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AVT vs CNXN
Which Stock Would AI Choose? Avnet, Inc. (AVT) vs. PC Connection, Inc. (CNXN) Stock Comparison
Key Takeaways
- AVT is a global electronic components distributor riding a broad, cyclical recovery, while CNXN is a value-added IT solutions reseller benefiting from an enterprise hardware and AI-enabled refresh cycle.
- Both stocks have delivered strong relative performance in recent months, though their drivers differ sharply: semiconductor and component demand for AVT versus endpoint-device and backlog conversion for CNXN.
- AVT has reported sharply accelerating revenue and record Electronic Components sales, while CNXN has posted record backlog and its highest net sales and gross profit levels.
- Risk profiles contrast: AVT is exposed to semiconductor pricing cycles and memory supply, while CNXN faces public-sector contract concentration and memory-driven price inflation.
- Neither stock is a direct competitor; they occupy different layers of the technology supply chain, making the comparison a study in contrasting market positioning rather than a like-for-like matchup.
Introduction
Investors comparing AVT and CNXN are effectively weighing two different ways to gain exposure to technology demand. Avnet supplies the electronic components that power devices and data-center infrastructure, while PC Connection (operating as "Connection") sells and integrates finished IT hardware, software, and services to business, government, healthcare, and education customers. This stock comparison is most relevant for traders and investors seeking to understand how cyclical component distribution differs from solution-driven IT reselling, and how each company's recent momentum and risk factors position it in the current market environment.
AVT Overview and Recent Performance
AVT (Avnet, Inc.) is one of the world's largest distributors of electronic components and embedded solutions, serving original equipment manufacturers (OEMs) and electronics manufacturing services providers worldwide. Its business spans semiconductors, interconnect, passive, and electromechanical (IP&E) products, as well as its Farnell high-service distribution arm. In recent quarters, Avnet has described a broad-based recovery that management says is no longer dependent solely on memory pricing or artificial intelligence (AI), with stronger bookings, longer lead times, and improving demand across industrial, transportation, aerospace and defense, networking, and data-center markets.
Relative performance has been notable, with the stock advancing sharply over the trailing year on the back of record Electronic Components sales and margin expansion. Recent financial results showed adjusted earnings well above consensus estimates and revenue that exceeded expectations, while management guided to further sequential sales growth. The company has also highlighted its higher-margin IP&E business and edge-AI demand as structural growth drivers, even as memory pricing and inventory dynamics introduce cyclical sensitivity.
CNXN Overview and Recent Performance
CNXN (PC Connection, Inc.), doing business as "Connection," is a Fortune 1000 information technology solutions provider headquartered in Merrimack, New Hampshire. The company sells a broad portfolio of hardware, software, and professional services across three segments: Business Solutions, Enterprise Solutions, and Public Sector Solutions. Recent quarters have been characterized by record net sales, record gross profit, and record backlog, driven by enterprise AI projects, data-center modernization, and a PC refresh cycle tied to Windows 11 migrations and AI-enabled endpoint devices.
Recent market activity has rewarded this momentum, with the stock outperforming the broader market year to date. Management has noted that a large share of endpoint devices sold are now AI-chip-enabled, up sharply from the prior year, and has cited triple-digit growth in AI software adoption among customers. Offsetting strengths include a year-over-year decline in public-sector revenue tied to a non-recurring federal contract and ongoing memory-driven price inflation, which has raised prices while reducing unit volumes.
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Head-to-Head Comparison
Although both companies serve the technology ecosystem, their business models differ fundamentally. AVT operates early in the value chain as a distributor of components to manufacturers, making it a cyclical play on semiconductor supply, pricing, and end-market demand. CNXN operates later in the chain as a reseller and integrator of finished IT products, making it more sensitive to enterprise capital spending, refresh cycles, and services adoption.
Growth drivers also diverge. Avnet's momentum leans on tightening component supply, rising book-to-bill ratios (a measure comparing new orders to shipments), and expanding demand beyond AI into industrial and defense markets. PC Connection's momentum is anchored in backlog conversion, AI-enabled endpoint upgrades, and software and services growth across commercial verticals. On risk, Avnet faces memory-pricing volatility and inventory-cycle timing, while PC Connection faces public-sector contract concentration and working-capital absorption from planned inventory builds.
Tickeron AI Verdict
Based on observable factors such as trend consistency, catalyst quality, and relative positioning, Tickeron's AI would likely view AVT as exhibiting the more pronounced momentum, given its accelerating revenue trajectory, above-parity book-to-bill ratios across regions, and broadening demand recovery. However, CNXN presents a more stable, balance-sheet-backed profile with record backlog and consistent capital returns. The AI's relative preference would depend on whether current conditions favor high-beta cyclical momentum or steadier, cash-generative growth, with the probability-weighted view tilting toward AVT on trend strength while recognizing CNXN's lower-volatility positioning.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVT is a Hold and CNXN is a Buy.
AVT's RSI Oscillator recovers from overbought zone
The 10-day RSI Indicator for AVT moved out of overbought territory on October 05, 2026. This could be a sign that the stock is shifting from an upward trend to a downward trend. Traders may want to look at selling the stock or buying put options. Tickeron's A.I.dvisor looked at 38 instances where the indicator moved out of the overbought zone. In 28 of the 38 cases the stock moved lower in the days that followed. This puts the odds of a move down at 74%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 08, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on AVT as a result. In 53 of 84 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 63%.
The Moving Average Convergence Divergence Histogram (MACD) for AVT turned negative on October 08, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 52 similar instances when the indicator turned negative. In 35 of the 52 cases the stock turned lower in the days that followed. This puts the odds of success at 67%.
AVT moved below its 50-day moving average on October 15, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for AVT crossed bearishly below the 50-day moving average on October 21, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 12 of 22 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 55%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where AVT declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 60%.
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 9 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +6.99% 3-day Advance, the price is estimated to grow further. Considering data from situations where AVT advanced for three days, in 181 of 300 cases, the price rose further within the following month. The odds of a continued upward trend are 60%.
AVT may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 129 of 251 cases where AVT Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 51%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 8 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 38, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 23 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 40 (best 1 - 100 worst), indicating steady price growth. AVT’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 80 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 89 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.448) is normal, around the industry mean (2.129). P/E Ratio (21.779) is within average values for comparable stocks, (18.700). AVT's Projected Growth (PEG Ratio) (2.445) is slightly higher than the industry average of (1.350). AVT has a moderately high Dividend Yield (0.017) as compared to the industry average of (0.008). P/S Ratio (0.280) is also within normal values, averaging (0.418).
CNXN in upward trend: price expected to rise as it breaks its lower Bollinger Band on October 19, 2026
CNXN may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 25 of 36 cases where CNXN's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 69%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 4 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +2.23% 3-day Advance, the price is estimated to grow further. Considering data from situations where CNXN advanced for three days, in 214 of 313 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
The Aroon Indicator entered an Uptrend today. In 124 of 215 cases where CNXN Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 58%.
Bearish Trend Analysis
The 10-day RSI Indicator for CNXN moved out of overbought territory on October 14, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 41 similar instances where the indicator moved out of overbought territory. In 21 of the 41 cases, the stock moved lower in the following days. This puts the odds of a move lower at 51%.
The Momentum Indicator moved below the 0 level on October 15, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CNXN as a result. In 44 of 93 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 47%.
The Moving Average Convergence Divergence Histogram (MACD) for CNXN turned negative on October 14, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 41 similar instances when the indicator turned negative. In 19 of the 41 cases the stock turned lower in the days that followed. This puts the odds of success at 46%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CNXN declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 57%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 16 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 38, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 18 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 40 (best 1 - 100 worst), indicating steady price growth. CNXN’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 68 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 86 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.345) is normal, around the industry mean (2.129). P/E Ratio (23.354) is within average values for comparable stocks, (18.700). Projected Growth (PEG Ratio) (1.971) is also within normal values, averaging (1.350). Dividend Yield (0.009) settles around the average of (0.008) among similar stocks. CNXN's P/S Ratio (0.739) is slightly higher than the industry average of (0.418).
AVT | CNXN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 84 | 84 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 16 | |
SMR RATING 1..100 | 80 | 68 | |
PRICE GROWTH RATING 1..100 | 40 | 40 | |
P/E GROWTH RATING 1..100 | 23 | 18 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CNXN's Valuation (86) in the Information Technology Services industry is in the same range as AVT (89) in the Electronics Distributors industry. This means that CNXN’s stock grew similarly to AVT’s over the last 12 months.
AVT's Profit vs Risk Rating (8) in the Electronics Distributors industry is in the same range as CNXN (16) in the Information Technology Services industry. This means that AVT’s stock grew similarly to CNXN’s over the last 12 months.
CNXN's SMR Rating (68) in the Information Technology Services industry is in the same range as AVT (80) in the Electronics Distributors industry. This means that CNXN’s stock grew similarly to AVT’s over the last 12 months.
CNXN's Price Growth Rating (40) in the Information Technology Services industry is in the same range as AVT (40) in the Electronics Distributors industry. This means that CNXN’s stock grew similarly to AVT’s over the last 12 months.
CNXN's P/E Growth Rating (18) in the Information Technology Services industry is in the same range as AVT (23) in the Electronics Distributors industry. This means that CNXN’s stock grew similarly to AVT’s over the last 12 months.
| AVT | CNXN | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 74% | 1 day ago 51% |
| Stochastic ODDS (%) | 1 day ago 79% | 1 day ago 63% |
| Momentum ODDS (%) | 1 day ago 63% | 1 day ago 47% |
| MACD ODDS (%) | 1 day ago 67% | 1 day ago 46% |
| TrendWeek ODDS (%) | 1 day ago 59% | 1 day ago 52% |
| TrendMonth ODDS (%) | 1 day ago 51% | 1 day ago 59% |
| Advances ODDS (%) | 21 days ago 60% | 1 day ago 68% |
| Declines ODDS (%) | 7 days ago 60% | 3 days ago 57% |
| BollingerBands ODDS (%) | 1 day ago 75% | 1 day ago 69% |
| Aroon ODDS (%) | 1 day ago 51% | 1 day ago 58% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AVT’s FA Score shows that 2 FA rating(s) are green while CNXN’s FA Score has 2 green FA rating(s).
- AVT’s FA Score: 2 green, 3 red.
- CNXN’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AVT’s TA Score shows that 4 TA indicator(s) are bullish while CNXN’s TA Score has 4 bullish TA indicator(s).
- AVT’s TA Score: 4 bullish, 6 bearish.
- CNXN’s TA Score: 4 bullish, 4 bearish.
Price Growth
AVT (@Electronics/Appliance Stores) experienced а -2.84% price change this week, while CNXN (@Electronics/Appliance Stores) price change was -4.31% for the same time period.
The average weekly price growth across all stocks in the @Electronics/Appliance Stores industry was -2.82%. For the same industry, the average monthly price growth was -5.96%, and the average quarterly price growth was +30.77%.
Reported Earning Dates
AVT is expected to report earnings on Nov 04, 2026.
CNXN is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Electronics/Appliance Stores (-2.82% weekly)The electronics/appliance stores industry includes companies that sell consumer electronics such as computers, stereo components, software, TVs, and appliances such as those for cooking and cleaning. Some companies also operate stores that rent and sell pre-recorded CDs and DVDs. Best Buy Co., Inc., Conn’s, Inc., Sears Hometown and Outlet Stores Inc. and Trans World Entertainment Corp. are some of the largest companies in this space.
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AVT and
Correlation & Price change
A.I.dvisor indicates that over the last year, AVT has been closely correlated with ARW. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVT jumps, then ARW could also see price increases.
| Ticker / NAME | Correlation To AVT | 1D Price Change % | ||
|---|---|---|---|---|
| AVT | 100% | -4.82% | ||
| ARW - AVT | 84% Closely correlated | -4.44% | ||
| SNX - AVT | 52% Loosely correlated | -1.62% | ||
| CNXN - AVT | 30% Poorly correlated | +0.89% | ||
| NSIT - AVT | 27% Poorly correlated | +0.05% | ||
| SCSC - AVT | 23% Poorly correlated | -1.79% | ||
More | ||||
CNXN and
Correlation & Price change
A.I.dvisor indicates that over the last year, CNXN has been loosely correlated with AVT. These tickers have moved in lockstep 54% of the time. This A.I.-generated data suggests there is some statistical probability that if CNXN jumps, then AVT could also see price increases.
| Ticker / NAME | Correlation To CNXN | 1D Price Change % | ||
|---|---|---|---|---|
| CNXN | 100% | +0.89% | ||
| AVT - CNXN | 54% Loosely correlated | -4.82% | ||
| NSIT - CNXN | 53% Loosely correlated | +0.05% | ||
| SCSC - CNXN | 46% Loosely correlated | -1.79% | ||
| SNX - CNXN | 40% Loosely correlated | -1.62% | ||
| ARW - CNXN | 36% Loosely correlated | -4.44% | ||
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| 1 Day | |||
|---|---|---|---|
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| VanEck Healthcare TruSector ETF (TRUH) | |||
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| DTF Tax-Free Income 2028 Term Fund | |||
| PEZ | 99.84 | 0.45 | +0.46% |
| Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) | |||
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