Added to YB: 2026-02-02
Pitch date: 2026-01-29
SNX [bullish]
TD SYNNEX Corporation
+0.77%
current return
Author Info
No bio for this author
Company Info
TD SYNNEX Corporation operates as a distributor and solutions aggregator for the information technology (IT) ecosystem in the United States, Europe, and internationally.
Market Cap
$13.0B
Pitch Price
$160.06
Price Target
230.00 (+43%)
Dividend
1.19%
EV/EBITDA
7.93
P/E
16.23
EV/Sales
0.25
Sector
Electronic Equipment, Instruments and Components
Category
value
TD SYNNEX Corporation - $SNX
SNX: World's largest IT distributor in midst of AI infrastructure boom. Hyperscaler capex projected to triple to $1.4T by 2027. Variable cost structure provides resilience through cycles. 25% ROE, 10% ROIC despite thin margins. $1B normalized FCF, trading at reasonable valuation. Upside to $230 if AI capex sustained, downside protected at $160. Author holds small position, sees 10%+ long-term returns.
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