TD Synnex (SNX)
NYSEInformation TechnologyTechnology DistributorsSnapshot 2026-11-04
$230.39+1.03%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologyTechnology DistributorsSnapshot 2026-11-04
Research Workspace
Put SNX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue growth is accelerating — up about 24% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSNX's revenue growth has to keep compounding to justify the price. Revenue grew 37.7% year over year in the latest quarter. The company beat earnings estimates by 29.7% in Q3 FY2026. It trades at 13 times earnings versus a 33 times peer median. The price reflects less growth than our forecast suggests. Fragile earnings quality means profits are not well backed by cash. Peer multiples imply a price about 30% above where it trades. This read is provisional. Our read remains intact.
Trailing returns as of 2026-11-04. SNX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering SNX (as of Nov 2026).
Based on 3 Wall Street analysts offering 12-month price targets for SNX in the last 4 months.
Continue this research
Compare SNX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SNX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 8 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Technology Distributors — fair value, gap to price, and forward P/E.
Compare the value case
Put SNX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue and profitability
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $230.39
The last 12 months of price, then the range of analyst 12-month targets from today’s $230.39.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Q4 EPS and revenue guidance supports growth objectives.
Advances: Increase revenue and profitability
Earnings beat supports revenue and profitability growth.
Advances: Increase revenue and profitability
Significant share price increase indicates strong growth potential.
Advances: Increase revenue and profitability
Data center growth aligns with revenue and profitability objectives.
Advances: Increase revenue and profitability
Expansion into new markets enhances revenue growth potential.
Advances: Increase gross profit
HPE's model supports SNX's growth in distribution.
Advances: Increase gross profit
Partnership enhances SNX's procurement capabilities.
Threatens: Increase gross profit
Pricing concerns could impact gross profit growth.