The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

CNXN

Concerning the House

PC Connection, Inc., together with its subsidiaries, provides various information technology (IT) solutions worldwide. It operates in three segments: Connection Enterprise Solutions, Connection Business Solutions, and Connection Public Sector Solutions. The company offers IT solutions, including computer systems, data center solutions, and artificial intelligence; a portfolio of managed services and professional services; services related to the design, configuration, and implementation of IT solutions; and cybersecurity, digital workspace, modern infrastructure, multicloud, and supply chain and lifecycle solutions and services. It also distributes accessories, cable and adapters, computer parts, computers, conferencing and AV products, electronics, media and supplies, monitors and projectors, networking products, office equipment, power products, printers and supplies, servers and accessories, software, and storage products; hardware, including devices and peripherals; notebooks/mobility products, desktops, communication products, displays, and sound products; and cloud solutions. The company markets its products and services through its websites. It serves large enterprise customers; small to medium-sized businesses, including small office/home office customers; healthcare, manufacturing, and retail industries; federal, state, and local government; educational institutions, including K-12 and higher education; medium-to-large corporations through outbound inside and field sales, digital and web advertising, and targeted marketing programs to specific market segments. PC Connection, Inc. was founded in 1982 and is headquartered in Merrimack, New Hampshire.

United States · www.connection.com

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$2.80B+2.5%
Gross profit$511.74M+7.5%
Operating income$103.15M+7.3%
Net income$87.09M+8.2%
Cash from ops$173.87M+22.8%
Quotation

$80.26

-0.53 (-0.7%)

52w hi$86.58
52w lo$55.35
Vol122.16K
As ofAug 12
The Verdict

Buy

Our score +0.95

Short+0.78
Medium+1.16
Long+0.85

computed 2026-08-12

By the Numbers

PC Connection, Inc.

Technology · Electronics & Computer Distribution

Market cap$2.03B
Enterprise value$1.71B
Trailing P/E21.23x
Forward P/E17.98x
EV / EBITDA12.68x
P / S (ttm)0.68x
Profit margin3.2%
Return on equity10.4%
Revenue growth+12.4%
Earnings growth+35.1%
Debt / equity0.79
Risk Metrics
Beta vs SPX0.71
Corr SPX0.42
Annual vol27.5%
Annual ret+11.4%
Sharpe0.42
Max DD-27.1%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.30
Sector+0.14
Technical+0.55
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-12

Recent Sessions
DateOpenHighLowCloseVol
Aug 12$80.55$81.19$79.81$80.26122.16K
Aug 11$81.81$83.00$80.30$80.79188.30K
Aug 10$83.71$84.59$82.32$82.40122.50K
Aug 7$86.47$87.23$83.76$84.14124.50K
Aug 6$85.64$87.38$85.01$86.60207.30K