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CNXN 
PC Connection Inc (CNXN)
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Upturn Advisory Summary
10/31/2025: CNXN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $76
1 Year Target Price $76
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.19% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.54B USD | Price to earnings Ratio 18.82 | 1Y Target Price 76 |
Price to earnings Ratio 18.82 | 1Y Target Price 76 | ||
Volume (30-day avg) 1 | Beta 0.71 | 52 Weeks Range 55.50 - 75.32 | Updated Date 11/2/2025 |
52 Weeks Range 55.50 - 75.32 | Updated Date 11/2/2025 | ||
Dividends yield (FY) 0.92% | Basic EPS (TTM) 3.24 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-29 | When After Market | Estimate 1 | Actual 0.97 |
Profitability
Profit Margin 2.91% | Operating Margin (TTM) 4.27% |
Management Effectiveness
Return on Assets (TTM) 4.88% | Return on Equity (TTM) 9.3% |
Valuation
Trailing PE 18.82 | Forward PE 17.99 | Enterprise Value 1221549265 | Price to Sales(TTM) 0.53 |
Enterprise Value 1221549265 | Price to Sales(TTM) 0.53 | ||
Enterprise Value to Revenue 0.42 | Enterprise Value to EBITDA 10.76 | Shares Outstanding 25245224 | Shares Floating 9992060 |
Shares Outstanding 25245224 | Shares Floating 9992060 | ||
Percent Insiders 56.43 | Percent Institutions 42.86 |
Upturn AI SWOT
PC Connection Inc
Company Overview
History and Background
PC Connection Inc. was founded in 1982 as a direct marketer of PC hardware and software. Initially focused on mail-order sales, it expanded into e-commerce and solutions services.
Core Business Areas
- Business Solutions: Provides IT solutions and services to small- and medium-sized businesses (SMBs), including hardware, software, cloud solutions, and managed services.
- Enterprise Solutions: Serves larger enterprise customers with complex IT needs, offering a wide range of products and services, including data center solutions, security solutions, and networking solutions.
- Public Sector Solutions: Focuses on serving government, education, and healthcare organizations with specialized IT solutions tailored to their unique requirements.
Leadership and Structure
Timothy York is the President and CEO. The company operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- PCs and Laptops: Desktops, laptops, and workstations from major manufacturers like HP, Dell, and Lenovo. Competitors: CDW, Insight Enterprises, SHI International. Market share data is not broken down by product category.
- Software: Operating systems, productivity suites, security software, and other applications from vendors like Microsoft, Adobe, and Symantec. Competitors: CDW, Insight Enterprises, SHI International. Market share data is not broken down by product category.
- Networking Equipment: Routers, switches, firewalls, and wireless networking solutions from companies like Cisco, Juniper, and Fortinet. Competitors: CDW, Insight Enterprises, SHI International. Market share data is not broken down by product category.
Market Dynamics
Industry Overview
The IT solutions and services market is highly competitive and evolving rapidly, driven by cloud computing, cybersecurity threats, and digital transformation initiatives.
Positioning
PC Connection Inc. is a value-added reseller (VAR) and solutions provider, offering a broad portfolio of products and services to a diverse customer base. Its competitive advantages include strong vendor relationships, technical expertise, and a focus on customer service.
Total Addressable Market (TAM)
The total addressable market for IT solutions and services is estimated to be in the hundreds of billions of dollars globally. PC Connection Inc. is well-positioned to capture a share of this market.
Upturn SWOT Analysis
Strengths
- Strong vendor relationships
- Broad product and service portfolio
- Technical expertise
- Established customer base
- Experienced management team
Weaknesses
- Reliance on vendor relationships
- Exposure to economic cycles
- Intense competition
- Lower profit margins compared to software or SaaS providers
- Inventory risk
Opportunities
- Growth in cloud computing
- Increased cybersecurity spending
- Digital transformation initiatives
- Expansion into new markets
- Acquisition opportunities
Threats
- Economic downturn
- Intensified competition
- Disruptive technologies
- Cybersecurity breaches
- Changes in vendor programs
Competitors and Market Share
Key Competitors
- CDW (CDW)
- Insight Enterprises (NSIT)
- SHI International
Competitive Landscape
PC Connection Inc. competes with larger and smaller IT solutions providers. Its advantages include its broad product portfolio and focus on customer service. Disadvantages include lower profit margins than software providers and reliance on vendor relationships.
Major Acquisitions
CompuCom Systems (sold in 2021)
- Year: 2018
- Acquisition Price (USD millions): 275
- Strategic Rationale: Expanded PC Connection's service capabilities.
Growth Trajectory and Initiatives
Historical Growth: Revenue growth has been inconsistent over the past few years.
Future Projections: Consult analyst reports for future growth projections.
Recent Initiatives: Expanding managed service offerings; focusing on cybersecurity solutions; enhancing e-commerce platform.
Summary
PC Connection Inc. is a strong player in the IT solutions market, leveraging a wide range of products and services, and established vendor relationships. The company faces challenges from competition and changing market dynamics. Expansion into managed services and strategic acquisitions is important for growth. The recent revenue trends are inconsistent and needs to be address. Profit margins are thin and need to be optimized.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company 10-K reports
- Financial websites
- Analyst reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About PC Connection Inc
Exchange NASDAQ | Headquaters Merrimack, NH, United States | ||
IPO Launch date 1998-03-04 | President & CEO Mr. Timothy J. McGrath | ||
Sector Technology | Industry Electronics & Computer Distribution | Full time employees 2580 | Website https://www.connection.com |
Full time employees 2580 | Website https://www.connection.com | ||
PC Connection, Inc., together with its subsidiaries, provides various information technology (IT) solutions worldwide. The company operates through three segments, Enterprise Solutions, Business Solutions, and Public Sector Solutions. It offers IT solutions, including computer systems, data center solutions, software and peripheral equipment, networking communications, and other products and accessories; and portfolio of managed services and professional services, as well as provides services related to design, configuration, and implementation of IT solutions. The company markets its products and services through its websites comprising connection.com, connection.com/enterprise, connection.com/publicsector, cnxnhelix.com, and macconnection.com. It serves small to medium-sized businesses that include small office/home office customers; federal, state, and local government and educational institutions; enterprise customers; medium-to-large corporations through outbound inside and field sales; digital, web, and print media advertising; and targeted marketing program to specific customer populations. PC Connection, Inc. was founded in 1982 and is headquartered in Merrimack, New Hampshire.
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