PC Connection, Inc (CNXN) Fair Value & Analysis
Technology · US · Market cap $1.8B
PC Connection, Inc
CNXN · US
Fair value as of: Jul 15, 2026
From 25 valuation models · updated 26 days ago
Share price +12.3% over the past month.
A solid business, but screening 39% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($67.91). The favourable scenario is already priced in.
- Solid but not exceptional quality (66/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($35.99 to $67.91) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.
How to read this chart
60‑month range $37.59 – $86.79 · fair‑value band $35.99 – $67.91 · the $84.14 price screens above the $51.05 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.
Analysis
PC Connection, Inc (CNXN) currently trades at $84.14, while our model-based Fair Value estimate is $51.05, implying the stock looks roughly 39.3% overvalued today. The Quality Score stands at 66/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, PC Connection, Inc generated revenue of $2.9B at a net margin of 3.0%. Revenue grew 3.0% year over year. It earns a return on equity of 9.7%. The balance sheet holds a net cash position of $192M. Fundamentals as of Jul 15, 2026
Our scenario range runs from $35.99 (bear case) to $67.91 (bull case); at $84.14, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 54% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -33% fair-value upside, at -39%, CNXN screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 25 models by family
Widest divergence: Multiples ($60.41) versus Dividend Discount ($6.53). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 80
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
PC Connection, Inc., together with its subsidiaries, provides various information technology (IT) solutions worldwide. It operates in three segments: Connection Enterprise Solutions, Connection Business Solutions, and Connection Public Sector Solutions.
Full company description
PC Connection, Inc., together with its subsidiaries, provides various information technology (IT) solutions worldwide. It operates in three segments: Connection Enterprise Solutions, Connection Business Solutions, and Connection Public Sector Solutions. The company offers IT solutions, including computer systems, data center solutions, and artificial intelligence; a portfolio of managed services and professional services; services related to the design, configuration, and implementation of IT solutions; and cybersecurity, digital workspace, modern infrastructure, multicloud, and supply chain and lifecycle solutions and services. It also distributes accessories, cable and adapters, computer parts, computers, conferencing and AV products, electronics, media and supplies, monitors and projectors, networking products, office equipment, power products, printers and supplies, servers and accessories, software, and storage products; hardware, including devices and peripherals; notebooks/mobility products, desktops, communication products, displays, and sound products; and cloud solutions. The company markets its products and services through its websites. It serves large enterprise customers; small to medium-sized businesses, including small office/home office customers; healthcare, manufacturing, and retail industries; federal, state, and local government; educational institutions, including K-12 and higher education; medium-to-large corporations through outbound inside and field sales, digital and web advertising, and targeted marketing programs to specific market segments. PC Connection, Inc. was founded in 1982 and is headquartered in Merrimack, New Hampshire.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
PC Connection, Inc reported revenue of $2.9B in FY2025 versus $2.9B in FY2021, a compound −0.2%/yr. Reported net income was $83.7M in FY2025, compounding +4.6%/yr from FY2021.
CNXN screens 39% overvalued. Compare with TD SYNNEX Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- CNXN Q2 Deep Dive: AI Adoption and Modernization Drive Broad-Based Growth
- Is PC Connection (CNXN) Stock Outpacing Its Retail-Wholesale Peers This Year?
- PC Connection Inc (CNXN) (Q2 2026) Earnings Call Highlights: Record Revenue and Profit Amid ...
- Connection expects to outperform the U.S. IT market by 200 basis points in 2026 as demand remains solid through Q3
Peer Group
Electronics & Computer Distribution · 151 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electronics & Computer Distribution median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electronics & Computer Distribution stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| TD SYNNEX Corporation SNX | $251.52 | $207.02 | -18% |
| Unisplendour Corporation 000938 | ¥38.59 | ¥11.79 | -69% |
| Rexel S.A RXL | €38.59 | €33.31 | -14% |
| Arrow Electronics, Inc ARW | $204.10 | $115.40 | -43% |
| Avnet, Inc AVT | $87.13 | $58.57 | -33% |
| WPG Holdings 3702 | 106.50 TWD | 102.31 TWD | -4% |
| Shenzhen Huaqiang Industry Co 000062 | ¥22.37 | ¥7.52 | -66% |
| Synnex Technology International Corporation 2347 | 85.30 TWD | 86.30 TWD | +1% |
| Nanjing Sunlord Electronics Corporation 300975 | ¥37.37 | ¥8.60 | -77% |
| Beijing Tricolor Technology Co 603516 | ¥106.52 | ¥23.39 | -78% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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