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