PC Connection, Inc. (CNXN) stock score and earnings-call analysis

PC Connection, operating as Connection, resells IT products and solutions to small and midsize businesses, large enterprises, and public-sector customers. It supplies PCs, infrastructure hardware, software, cloud services, and lifecycle support. The company combines procurement expertise with configuration, deployment, and technology advisory services.

PC Connection, Inc. (CNXN) has a MarketKingdoms composite score of 61.4 (B-), an B-range rating. It ranks 1174th of 1,866 covered companies, 151st of 176 in Technology (sector average 67.1) and 7th of 7 in Electronics & Computer Distribution. Scores as of 2026-10-27.

Its strongest lenses are Industry opportunity at 83 (Technology average 88) and KPI momentum at 72 (Technology average 84). Its weakest lenses are Expansion (growth) at 19 (sector average 51) and Quality (profitability) at 36 (sector average 50).

Lens scores

CNXN lens scores (0–100) against its sector and industry
LensTypeCNXNTechnology averageElectronics & Computer Distribution averagePercentile in sector
Industry opportunityResearch signal83888319th
Stock selectionResearch signal7182805th
KPI momentumResearch signal72848112th
Catalyst watchResearch signal5576702nd
Price (valuation)Fundamental lens53507154th
Expansion (growth)Fundamental lens19513810th
Quality (profitability)Fundamental lens36503525th
Trend (momentum)Fundamental lens72507188th

Latest earnings call

The most recent call analysed was held on 2026-07-29 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.

Valuation and risk

The stock's valuation gap is +5.1%: its price is above the path its market, sector and industry moves explain (overvalued versus the model path). Factor sensitivity: market beta 0.92, sector beta -0.32, industry beta 0.69; the factor model explains 43% of its moves (R²).

Electronics & Computer Distribution peers

CompanyCompositeGradeValuation gap
Arrow Electronics, Inc. (ARW)73.4B+-3.3%
Insight Enterprises, Inc. (NSIT)71.4B++8.5%
TD SYNNEX Corporation (SNX)71.3B+-18.5%
ScanSource, Inc. (SCSC)69.0B+4.6%
Avnet, Inc. (AVT)68.8B-10.2%
Climb Global Solutions (CLMB)61.6B--14.1%

Near CNXN in the overall ranking

PC Connection, Inc. financial statements · Technology sector ranking · Electronics & Computer Distribution industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.