Inside the research

PC Connection, Inc.

CNXN Research profile · latest available data

Price overview

$89.32

▲ +0.30 (+0.3%)

52w hi$89.32
52w lo$55.35
Vol85.20K
As of25 Sep 2026

The Verdict

Buy

Our score +0.61

Short+0.23
Medium+0.90
Long+0.80

computed 2026-09-27

Key fundamentals

PC Connection, Inc.

Technology · Electronics & Computer Distribution

Market cap$2.25B
Enterprise value$1.92B
Trailing P/E23.63x
Forward P/E20.00x
EV / EBITDA14.28x
P / S (ttm)0.75x
Profit margin3.2%
Return on equity10.4%
Revenue growth+12.4%
Earnings growth+35.1%
Debt / equity0.79

Layer Breakdown

LayerRawContribution
Fundamental+0.28
Sector+0.19
Technical+0.28
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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

Risk Metrics

Beta vs SPX0.68
Corr SPX0.40
Annual vol27.3%
Annual ret+11.9%
Sharpe0.43
Max DD-27.1%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-07-29Earnings Release, Reg FD Disclosure…read
2026-05-13Shareholder Voteread
2026-04-29Earnings Release, Reg FD Disclosure…read
2026-02-04Earnings Release, Reg FD Disclosure…read
2025-10-29Earnings Release, Reg FD Disclosure…read
2025-07-30Earnings Release, Reg FD Disclosure…read
2025-05-14Shareholder Voteread
2025-04-30Earnings Release, Reg FD Disclosure…read
2025-02-05Earnings Release, Reg FD Disclosure…read
2024-10-30Earnings Release, Reg FD Disclosure…read
2024-07-31Earnings Release, Reg FD Disclosure…read
2024-05-16Shareholder Voteread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-05GALLUP PATRICIADirector, Officer, 10%OwnSell200$17.16K
2026-08-05GALLUP PATRICIADirector, Officer, 10%OwnSell3.38K$284.48K
2026-08-05GALLUP PATRICIADirector, Officer, 10%OwnSell3.56K$301.70K
2026-08-04GALLUP PATRICIADirector, Officer, 10%OwnSell3.97K$340.41K
2026-08-04MCGRATH TIMOTHY JOfficer, President & CEOSell12.48K$1.08M
2026-08-04GALLUP PATRICIADirector, Officer, 10%OwnSell133$11.63K
2026-08-04GALLUP PATRICIADirector, Officer, 10%OwnSell3.04K$264.60K
2026-08-04MCGRATH TIMOTHY JOfficer, President & CEOSell1.84K$160.25K
2026-08-03MCGRATH TIMOTHY JOfficer, President & CEOSell12.63K$1.09M
2026-08-03MCGRATH TIMOTHY JOfficer, President & CEOSell22.05K$1.88M

Flow & Concentration

Insider 180d net-$11.30M
Insider buys / sells0 / 29
Insider biasSellers
13F holders8
Top-5 share91.9%
HHI3,213 (concentrated)

Top Holders

HolderValueShares
State Street Corp$33.98M465.57K
Fidelity / FMR LLC$8.40M115.04K
AQR Capital Management$8.39M115.00K
Millennium Management$5.31M72.72K
Renaissance Technologies$3.50M48.00K
Citadel Advisors$2.73M37.42K
Capital Research / Capital World$2.49M34.12K
T. Rowe Price Group$78710.78K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-064view
2026-08-054view
2026-08-034view
2026-08-034view
2026-07-2910-Qview
2026-07-298-Kview
2026-07-244view
2026-07-084view
2026-07-014view
2026-06-254view
2026-06-104view
2026-05-138-Kview
2026-04-298-Kview
2026-04-2910-Qview
2026-04-024view

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%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$89.90$90.54$89.30$89.3285.20K
Sep 24$88.42$89.33$87.23$89.02154.00K
Sep 23$87.39$89.63$86.77$88.57122.70K
Sep 22$86.82$88.64$86.29$86.84217.50K
Sep 21$87.43$87.94$85.43$85.90171.60K

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