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Insight Enterprises, Inc. (NSIT)

NEUTRAL
TechnologyElectronics & Computer DistributionUnited States

Fondamental

70

Prix

$150.18

Capitalisation boursière

$4.34B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

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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Bilan & Liquidités

Chiffre d'affaires

$8.58B

12 derniers mois (au 30/06/2026)

Résultat net

$210M

12 derniers mois (au 30/06/2026)

Flux de trésorerie libre

$279M

Capitaux propres totaux

$1.65B

Passif total

$7.44B

Ratio de liquidité général

1.18

Couverture des intérêts

4.12

Dette/EBITDA

3.34

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

General caseJustement valorisé

Juste valeur

$148.67

Prix actuel

$150.18

Marge de sécurité

-1.0%

Fourchette de juste valeur

$96.63 - $200.70

Méthodes d'estimation

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
Consensus des analystes:Achat fort (7B / 3H / 0S)
Dernière surprise sur les résultats:+29.27%

Indicateurs de valorisation

Ratio P/E

21.62

ROE

9.5%

Ratio P/B

2.66

P/FCF

10.75

Marge brute

22.1%

ROIC

7.8%

Radar de rentabilité

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.

Critères d'analyse fondamentale

Réussi (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

Échoué (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%

Indisponible (2)

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

Score F de Piotroski

6/9

Signaux mixtes : certains domaines nécessitent attention

score
criteria

Qualité des bénéfices

2.01

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-15.1%

Rachat d'actions. Favorable aux actionnaires

Gouvernance

Équipe dirigeante

NomTitreÂge
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-

Risque d'audit

2

Risque du conseil

4

Risque de rémunération

2

Risque droits des actionnaires

2

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

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