Technology - Technology Distributors - NASDAQ - US
$ 151.5
-0.74 %
$ 4.81 B
Market Cap
19.06
P/E
IInsight Enterprises, Inc., together with its subsidiaries, provides information technology (IT) hardware, software, and services solutions in the United States, Canada, Europe, the Middle East, Africa, and the Asia-Pacific. The company's solution portfolio includes cloud enablement, data and AI, DevOps, digital strategy, intelligent applications and edge, and IoT solutions, as well as transformation services. It also offers cloud and data center transformation; connected workplace; and supply chain optimization solutions. In addition, the company provides software maintenance solutions that offers clients to obtain software upgrades, bug fixes, help desk, and other support services; vendor direct support services; and offers Software-as-a-Service subscription products.[ Read More ]
The intrinsic value of one NSIT stock under the base case scenario is HIDDEN Compared to the current market price of 152 USD, Insight Enterprises, Inc. is HIDDEN
2. FUNDAMENTAL
ANALYSIS
Price Chart NSIT
FINANCIALS
9.18 B
REVENUE
420 M
OPERATING INCOME
281 M
NET INCOME
620 M
OPERATING CASH FLOW
-505 M
INVESTING CASH FLOW
-16.7 M
FINANCING CASH FLOW
2.09 B
REVENUE
92.9 M
OPERATING INCOME
58.2 M
NET INCOME
125 M
OPERATING CASH FLOW
-9.82 M
INVESTING CASH FLOW
-61.9 M
FINANCING CASH FLOW
Balance Sheet Decomposition
Insight Enterprises, Inc.
| Current Assets | 4.33 B |
| Cash & Short-Term Investments | 269 M |
| Receivables | 3.69 B |
| Other Current Assets | 374 M |
| Non-Current Assets | 1.96 B |
| Long-Term Investments | 0 |
| PP&E | 210 M |
| Other Non-Current Assets | 1.74 B |
| Current Liabilities | 3.37 B |
| Accounts Payable | 2.26 B |
| Short-Term Debt | 580 M |
| Other Current Liabilities | 538 M |
| Non-Current Liabilities | 1.18 B |
| Long-Term Debt | 664 M |
| Other Non-Current Liabilities | 514 M |
EFFICIENCY
Earnings Waterfall
Insight Enterprises, Inc.
| Revenue | 9.18 B |
| Cost Of Revenue | 7.51 B |
| Gross Profit | 1.67 B |
| Operating Expenses | 1.24 B |
| Operating Income | 420 M |
| Other Expenses | 138 M |
| Net Income | 281 M |
RATIOS
18.19%
GROSS MARGIN
4.58%
OPERATING MARGIN
3.07%
NET MARGIN
16.21%
ROE
4.47%
ROA
10.75%
ROIC
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Insight Enterprises, Inc.
| Net Income | 281 M |
| Depreciation & Amortization | 62.5 M |
| Capital Expenditures | -39.3 M |
| Stock-Based Compensation | 29 M |
| Change in Working Capital | 250 M |
| Others | -39 M |
| Free Cash Flow | 580 M |
Wall Street Analysts Price Targets
Insight Enterprises, Inc.
Wall Street analysts predict an average 1-year price target for NSIT of $181 , with forecasts ranging from a low of $110 to a high of $225 .
NSIT Lowest Price Target
Wall Street Target
110 USD
-27.39%
NSIT Average Price Target
Wall Street Target
181 USD
19.36%
NSIT Highest Price Target
Wall Street Target
225 USD
48.51%
4. DIVIDEND ANALYSIS
0.00%
DIVIDEND YIELD
0 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Insight Enterprises, Inc.
Sold
0-3 MONTHS
152 K USD 1
3-6 MONTHS
87.4 M USD 3
6-9 MONTHS
6.65 M USD 6
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
| Date | Value | Insider | Amount | Avg Price |
|---|---|---|---|---|
|
2 months ago
Aug 19, 2024
|
Sell 152 K USD
|
Vasin Jennifer M
Chief Human Resources Officer |
- 739
|
206.0333 USD |
|
5 months ago
May 30, 2024
|
Sell 260 K USD
|
PUSHOR KATHLEEN S
Director |
- 1329
|
195.8777 USD |
|
5 months ago
May 29, 2024
|
Sell 86.6 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
- 450000
|
192.49 USD |
|
5 months ago
May 29, 2024
|
Sell 539 K USD
|
Gregory Adrian P
President, EMEA |
- 2750
|
195.8311 USD |
|
6 months ago
May 15, 2024
|
Sell 749 K USD
|
COURAGE CATHERINE
Director |
- 3585
|
209.04 USD |
|
6 months ago
May 09, 2024
|
Sell 2.01 M USD
|
Mullen Joyce A
Chief Executive Officer |
- 10000
|
201.0805 USD |
|
8 months ago
Feb 27, 2024
|
Sell 1.85 M USD
|
ALLEN RICHARD E
Director |
- 10000
|
185.3399 USD |
|
8 months ago
Feb 27, 2024
|
Sell 1.37 M USD
|
Cowley Samuel C
Gen'l Counsel & Secretary |
- 7278
|
187.6172 USD |
|
8 months ago
Feb 23, 2024
|
Sell 331 K USD
|
PUSHOR KATHLEEN S
Director |
- 1790
|
185.1158 USD |
|
8 months ago
Feb 22, 2024
|
Sell 338 K USD
|
Crump Rachael Ann Bertrandt
Chief Accounting Officer |
- 1850
|
182.6698 USD |
|
1 year ago
Feb 16, 2023
|
Bought 127 K USD
|
CROWN TIMOTHY A
Director |
+ 1000
|
127.319 USD |
|
1 year ago
Feb 21, 2023
|
Sell 853 K USD
|
Cowley Samuel C
Gen'l Counsel & Secretary |
- 6645
|
128.3769 USD |
|
1 year ago
Feb 21, 2023
|
Bought 853 K USD
|
Cowley Samuel C
Gen'l Counsel & Secretary |
+ 6645
|
128.3769 USD |
|
1 year ago
Feb 21, 2023
|
Bought 52 K USD
|
ValueAct Holdings, L.P.
director, 10 percent owner: |
+ 400
|
129.95 USD |
|
1 year ago
Feb 17, 2023
|
Bought 429 K USD
|
ValueAct Holdings, L.P.
director, 10 percent owner: |
+ 3300
|
129.99 USD |
|
1 year ago
Feb 16, 2023
|
Bought 127 K USD
|
CROWN TIMOTHY A
Director |
+ 1000
|
127.319 USD |
|
1 year ago
Feb 16, 2023
|
Bought 4.92 M USD
|
ValueAct Holdings, L.P.
Director |
+ 38237
|
128.62 USD |
|
1 year ago
Feb 15, 2023
|
Bought 3.2 M USD
|
ValueAct Holdings, L.P.
Director |
+ 25092
|
127.45 USD |
|
1 year ago
Feb 14, 2023
|
Bought 2.79 M USD
|
ValueAct Holdings, L.P.
Director |
+ 22026
|
126.63 USD |
|
1 year ago
Nov 28, 2022
|
Sell 87.5 K USD
|
Crump Rachael Ann Bertrandt
Principal Accounting Officer |
- 850
|
102.9753 USD |
|
2 years ago
Nov 14, 2022
|
Sell 350 K USD
|
BRYAN GLYNIS
CFO |
- 3500
|
99.8763 USD |
|
2 years ago
Nov 14, 2022
|
Bought 125 K USD
|
CROWN TIMOTHY A
Director |
+ 1250
|
100.0596 USD |
|
2 years ago
Nov 10, 2022
|
Bought 123 K USD
|
CROWN TIMOTHY A
Director |
+ 1250
|
98.4639 USD |
|
2 years ago
Aug 31, 2022
|
Bought 3.61 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 39679
|
90.92 USD |
|
2 years ago
Aug 30, 2022
|
Bought 2.72 M USD
|
ValueAct Holdings GP, LLC
director: |
+ 29634
|
91.93 USD |
|
2 years ago
Aug 30, 2022
|
Bought 2.72 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 29634
|
91.93 USD |
|
2 years ago
Aug 29, 2022
|
Bought 4.18 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 45105
|
92.73 USD |
|
2 years ago
Aug 25, 2022
|
Bought 4.3 M USD
|
ValueAct Holdings GP, LLC
director: |
+ 45860
|
93.67 USD |
|
2 years ago
Aug 26, 2022
|
Bought 4.3 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 45860
|
93.67 USD |
|
2 years ago
Aug 25, 2022
|
Bought 1.76 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 18500
|
94.92 USD |
|
2 years ago
Aug 24, 2022
|
Bought 2.15 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 23042
|
93.13 USD |
|
2 years ago
Aug 23, 2022
|
Bought 2.73 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 29020
|
94.18 USD |
|
2 years ago
Aug 22, 2022
|
Bought 2.73 M USD
|
ValueAct Holdings GP, LLC
director: |
+ 29020
|
94.18 USD |
|
2 years ago
Aug 22, 2022
|
Bought 3.81 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 40284
|
94.48 USD |
|
2 years ago
Aug 19, 2022
|
Sell 192 K USD
|
PUSHOR KATHLEEN S
director: |
- 2000
|
95.7795 USD |
|
2 years ago
Aug 15, 2022
|
Bought 2.55 M USD
|
ValueAct Holdings GP, LLC
director: |
+ 27096
|
93.98 USD |
|
2 years ago
Aug 17, 2022
|
Bought 2.55 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 27096
|
93.98 USD |
|
2 years ago
Aug 16, 2022
|
Bought 599 K USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 6320
|
94.82 USD |
|
2 years ago
Aug 15, 2022
|
Bought 1.71 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 18185
|
93.92 USD |
|
2 years ago
May 27, 2022
|
Bought 3.96 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 40000
|
99.07 USD |
|
2 years ago
May 26, 2022
|
Bought 3.96 M USD
|
ValueAct Holdings GP, LLC
director: |
+ 40000
|
99.07 USD |
|
2 years ago
May 26, 2022
|
Bought 3.93 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 40000
|
98.18 USD |
|
2 years ago
May 25, 2022
|
Bought 3.8 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 40000
|
94.89 USD |
|
2 years ago
May 24, 2022
|
Bought 7.56 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 80000
|
94.5 USD |
|
2 years ago
May 23, 2022
|
Bought 3.89 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 40000
|
97.32 USD |
|
2 years ago
May 23, 2022
|
Bought 3.89 M USD
|
ValueAct Holdings GP, LLC
director: |
+ 40000
|
97.32 USD |
|
2 years ago
May 20, 2022
|
Bought 3.88 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 40000
|
97.01 USD |
|
2 years ago
May 18, 2022
|
Bought 3.88 M USD
|
ValueAct Holdings GP, LLC
director: |
+ 40000
|
97.01 USD |
|
2 years ago
May 19, 2022
|
Bought 3.94 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 40000
|
98.53 USD |
|
2 years ago
May 18, 2022
|
Bought 1.89 M USD
|
ValueAct Holdings, L.P.
director, 10 percent owner, other: See Remarks |
+ 18883
|
99.92 USD |
7. News
Insight Unveils State-of-the-Art Solutions Integration Center in Fort Worth, Texas
CHANDLER, Ariz.--(BUSINESS WIRE)-- #Azure--Insight Enterprises (NASDAQ:NSIT) held the grand opening today in Fort Worth, Texas, of its latest Solutions Integration Center. The 250,000-square-foot facility serves clients across the United States and is powered by the latest technology, making it a paragon of modern warehouse operations. With AI-driven capabilities like autonomous mobile robotics and advanced logistics, it can achieve 10 times the shipping velocity of traditional IT fulfillment centers. I.
businesswire.com
- 1 week ago
Insight Enterprises, Inc. (NSIT) Q3 2024 Earnings Call Transcript
Insight Enterprises, Inc. (NASDAQ:NSIT ) Q3 2024 Earnings Conference Call October 31, 2024 9:00 AM ET Company Participants James Morgado - Senior Vice President of Finance, and Chief Financial Officer, North America Joyce Mullen - President and Chief Executive Officer Glynis Bryan - Chief Financial Officer Conference Call Participants Joseph Cardoso - JPMorgan Matt Sheerin - Stifel Adam Tindle - Raymond James Operator Hello, everyone, and welcome to today's Insight Enterprises Third Quarter 2024 Operating Results Call. My name is Seb, and I'll be the operator for your call today.
seekingalpha.com
- 2 weeks ago
Insight Enterprises (NSIT) Lags Q3 Earnings and Revenue Estimates
Insight Enterprises (NSIT) came out with quarterly earnings of $2.19 per share, missing the Zacks Consensus Estimate of $2.33 per share. This compares to earnings of $2.37 per share a year ago.
zacks.com
- 2 weeks ago
Insight Earns 6 Global and Americas Cisco Partner of the Year Honors
CHANDLER, Ariz.--(BUSINESS WIRE)-- #Azure--Insight Enterprises (NASDAQ:NSIT) has been recognized by Cisco as the Americas Partner of the Year, as well as both Global and Americas Customer Experience Partners of the Year, U.S. Partner of the Year, Americas Enterprise Partner of the Year, and Cisco Canada Defend and Protect Partner of the Year. Cisco's Partner Summit Global Awards recognize top-performing partners demonstrating innovation in delivering solutions that help clients succeed in new ways. Awar.
businesswire.com
- 2 weeks ago
Insight Enterprises, Inc. to Report Third Quarter 2024 Financial Results on October 31, 2024
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises, Inc. (Nasdaq: NSIT) (the “Company”) today announced that it will release financial results for the quarter ended September 30, 2024, prior to market open on October 31, 2024, and will also host a conference call and live webcast at 9:00 a.m. ET to discuss the results of operations. The live webcast and replays of the conference call can be accessed at: http://investor.insight.com/ To access the live conference call, please register in advan.
businesswire.com
- 3 weeks ago
Insight Bolsters Leadership Team with New Executive Appointment and Two Board Members
CHANDLER, Ariz.--(BUSINESS WIRE)-- #Azure--Insight Enterprises (NASDAQ: NSIT) today announced the appointment of James Morgado to the role of chief financial officer, effective Jan. 1, 2025. Morgado will report to Insight CEO Joyce Mullen and, in January, will replace CFO Glynis Bryan, who announced her intent to retire earlier this year. Insight also announced that Deloitte alum Janet Foutty and ERM CEO and Boston Consulting Group (BCG) alum Tom Reichert joined its Board of Directors, effective Aug. 30.
businesswire.com
- 2 months ago
Insight Enterprises Inc (NSIT) Q2 2024 Earnings Call Transcript
Insight Enterprises Inc (NASDAQ:NSIT ) Q2 2024 Earnings Conference Call August 1, 2024 9:00 AM ET Company Participants James Morgado - SVP of Finance & North America CFO Joyce Mullen - President, CEO & Director Glynis Bryan - CFO Conference Call Participants Joseph Cardoso - JPMorgan Matt Sheerin - Stifel Adam Tindle - Raymond James Anthony Lebiedzinski - Sidoti & Company LLC Vincent Colicchio - Barrington Research Operator Hello, and welcome to the Insight Enterprises Second Quarter 2024 Operating Results. My name is Kiki.
seekingalpha.com
- 3 months ago
Insight Enterprises (NSIT) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Insight Enterprises (NSIT) give a sense of how its business performed in the quarter ended June 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
zacks.com
- 3 months ago
Insight Enterprises (NSIT) Q2 Earnings and Revenues Lag Estimates
Insight Enterprises (NSIT) came out with quarterly earnings of $2.46 per share, missing the Zacks Consensus Estimate of $2.85 per share. This compares to earnings of $2.56 per share a year ago.
zacks.com
- 3 months ago
Insight Enterprises, Inc. Reports Second Quarter Results
CHANDLER, Ariz.--(BUSINESS WIRE)--Insight Enterprises, Inc. (NASDAQ: NSIT) (the “Company”) today reported financial results for the quarter ended June 30, 2024. Highlights include: Gross profit increased 5% year over year to $453.4 million with gross margin expanding 260 basis points to 21.0% Insight Core services gross profit grew 12% year over year Cloud gross profit grew 21% year over year Consolidated net earnings grew 9% to $87.4 million, year over year Adjusted earnings before interest, t.
businesswire.com
- 3 months ago
Insight Enterprises: Adoption Of AI Is A Growth Catalyst
Insight Enterprises rated as a buy due to benefits from the rising adoption of AI solutions and higher-margin software sales. NSIT is positioned to benefit from the PC refresh cycle and adoption of AI PCs. Relative multiple gaps vs. peers could close if the Company continues to grow topline faster than peers and expand net margins.
seekingalpha.com
- 4 months ago
New Insight Service Accelerates Data Analytics Adoption with Microsoft Fabric
CHANDLER, Ariz.--(BUSINESS WIRE)-- #Azure--Insight Enterprises (NASDAQ:NSIT), a Microsoft Azure Expert Managed Service Provider and Featured Partner for Microsoft Fabric, has launched a fast-start service that accelerates the adoption of data analytics across the enterprise through the use of Microsoft Fabric. Companies seeking to implement generative AI and analytics often struggle to access the necessary data due to its various formats and locations within the organization. A data fabric enables acces.
businesswire.com
- 5 months ago
8. Profile Summary
Insight Enterprises, Inc. NSIT
COUNTRY
US
INDUSTRY
Technology Distributors
MARKET CAP
$ 4.81 B
Dividend Yield
0.00%
Description
IInsight Enterprises, Inc., together with its subsidiaries, provides information technology (IT) hardware, software, and services solutions in the United States, Canada, Europe, the Middle East, Africa, and the Asia-Pacific. The company's solution portfolio includes cloud enablement, data and AI, DevOps, digital strategy, intelligent applications and edge, and IoT solutions, as well as transformation services. It also offers cloud and data center transformation; connected workplace; and supply chain optimization solutions. In addition, the company provides software maintenance solutions that offers clients to obtain software upgrades, bug fixes, help desk, and other support services; vendor direct support services; and offers Software-as-a-Service subscription products. Further, it designs, procures, deploys, implements, and manages solutions that combine hardware, software, and services to help businesses. Additionally, the company sources, procures, stages, configures, integrates, tests, refurbishes, and redeploys IT products spanning endpoints to infrastructure; and offers software life cycle, and hardware warranty services. It serves construction technology, enterprise business, financial services, health care and life sciences, manufacturing technology, retails and restaurants, service providers, small to medium business, and travel and tourism industries. The company was founded in 1988 and is headquartered in Tempe, Arizona.
Contact
6820 South Harl Avenue, Tempe, AZ, 85283
https://www.insight.com
IPO Date
Jan. 24, 1995
Employees
14437
Officers
Mr. Jet Golia
Senior Vice President of EMEA Legal, Commercial & Global Sales
Ms. Aneema Rawat
Senior Vice President of Global Corporate Development
Ms. Jennifer M. Vasin
Chief Human Resources Officer
Ms. Rachael A. Crump CPA
Chief Accounting Officer
Ms. Glynis A. Bryan
Chief Financial Officer
Ms. Hilary Kerner
Chief Marketing Officer
Mr. Daniel Burger
President of North America Business
Mr. Adrian Gregory
President of EMEA
Ms. Joyce A. Mullen
President, Chief Executive Officer & Director
Ms. Megan Amdahl
Senior Vice President of Client Experience and North America & Chief Operating Officer