TD SYNNEX CORP · Computers & Peripheral Equipment & Software

SNX

Low riskNext report: Around Jan 7, 2027 (est.)

View price ↗

The short version

A profitable company with growing sales.

Going well

Sales up 38% in the latest quarter vs a year ago
Profitable every year for 10 years
Sales growth speeding up

Money moves

Insiders sold $3.1M in the last 30 days
Institutions added 0.5% to their holdings in the quarter ending June 2026 (398 bought, 267 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$250.50+1.3% that day

Company value: $20.0B; Share price times all shares
Price vs profit (P/E): 15.3x; You pay about $15 for each $1 of yearly profit
Price vs sales: 0.26x; Company value is 0.26 times a year of sales
Dividend yield: 0.7%; Yearly dividend as a share of today's price
Cash vs value: 4%; Cash as a share of company value
Debt vs value: 18%; Debt as a share of company value

From SNX'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, Aug '26

$21.6B+38% vs a year earlier

Nov '23Tap a barAug '26

Last 12 months: $75.7B, up 24% from the 12 months before. Over 5 years, sales grew about 26% a year.

What the price assumes

Your guesses, our math

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

Sales growth+24% a yearRecently: +24% a yearProfit margin2%Last 12 months: 1.8%P/E at the end15xToday: 15.3x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$221.8B

Profit in 5 years$4.4B

Price these guesses point to$1,078.14+330% vs $250.50 todayAbout +34% a year, before dividends

What today's price needs: with a 2% margin and a 15x P/E, sales could shrink about 7.4% 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.

4/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.10.0%
PassDebt under half of equityNot relying on borrowed money.0.43x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.3%
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.$1.5B
PassShare count not growingNot diluting owners. Falling means buybacks.-13.7% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.7.0%

Revenue: $62.5B; +6.9% vs prior year
5-year growth: +25.6%/yr; revenue, per year
Total debt: $3.6B; 0.43x equity
Current ratio: 1.21x; short-term assets / bills due

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

Latest quarter

Quarter ended Aug 31, 2026

Reported Sep 24

Revenue: $21.6B; +37.7% YoY
EPS: $5.18; vs $2.74
Op. margin: 3.0%; +0.5 pts
Gross margin: 6.6%; -0.6 pts
Free cash flow: -$975.6M
Share count: -3.0%; vs a year ago

Insider rating

Last 90 days

25Selling

2 insiders sold $1.9M (not pre-planned)
Pre-planned sales of $1.2M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

69/ 100

This week: 5
Normal week: 2.3
vs normal: 2.2x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+0.5%

Institutions added 0.5% to their holdings. 398 bought, 267 sold. 2 quarters of net buying in a row.

Shares held by institutions73.4M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-4.8%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.4x · $3.6B debt

Shares outstandingLatest reported

80M

Why low risk

1 offering filing in 6 months (may sell new shares)

Earnings reports

Last 12

Next reportAround Jan 7, 2027 (est.)Estimated from the same quarter last year

Results filedSep 24
Results filedJun 25
Results filedMar 31
Results filedJan 8
Results filedSep 25, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Oct 27 · View filing ↗Big holder 5%+ holder update (passive)Aug 6 · View filing ↗Big holder 5%+ holder update (passive)Jul 31 · View filing ↗Big holder Unregistered share saleJun 3 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$3.1M3 insiders, 2 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Alim DhanjiChief Human Resources Officer	Sell	4K	$241.01	$910K	12K	Oct 22Filing ↗
-24.4% of their holdings $240.93 to $241.20 across 3 trades Not a pre-planned sale Filed 1 day after
Dennis PolkChair, Hyve Solutions	Sell	4K	$251.27	$994K	21K	Oct 21Filing ↗
-16.1% of their holdings Not a pre-planned sale Also Director Filed 1 day after
Reyna ThompsonPresident, North America	Sell	2K	$248.45	$604K	14K	Oct 20Filing ↗
-14.9% of their holdings $244.67 to $251.11 across 6 trades Pre-planned sale (10b5-1) Filed 1 day after
Dennis PolkChair, Hyve Solutions	Sell	3K	$251.76	$629K	67K	Oct 15Filing ↗
-3.6% of their holdings $249.55 to $255.24 across 7 trades Held via Trust Pre-planned sale (10b5-1) Also Director Filed same day