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Resells IT hardware, software and cloud solutions and provides related services to businesses, government and schools.
Resells IT hardware, software and cloud solutions and provides related services to businesses, government and schools.
Buys hardware and software from vendors such as Microsoft, Dell and Cisco and resells it with a markup, so most sales are low-margin products, mainly in North America. Services such as cloud migration and managed IT pay better and are the higher-margin part of the mix. Vendor incentives and rebates also shape profit.
Moat: none (scale, distribution). Scale purchasing and vendor relationships help, but IT reselling is a low-margin, competitive business.
Headquarters: Tempe, Arizona, United States · Founded: 1988 · Employees: 14,505
Size Insight Enterprises (NSIT) is a United States Information Technology company (Information Technology Services) with a market value of $4.64B, the 1232nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $158.25 on 6 Nov 2026.
Performance Over six months the shares gained 88.9%, against +13.3% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 2.7% over the last twelve months (peer median +7.9%); the operating margin is 5.7% (peer median 9.4%).
Valuation It trades at 11.7× forward earnings against a peer median of 15.3× (7th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +3 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.2 points above its cost of capital (8.9% WACC).
Credit Insight Enterprises has 1 bond outstanding ($500M), rated BB+ by the agencies and trading like BB at a weighted spread of 188 bp.
Short interest Short interest is 2.8% of the free float (15 Oct 2026).
Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $8.58B | $8.25B | $8.70B | $9.18B | $10.4B |
| Revenue growth | — | -5% | -5% | -12% | — |
| Gross profit | $1.90B | $1.76B | $1.77B | $1.67B | $1.58B |
| EBITDA | $604M | $528M | $513M | $496M | $477M |
| Net income | $210M | $157M | $250M | $281M | $281M |
| Free cash flow | $397M | $279M | $586M | $580M | $27.2M |
| Capital expenditure | $26.4M | $24.5M | $46.8M | $39.3M | $70.9M |
| Total debt | $1.74B | $1.63B | $1.17B | $1.26B | $1.02B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Insight Enterprises NSIT | $4.64B | +89% | +3% | 6% | 11.7× | 2.9% |
| CDW CDW | $19.6B | +51% | +11% | 7% | 12.9× | 2.6% |
| PC Connection CNXN | $2.00B | +19% | +10% | 4% | 16.6× | n/a |
| ePlus PLUS | $2.40B | +2% | +15% | 7% | 16.1× | 4.3% |
| Computacenter CCC.L | $6.48B | +15% | +54% | 3% | 16.4× | 7.9% |
| Bechtle BC8.DE | $4.72B | +13% | +8% | 5% | 16.8× | 6.9% |
| SoftwareOne SWON.SW | $2.30B | +11% | +62% | 12% | 12.6× | -5.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | NSIT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.9% | 0.0% | 10th lowest of 21 |
| 6-month return | +88.9% | +13.3% | 2nd highest of 21 |
| Distance from 52-week high | -13.1% | -25.5% | 5th highest of 21 |
| Revenue growth (TTM) | +2.7% | +7.9% | 6th lowest of 21 |
| Operating margin | 5.7% | 9.4% | 7th lowest of 21 |
| Forward P/E | 11.7× | 15.3× | 7th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 2.9% | 2.9% | 10th most demanding of 20 |
| Growth delivered (Del g) | -0.2% | +8.6% | 2nd lowest of 20 |
| Hurdle (Req g minus delivered) | +3.1 pp | -2.6 pp | 6th most demanding of 20 |
| ROIC minus cost of capital | +4.2 pp | +5.3 pp | 9th lowest of 20 |
| EV / EBITDA | 10.0× | 10.1× | 8th cheapest of 16 |
| Net debt / EBITDA | 2.3× | -0.1× | 5th most indebted of 18 |
| Bond spread | 188 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Insight Enterprises NSIT | United States | $4.64B | +89% | +3% | 6% | 11.7× | 2.9% | -0.2% |
| KBR KBR | United States | $4.69B | +14% | -3% | 9% | 9.5× | -8.7% | +6.2% |
| Bechtle BC8.DE | Germany | $4.72B | +13% | +8% | 5% | 16.8× | 6.9% | +4.9% |
| Q2 Holdings, Inc. QTWO | United States | $4.57B | +47% | +13% | 13% | 22.5× | 26.6% | +14.6% |
| Softcat SCT.L | United Kingdom | $4.53B | +14% | +35% | 11% | 17.9× | -4.1% | +20.3% |
| Amdocs DOX | United States | $4.53B | -34% | +4% | 17% | 7.7× | -15.8% | +1.8% |
| NS Solutions 2327.T | Japan | $4.43B | +6% | +12% | 12% | 21.3× | -5.1% | +8.6% |
| Sopra Steria SOP.PA | France | $4.29B | +50% | +2% | 9% | 11.2× | -0.6% | +5.8% |
| Parsons PSN | United States | $5.16B | -1% | -3% | 5% | 14.8× | 8.4% | +10.2% |
| LG Cns 064400.KS | South Korea | $5.29B | +14% | +4% | 9% | 15.5× | 5.6% | +7.2% |
| Pegasystems PEGA | United States | $5.30B | -10% | +1% | 12% | 13.8× | 8.8% | +11.4% |
| Workiva WK | United States | $3.96B | +42% | +20% | 3% | 23.0× | 33.1% | +20.3% |
| HyundaiAutoever 307950.KS | South Korea | $5.49B | -40% | +16% | 5% | 35.7× | 27.6% | +22.2% |
| TISI 3626.T | Japan | $5.50B | +20% | +5% | 13% | 15.1× | -7.7% | +5.9% |
| Sterlite Technologies STLTECH.NS | India | $3.91B | +101% | +63% | 17% | 28.2× | 22.6% | -0.4% |
| Box BOX | United States | $5.76B | +63% | +10% | 9% | 26.0× | 20.3% | +8.8% |
| Ingram Micro INGM | United States | $5.85B | -6% | +15% | 2% | 6.8× | 2.9% | +1.4% |
| NICE Ltd. Sponsored ADR NICE | United States | $5.87B | +4% | +8% | 17% | 7.8× | -0.7% | +12.3% |
| Jiangsu Hoperun Software 300339.SZ | China | $3.65B | -31% | +11% | 3% | 141.9× | n/a | n/a |
| TravelSky Technology 0696.HK | Hong Kong | $3.59B | -5% | +7% | 28% | 9.8× | -16.5% | +9.0% |
| Science Applications International SAIC | United States | $6.13B | +56% | -1% | 8% | 14.3× | -4.6% | +0.6% |
Insight Enterprises has 1 bond outstanding with $500M face value. The agencies rate it BB+; its bonds trade like BB. Weighted yield 6.67%, a spread of 188 bp over government bonds.