Evenly matched
15 companies value 75 bn revenue 237 bn margin 1.9% free cash flow 0.9 bn avg. score 4.3
SNX holds 26.4% of the group's value, 1.0x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SNX | TD SYNNEX United States · score 2.7 | 26% | 20 bn | 76 bn | 1.8% | -0.8 bn | -4.1% | 0.8% | Global technology distribution and cloud services · World's largest IT products distributor | |
| 2 | CDW | CDW Corporation United States · score 5.9 | 25% | 19 bn | 24 bn | 4.6% | 0.9 bn | 4.5% | 1.7% | IT reselling and integration · Largest US technology reseller to businesses and government | |
| 3 | ARW | Arrow Electronics United States · score 6.0 | 15% | 11 bn | 36 bn | 2.3% | 0.8 bn | 7.5% | — | Electronic components distribution and engineering solutions · Leader in electronic components distribution | |
| 4 | AVT | Avnet United States · score 1.6 | 10% | 7.5 bn | 28 bn | 1.2% | -0.3 bn | -4.7% | 1.5% | Electronic components distribution · Electronic components distribution for manufacturers | |
| 5 | INGM | Ingram Micro United States · score 2.2 | 8% | 6.2 bn | 56 bn | 0.8% | -0.2 bn | -3.8% | 1.2% | Global technology distribution and cloud services · World's largest technology distributor by revenue | |
| 6 | NSIT | Insight Enterprises United States · score 6.1 | 6% | 4.8 bn | 8.6 bn | 2.5% | 0.4 bn | 8.3% | — | IT reselling and services · Integrator and reseller of enterprise IT solutions | |
| 7 | PLUS | EPLUS INC United States · score 4.9 | 3% | 2.4 bn | 2.5 bn | 4.9% | 0.1 bn | 2.3% | 1.1% | IT reselling and services for businesses · Virginia — revenue of $2.4bn | |
| 8 | CNXN | PC CONNECTION INC United States · score 5.7 | 3% | 2.2 bn | 3.0 bn | 3.2% | 0.0 bn | 1.6% | 0.8% | Distribution of IT solutions, from desktop to cloud · New Hampshire — revenue of $3bn | |
| 9 | SCSC | SCANSOURCE, INC. United States · score 6.4 | 2% | 1.2 bn | 3.2 bn | 2.4% | 0.1 bn | 9.5% | — | Distribution of technology, SaaS, connectivity and cloud · South Carolina — revenue of $3.2bn | |
| 10 | CLMB | Climb Global Solutions, Inc. United States · score 7.1 | 1% | 0.6 bn | 0.7 bn | 2.9% | 0.0 bn | 7.2% | 0.3% | Distribution of software, networking, storage and security · New Jersey — revenue of $712m | |
| 11 | RELL | RICHARDSON ELECTRONICS, LTD. United States · score 3.7 | 0% | 0.3 bn | 0.2 bn | 3.6% | 0.0 bn | 0.1% | 1.2% | Engineered solutions, green energy and power tubes · Illinois — revenue of $239m | |
| 12 | IZM | ICZOOM Group Inc. China · score 6.6 | 0% | 0.0 bn | 0.2 bn | 0.6% | 0.0 bn | 135.7% | — | E-commerce of electronic components in China · China — revenue of $187m | |
| 13 | CGTL | Creative Global Technology Holdings Ltd China · score 3.4 | 0% | 0.0 bn | 0.0 bn | -6.8% | 0.0 bn | 8.1% | — | Trading of refurbished electronics · China — revenue of $27m | |
| 14 | INHD | INNO HOLDINGS INC. Hong Kong · score 0.0 | 0% | 0.0 bn | 0.0 bn | -72.7% | -0.0 bn | -130.5% | — | Wholesale buying and reselling of used electronics · Hong Kong — revenue of $6m | |
| 15 | JF | J & Friends Holdings Ltd Hong Kong · score 2.0 | 0% | 0.0 bn | 0.0 bn | -82.9% | 0.0 bn | 0.9% | — | Distribution and trading, with a few large customers · Hong Kong — revenue of $2m |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Trucking and parcel delivery 23 companies
and 50 industries more
- Industrial distribution (MRO) 16 companies
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Drones and autonomous systems 27 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.