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Insight Enterprises, Inc. (NSIT)

NEUTRAL
TechnologyElectronics & Computer DistributionUnited States

Fundamental

70

Kurs

$151.05

Marktkapitalisierung

$4.34B

Teil 1 · Was das Unternehmen wert ist

Übersicht

Insight Enterprises, Inc., together with its subsidiaries, provides information technology, hardware, software, and services in the United States, rest of North America, Europe, Middle East, Africa, and the Asia-Pacific. It offers multicloud solutions that manages and supports cloud and data center platforms, modern networks, and edge technologies; cybersecurity solutions automates and securely connects modern platforms, including networks, security systems, and automation tools; data and artificial intelligence solutions; digital workplace and device solutions; and intelligent application solutions. The company provides software maintenance solutions that offers clients to obtain software upgrades, bug fixes, help desk, and other support services; vendor direct support services contracts; and cloud/software-as-a-service subscription products. In addition, it designs, procures, deploys, implements, and manages solutions that combine hardware, software, and services to help businesses. The company serves construction, esports, financial services, health care and life sciences, manufacturing, retail and restaurant, service providers, small to medium business, and travel and tourism industries. The company was founded in 1988 and is headquartered in Chandler, Arizona.

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Bilanz & Liquidität

Umsatz

$8.58B

Letzte 12 Monate (bis 30.6.2026)

Nettogewinn

$210M

Letzte 12 Monate (bis 30.6.2026)

Freier Cashflow

$279M

Gesamtes Eigenkapital

$1.65B

Gesamtverbindlichkeiten

$7.44B

Current Ratio

1.18

Zinsdeckungsgrad

4.12

Schulden/EBITDA

3.34

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

General caseFair bewertet

Innerer Wert

$148.67

Aktueller Kurs

$151.05

Sicherheitsmarge

-1.6%

Innerer-Wert-Spanne

$96.63 - $200.70

Bewertungsmethoden

Analyst price target:$163.75
Discounted cash flow (DCF):$254.15
Earnings multiple (P/E):$72.26
Graham growth formula:$50.64
Earnings power value (EPV):$99.11
Justified P/B:$71.83
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$195.28
Revenue multiple:Not enough data to compute it
Analystenkonsens:Starker Kauf (7B / 3H / 0S)
Letzte Gewinnüberraschung:+29.27%

Bewertungskennzahlen

P/E-Verhältnis

21.62

ROE

9.5%

P/B-Verhältnis

2.66

P/FCF

10.75

Bruttomarge

22.1%

ROIC

7.8%

Rentabilitäts-Radar

Value Creation (Economic Moat)

ROIC

7.8%

WACC

8.9%

ROIC − WACC

-1.1 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamentalanalyse-Kriterien

Bestanden (18)

  • EPS shows upward trend
  • EPS CAGR 12.58%
  • Price CAGR 13.81%
  • ROIC 7.8%
  • P/FCF 10.75
  • P/B Ratio 2.66
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • ROE 13.1%
  • Analyst Consensus 70% Buy
  • Earnings Surprise avg 10.6%
  • Earnings Quality (OCF/NI) 2.01
  • Share Dilution -15.1%
  • Net Margin Trend 2.5% vs 1.8%
  • Piotroski F-Score 6/9

Nicht bestanden (8)

  • Gross Margin 22.1%
  • Debt/Equity ratio
  • Operating Margin 4.6%
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Revenue Growth 5Y -0.2%

Nicht verfügbar (2)

  • Dividend Payout NaN%
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

6/9

Gemischte Signale: Einige Bereiche bedürfen Aufmerksamkeit

score
criteria

Gewinnqualität

2.01

Hohe Qualität: Gewinne durch Cashflow gedeckt

Aktienverwässerung

-15.1%

Aktienrückkäufe. Aktionärsfreundlich

Unternehmensführung

Führungsteam

NamePositionAlter
Mr. James A. MorgadoChief Financial Officer52
Ms. Jennifer M. VasinChief Human Resources Officer50
Mr. Robert GreenChief Digital Officer57
Mr. Adrian GregoryPresident of EMEA51
Mr. Jack AzaguryCEO, President & Director-
Ms. Rachael A. Crump CPAChief Accounting Officer50
Ryan MiyasatoHead of Investor Relations-
Mr. Karim AdatiaSenior VP, General Counsel & Secretary-
Mr. Jet GoliaSenior Vice President of EMEA Legal, Commercial & Global Sales-
Ms. Hilary KernerChief Marketing Officer-

Prüfungsrisiko

2

Vorstandsrisiko

4

Vergütungsrisiko

2

Aktionärsrechterisiko

2

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

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