PC Connection, Inc. (CNXN)
NASDAQInformation TechnologyTechnology DistributorsSnapshot 2026-11-04
$79.67-9.27%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyTechnology DistributorsSnapshot 2026-11-04
QuarterlyIQ Insights · CNXN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-04.
The screen ranks CNXN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We believe our integrated capabilities position us well to deepen customer relationships, deliver sustained profitable growth and long-term shareholder value.”
Stated in 2 of 4 supplied quarters. Management reported: “We believe our integrated capabilities position us well to deepen customer relationships, deliver sustained profitable growth and long-term shareholder value.”” Revenue was $874.313 million in 2026-Q3.
“We believe our integrated capabilities position us well to deepen customer relationships, deliver sustained profitable growth and long-term shareholder value.””
“McGrath continued, “I believe we have the right team and strategy to continue to drive profitable growth and enhance long-term shareholder value.””
He brings that proven record to Connection to help accelerate growth, scale capabilities, and drive stronger profitability.
Stated in a supplied disclosure. Management reported: “He brings that proven record to Connection to help accelerate growth, scale capabilities, and drive stronger profitability.”
I look forward to partnering with Tim and the leadership team to build on that momentum and deliver sustainable value with a focus on our customers, employees, and partners.”
Stated in a supplied disclosure. Management reported: “I look forward to partnering with Tim and the leadership team to build on that momentum and deliver sustainable value with a focus on our customers, employees, and partners.””
Build growth in the Enterprise Solutions and Business Solutions segments through customer demand and technology solutions.
Return capital through dividends and share repurchases while managing the company's financial resources.
Over the trailing year it converted 0.46x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-04.