Insight Enterprises
Market Cap
US$1.4b
Last Updated
2020/04/06 01:03 UTC
Data Sources
Company Financials +
Executive Summary
Insight Enterprises, Inc. provides information technology hardware, software, and services solutions in the United States, Canada, Europe, the Middle East, Africa, and the Asia-Pacific.
Rewards
Risk Analysis
Snowflake Analysis
Very undervalued with reasonable growth potential.
Similar Companies
Share Price & News
How has Insight Enterprises's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: NSIT's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
-6.7%
NSIT
-6.2%
US Electronic
-3.8%
US Market
1 Year Return
-31.4%
NSIT
-28.0%
US Electronic
-15.9%
US Market
Return vs Industry: NSIT underperformed the US Electronic industry which returned -27.9% over the past year.
Return vs Market: NSIT underperformed the US Market which returned -15.9% over the past year.
Shareholder returns
| NSIT | Industry | Market | |
|---|---|---|---|
| 7 Day | -6.7% | -6.2% | -3.8% |
| 30 Day | -29.0% | -21.7% | -17.4% |
| 90 Day | -45.2% | -33.1% | -24.1% |
| 1 Year | -31.4%-31.4% | -27.3%-28.0% | -14.1%-15.9% |
| 3 Year | -5.1%-5.1% | -4.7%-7.4% | 10.0%2.8% |
| 5 Year | 37.8%37.8% | 15.2%9.5% | 27.6%13.5% |
Price Volatility Vs. Market
How volatile is Insight Enterprises's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
How Good Is Insight Enterprises, Inc. (NASDAQ:NSIT) At Creating Shareholder Value?3 weeks ago | Simply Wall St
What Is Insight Enterprises's (NASDAQ:NSIT) P/E Ratio After Its Share Price Tanked?Valuation
Is Insight Enterprises undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: NSIT ($39.3) is trading below our estimate of fair value ($160.5)
Significantly Below Fair Value: NSIT is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: NSIT is good value based on its PE Ratio (8.8x) compared to the Electronic industry average (13.9x).
PE vs Market: NSIT is good value based on its PE Ratio (8.8x) compared to the US market (12.2x).
Price to Earnings Growth Ratio
PEG Ratio: NSIT is good value based on its PEG Ratio (0.4x)
Price to Book Ratio
PB vs Industry: NSIT is good value based on its PB Ratio (1.2x) compared to the US Electronic industry average (1.5x).
Next Steps
Future Growth
How is Insight Enterprises forecast to perform in the next 1 to 3 years based on estimates from 4 analysts?
20.9%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: NSIT's forecast earnings growth (20.9% per year) is above the savings rate (1.7%).
Earnings vs Market: NSIT's earnings (20.9% per year) are forecast to grow faster than the US market (13.4% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: NSIT's revenue (8.4% per year) is forecast to grow faster than the US market (7% per year).
High Growth Revenue: NSIT's revenue (8.4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: NSIT's Return on Equity is forecast to be low in 3 years time (19.4%).
Next Steps
Past Performance
How has Insight Enterprises performed over the past 5 years?
19.9%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: NSIT has high quality earnings.
Growing Profit Margin: NSIT's current net profit margins (2.1%) are lower than last year (2.3%).
Past Earnings Growth Analysis
Earnings Trend: NSIT's earnings have grown by 19.9% per year over the past 5 years.
Accelerating Growth: NSIT's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: NSIT had negative earnings growth (-2.6%) over the past year, making it difficult to compare to the Electronic industry average (0.03%).
Return on Equity
High ROE: NSIT's Return on Equity (13.7%) is considered low.
Next Steps
Financial Health
How is Insight Enterprises's financial position?
Financial Position Analysis
Short Term Liabilities: NSIT's short term assets ($3.0B) exceed its short term liabilities ($1.9B).
Long Term Liabilities: NSIT's short term assets ($3.0B) exceed its long term liabilities ($1.1B).
Debt to Equity History and Analysis
Debt Level: NSIT's debt to equity ratio (95.6%) is considered high.
Reducing Debt: NSIT's debt to equity ratio has increased from 25.6% to 95.6% over the past 5 years.
Debt Coverage: NSIT's debt is not well covered by operating cash flow (11.5%).
Interest Coverage: NSIT's interest payments on its debt are well covered by EBIT (9x coverage).
Balance Sheet
Inventory Level: NSIT has a low level of unsold assets or inventory.
Debt Coverage by Assets: NSIT's debt is covered by short term assets (assets are 2.7x debt).
Next Steps
Dividend
What is Insight Enterprises's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate NSIT's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate NSIT's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if NSIT's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if NSIT's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of NSIT's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
6.3yrs
Average management tenure
CEO
Ken Lamneck (64yo)
10.25s
Tenure
US$4,968,504
Compensation
Mr. Kenneth T. Lamneck, also known as Ken, has been the Chief Executive Officer and President at Insight Enterprises, Inc. since January 01, 2010. Mr. Lamneck serves as the Chief Executive Officer and Pres ...
CEO Compensation Analysis
Compensation vs Market: Ken's total compensation ($USD4.97M) is about average for companies of similar size in the US market ($USD4.77M).
Compensation vs Earnings: Ken's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder & Chairman of the Board | 15.42yrs | US$260.04k | 0.22% $3.0m | |
| President | 10.25yrs | US$4.97m | 0.90% $12.4m | |
| Chief Financial Officer | 12.33yrs | US$1.96m | 0.22% $3.1m | |
| Senior VP | 3.83yrs | US$1.12m | 0.074% $1.0m | |
| President of Insight North America | 7.5yrs | US$1.71m | 0.17% $2.4m | |
| President of Insight EMEA | 6.25yrs | US$1.78m | 0.25% $3.4m | |
| Principal Accounting Officer & Global Corporate Controller | 1.58yrs | no data | no data | |
| Chief Information Officer | 1.25yrs | no data | 0.0099% $137.5k | |
| Senior Vice President of Human Resources | 2.75yrs | no data | no data | |
| Senior VP of Finance & CFO of North America | 12.5yrs | no data | 0.062% $864.5k |
6.3yrs
Average Tenure
55.5yo
Average Age
Experienced Management: NSIT's management team is seasoned and experienced (6.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder & Chairman of the Board | 15.42yrs | US$260.04k | 0.22% $3.0m | |
| President | 10.25yrs | US$4.97m | 0.90% $12.4m | |
| Independent Director | 4.08yrs | US$190.04k | 0.0085% $117.4k | |
| Independent Director | 14.58yrs | US$210.04k | 0.026% $358.1k | |
| Presiding Director | no data | US$200.04k | 0.028% $385.6k | |
| Independent Director | 8.25yrs | US$220.04k | 0.091% $1.3m | |
| Independent Director | 2.17yrs | US$207.26k | 0.0038% $52.4k | |
| Independent Director | 4.25yrs | US$190.04k | 0.020% $281.6k | |
| Independent Director | 2.33yrs | US$190.04k | 0.0046% $63.6k |
6.3yrs
Average Tenure
57yo
Average Age
Experienced Board: NSIT's board of directors are considered experienced (6.3 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: NSIT insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Insight Enterprises, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Insight Enterprises, Inc.
- Ticker: NSIT
- Exchange: NasdaqGS
- Founded: 1988
- Industry: Technology Distributors
- Sector: Tech
- Market Cap: US$1.386b
- Shares outstanding: 35.26m
- Website: https://www.insight.com
Number of Employees
Location
- Insight Enterprises, Inc.
- 6820 South Harl Avenue
- Tempe
- Arizona
- 85283
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| NSIT | NasdaqGS (Nasdaq Global Select) | Yes | Common Stock | US | USD | Jan 1995 |
| IEI | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Jan 1995 |
| NSIT * | BMV (Bolsa Mexicana de Valores) | Yes | Common Stock | MX | MXN | Jan 1995 |
Biography
Insight Enterprises, Inc. provides information technology hardware, software, and services solutions in the United States, Canada, Europe, the Middle East, Africa, and the Asia-Pacific. It sources, procures, stages, configures, integrates, tests, deploys, and maintains IT products spanning endpoints to infrastructure; and offers software life cycle, and hardware warranty and software maintenance services. The company also provides desktop, notebook, tablet, and mobile devices coupled with cloud-based productivity solutions; managed solutions, such as spanning messaging, voice, video, and content management; and workplace services, including desk side support, remote service desk, automated self-service, and self-healing solutions. In addition, it offers various services, such as hybrid cloud, migration and consolidation, workload-platform alignment, converged/hyper converged solutions, and software-defined data center; data platform modernization services; integrated network and security solutions; and consulting, professional, managed, and support services. Further, the company provides digital signage, kiosk, tablet, and smartphone endpoints; custom-developed applications to enable client-to-customer engagement; custom-developed mobile, cloud, and Internet-of-Things applications; and custom solutions, which enable clients review insights within their data. Additionally, it sells hardware and software products; and offers enterprise data center solutions. The company was founded in 1988 and is headquartered in Tempe, Arizona.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/04/06 01:03 |
| End of Day Share Price | 2020/04/03 00:00 |
| Earnings | 2019/12/31 |
| Annual Earnings | 2019/12/31 |
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 here.