<- Go home

Added to YB: 2026-05-22

Pitch date: 2026-05-05

SNX [neutral]

TD SYNNEX Corporation

-2.22%

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

$18.5B

Pitch Price

$236.00

Price Target

N/A

Dividend

0.83%

EV/EBITDA

10.23

P/E

19.22

EV/Sales

0.34

Sector

Electronic Equipment, Instruments and Components

Category

value

Show full summary:
FPA Queens Road Small Cap Value Fund Portfolio Holding: TD SYNNEX Corporation

SNX (holding update): Largest global IT distributor, diversified from hardware into software/security/services. Q4 blowout earnings drove stock jump Mar 31. Modest leverage, returns cash via buybacks + dividends. Scale/scope advantages vs smaller competitors. Profits growing GDP+ with IT spend. Trades ~11x fwd P/E, remains top 5 holding.

Read full article (1 min)