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Insight Enterprises, Inc. (NSIT)

NEUTRAL
TechnologyElectronics & Computer DistributionUnited States

Fundamental

70

Preço

$151.05

Capitalização de Mercado

$4.34B

Parte 1 · Quanto vale a empresa

Visão Geral

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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Direct competitors

Who this company fights with for the same customers

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Balanço & Liquidez

Receita

$8.58B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$210M

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$279M

Capital Próprio Total

$1.65B

Passivo Total

$7.44B

Rácio de Liquidez

1.18

Cobertura de Juros

4.12

Dívida/EBITDA

3.34

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

General caseJustamente Valorizada

Valor Justo

$148.67

Preço Atual

$151.05

Margem de Segurança

-1.6%

Intervalo de Valor Justo

$96.63 - $200.70

Métodos de Estimativa

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
Consenso dos Analistas:Compra Forte (7B / 3H / 0S)
Última Surpresa de Resultados:+29.27%

Métricas de Avaliação

Rácio P/E

21.62

ROE

9.5%

Rácio P/B

2.66

P/FCF

10.75

Margem Bruta

22.1%

ROIC

7.8%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (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

Reprovado (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%

Indisponível (2)

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

Piotroski F-Score

6/9

Sinais mistos: algumas áreas requerem atenção

score
criteria

Qualidade dos Resultados

2.01

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

-15.1%

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

2

Risco do Conselho

4

Risco de Remuneração

2

Risco dos Direitos dos Acionistas

2

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Latest News

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