
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT
- About


PC Connection Inc (CNXN)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/17/2025: CNXN (1-star) is currently NOT-A-BUY. Pass it for now.
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 ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.60B USD | Price to earnings Ratio 19.17 | 1Y Target Price 76 |
Price to earnings Ratio 19.17 | 1Y Target Price 76 | ||
Volume (30-day avg) 1 | Beta 0.74 | 52 Weeks Range 56.56 - 76.55 | Updated Date 09/17/2025 |
52 Weeks Range 56.56 - 76.55 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 0.79% | Basic EPS (TTM) 3.29 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.97% | Operating Margin (TTM) 4.07% |
Management Effectiveness
Return on Assets (TTM) 4.95% | Return on Equity (TTM) 9.78% |
Valuation
Trailing PE 19.17 | Forward PE 17.99 | Enterprise Value 1256078309 | Price to Sales(TTM) 0.55 |
Enterprise Value 1256078309 | Price to Sales(TTM) 0.55 | ||
Enterprise Value to Revenue 0.43 | Enterprise Value to EBITDA 11.06 | Shares Outstanding 25389000 | Shares Floating 11141710 |
Shares Outstanding 25389000 | Shares Floating 11141710 | ||
Percent Insiders 56.12 | Percent Institutions 42.91 |
Upturn AI SWOT
PC Connection Inc

Company Overview
History and Background
PC Connection, Inc. was founded in 1982. It started as a direct marketer of PC add-on products. It evolved into a national technology solutions provider for business, government, and education markets. PC Connection is headquartered in Merrimack, NH.
Core Business Areas
- Business Solutions: Provides IT solutions, including hardware, software, and services, to businesses of all sizes.
- Public Sector Solutions: Serves government agencies, educational institutions, and healthcare organizations with specialized IT products and services.
- Large Account Reseller (LAR): LAR is a partner level with Microsoft that allows PC Connection to sell and deploy solutions around Microsoft technologies for large scale deployments.
Leadership and Structure
Timothy McGrath is the President and CEO. The company operates with a functional organizational structure focusing on sales, marketing, operations, and finance.
Top Products and Market Share
Key Offerings
- Hardware: Includes desktops, laptops, servers, networking equipment, and peripherals. Competitors include CDW, Insight Enterprises, and SHI International Corp. Market share is difficult to pinpoint due to broad category. Estimated revenue contribution is about 50% of total sales
- Software: Encompasses operating systems, security software, productivity suites, and specialized applications. Competitors include SHI International Corp, Zones, and SoftwareOne. Estimated revenue contribution is 25% of total sales.
- Services: Offers IT consulting, managed services, cloud solutions, and professional services. Competitors are Accenture, IBM, and Deloitte. Estimated revenue contribution is 25% of total sales.
Market Dynamics
Industry Overview
The IT solutions market is highly competitive and fragmented, characterized by rapidly changing technology, evolving customer needs, and increasing demand for cloud-based services.
Positioning
PC Connection positions itself as a trusted advisor and solutions provider, differentiating through its expertise, customer service, and comprehensive product portfolio.
Total Addressable Market (TAM)
The global IT spending market is estimated to be over $4 trillion. PC Connection focuses on capturing a portion of this TAM through its targeted solutions and market segments.
Upturn SWOT Analysis
Strengths
- Strong customer relationships
- Wide product portfolio
- Experienced sales force
- Established brand reputation
Weaknesses
- Reliance on vendors
- Exposure to economic cycles
- Smaller scale compared to larger competitors
- Inventory risk
Opportunities
- Growing demand for cloud services
- Expansion into new markets
- Acquisition opportunities
- Increasing cybersecurity threats
Threats
- Intense competition
- Rapid technological changes
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- CDW (CDW)
- Insight Enterprises (NSIT)
- SHI International Corp
Competitive Landscape
PC Connection competes on customer service and targeted solutions, while CDW and Insight possess greater scale.
Major Acquisitions
ValCom II, Inc
- Year: 2016
- Acquisition Price (USD millions): 29
- Strategic Rationale: Expanded product offerings and strengthened presence in the education market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been stable. PC Connection's growth has been tied to industry trends and economic factors.
Future Projections: Analysts expect moderate growth in the future, driven by demand for IT solutions and managed services.
Recent Initiatives: Recent initiatives include expanding service offerings, strengthening vendor relationships, and investing in sales training.
Summary
PC Connection is a stable company with a focus on IT solutions for various sectors. It maintains consistent revenue and profitability. The company faces strong competition and must adapt to technological changes to maintain its position. Its customer-centric approach is a key strength, but its smaller scale compared to competitors could limit growth potential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is based on available data and is for informational purposes only. Investment decisions should be made with the advice of a qualified financial advisor. Market share figures are estimates and may not be precise.
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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.