Professional
Added to YB: 2024-10-15
Pitch date: 2024-10-12
NSIT [bullish]
Insight Enterprises, Inc.
-61.48%
current return
Author Info
No bio for this author
Company Info
Insight Enterprises, Inc., together with its subsidiaries, provides information technology, hardware, software, and services in the United States and internationally.
Market Cap
$2.6B
Pitch Price
$215.21
Price Target
429.00 (+418%)
Dividend
N/A
EV/EBITDA
7.07
P/E
19.88
EV/Sales
0.44
Sector
Electronic Equipment, Instruments and Components
Category
growth
Right Tail Capital Portfolio Holding: Insight Enterprises, Inc.
NSIT: ValueAct investment sparked interest. Attractive 10-12x P/E vs CDW. History of success, potential for dramatic returns with ValueAct influence. Outperformed CDW since purchase. Tech spending slowdown, but resilient in recessions. Counter-cyclical cash flow. Potential to double in 5 years on earnings growth. Risks: capital allocation, customer value proposition.
Read full article (1 min)