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CNXN vs NSIT
Which Stock Would AI Choose? PC Connection (CNXN) vs. Insight Enterprises (NSIT) Stock Comparison
Key Takeaways
- Similar business models, different scale: Both CNXN and NSIT are value-added IT solutions providers, but Insight Enterprises generates roughly three times the revenue and carries a larger market capitalization.
- AI and infrastructure demand is a shared catalyst: Both companies cite enterprise AI, cloud, and technology-modernization projects as drivers of record backlogs and profit growth.
- Growth profile differs: Insight Enterprises has posted faster recent sales and earnings growth, while PC Connection has delivered steadier, more modest expansion.
- Momentum and sentiment: Both stocks have rallied over recent months, supported by earnings beats and, for NSIT, a series of analyst upgrades.
- Risk trade-offs: PC Connection carries federal-contract concentration risk, while Insight Enterprises faces exposure to enterprise spending cycles and vendor program changes.
Introduction
Investors evaluating the IT solutions and services sector frequently encounter two companies that appear similar on the surface yet differ in scale, strategy, and momentum: CNXN (PC Connection) and NSIT (Insight Enterprises). Both operate as value-added resellers and integrators, helping businesses and government agencies procure hardware, software, cloud, and services. This stock comparison is most relevant for traders and investors weighing relative performance, market positioning, and exposure to the enterprise AI and modernization cycle. Understanding where the two companies diverge in growth, profitability, and sentiment can help clarify which profile better suits a given investment objective.
CNXN Overview and Recent Performance
CNXN is PC Connection, a Fortune 1000 IT solutions provider headquartered in Merrimack, New Hampshire, doing business as Connection. The company serves small and medium businesses, enterprise clients, and the public sector through its Business Solutions, Enterprise Solutions, and Public Sector Solutions segments.
Recent market activity has reflected strengthening operating momentum. In recent quarters, the company reported record results supported by demand for enterprise AI solutions, cloud, security, and Windows 11 migrations, alongside a record order backlog at levels not seen since mid-2022. The company also secured a NASA Solutions for Enterprise-Wide Procurement (SEWP) VI contract through its GovConnection subsidiary, expanding federal procurement access. Over recent months, the stock has advanced meaningfully, though it pulled back modestly in the latest period. A comparatively low beta and a modest dividend underpin a steadier, more defensive posture. Key risks include concentration in federal contracts and thin net margins tied to hardware resale.
NSIT Overview and Recent Performance
NSIT is Insight Enterprises, a global IT solutions integrator with operations across North America, Europe, the Middle East, Africa, and Asia-Pacific. The company partners with more than 8,000 technology providers to deliver hardware, software, cloud, and services for digital transformation.
Recent performance has been notably strong. In its most recent quarter, net sales rose 15% year over year, gross margin expanded, and consolidated net earnings jumped sharply, prompting management to raise full-year guidance for gross profit growth and adjusted diluted earnings per share (EPS). Cloud gross profit and core services, the company's strategic priorities, have grown at double-digit rates. Under a new chief executive, the company introduced a three-year "One Insight" plan focused on AI-ready infrastructure, cloud, services, and operational efficiency, while pausing mergers and acquisitions (M&A) in favor of share repurchases. The stock has attracted analyst upgrades from firms including J.P. Morgan and Raymond James. Primary risks include slower enterprise decision cycles and vendor repricing that could pressure margins.
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Head-to-Head Comparison
While both companies sit in the same sector, their profiles diverge in meaningful ways. NSIT is the larger, more geographically diversified operator, with meaningful international revenue and a global footprint. CNXN is more U.S.-centric and leans on a strong public-sector book, giving it a distinct, contract-driven growth engine.
On growth, Insight Enterprises has shown faster recent top-line and earnings expansion, driven by AI infrastructure and cloud momentum, while PC Connection has delivered steadier gains with a record backlog still to convert. Profitability is broadly comparable, as both operate low-margin hardware-centric models, though each is working to shift mix toward higher-margin services. Risk profiles also differ: PC Connection carries federal-contract concentration and supply-chain sensitivity, whereas Insight Enterprises faces exposure to enterprise IT spending cycles and vendor program changes. From a sentiment standpoint, both have benefited from positive earnings reactions, with NSIT receiving a clearer wave of analyst upgrades and guidance raises in recent weeks.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely lean toward NSIT in the current environment, reflecting stronger recent momentum, accelerating earnings growth, raised guidance, and a run of favorable analyst revisions. Its trend consistency and improving profitability metrics give it a slight edge in relative positioning. That said, CNXN offers a steadier, lower-beta profile with a record backlog that could support continued gains. The verdict is probabilistic rather than definitive: while NSIT currently presents the more compelling momentum and catalyst profile, CNXN's stability and contract-driven pipeline make it a credible alternative for more defensively oriented 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 CNXN is a Buy and NSIT is a StrongBuy.
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).
NSIT in +4.24% Uptrend, growing for three consecutive days on October 22, 2026
Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where NSIT advanced for three days, in 253 of 362 cases, the price rose further within the following month. The odds of a continued upward trend are 70%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 35 of 54 cases where NSIT's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 65%.
The Momentum Indicator moved above the 0 level on October 19, 2026. You may want to consider a long position or call options on NSIT as a result. In 53 of 83 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 64%.
The Moving Average Convergence Divergence (MACD) for NSIT just turned positive on October 21, 2026. Looking at past instances where NSIT's MACD turned positive, the stock continued to rise in 30 of 43 cases over the following month. The odds of a continued upward trend are 70%.
The Aroon Indicator entered an Uptrend today. In 168 of 255 cases where NSIT Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 66%.
Bearish Trend Analysis
The 10-day RSI Indicator for NSIT 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 43 similar instances where the indicator moved out of overbought territory. In 29 of the 43 cases, the stock moved lower in the following days. This puts the odds of a move lower at 67%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NSIT 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 65%.
NSIT broke above its upper Bollinger Band on October 12, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 35 (best 1 - 100 worst), indicating steady price growth. NSIT’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 46 (best 1 - 100 worst), pointing to average 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 SMR rating for this company is 61 (best 1 - 100 worst), indicating strong sales and a profitable 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 Profit vs. Risk Rating rating for this company is 67 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. NSIT’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 38, placing this stock worse than average.
The Tickeron Valuation Rating of 74 (best 1 - 100 worst) indicates that the company is slightly 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 (3.132) is normal, around the industry mean (2.129). P/E Ratio (25.076) is within average values for comparable stocks, (18.700). Projected Growth (PEG Ratio) (0.990) is also within normal values, averaging (1.350). Dividend Yield (0.000) settles around the average of (0.008) among similar stocks. P/S Ratio (0.595) is also within normal values, averaging (0.418).
CNXN | NSIT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 84 | 42 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 86 Overvalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 16 | 67 | |
SMR RATING 1..100 | 68 | 61 | |
PRICE GROWTH RATING 1..100 | 40 | 35 | |
P/E GROWTH RATING 1..100 | 18 | 46 | |
SEASONALITY SCORE 1..100 | 85 | 65 |
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.
NSIT's Valuation (74) in the Information Technology Services industry is in the same range as CNXN (86). This means that NSIT’s stock grew similarly to CNXN’s over the last 12 months.
CNXN's Profit vs Risk Rating (16) in the Information Technology Services industry is somewhat better than the same rating for NSIT (67). This means that CNXN’s stock grew somewhat faster than NSIT’s over the last 12 months.
NSIT's SMR Rating (61) in the Information Technology Services industry is in the same range as CNXN (68). This means that NSIT’s stock grew similarly to CNXN’s over the last 12 months.
NSIT's Price Growth Rating (35) in the Information Technology Services industry is in the same range as CNXN (40). This means that NSIT’s stock grew similarly to CNXN’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 NSIT (46). This means that CNXN’s stock grew similarly to NSIT’s over the last 12 months.
| CNXN | NSIT | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 51% | 1 day ago 67% |
| Stochastic ODDS (%) | 1 day ago 63% | 1 day ago 65% |
| Momentum ODDS (%) | 1 day ago 47% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 46% | 1 day ago 70% |
| TrendWeek ODDS (%) | 1 day ago 52% | 1 day ago 69% |
| TrendMonth ODDS (%) | 1 day ago 59% | 1 day ago 69% |
| Advances ODDS (%) | 1 day ago 68% | 1 day ago 70% |
| Declines ODDS (%) | 3 days ago 57% | 8 days ago 65% |
| BollingerBands ODDS (%) | 1 day ago 69% | 1 day ago 66% |
| Aroon ODDS (%) | 1 day ago 58% | 1 day ago 66% |
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).
CNXN’s FA Score shows that 2 FA rating(s) are green while NSIT’s FA Score has 0 green FA rating(s).
- CNXN’s FA Score: 2 green, 3 red.
- NSIT’s FA Score: 0 green, 5 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.
CNXN’s TA Score shows that 4 TA indicator(s) are bullish while NSIT’s TA Score has 5 bullish TA indicator(s).
- CNXN’s TA Score: 4 bullish, 4 bearish.
- NSIT’s TA Score: 5 bullish, 3 bearish.
Price Growth
CNXN (@Electronics/Appliance Stores) experienced а -2.54% price change this week, while NSIT (@Electronics/Appliance Stores) price change was +7.78% for the same time period.
The average weekly price growth across all stocks in the @Electronics/Appliance Stores industry was -2.67%. For the same industry, the average monthly price growth was -5.87%, and the average quarterly price growth was +30.83%.
Reported Earning Dates
CNXN is expected to report earnings on Oct 28, 2026.
NSIT is expected to report earnings on Nov 05, 2026.
Industries' Descriptions
@Electronics/Appliance Stores (-2.67% 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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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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