Added to YB: 2026-03-30
Pitch date: 2026-02-03
SNX [bullish]
TD SYNNEX Corporation
+43.1%
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
$18.6B
Pitch Price
$161.35
Price Target
N/A
Dividend
0.83%
EV/EBITDA
10.27
P/E
19.31
EV/Sales
0.34
Sector
Electronic Equipment, Instruments and Components
Category
value
TD SYNNEX Corporation - $SNX
SNX: Largest global tech distributor, 20% share of $400bn two-tier market. 2% EBITA margin on $89.4bn billings, 50%+ pre-tax ROTC. Moat from scale economies in logistics, network effects, sticky VARs, technical knowledge. Software/cloud growth reinforces distributor role vs disintermediation fears. 5% organic billings CAGR guide. Low capex, strong FCF. Trades 11x fwd P/E, 8.4x EV/EBIT despite quality + capital efficiency.
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