INSIGHT ENTERPRISES INC · Catalog & Mail-Order Houses

NSIT

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The short version

A profitable company with growing sales.

Going well

Sales up 15% in the latest quarter vs a year ago
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 1.4% to their holdings in the quarter ending June 2026 (177 bought, 165 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$178.78+1.1% that day

Company value: $5.2B; Share price times all shares
Price vs profit (P/E): 26.3x; You pay about $26 for each $1 of yearly profit
Price vs sales: 0.61x; Company value is 0.61 times a year of sales
Cash vs value: 7%; Cash as a share of company value
Debt vs value: 26%; Debt as a share of company value

From NSIT's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$2.4B+15% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $8.6B, up 2.7% from the 12 months before. Over 5 years, sales shrank about 0.2% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of NSIT. Starting points are the company's recent numbers.

Sales growth+3% a yearRecently: +2.7% a yearProfit margin2%Last 12 months: 2.5%P/E at the end26xToday: 26.3x. Many steady companies trade at 12x to 25xShare count change-4% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$9.9B

Profit in 5 years$199M

Price these guesses point to$216.13+21% vs $178.78 todayAbout +3.9% a year, before dividends

What today's price needs: with a 2% margin and a 26x P/E, sales could shrink about 0.8% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.2%
MissDebt under half of equityNot relying on borrowed money.0.83x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.9%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$279.3M
PassShare count not growingNot diluting owners. Falling means buybacks.-11.7% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.21.4%

Revenue: $8.2B; -5.2% vs prior year
5-year growth: -0.2%/yr; revenue, per year
Total debt: $1.4B; 0.83x equity
Current ratio: 1.25x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.