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CNXN$71.47+2.70%
Fair $71.47+0.0%

CNXN

PC Connection, Inc.

Technology / Electronics & Computer DistributionNasdaqGS

$71.47

+1.88 (+2.70%)

Fairly Valued+0.0%Fair Value $71.47Fund rank 35/100 · Data gapFallback financials|
SA 54/C
F-Score: 4/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $166.3M · quality 69.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

54/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · CNXNLocal privado en este navegador · PC Connection, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.8B

P/E

20.8x

↓

EV/EBITDA

13.3x

↑

ROE

9.2%

↑

Gross Margin

18.8%

↓

Debt/Equity

0.00

↓
52-Week Range$71
$55$73

TradingView lightweight chart

CNXN price, volumen y niveles de valoración

Último $71.47Periodo +224.9%
Fair value: $71.47

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+3.8%

FCF CAGR

+45.7%

FCF margin

2.0%

FCF / Net income

0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.87B · net income $83.7M · FCF $58.0M

2009-FY → 2025-FY

Gross margin

18.8%+7.0% pts

Operating margin

3.9%+3.9% pts

Net margin

2.9%+3.0% pts

FCF margin

2.0%+2.0% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$2.87B$2.87B$2.80B$2.85B$3.12B$2.89B$2.59B$2.82B$2.70B$2.91B$2.69B$2.57B$2.46B$2.22B$2.16B$2.10B$1.97B$1.57B
Net Income$83.7M$83.7M$87.1M$83.3M$89.2M$69.9M$55.8M$82.1M$64.6M$54.9M$48.1M$46.8M$42.7M$35.7M$33.1M$28.8M$23.0M$-1.2M
EBITDA$123.1M$123.1M$117.2M$125.2M$139.5M$107.5M$84.5M$124.0M$98.3M$87.8M$89.7M$86.8M$78.6M$65.6M$60.1M$52.9M$43.8M$6.1M
EPS3.273.273.293.153.372.652.123.102.412.041.801.761.611.351.241.070.85-0.05
Gross Margin18.8%18.8%18.6%18.0%16.8%16.1%16.2%16.0%15.2%13.1%13.8%13.2%13.1%13.2%13.1%12.6%11.6%11.8%
Operating Margin3.9%3.9%3.7%3.9%4.1%3.3%2.8%4.0%3.2%2.7%3.0%3.1%2.9%2.7%2.5%2.3%2.0%-0.0%
Net Margin2.9%2.9%3.1%2.9%2.9%2.4%2.2%2.9%2.4%1.9%1.8%1.8%1.7%1.6%1.5%1.4%1.2%-0.1%
Balance Sheet
Debt/Equity0.000.000.000.010.01—————————————
Current Ratio2.712.71————————————————
Cash Flow
Free Cash Flow$58.0M$58.0M$166.3M$188.4M$25.8M————$7.5M$21.7M$18.5M—$12.0M$60.4M$-16.1M$-7.2M$141000.00
Returns
ROE9.2%9.2%9.6%9.9%11.6%10.2%8.8%13.7%12.3%11.4%11.1%11.9%12.1%11.2%11.4%10.5%8.9%-0.5%
Valuation
P/E20.7820.7821.0820.1814.00—————————————
EV/EBITDA13.3213.3214.1912.308.12—————————————
P/B2.012.012.022.001.63—————————————
Growth & Yield
Revenue Growth2.5%2.5%-1.7%-8.8%—11.7%-8.1%4.5%-7.3%8.1%4.6%4.5%10.9%2.9%2.6%6.5%25.8%—
EPS Growth-0.6%-0.6%4.4%-6.5%—25.0%-31.6%28.6%18.1%13.3%2.3%9.3%19.3%8.9%15.9%25.9%1800.0%—
Dividend Yield1.1%1.1%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

24.7%

exigente

EPS terminal req.

$6.34

Spread vs growth

-25.3%

5Y implied EPS CAGR

18.6%

exigente

EPS terminal req.

$7.67

Spread vs growth

-19.2%

10Y implied EPS CAGR

14.2%

razonable

EPS terminal req.

$12.36

Spread vs growth

-14.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +10.4%

Total return

+10.4%

Start / end P/E

19.9x → 21.9x

EPS bridge

3.29 → 3.27

Residual

-0.1%

EPS growth-0.6%
Multiple rerating+9.9%
Dividend+1.1%
Residual / FX / buybacks / cross-term-0.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.