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CNXNPC Connection, Inc.
$73.48$1.9B
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  4. Financial Ratios

PC Connection, Inc. (CNXN) Financial Ratios

Latest Ratios: P/E Ratio 22.5x · EV/EBITDA 14.2x · ROE 9.2%. (1997–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

CNXN Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$1.9B$1.5B$1.8B$1.8B$1.2B$1.1B$1.2B$1.3B$798M$705M$751M
Enterprise Value$1.7B$1.3B$1.7B$1.6B$1.1B$1.0B$1.2B$1.2B$707M$655M$701M
P/E Ratio →22.4717.6621.0521.3413.9216.2822.3116.0212.3412.8515.61
P/S Ratio0.650.510.660.620.400.390.480.470.300.240.28
P/B Ratio2.041.612.022.111.621.671.962.201.521.461.73
P/FCF31.9225.2011.049.4348.0523.9649.69120.2412.1793.7634.59
P/OCF28.3222.3610.568.9735.5519.6934.5035.969.1936.4822.35

P/E links to full P/E history page with 30-year chart

CNXN EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—0.440.590.570.360.360.450.440.260.220.26
EV / EBITDA14.2010.8615.1014.138.499.5613.589.907.087.337.71
EV / EBIT16.2211.1717.0415.509.3310.7715.9211.017.968.448.35
EV / FCF—21.899.998.6943.6021.9046.41113.3510.7787.1132.32

CNXN Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin18.8%18.8%18.6%18.0%16.8%16.1%16.2%16.0%15.2%13.1%13.8%
Operating Margin3.6%3.6%3.5%3.6%3.9%3.3%2.8%4.0%3.2%2.7%3.0%
Net Profit Margin2.9%2.9%3.1%2.9%2.9%2.4%2.2%2.9%2.4%1.9%1.8%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE9.2%9.2%9.9%10.4%12.3%10.6%9.0%14.6%12.8%12.0%11.7%
ROA6.3%6.3%7.0%7.3%8.2%6.6%5.7%9.4%8.3%7.7%7.3%
ROIC10.6%10.6%10.1%11.4%14.6%12.7%10.0%17.6%14.8%14.2%17.3%
ROCE11.0%11.0%10.9%12.5%16.1%13.9%10.9%18.9%16.4%16.2%18.4%

CNXN Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.000.000.000.010.010.010.020.02———
Debt / EBITDA0.010.010.030.040.060.090.160.12———
Net Debt / Equity—-0.21-0.19-0.17-0.15-0.14-0.13-0.13-0.17-0.10-0.11
Net Debt / EBITDA-1.64-1.64-1.59-1.21-0.87-0.90-0.96-0.60-0.92-0.56-0.54
Debt / FCF—-3.31-1.05-0.74-4.45-2.07-3.28-6.89-1.40-6.65-2.27
Interest Coverage——————682.861093.93612.48—1253.09

Net cash position: cash ($193M) exceeds total debt ($996000)

CNXN Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio2.902.903.143.203.072.492.512.512.582.482.43
Quick Ratio2.562.562.892.822.401.942.102.112.122.052.04
Cash Ratio0.970.971.190.910.400.290.280.290.350.200.21
Asset Turnover—2.132.162.402.842.672.522.983.353.893.92
Inventory Turnover16.2516.2524.0118.8312.4511.7515.4219.0019.2023.7025.64
Days Sales Outstanding—82.3379.9678.2671.2876.6686.1071.3260.6656.8656.12

CNXN Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield0.8%1.0%0.6%0.5%0.7%3.0%0.7%0.6%1.1%1.3%1.4%
Payout Ratio18.3%18.3%12.1%10.1%10.0%49.5%15.1%10.3%14.1%16.5%22.0%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.5%5.7%4.7%4.7%7.2%6.1%4.5%6.2%8.1%7.8%6.4%
FCF Yield3.1%4.0%9.1%10.6%2.1%4.2%2.0%0.8%8.2%1.1%2.9%
Buyback Yield4.1%5.2%0.7%0.3%0.0%0.0%0.8%0.3%1.9%0.1%0.1%
Total Shareholder Yield4.9%6.3%1.2%0.8%0.7%3.0%1.5%1.0%3.1%1.4%1.5%
Shares Outstanding—$25M$27M$26M$26M$26M$26M$27M$27M$27M$27M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetFortress
Cash FlowMixed
Top Statement Risk

Thin operating margin sensitivity

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Valuation Discount Reflects Growth Constraints

Based on current market data, CNXN trades at a P/E of 21.84, which appears to incorporate a discount relative to larger peers like CDW, reflecting the market's skepticism regarding the company's ability to scale its specialized service-led model in a highly competitive, low-margin technology distribution landscape.

The forward P/E of 18.20 suggests that investors are pricing in moderate earnings growth, yet the PEG ratio of 2.41 indicates that this valuation may be stretched relative to the company's historical growth trajectory. The valuation gap compared to larger, more liquid competitors warrants caution, as it implies the market may be assigning a 'small-cap' discount that ignores the potential stability provided by the company's debt-free balance sheet.

Capital Efficiency Constrained by Margins

As reported in financial statements, CNXN's ROIC has fluctuated between 1.4% and 3.3% over the last ten quarters, indicating that the company is struggling to generate meaningful returns on invested capital due to the inherent thin-margin nature of its hardware-heavy distribution business model.

The low ROIC levels suggest that the company's capital allocation, while conservative, is not currently driving significant value creation above the cost of capital. Investors should monitor whether the shift toward higher-margin software and managed services can improve these returns, as the current trend appears to be one of stagnation rather than compounding.

Working Capital Cycles Drive Volatility

According to recent quarterly filings, CNXN's cash conversion cycle has remained volatile, ranging from 47 to 61 days, which highlights the company's ongoing struggle to optimize its inventory and receivable management within a highly transactional and seasonal IT hardware distribution environment.

The fluctuation in DSO and DPO suggests that the company's working capital efficiency is highly sensitive to the timing of large public sector contracts and vendor rebate cycles. This lack of consistency in the cash conversion cycle may explain the periodic swings in free cash flow, as the company must frequently absorb the impact of lumpy inventory requirements.

Fortress Balance Sheet Provides Stability

Based on reported figures, CNXN maintains a debt-to-equity ratio of 0.00%, a structural position that distinguishes it from more leveraged peers and provides a significant buffer against the interest rate sensitivity that currently pressures other participants in the technology distribution sector.

The absence of debt is a core pillar of the company's risk management, effectively eliminating interest coverage concerns and providing management with the flexibility to navigate cyclical downturns. While this conservative posture limits potential financial leverage, it serves as a critical defensive moat that may allow the company to outperform during periods of credit market stress.

Misapplication of Revenue-Based Valuation Multiples

The market frequently misapplies the P/S ratio to CNXN, failing to account for the company's 'netted-down' revenue reporting for software and cloud services, which artificially suppresses top-line growth figures and obscures the underlying improvement in the quality and durability of the company's earnings.

Investors should prioritize EV/EBITDA or P/FCF over P/S, as these metrics better capture the cash-generating potential of the business regardless of how revenue is recognized. Relying on revenue multiples in this context may lead to an undervaluation of the company's shift toward higher-margin, recurring service revenue streams.

Download Financial Ratios Data

Includes 30+ ratios · 29 years · Updated daily

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CNXN — Frequently Asked Questions

Quick answers to the most common questions about buying CNXN stock.

What is PC Connection, Inc.'s P/E ratio?

PC Connection, Inc.'s current P/E ratio is 22.5x. The historical average is 20.5x. This places it at the 70th percentile of its historical range.

What is PC Connection, Inc.'s EV/EBITDA?

PC Connection, Inc.'s current EV/EBITDA is 14.2x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 10.0x.

What is PC Connection, Inc.'s ROE?

PC Connection, Inc.'s return on equity (ROE) is 9.2%. The historical average is 11.7%.

Is CNXN stock overvalued?

Based on historical data, PC Connection, Inc. is trading at a P/E of 22.5x. This is at the 70th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is PC Connection, Inc.'s dividend yield?

PC Connection, Inc.'s current dividend yield is 0.82% with a payout ratio of 18.3%.

What are PC Connection, Inc.'s profit margins?

PC Connection, Inc. has 18.8% gross margin and 3.6% operating margin.

How much debt does PC Connection, Inc. have?

PC Connection, Inc.'s Debt/EBITDA ratio is 0.0x, indicating low leverage. A ratio below 2x is generally considered financially healthy.