TD SYNNEX (SNX) Valuation in Focus Following India Partnership and CFO Transition

TD SYNNEX (NYSE:SNX) just announced an exclusive value-added distribution partnership in India with Wind River, aimed at broadening access to advanced cloud-native solutions. At the same time, investors are watching a leadership transition as David Jordan moves into the CFO role.

See our latest analysis for TD SYNNEX.

TD SYNNEX has kept the momentum going this year, with the stock’s 36.2% year-to-date share price return outpacing the broader tech sector thanks to upbeat earnings, strategic investments in AI, and several shareholder-friendly moves such as buybacks and a dividend hike. Over the long term, the company’s three-year total shareholder return of 103.3% shows solid value creation that has resonated with investors, even as leadership transitions highlight a new chapter for the business.

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With TD SYNNEX’s shares up strongly in 2025 and trading below analyst price targets, the question remains whether there is still room for further upside or if the market has already priced in continued growth and recent strategic moves.

Most Popular Narrative: 9.2% Undervalued

TD SYNNEX’s last close price of $158.65 sits below the most widely followed narrative's fair value target of $174.73. This difference suggests room for upside if the assumptions hold. The outlook remains positive, with expectations around software, cloud, and margin improvements supporting the conversation.

The continued enterprise-wide digital transformation and AI adoption, highlighted by double-digit growth in software (especially in cloud, cybersecurity, virtualization, and infrastructure software), is extending TD SYNNEX's addressable market and generating higher recurring revenue streams. This trend is likely to drive consistent revenue and margin expansion.

Read the complete narrative.

Want to know the crucial factors behind this premium valuation? The fair value is based on bold projections for recurring revenue and operating margin gains. Discover the detailed logic and see what’s driving analysts' optimism by reading further.

Result: Fair Value of $174.73 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, slowing demand after recent purchase pull-forwards and ongoing margin pressures could quickly dampen the optimism regarding TD SYNNEX's long-term outlook.

Find out about the key risks to this TD SYNNEX narrative.

Build Your Own TD SYNNEX Narrative

If a different perspective fits your investing approach, why not dive into the numbers yourself and craft a narrative in just a few minutes? Do it your way

A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding TD SYNNEX.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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