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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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EEDGAR/calls
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Home›Stocks›CNXN

CNXN

PC CONNECTION INC

Next earnings Jul 28, 2026 · consensus $1.06 EPS, $783M rev

Last earnings -0.4% on 2026-04-29

Hold
$71.42
▲ +0.44%
$71.42▲ +11.16%
over 1Y
L $55.49EODHDH $74.11
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.4%
1W+3.1%
1M+6.6%
3M+25.4%
YTD+26.3%
1Y+11.2%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Hold
Quality
B-
Valuation
Overvalued
Filings
Clean
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 6 analysts
Sell

Conservative balance sheet (liabilities/equity 0.48x); but thin net margin (2.9%).

The read

Middling fundamentals and a rich price (~63% above fair value) leave little margin of safety — a wait-and-see.

PC CONNECTION INC shows $2.87B in FY2025 revenue (+2.5% YoY), a 2.9% net margin, and 9.2% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$2.89B$3.12B$2.85B$2.80B$2.87B
Gross profit$465M$526M$512M$520M$539M
Operating income$96.5M$121M$103M$97.1M$99.3M
Net income$69.9M$89.2M$83.3M$87.1M$83.7M
Diluted EPS$2.65$3.37$3.15$3.29$3.27
Net margin2.4%2.9%2.9%3.1%2.9%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$1.61B
EV / EBITDA14.6
EV / Sales0.6
EV / FCF27.7
P / FCF31.0
PEG (trailing)—
Earnings yield4.7%
FCF yield3.2%

Quality & risk

ROIC (est.)8.6%
Free cash flow$58.0M
Total debt—
Net cash$193M
Altman Z-Score6.47 safe
Piotroski F-Score4/8

Capital returns

Buyback yield4.2%
Dividend yield (est.)0.9%
Shareholder yield5.1%
Shares Δ YoY-3.7%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Routine disclosure cadence — no material red flags in recent filings.
  1. 8-K Shareholder vote2026-05-13
  2. 8-K Earnings results2026-04-29
  3. 10-Q Quarterly report2026-04-29
  4. DEF 14A Proxy statement2026-03-27
  5. 10-K Annual report2026-02-24
  6. 8-K Earnings results2026-02-04
  7. 8-K Earnings results2025-10-29
  8. 10-Q Quarterly report2025-10-29
  9. 8-K Earnings results2025-07-30

Recent filings

all on EDGAR ↗
4Period ending 2026-06-232026-06-25open ↗4Period ending 2026-06-082026-06-10open ↗144Filing2026-06-08open ↗8-KPeriod ending 2026-05-132026-05-13open ↗10-QPeriod ending 2026-03-312026-04-29open ↗8-KPeriod ending 2026-04-292026-04-29open ↗4Period ending 2026-04-012026-04-02open ↗ARSPeriod ending 2025-12-312026-03-27open ↗DEF 14APeriod ending 2026-05-132026-03-27open ↗4Period ending 2026-03-142026-03-16open ↗4Period ending 2026-03-142026-03-16open ↗4Period ending 2026-03-142026-03-16open ↗

Quality score

B-
ValueGrowthProfitHealthMom.
ValueA-
GrowthD
ProfitabilityC-
Financial healthA-
Momentum—
  • ✓Revenue growing year-over-year
  • ✓Profitable (positive net income)
  • ✗Net margin above 10%
  • ✗Return on equity above 15%
  • ✓Liabilities below 2× equity
  • ✓P/E below 25

Fair value est.

$26.41

Overvalued -63% vs price

cheapfair valueexpensive

Modified Graham: EPS $3.27 × (8.5 + 1.5 × 0.0% growth) × 0.95 quality = 8.1× multiple. An estimate, not a price target.

Revenue
$2.87B
+2.5% YoY
Net margin
2.9%
ROE
9.2%
P/E
21.8

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$2.87B+2.5%
Net income$83.7M-3.9%
Gross profit$539M+3.8%
Operating income$99.3M+2.3%
Diluted EPS$3.27-0.6%
Cash & equivalents$193M+8.4%
Total assets$1.35B+4.0%
Total liabilities$441M+13.5%
Stockholders' equity$910M-0.1%
Gross: 18.8%Op.: 3.5%L/E: 0.48x

Frequently asked

Is PC CONNECTION INC (CNXN) a buy?
CNXN currently carries a Hold rating with 2/5 conviction, derived from its latest SEC filings. Conservative balance sheet (liabilities/equity 0.48x); but thin net margin (2.9%).
What is CNXN's fair value?
A Modified-Graham model based on CNXN's SEC fundamentals estimates a fair value of about $26.41. It is an estimate from reported earnings, not a price target.
Is CNXN overvalued or undervalued?
Against a Modified-Graham fair-value estimate, CNXN currently appears overvalued relative to its SEC-grounded earnings power.
What is PC CONNECTION INC's quality score?
CNXN scores 65.23529411764706/100 (grade B-) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001050377, latest 10-Q filed 2026-04-29) · EODHD · as of 6/26/2026, 7:27:21 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 0 open-market buys · 8 sales

2026-06-24
GALLUP PATRICIA
Chairman & Chief Admin Officer
Sell6.58K @ $70.04$461K
2026-06-24
GALLUP PATRICIA
Chairman & Chief Admin Officer
Sell566.00 @ $70.52$39.9K
2026-06-23
GALLUP PATRICIA
Chairman & Chief Admin Officer
Sell2.27K @ $69.23$157K
2026-06-23
GALLUP PATRICIA
Chairman & Chief Admin Officer
Sell4.87K @ $69.96$340K
2026-06-09
GALLUP PATRICIA
Chairman & Chief Admin Officer
Sell3.69K @ $71.63$264K
2026-06-09
GALLUP PATRICIA
Chairman & Chief Admin Officer
Sell3.69K @ $72.20$267K
2026-06-08
GALLUP PATRICIA
Chairman & Chief Admin Officer
Sell6.38K @ $72.05$460K
2026-06-08
GALLUP PATRICIA
Chairman & Chief Admin Officer
Sell545.00 @ $72.61$39.6K
2026-04-01
MCGRATH TIMOTHY J
President & CEO
Exercise10.0K
2026-04-01
MCGRATH TIMOTHY J
President & CEO
Tax3.94K @ $59.98$236K
2026-03-14
Bothwick Jay E
Director
Exercise625.00
2026-03-14
Kinyon Gary
Director
Exercise625.00

Dividends

Quarterly
Yield (TTM)
1.0%
Annual / share
$0.70
Last ex-date
2026-05-12
Last amount
$0.20
ex 2026-05-12paid 2026-05-29$0.20
ex 2026-02-17paid 2026-03-06$0.20
ex 2025-11-10paid 2025-11-28$0.15
ex 2025-08-12paid 2025-08-29$0.15
ex 2025-05-13paid 2025-05-30$0.15
ex 2025-02-25paid 2025-03-14$0.15

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Earnings history

beat/miss · move
2026-04-29Beat +24.8% est▼ -0.38%8-K ↗
2026-02-04Beat +3.7% est▲ +2.31%8-K ↗
2025-10-29Miss -5.4% est▼ -2.51%8-K ↗
2025-07-30Beat +5.1% est▼ -0.30%8-K ↗
2025-04-30—▼ -0.74%8-K ↗
2025-02-05—▼ -1.47%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

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finance.yahoo.com· 2026-06-10
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finance.yahoo.com· 2026-06-08

Vs tracked universe

compare →

1044 tracked peers · median

EDGAR Score65 vs 67
Revenue growth2.5% vs 7.1%
Net margin2.9% vs 10.5%
Return on equity9.2% vs 12.3%
P/E21.8 vs 25.5

News sentiment

EODHD · 21d
Bullish
+0.18
vs typical · 27 articles

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.