# Electronics & Computer Distribution — company-by-company sector analysis

> Electronics & Computer Distribution: TD SYNNEX Corporation owns the largest revenue base AND the fastest current growth.

Sector Alpha — machine-written from the numbers. Data as of 2026-08-04. Not investment advice.

## Bottom line

Electronics & Computer Distribution has outperformed S&P 500 by 22.7% over 52 weeks and 22.3% over 13 weeks. 6 of 7 covered companies beat the S&P 500 on Mansfield relative strength, while 4 of 7 beat the sector itself. TD SYNNEX Corporation leads with revenue of $69,766 million, based on 4 of 7 comparable companies through Jun 2026.

## Sector relative strength

Electronics & Computer Distribution has outperformed S&P 500 by 22.7% over the last 52 weeks. Over 13 weeks the gap is a lead of 22.3%. 6 of 7 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Arrow Electronics, Inc. is the strongest against the sector itself at +9%.

13-week sector return versus NIFTY 500: 22%
52-week sector return versus NIFTY 500: 23%
Stocks leading NIFTY: 6/7
Stocks leading sector: 4/7

Central tension: The central tension: current leadership is concentrated, so durability matters more than rank.

Companies: 7
Combined market value: ₹48.3K Cr

## 4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

1. Arrow Electronics, Inc. (ARW): 64/100 — Thin evidence · provisional; evidence 58%
   - Growth & earnings 23.1/35 | Capital efficiency 13.0/25 | Valuation 11.5/20 | Relative strength 16.0/20
   - Price stage: LEADER — Ahead of the benchmark 13 weeks or more running, and ahead over the past year.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 12 of the last 12 weeks
   - Exact sum: 23.1 + 13 + 11.5 + 16 = 63.6
   - Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2. TD SYNNEX Corporation (SNX): 62/100 — Mixed-positive evidence; evidence 85%
   - Growth & earnings 26.9/35 | Capital efficiency 9.7/25 | Valuation 15.0/20 | Relative strength 10.4/20
   - Price stage: LEADER — Ahead of the benchmark 13 weeks or more running, and ahead over the past year.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 11 of the last 12 weeks
   - Exact sum: 26.9 + 9.7 + 15 + 10.4 = 62
   - Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3. PC Connection, Inc. (CNXN): 51/100 — Thin evidence · provisional; evidence 58%
   - Growth & earnings 20.4/35 | Capital efficiency 12.6/25 | Valuation 9.5/20 | Relative strength 8.9/20
   - Price stage: BREAKING OUT — Ahead of the benchmark five weeks or more running, with its lead holding or widening.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 10 of the last 12 weeks
   - Exact sum: 20.4 + 12.6 + 9.5 + 8.9 = 51.4
   - Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4. Insight Enterprises, Inc. (NSIT): 47/100 — Mixed-negative evidence; evidence 81%
   - Growth & earnings 10.2/35 | Capital efficiency 7.6/25 | Valuation 15.1/20 | Relative strength 14.3/20
   - Price stage: BREAKING OUT — Ahead of the benchmark five weeks or more running, with its lead holding or widening.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 12 of the last 12 weeks
   - Exact sum: 10.2 + 7.6 + 15.1 + 14.3 = 47.2
   - Decision use: Price leads the evidence: RS versus the benchmark is 26.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
5. Avnet, Inc. (AVT): 45/100 — Mixed-negative evidence; evidence 71%
   - Growth & earnings 14.3/35 | Capital efficiency 9.3/25 | Valuation 8.5/20 | Relative strength 13.3/20
   - Price stage: LEADER — Ahead of the benchmark 13 weeks or more running, and ahead over the past year.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 12 of the last 12 weeks
   - Exact sum: 14.3 + 9.3 + 8.5 + 13.3 = 45.4
   - Decision use: Price leads the evidence: RS versus the benchmark is 29.6%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
6. ScanSource, Inc. (SCSC): 45/100 — Mixed-negative evidence; evidence 75%
   - Growth & earnings 11.7/35 | Capital efficiency 8.4/25 | Valuation 16.0/20 | Relative strength 8.9/20
   - Price stage: LEADER — Ahead of the benchmark 13 weeks or more running, and ahead over the past year.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 12 of the last 12 weeks
   - Exact sum: 11.7 + 8.4 + 16 + 8.9 = 45
   - Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
7. Climb Global Solutions, Inc. (CLMB): 37/100 — Thin evidence · provisional; evidence 52%
   - Growth & earnings 11.9/35 | Capital efficiency 13.0/25 | Valuation 9.0/20 | Relative strength 3.0/20
   - Price stage: BREAKING OUT — Ahead of the benchmark five weeks or more running, with its lead holding or widening.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 5 of the last 12 weeks
   - Exact sum: 11.9 + 13 + 9 + 3 = 36.9
   - Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

## Market action

Arrow Electronics, Inc. has the strongest one-year price move in Electronics & Computer Distribution at +88.3%. It also leads on Mansfield relative strength against the S&P 500 at +34.8%. 6 of 7 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

### Strongest one-year price performers
1. Arrow Electronics, Inc. (ARW): 88%
2. TD SYNNEX Corporation (SNX): 80%
3. Avnet, Inc. (AVT): 78%
4. ScanSource, Inc. (SCSC): 43%
5. PC Connection, Inc. (CNXN): 42%

### Strongest relative strength versus NIFTY 500
1. Arrow Electronics, Inc. (ARW): 35%
2. Avnet, Inc. (AVT): 30%
3. TD SYNNEX Corporation (SNX): 28%
4. Insight Enterprises, Inc. (NSIT): 26%
5. ScanSource, Inc. (SCSC): 23%

## Revenue Scale & Growth Durability

What the numbers say: TD SYNNEX Corporation is the scale leader at $69,766 million, 179.6% ahead of Avnet, Inc.. TD SYNNEX Corporation's growth is 16.3% from a $69,766 million base, with 20 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

Investor read: TD SYNNEX Corporation is the scale benchmark; TD SYNNEX Corporation is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: TD SYNNEX Corporation's growth falls below TD SYNNEX Corporation's for two consecutive comparable reports while operating margin also compresses.

Evidence: TD SYNNEX Corporation · $69,766 million | 179.6% versus #2 · Avnet, Inc. | 8/8 recent comparable periods | 4/7 companies · 131 observations

Definition: Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

### Revenue — largest
1. TD SYNNEX Corporation (SNX): ₹69.8K Cr
2. Avnet, Inc. (AVT): ₹25.0K Cr
3. Insight Enterprises, Inc. (NSIT): ₹8.3K Cr
4. ScanSource, Inc. (SCSC): ₹3.1K Cr

### Revenue growth — fastest growers
1. TD SYNNEX Corporation (SNX): 16%
2. Avnet, Inc. (AVT): 13%
3. ScanSource, Inc. (SCSC): 3.8%
4. Insight Enterprises, Inc. (NSIT): -1.9%

### 20-quarter Revenue history
- SNX: Sep 2021 ₹5.2K Cr | Dec 2021 ₹15.6K Cr | Mar 2022 ₹15.5K Cr | Jun 2022 ₹15.3K Cr | Sep 2022 ₹15.4K Cr | Dec 2022 ₹16.2K Cr | Mar 2023 ₹15.1K Cr | Jun 2023 ₹14.1K Cr | Sep 2023 ₹14.0K Cr | Dec 2023 ₹14.4K Cr | Mar 2024 ₹14.0K Cr | Jun 2024 ₹13.9K Cr | Sep 2024 ₹14.7K Cr | Dec 2024 ₹15.8K Cr | Mar 2025 ₹14.5K Cr | Jun 2025 ₹14.9K Cr | Sep 2025 ₹15.7K Cr | Dec 2025 ₹17.4K Cr | Mar 2026 ₹17.2K Cr | Jun 2026 ₹19.6K Cr
- ARW: Sep 2021 ₹8.6K Cr | Dec 2021 ₹8.5K Cr | Mar 2022 — | Jun 2022 ₹9.1K Cr | Sep 2022 ₹9.5K Cr | Dec 2022 ₹9.3K Cr | Mar 2023 — | Jun 2023 ₹8.7K Cr | Sep 2023 ₹8.5K Cr | Dec 2023 ₹7.8K Cr | Mar 2024 ₹6.9K Cr | Jun 2024 ₹6.9K Cr | Sep 2024 ₹6.8K Cr | Dec 2024 ₹7.3K Cr | Mar 2025 ₹6.8K Cr | Jun 2025 ₹7.6K Cr | Sep 2025 ₹7.7K Cr | Dec 2025 ₹8.7K Cr | Mar 2026 — | Jun 2026 ₹9.5K Cr
- AVT: Sep 2021 ₹5.2K Cr | Dec 2021 ₹5.6K Cr | Mar 2022 ₹5.9K Cr | Jun 2022 ₹6.5K Cr | Sep 2022 ₹6.4K Cr | Dec 2022 ₹6.8K Cr | Mar 2023 — | Jun 2023 ₹6.5K Cr | Sep 2023 ₹6.6K Cr | Dec 2023 ₹6.2K Cr | Mar 2024 ₹5.7K Cr | Jun 2024 ₹5.6K Cr | Sep 2024 ₹5.6K Cr | Dec 2024 ₹5.7K Cr | Mar 2025 ₹5.3K Cr | Jun 2025 ₹5.6K Cr | Sep 2025 ₹5.9K Cr | Dec 2025 ₹6.3K Cr | Mar 2026 ₹7.1K Cr | Jun 2026 —
- NSIT: Sep 2021 ₹2.4K Cr | Dec 2021 ₹2.6K Cr | Mar 2022 ₹2.7K Cr | Jun 2022 ₹2.7K Cr | Sep 2022 ₹2.5K Cr | Dec 2022 ₹2.5K Cr | Mar 2023 ₹2.3K Cr | Jun 2023 ₹2.4K Cr | Sep 2023 ₹2.3K Cr | Dec 2023 ₹2.2K Cr | Mar 2024 ₹2.4K Cr | Jun 2024 ₹2.2K Cr | Sep 2024 ₹2.1K Cr | Dec 2024 ₹2.1K Cr | Mar 2025 ₹2.1K Cr | Jun 2025 ₹2.1K Cr | Sep 2025 ₹2.0K Cr | Dec 2025 ₹2.0K Cr | Mar 2026 ₹2.1K Cr | Jun 2026 —
- CNXN: Sep 2021 ₹751 Cr | Dec 2021 ₹800 Cr | Mar 2022 ₹788 Cr | Jun 2022 ₹829 Cr | Sep 2022 ₹776 Cr | Dec 2022 ₹732 Cr | Mar 2023 ₹728 Cr | Jun 2023 ₹734 Cr | Sep 2023 ₹693 Cr | Dec 2023 ₹696 Cr | Mar 2024 ₹632 Cr | Jun 2024 ₹736 Cr | Sep 2024 ₹725 Cr | Dec 2024 ₹709 Cr | Mar 2025 ₹701 Cr | Jun 2025 ₹760 Cr | Sep 2025 ₹709 Cr | Dec 2025 ₹703 Cr | Mar 2026 ₹722 Cr | Jun 2026 —
- SCSC: Sep 2021 ₹858 Cr | Dec 2021 ₹864 Cr | Mar 2022 ₹846 Cr | Jun 2022 ₹962 Cr | Sep 2022 ₹944 Cr | Dec 2022 ₹1.0K Cr | Mar 2023 ₹886 Cr | Jun 2023 ₹947 Cr | Sep 2023 ₹876 Cr | Dec 2023 ₹885 Cr | Mar 2024 ₹753 Cr | Jun 2024 ₹746 Cr | Sep 2024 ₹776 Cr | Dec 2024 ₹747 Cr | Mar 2025 ₹705 Cr | Jun 2025 ₹813 Cr | Sep 2025 ₹740 Cr | Dec 2025 ₹767 Cr | Mar 2026 ₹767 Cr | Jun 2026 —
- CLMB: Sep 2021 ₹69 Cr | Dec 2021 ₹76 Cr | Mar 2022 ₹71 Cr | Jun 2022 ₹68 Cr | Sep 2022 ₹76 Cr | Dec 2022 ₹89 Cr | Mar 2023 ₹85 Cr | Jun 2023 ₹82 Cr | Sep 2023 ₹78 Cr | Dec 2023 ₹107 Cr | Mar 2024 ₹92 Cr | Jun 2024 ₹92 Cr | Sep 2024 ₹119 Cr | Dec 2024 ₹162 Cr | Mar 2025 ₹138 Cr | Jun 2025 ₹159 Cr | Sep 2025 ₹161 Cr | Dec 2025 ₹194 Cr | Mar 2026 ₹182 Cr | Jun 2026 —

### 20-quarter Revenue growth history
- SNX: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 195% | Dec 2022 4.1% | Mar 2023 -2.2% | Jun 2023 -7.9% | Sep 2023 -9.1% | Dec 2023 -11% | Mar 2024 -7.6% | Jun 2024 -0.8% | Sep 2024 5.2% | Dec 2024 10.0% | Mar 2025 4.0% | Jun 2025 7.2% | Sep 2025 6.6% | Dec 2025 9.7% | Mar 2026 18% | Jun 2026 31%
- ARW: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 10% | Dec 2022 8.9% | Mar 2023 — | Jun 2023 -3.7% | Sep 2023 -10% | Dec 2023 -15% | Mar 2024 — | Jun 2024 -21% | Sep 2024 -20% | Dec 2024 -7.2% | Mar 2025 -1.6% | Jun 2025 10.0% | Sep 2025 13% | Dec 2025 20% | Mar 2026 — | Jun 2026 25%
- AVT: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 22% | Dec 2022 21% | Mar 2023 — | Jun 2023 0.4% | Sep 2023 2.9% | Dec 2023 -8.1% | Mar 2024 — | Jun 2024 -15% | Sep 2024 -15% | Dec 2024 -8.7% | Mar 2025 -6.0% | Jun 2025 1.0% | Sep 2025 5.3% | Dec 2025 12% | Mar 2026 34% | Jun 2026 —
- NSIT: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 23% | Sep 2022 3.5% | Dec 2022 -2.5% | Mar 2023 -12% | Jun 2023 -14% | Sep 2023 -11% | Dec 2023 -11% | Mar 2024 2.4% | Jun 2024 -8.0% | Sep 2024 -7.9% | Dec 2024 -7.3% | Mar 2025 -12% | Jun 2025 -3.3% | Sep 2025 -4.0% | Dec 2025 -1.2% | Mar 2026 1.1% | Jun 2026 —
- CNXN: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 18% | Sep 2022 3.3% | Dec 2022 -8.5% | Mar 2023 -7.6% | Jun 2023 -11% | Sep 2023 -11% | Dec 2023 -4.9% | Mar 2024 -13% | Jun 2024 0.3% | Sep 2024 4.6% | Dec 2024 1.9% | Mar 2025 11% | Jun 2025 3.3% | Sep 2025 -2.2% | Dec 2025 -0.9% | Mar 2026 3.0% | Jun 2026 —
- SCSC: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 13% | Sep 2022 10% | Dec 2022 17% | Mar 2023 4.7% | Jun 2023 -1.6% | Sep 2023 -7.2% | Dec 2023 -12% | Mar 2024 -15% | Jun 2024 -21% | Sep 2024 -11% | Dec 2024 -16% | Mar 2025 -6.4% | Jun 2025 9.0% | Sep 2025 -4.6% | Dec 2025 2.7% | Mar 2026 8.8% | Jun 2026 —
- CLMB: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 -9.3% | Sep 2022 10% | Dec 2022 17% | Mar 2023 20% | Jun 2023 21% | Sep 2023 2.6% | Dec 2023 20% | Mar 2024 8.2% | Jun 2024 12% | Sep 2024 53% | Dec 2024 51% | Mar 2025 50% | Jun 2025 73% | Sep 2025 35% | Dec 2025 20% | Mar 2026 32% | Jun 2026 —

## Operating Economics & Margin Trend

What the numbers say: Arrow Electronics, Inc. leads both opm at 3.8% and margin change at +1.3 percentage points.

Investor read: Arrow Electronics, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Evidence: Arrow Electronics, Inc. · 3.8% | 11.8% versus #2 · Insight Enterprises, Inc. | 2/8 recent comparable periods | 7/7 companies · 131 observations

Definition: Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

### OPM — highest
1. Arrow Electronics, Inc. (ARW): 3.8%
2. Insight Enterprises, Inc. (NSIT): 3.4%
3. ScanSource, Inc. (SCSC): 3.0%
4. Avnet, Inc. (AVT): 2.9%
5. PC Connection, Inc. (CNXN): 2.8%

### Margin change — fastest expanders
1. Arrow Electronics, Inc. (ARW): +1.3 pp
2. PC Connection, Inc. (CNXN): +0.7 pp
3. Insight Enterprises, Inc. (NSIT): +0.5 pp
4. TD SYNNEX Corporation (SNX): +0.5 pp
5. Avnet, Inc. (AVT): +0.2 pp

### 20-quarter OPM history
- SNX: Sep 2021 2.8% | Dec 2021 1.2% | Mar 2022 1.4% | Jun 2022 1.7% | Sep 2022 1.6% | Dec 2022 2.1% | Mar 2023 2.0% | Jun 2023 1.8% | Sep 2023 1.7% | Dec 2023 2.0% | Mar 2024 2.2% | Jun 2024 1.9% | Sep 2024 2.1% | Dec 2024 2.0% | Mar 2025 2.1% | Jun 2025 2.2% | Sep 2025 2.5% | Dec 2025 2.3% | Mar 2026 2.9% | Jun 2026 2.7%
- ARW: Sep 2021 4.0% | Dec 2021 4.8% | Mar 2022 — | Jun 2022 5.6% | Sep 2022 5.6% | Dec 2022 5.4% | Mar 2023 — | Jun 2023 4.8% | Sep 2023 4.6% | Dec 2023 4.0% | Mar 2024 2.7% | Jun 2024 3.1% | Sep 2024 2.6% | Dec 2024 2.7% | Mar 2025 2.3% | Jun 2025 2.5% | Sep 2025 2.3% | Dec 2025 3.4% | Mar 2026 — | Jun 2026 3.8%
- AVT: Sep 2021 2.3% | Dec 2021 3.0% | Mar 2022 3.6% | Jun 2022 4.2% | Sep 2022 4.5% | Dec 2022 4.3% | Mar 2023 — | Jun 2023 4.8% | Sep 2023 4.3% | Dec 2023 3.8% | Mar 2024 3.4% | Jun 2024 3.0% | Sep 2024 2.5% | Dec 2024 2.7% | Mar 2025 2.7% | Jun 2025 1.3% | Sep 2025 2.4% | Dec 2025 2.3% | Mar 2026 2.9% | Jun 2026 —
- NSIT: Sep 2021 3.4% | Dec 2021 3.6% | Mar 2022 3.0% | Jun 2022 4.7% | Sep 2022 3.6% | Dec 2022 4.6% | Mar 2023 3.3% | Jun 2023 5.0% | Sep 2023 4.1% | Dec 2023 5.9% | Mar 2024 4.2% | Jun 2024 6.1% | Sep 2024 4.4% | Dec 2024 3.1% | Mar 2025 2.9% | Jun 2025 4.1% | Sep 2025 4.6% | Dec 2025 4.6% | Mar 2026 3.4% | Jun 2026 —
- CNXN: Sep 2021 3.6% | Dec 2021 3.9% | Mar 2022 3.8% | Jun 2022 4.2% | Sep 2022 4.1% | Dec 2022 3.3% | Mar 2023 2.5% | Jun 2023 3.4% | Sep 2023 4.6% | Dec 2023 4.0% | Mar 2024 2.1% | Jun 2024 4.2% | Sep 2024 4.1% | Dec 2024 3.2% | Mar 2025 2.1% | Jun 2025 4.1% | Sep 2025 4.3% | Dec 2025 3.4% | Mar 2026 2.8% | Jun 2026 —
- SCSC: Sep 2021 3.5% | Dec 2021 3.6% | Mar 2022 3.9% | Jun 2022 2.8% | Sep 2022 3.7% | Dec 2022 3.9% | Mar 2023 3.9% | Jun 2023 2.9% | Sep 2023 2.7% | Dec 2023 3.0% | Mar 2024 2.3% | Jun 2024 2.9% | Sep 2024 2.3% | Dec 2024 2.5% | Mar 2025 3.2% | Jun 2025 3.3% | Sep 2025 3.5% | Dec 2025 2.3% | Mar 2026 3.0% | Jun 2026 —
- CLMB: Sep 2021 4.6% | Dec 2021 5.8% | Mar 2022 4.7% | Jun 2022 6.1% | Sep 2022 4.8% | Dec 2022 6.9% | Mar 2023 5.0% | Jun 2023 1.9% | Sep 2023 4.2% | Dec 2023 7.0% | Mar 2024 3.8% | Jun 2024 4.6% | Sep 2024 7.1% | Dec 2024 7.2% | Mar 2025 3.5% | Jun 2025 5.0% | Sep 2025 4.3% | Dec 2025 4.9% | Mar 2026 2.1% | Jun 2026 —

### 20-quarter Margin change history
- SNX: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 −1.2 pp | Dec 2022 +0.9 pp | Mar 2023 +0.6 pp | Jun 2023 +0.1 pp | Sep 2023 +0.1 pp | Dec 2023 −0.1 pp | Mar 2024 +0.2 pp | Jun 2024 +0.1 pp | Sep 2024 +0.4 pp | Dec 2024 0.0 pp | Mar 2025 −0.1 pp | Jun 2025 +0.3 pp | Sep 2025 +0.4 pp | Dec 2025 +0.3 pp | Mar 2026 +0.8 pp | Jun 2026 +0.5 pp
- ARW: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 +1.6 pp | Dec 2022 +0.6 pp | Mar 2023 — | Jun 2023 −0.8 pp | Sep 2023 −1.0 pp | Dec 2023 −1.4 pp | Mar 2024 — | Jun 2024 −1.7 pp | Sep 2024 −2.0 pp | Dec 2024 −1.3 pp | Mar 2025 −0.4 pp | Jun 2025 −0.6 pp | Sep 2025 −0.3 pp | Dec 2025 +0.7 pp | Mar 2026 — | Jun 2026 +1.3 pp
- AVT: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 +2.2 pp | Dec 2022 +1.3 pp | Mar 2023 — | Jun 2023 +0.6 pp | Sep 2023 −0.2 pp | Dec 2023 −0.5 pp | Mar 2024 — | Jun 2024 −1.8 pp | Sep 2024 −1.8 pp | Dec 2024 −1.1 pp | Mar 2025 −0.7 pp | Jun 2025 −1.7 pp | Sep 2025 −0.1 pp | Dec 2025 −0.4 pp | Mar 2026 +0.2 pp | Jun 2026 —
- NSIT: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 +0.7 pp | Sep 2022 +0.2 pp | Dec 2022 +1.0 pp | Mar 2023 +0.3 pp | Jun 2023 +0.3 pp | Sep 2023 +0.5 pp | Dec 2023 +1.3 pp | Mar 2024 +0.9 pp | Jun 2024 +1.1 pp | Sep 2024 +0.3 pp | Dec 2024 −2.8 pp | Mar 2025 −1.3 pp | Jun 2025 −2.0 pp | Sep 2025 +0.2 pp | Dec 2025 +1.5 pp | Mar 2026 +0.5 pp | Jun 2026 —
- CNXN: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 +0.8 pp | Sep 2022 +0.5 pp | Dec 2022 −0.6 pp | Mar 2023 −1.3 pp | Jun 2023 −0.8 pp | Sep 2023 +0.5 pp | Dec 2023 +0.7 pp | Mar 2024 −0.4 pp | Jun 2024 +0.8 pp | Sep 2024 −0.5 pp | Dec 2024 −0.8 pp | Mar 2025 0.0 pp | Jun 2025 −0.1 pp | Sep 2025 +0.2 pp | Dec 2025 +0.2 pp | Mar 2026 +0.7 pp | Jun 2026 —
- SCSC: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 +0.1 pp | Sep 2022 +0.2 pp | Dec 2022 +0.3 pp | Mar 2023 0.0 pp | Jun 2023 +0.1 pp | Sep 2023 −1.0 pp | Dec 2023 −0.9 pp | Mar 2024 −1.6 pp | Jun 2024 0.0 pp | Sep 2024 −0.4 pp | Dec 2024 −0.5 pp | Mar 2025 +0.9 pp | Jun 2025 +0.4 pp | Sep 2025 +1.2 pp | Dec 2025 −0.2 pp | Mar 2026 −0.2 pp | Jun 2026 —
- CLMB: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 +2.9 pp | Sep 2022 +0.2 pp | Dec 2022 +1.1 pp | Mar 2023 +0.3 pp | Jun 2023 −4.2 pp | Sep 2023 −0.6 pp | Dec 2023 +0.1 pp | Mar 2024 −1.2 pp | Jun 2024 +2.7 pp | Sep 2024 +2.9 pp | Dec 2024 +0.2 pp | Mar 2025 −0.3 pp | Jun 2025 +0.4 pp | Sep 2025 −2.8 pp | Dec 2025 −2.3 pp | Mar 2026 −1.4 pp | Jun 2026 —

## Profit Scale & Acceleration

What the numbers say: TD SYNNEX Corporation leads with $1,136 million of TTM profit, 430.8% above Avnet, Inc.. TD SYNNEX Corporation shows 56.3% growth from a $1,136 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

Investor read: TD SYNNEX Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Evidence: TD SYNNEX Corporation · $1,136 million | 430.8% versus #2 · Avnet, Inc. | 7/8 recent comparable periods | 4/7 companies · 131 observations

Definition: Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.

### Net profit — largest
1. TD SYNNEX Corporation (SNX): ₹1.1K Cr
2. Avnet, Inc. (AVT): ₹214 Cr
3. Insight Enterprises, Inc. (NSIT): ₹180 Cr
4. ScanSource, Inc. (SCSC): ₹73 Cr

### Profit growth — fastest growers
1. TD SYNNEX Corporation (SNX): 56%
2. ScanSource, Inc. (SCSC): 9.0%
3. Insight Enterprises, Inc. (NSIT): -5.3%
4. Avnet, Inc. (AVT): -33%

### 20-quarter Net profit history
- SNX: Sep 2021 ₹95 Cr | Dec 2021 ₹119 Cr | Mar 2022 ₹132 Cr | Jun 2022 ₹149 Cr | Sep 2022 ₹149 Cr | Dec 2022 ₹221 Cr | Mar 2023 ₹167 Cr | Jun 2023 ₹133 Cr | Sep 2023 ₹139 Cr | Dec 2023 ₹188 Cr | Mar 2024 ₹172 Cr | Jun 2024 ₹144 Cr | Sep 2024 ₹179 Cr | Dec 2024 ₹195 Cr | Mar 2025 ₹168 Cr | Jun 2025 ₹185 Cr | Sep 2025 ₹227 Cr | Dec 2025 ₹248 Cr | Mar 2026 ₹327 Cr | Jun 2026 ₹334 Cr
- ARW: Sep 2021 ₹241 Cr | Dec 2021 ₹291 Cr | Mar 2022 — | Jun 2022 ₹366 Cr | Sep 2022 ₹371 Cr | Dec 2022 ₹344 Cr | Mar 2023 — | Jun 2023 ₹275 Cr | Sep 2023 ₹238 Cr | Dec 2023 ₹196 Cr | Mar 2024 ₹83 Cr | Jun 2024 ₹110 Cr | Sep 2024 ₹101 Cr | Dec 2024 ₹100 Cr | Mar 2025 ₹80 Cr | Jun 2025 ₹187 Cr | Sep 2025 ₹109 Cr | Dec 2025 ₹194 Cr | Mar 2026 — | Jun 2026 ₹236 Cr
- AVT: Sep 2021 ₹85 Cr | Dec 2021 ₹111 Cr | Mar 2022 ₹151 Cr | Jun 2022 ₹183 Cr | Sep 2022 ₹247 Cr | Dec 2022 ₹184 Cr | Mar 2023 — | Jun 2023 ₹187 Cr | Sep 2023 ₹155 Cr | Dec 2023 ₹118 Cr | Mar 2024 ₹89 Cr | Jun 2024 ₹83 Cr | Sep 2024 ₹59 Cr | Dec 2024 ₹87 Cr | Mar 2025 ₹88 Cr | Jun 2025 ₹6 Cr | Sep 2025 ₹52 Cr | Dec 2025 ₹62 Cr | Mar 2026 ₹94 Cr | Jun 2026 —
- NSIT: Sep 2021 ₹55 Cr | Dec 2021 ₹62 Cr | Mar 2022 ₹57 Cr | Jun 2022 ₹89 Cr | Sep 2022 ₹57 Cr | Dec 2022 ₹77 Cr | Mar 2023 ₹50 Cr | Jun 2023 ₹80 Cr | Sep 2023 ₹60 Cr | Dec 2023 ₹91 Cr | Mar 2024 ₹67 Cr | Jun 2024 ₹87 Cr | Sep 2024 ₹58 Cr | Dec 2024 ₹37 Cr | Mar 2025 ₹8 Cr | Jun 2025 ₹47 Cr | Sep 2025 ₹51 Cr | Dec 2025 ₹52 Cr | Mar 2026 ₹30 Cr | Jun 2026 —
- CNXN: Sep 2021 ₹20 Cr | Dec 2021 ₹22 Cr | Mar 2022 ₹22 Cr | Jun 2022 ₹25 Cr | Sep 2022 ₹23 Cr | Dec 2022 ₹19 Cr | Mar 2023 ₹14 Cr | Jun 2023 ₹20 Cr | Sep 2023 ₹26 Cr | Dec 2023 ₹24 Cr | Mar 2024 ₹13 Cr | Jun 2024 ₹26 Cr | Sep 2024 ₹27 Cr | Dec 2024 ₹21 Cr | Mar 2025 ₹13 Cr | Jun 2025 ₹25 Cr | Sep 2025 ₹25 Cr | Dec 2025 ₹21 Cr | Mar 2026 ₹17 Cr | Jun 2026 —
- SCSC: Sep 2021 ₹22 Cr | Dec 2021 ₹23 Cr | Mar 2022 ₹24 Cr | Jun 2022 ₹20 Cr | Sep 2022 ₹24 Cr | Dec 2022 ₹26 Cr | Mar 2023 ₹21 Cr | Jun 2023 ₹17 Cr | Sep 2023 ₹15 Cr | Dec 2023 ₹33 Cr | Mar 2024 ₹13 Cr | Jun 2024 ₹16 Cr | Sep 2024 ₹17 Cr | Dec 2024 ₹17 Cr | Mar 2025 ₹17 Cr | Jun 2025 ₹20 Cr | Sep 2025 ₹20 Cr | Dec 2025 ₹16 Cr | Mar 2026 ₹17 Cr | Jun 2026 —
- CLMB: Sep 2021 ₹2 Cr | Dec 2021 ₹3 Cr | Mar 2022 ₹3 Cr | Jun 2022 ₹3 Cr | Sep 2022 ₹2 Cr | Dec 2022 ₹5 Cr | Mar 2023 ₹3 Cr | Jun 2023 ₹1 Cr | Sep 2023 ₹2 Cr | Dec 2023 ₹5 Cr | Mar 2024 ₹3 Cr | Jun 2024 ₹3 Cr | Sep 2024 ₹5 Cr | Dec 2024 ₹7 Cr | Mar 2025 ₹4 Cr | Jun 2025 ₹6 Cr | Sep 2025 ₹5 Cr | Dec 2025 ₹7 Cr | Mar 2026 ₹3 Cr | Jun 2026 —

### 20-quarter Profit growth history
- SNX: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 57% | Dec 2022 86% | Mar 2023 27% | Jun 2023 -11% | Sep 2023 -6.7% | Dec 2023 -15% | Mar 2024 3.0% | Jun 2024 8.3% | Sep 2024 29% | Dec 2024 3.7% | Mar 2025 -2.3% | Jun 2025 28% | Sep 2025 27% | Dec 2025 27% | Mar 2026 95% | Jun 2026 81%
- ARW: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 54% | Dec 2022 18% | Mar 2023 — | Jun 2023 -25% | Sep 2023 -36% | Dec 2023 -43% | Mar 2024 — | Jun 2024 -60% | Sep 2024 -58% | Dec 2024 -49% | Mar 2025 -3.6% | Jun 2025 70% | Sep 2025 7.9% | Dec 2025 94% | Mar 2026 — | Jun 2026 26%
- AVT: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 191% | Dec 2022 66% | Mar 2023 — | Jun 2023 2.2% | Sep 2023 -37% | Dec 2023 -36% | Mar 2024 — | Jun 2024 -56% | Sep 2024 -62% | Dec 2024 -26% | Mar 2025 -1.1% | Jun 2025 -93% | Sep 2025 -12% | Dec 2025 -29% | Mar 2026 6.8% | Jun 2026 —
- NSIT: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 51% | Sep 2022 3.6% | Dec 2022 24% | Mar 2023 -12% | Jun 2023 -10% | Sep 2023 5.3% | Dec 2023 18% | Mar 2024 34% | Jun 2024 8.8% | Sep 2024 -3.3% | Dec 2024 -59% | Mar 2025 -88% | Jun 2025 -46% | Sep 2025 -12% | Dec 2025 41% | Mar 2026 275% | Jun 2026 —
- CNXN: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 47% | Sep 2022 15% | Dec 2022 -14% | Mar 2023 -36% | Jun 2023 -20% | Sep 2023 13% | Dec 2023 26% | Mar 2024 -7.1% | Jun 2024 30% | Sep 2024 3.9% | Dec 2024 -13% | Mar 2025 0.0% | Jun 2025 -3.9% | Sep 2025 -7.4% | Dec 2025 0.0% | Mar 2026 31% | Jun 2026 —
- SCSC: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 -4.8% | Sep 2022 9.1% | Dec 2022 13% | Mar 2023 -13% | Jun 2023 -15% | Sep 2023 -38% | Dec 2023 27% | Mar 2024 -38% | Jun 2024 -5.9% | Sep 2024 13% | Dec 2024 -48% | Mar 2025 31% | Jun 2025 25% | Sep 2025 18% | Dec 2025 -5.9% | Mar 2026 0.0% | Jun 2026 —
- CLMB: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 50% | Sep 2022 0.0% | Dec 2022 67% | Mar 2023 0.0% | Jun 2023 -67% | Sep 2023 0.0% | Dec 2023 0.0% | Mar 2024 0.0% | Jun 2024 200% | Sep 2024 150% | Dec 2024 40% | Mar 2025 33% | Jun 2025 100% | Sep 2025 0.0% | Dec 2025 0.0% | Mar 2026 -25% | Jun 2026 —

## Return On Capital Employed

What the numbers say: Climb Global Solutions, Inc. leads ROCE at 6%, 1.4 percentage points above PC Connection, Inc.. Arrow Electronics, Inc. has the strongest latest improvement at +1.8 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

Investor read: Climb Global Solutions, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

Evidence: Climb Global Solutions, Inc. · 6% | 30.4% versus #2 · PC Connection, Inc. | 4/8 recent comparable periods | 7/7 companies · 130 observations

Definition: ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.

### ROCE — highest
1. Climb Global Solutions, Inc. (CLMB): 6.0%
2. PC Connection, Inc. (CNXN): 4.6%
3. Arrow Electronics, Inc. (ARW): 3.9%
4. TD SYNNEX Corporation (SNX): 3.8%
5. Avnet, Inc. (AVT): 2.6%

### ROCE change — fastest improvers
1. Arrow Electronics, Inc. (ARW): +1.8 pp
2. TD SYNNEX Corporation (SNX): +1.3 pp
3. PC Connection, Inc. (CNXN): +1.2 pp
4. Avnet, Inc. (AVT): +0.8 pp
5. Insight Enterprises, Inc. (NSIT): +0.1 pp

### 20-quarter ROCE history
- SNX: Sep 2021 — | Dec 2021 1.7% | Mar 2022 2.6% | Jun 2022 2.9% | Sep 2022 2.5% | Dec 2022 2.5% | Mar 2023 2.2% | Jun 2023 1.9% | Sep 2023 1.8% | Dec 2023 2.2% | Mar 2024 2.3% | Jun 2024 2.0% | Sep 2024 2.3% | Dec 2024 2.5% | Mar 2025 2.4% | Jun 2025 2.5% | Sep 2025 2.9% | Dec 2025 3.0% | Mar 2026 3.7% | Jun 2026 3.8%
- ARW: Sep 2021 — | Dec 2021 5.2% | Mar 2022 — | Jun 2022 6.1% | Sep 2022 6.4% | Dec 2022 5.9% | Mar 2023 — | Jun 2023 4.5% | Sep 2023 4.2% | Dec 2023 3.5% | Mar 2024 2.0% | Jun 2024 2.3% | Sep 2024 2.0% | Dec 2024 2.2% | Mar 2025 1.8% | Jun 2025 2.1% | Sep 2025 1.9% | Dec 2025 3.0% | Mar 2026 — | Jun 2026 3.9%
- AVT: Sep 2021 — | Dec 2021 2.9% | Mar 2022 3.7% | Jun 2022 4.9% | Sep 2022 4.7% | Dec 2022 4.7% | Mar 2023 — | Jun 2023 4.5% | Sep 2023 3.9% | Dec 2023 2.9% | Mar 2024 2.4% | Jun 2024 2.1% | Sep 2024 1.8% | Dec 2024 1.9% | Mar 2025 1.8% | Jun 2025 0.9% | Sep 2025 1.8% | Dec 2025 1.9% | Mar 2026 2.6% | Jun 2026 —
- NSIT: Sep 2021 4.0% | Dec 2021 4.4% | Mar 2022 3.8% | Jun 2022 5.4% | Sep 2022 3.6% | Dec 2022 5.2% | Mar 2023 3.6% | Jun 2023 4.9% | Sep 2023 3.6% | Dec 2023 5.1% | Mar 2024 3.9% | Jun 2024 4.7% | Sep 2024 3.2% | Dec 2024 2.1% | Mar 2025 1.8% | Jun 2025 2.4% | Sep 2025 2.5% | Dec 2025 2.6% | Mar 2026 1.9% | Jun 2026 —
- CNXN: Sep 2021 3.9% | Dec 2021 4.5% | Mar 2022 4.3% | Jun 2022 4.8% | Sep 2022 4.2% | Dec 2022 3.2% | Mar 2023 2.4% | Jun 2023 3.2% | Sep 2023 3.9% | Dec 2023 3.4% | Mar 2024 1.6% | Jun 2024 3.6% | Sep 2024 3.4% | Dec 2024 2.5% | Mar 2025 1.6% | Jun 2025 3.4% | Sep 2025 3.3% | Dec 2025 2.5% | Mar 2026 2.2% | Jun 2026 4.6%
- SCSC: Sep 2021 3.2% | Dec 2021 3.3% | Mar 2022 3.3% | Jun 2022 2.7% | Sep 2022 3.2% | Dec 2022 3.4% | Mar 2023 3.0% | Jun 2023 2.3% | Sep 2023 2.0% | Dec 2023 2.2% | Mar 2024 1.5% | Jun 2024 1.8% | Sep 2024 1.5% | Dec 2024 1.6% | Mar 2025 2.0% | Jun 2025 2.4% | Sep 2025 2.3% | Dec 2025 1.6% | Mar 2026 2.1% | Jun 2026 —
- CLMB: Sep 2021 6.5% | Dec 2021 8.4% | Mar 2022 6.3% | Jun 2022 7.4% | Sep 2022 6.4% | Dec 2022 9.8% | Mar 2023 6.5% | Jun 2023 2.3% | Sep 2023 4.7% | Dec 2023 9.6% | Mar 2024 4.5% | Jun 2024 5.2% | Sep 2024 9.8% | Dec 2024 13% | Mar 2025 5.1% | Jun 2025 8.0% | Sep 2025 6.5% | Dec 2025 8.6% | Mar 2026 3.4% | Jun 2026 6.0%

### 20-quarter ROCE change history
- SNX: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +0.8 pp | Mar 2023 −0.4 pp | Jun 2023 −1.0 pp | Sep 2023 −0.7 pp | Dec 2023 −0.3 pp | Mar 2024 +0.1 pp | Jun 2024 +0.1 pp | Sep 2024 +0.5 pp | Dec 2024 +0.3 pp | Mar 2025 +0.1 pp | Jun 2025 +0.5 pp | Sep 2025 +0.6 pp | Dec 2025 +0.5 pp | Mar 2026 +1.3 pp | Jun 2026 +1.3 pp
- ARW: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +0.7 pp | Mar 2023 — | Jun 2023 −1.6 pp | Sep 2023 −2.2 pp | Dec 2023 −2.4 pp | Mar 2024 — | Jun 2024 −2.2 pp | Sep 2024 −2.2 pp | Dec 2024 −1.3 pp | Mar 2025 −0.2 pp | Jun 2025 −0.2 pp | Sep 2025 −0.1 pp | Dec 2025 +0.8 pp | Mar 2026 — | Jun 2026 +1.8 pp
- AVT: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +1.8 pp | Mar 2023 — | Jun 2023 −0.4 pp | Sep 2023 −0.8 pp | Dec 2023 −1.8 pp | Mar 2024 — | Jun 2024 −2.4 pp | Sep 2024 −2.1 pp | Dec 2024 −1.0 pp | Mar 2025 −0.6 pp | Jun 2025 −1.2 pp | Sep 2025 0.0 pp | Dec 2025 0.0 pp | Mar 2026 +0.8 pp | Jun 2026 —
- NSIT: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 −0.4 pp | Dec 2022 +0.8 pp | Mar 2023 −0.2 pp | Jun 2023 −0.5 pp | Sep 2023 0.0 pp | Dec 2023 −0.1 pp | Mar 2024 +0.3 pp | Jun 2024 −0.2 pp | Sep 2024 −0.4 pp | Dec 2024 −3.0 pp | Mar 2025 −2.1 pp | Jun 2025 −2.3 pp | Sep 2025 −0.7 pp | Dec 2025 +0.5 pp | Mar 2026 +0.1 pp | Jun 2026 —
- CNXN: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 +0.3 pp | Dec 2022 −1.3 pp | Mar 2023 −1.9 pp | Jun 2023 −1.6 pp | Sep 2023 −0.3 pp | Dec 2023 +0.2 pp | Mar 2024 −0.8 pp | Jun 2024 +0.4 pp | Sep 2024 −0.5 pp | Dec 2024 −0.9 pp | Mar 2025 0.0 pp | Jun 2025 −0.2 pp | Sep 2025 −0.1 pp | Dec 2025 0.0 pp | Mar 2026 +0.6 pp | Jun 2026 +1.2 pp
- SCSC: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 0.0 pp | Dec 2022 +0.1 pp | Mar 2023 −0.3 pp | Jun 2023 −0.4 pp | Sep 2023 −1.2 pp | Dec 2023 −1.2 pp | Mar 2024 −1.5 pp | Jun 2024 −0.5 pp | Sep 2024 −0.5 pp | Dec 2024 −0.6 pp | Mar 2025 +0.5 pp | Jun 2025 +0.6 pp | Sep 2025 +0.8 pp | Dec 2025 0.0 pp | Mar 2026 +0.1 pp | Jun 2026 —
- CLMB: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 −0.1 pp | Dec 2022 +1.4 pp | Mar 2023 +0.2 pp | Jun 2023 −5.1 pp | Sep 2023 −1.7 pp | Dec 2023 −0.2 pp | Mar 2024 −2.0 pp | Jun 2024 +2.9 pp | Sep 2024 +5.1 pp | Dec 2024 +3.3 pp | Mar 2025 +0.6 pp | Jun 2025 +2.8 pp | Sep 2025 −3.3 pp | Dec 2025 −4.3 pp | Mar 2026 −1.7 pp | Jun 2026 −2.0 pp

## Valuation Against Growth & Quality

What the numbers say: TD SYNNEX Corporation has the lowest comparable PEG at 0.26×, 54.4% below ScanSource, Inc.. Only 3 of 7 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

Evidence: TD SYNNEX Corporation · 0.26× | 54.4% versus #2 · ScanSource, Inc. | 0/8 recent comparable periods | 3/7 companies · 28 observations

Definition: PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

### PEG — lowest PEG
1. TD SYNNEX Corporation (SNX): 0.3
2. ScanSource, Inc. (SCSC): 0.6
3. Insight Enterprises, Inc. (NSIT): 0.8

### P/E — lowest P/E
1. Arrow Electronics, Inc. (ARW): 10.4
2. ScanSource, Inc. (SCSC): 11.0
3. Insight Enterprises, Inc. (NSIT): 11.7
4. TD SYNNEX Corporation (SNX): 18.7
5. PC Connection, Inc. (CNXN): 19.3

### 20-quarter PEG history
- SNX: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 0.7 | Sep 2023 0.7 | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 1.4 | Dec 2024 0.8 | Mar 2025 1.1 | Jun 2025 0.7 | Sep 2025 0.8 | Dec 2025 0.6 | Mar 2026 0.3 | Jun 2026 —
- ARW: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 0.2 | Mar 2026 — | Jun 2026 —
- NSIT: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 1.0 | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 3.6 | Jun 2024 2.1 | Sep 2024 2.9 | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 0.8 | Jun 2026 —
- CNXN: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 1.2 | Sep 2024 1.5 | Dec 2024 — | Mar 2025 3.3 | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 —
- SCSC: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 0.4 | Mar 2026 0.6 | Jun 2026 —
- CLMB: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 0.8 | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 1.2 | Sep 2024 0.7 | Dec 2024 0.6 | Mar 2025 — | Jun 2025 0.4 | Sep 2025 1.1 | Dec 2025 1.6 | Mar 2026 2.3 | Jun 2026 —

### 20-quarter P/E history
- SNX: Sep 2021 — | Dec 2021 16.6 | Mar 2022 16.4 | Jun 2022 17.4 | Sep 2022 16.9 | Dec 2022 15.1 | Mar 2023 13.5 | Jun 2023 12.7 | Sep 2023 14.6 | Dec 2023 14.7 | Mar 2024 15.1 | Jun 2024 18.3 | Sep 2024 15.7 | Dec 2024 15.0 | Mar 2025 17.2 | Jun 2025 14.2 | Sep 2025 16.1 | Dec 2025 15.3 | Mar 2026 13.0 | Jun 2026 18.7
- ARW: Sep 2021 — | Dec 2021 8.8 | Mar 2022 — | Jun 2022 6.6 | Sep 2022 5.5 | Dec 2022 4.3 | Mar 2023 — | Jun 2023 5.9 | Sep 2023 7.3 | Dec 2023 7.7 | Mar 2024 10.2 | Jun 2024 11.4 | Sep 2024 15.0 | Dec 2024 15.5 | Mar 2025 14.3 | Jun 2025 14.4 | Sep 2025 13.4 | Dec 2025 10.1 | Mar 2026 — | Jun 2026 10.4
- AVT: Sep 2021 — | Dec 2021 11.8 | Mar 2022 9.1 | Jun 2022 7.5 | Sep 2022 6.1 | Dec 2022 4.6 | Mar 2023 — | Jun 2023 5.0 | Sep 2023 6.1 | Dec 2023 7.0 | Mar 2024 8.0 | Jun 2024 9.5 | Sep 2024 14.2 | Dec 2024 15.0 | Mar 2025 13.2 | Jun 2025 19.2 | Sep 2025 19.4 | Dec 2025 20.2 | Mar 2026 23.2 | Jun 2026 —
- NSIT: Sep 2021 15.6 | Dec 2021 17.9 | Mar 2022 17.0 | Jun 2022 12.1 | Sep 2022 11.4 | Dec 2022 13.1 | Mar 2023 19.1 | Jun 2023 20.3 | Sep 2023 20.0 | Dec 2023 23.5 | Mar 2024 23.3 | Jun 2024 24.6 | Sep 2024 27.1 | Dec 2024 23.2 | Mar 2025 29.4 | Jun 2025 32.8 | Sep 2025 27.0 | Dec 2025 16.8 | Mar 2026 11.7 | Jun 2026 —
- CNXN: Sep 2021 18.1 | Dec 2021 16.3 | Mar 2022 16.9 | Jun 2022 13.0 | Sep 2022 12.8 | Dec 2022 13.9 | Mar 2023 14.6 | Jun 2023 15.7 | Sep 2023 18.0 | Dec 2023 21.3 | Mar 2024 21.1 | Jun 2024 19.1 | Sep 2024 22.1 | Dec 2024 21.1 | Mar 2025 18.9 | Jun 2025 20.1 | Sep 2025 19.2 | Dec 2025 17.7 | Mar 2026 17.0 | Jun 2026 19.3
- SCSC: Sep 2021 20.1 | Dec 2021 11.0 | Mar 2022 9.7 | Jun 2022 9.0 | Sep 2022 7.5 | Dec 2022 8.0 | Mar 2023 8.6 | Jun 2023 8.5 | Sep 2023 9.5 | Dec 2023 11.4 | Mar 2024 14.0 | Jun 2024 14.5 | Sep 2024 15.4 | Dec 2024 18.8 | Mar 2025 12.3 | Jun 2025 13.9 | Sep 2025 13.7 | Dec 2025 12.0 | Mar 2026 11.0 | Jun 2026 —
- CLMB: Sep 2021 14.2 | Dec 2021 16.8 | Mar 2022 14.7 | Jun 2022 12.9 | Sep 2022 10.7 | Dec 2022 11.2 | Mar 2023 18.2 | Jun 2023 18.3 | Sep 2023 16.4 | Dec 2023 20.2 | Mar 2024 27.5 | Jun 2024 20.8 | Sep 2024 27.0 | Dec 2024 31.2 | Mar 2025 26.0 | Jun 2025 22.1 | Sep 2025 28.9 | Dec 2025 22.2 | Mar 2026 17.3 | Jun 2026 20.8


## What can make this comparison misleading?
- A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
- A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
- The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
- An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.

## Every company
- TD SYNNEX Corporation (SNX) — market value ₹21.1K Cr; latest fundamentals Jun 2026
- Arrow Electronics, Inc. (ARW) — market value ₹11.6K Cr; latest fundamentals Jun 2026
- Avnet, Inc. (AVT) — market value ₹7.6K Cr; latest fundamentals Mar 2026
- Insight Enterprises, Inc. (NSIT) — market value ₹4.1K Cr; latest fundamentals Mar 2026
- PC Connection, Inc. (CNXN) — market value ₹2.2K Cr; latest fundamentals Jun 2026
- ScanSource, Inc. (SCSC) — market value ₹1.2K Cr; latest fundamentals Mar 2026
- Climb Global Solutions, Inc. (CLMB) — market value ₹492 Cr; latest fundamentals Jun 2026

## Methodology and freshness

Fundamentals through Jun 2026; prices through 2026-08-04.
Up to 20 quarters per company. Reported history is normalized to Indian rupees crore. Missing values are not interpolated. Derived metrics are calculated only when their inputs are comparable.

## Frequently asked questions

### Is the Electronics & Computer Distribution sector outperforming S&P 500?

Electronics & Computer Distribution has outperformed S&P 500 by 22.7% over 52 weeks and 22.3% over 13 weeks. 6 of 7 covered companies beat the S&P 500 on Mansfield relative strength, while 4 of 7 beat the sector itself.

### Which Electronics & Computer Distribution company is largest by revenue?

TD SYNNEX Corporation leads with revenue of $69,766 million, based on 4 of 7 comparable companies through Jun 2026.

### Which Electronics & Computer Distribution company is growing fastest?

TD SYNNEX Corporation has the fastest current revenue growth at 16.3%, across 4 of 7 comparable companies.

### Which Electronics & Computer Distribution company has the strongest 4-Factor Sector Score?

Arrow Electronics, Inc. ranks first at 63.6/100 with 57.8% evidence confidence. The score prioritizes research; it is not a buy recommendation.

### Which Electronics & Computer Distribution company has the lowest comparable PEG?

TD SYNNEX Corporation has the lowest comparable PEG at 0.26, among 3 of 7 companies whose earnings and growth are steady enough for the ratio to mean anything.

### How much history does this Electronics & Computer Distribution comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

### How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

### Which Electronics & Computer Distribution company is the biggest?

TD SYNNEX Corporation is the largest, with trailing-twelve-month revenue of $69,766 million, ahead of Avnet, Inc. at $24,956 million. That covers 4 of 7 companies with comparable reporting through Jun 2026.

### Which Electronics & Computer Distribution company has the best profit margins?

Arrow Electronics, Inc. has the highest operating margin at 3.8%, from 7 of 7 comparable companies. Arrow Electronics, Inc. shows the biggest recent improvement, at +1.3 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

### Which Electronics & Computer Distribution company makes the most profit?

TD SYNNEX Corporation earns the most, at $1,136 million of trailing-twelve-month net profit, from 4 of 7 comparable companies. TD SYNNEX Corporation has the fastest profit growth at 56.3%, though growth off a small or recovering profit base overstates how much has actually changed.

### Which Electronics & Computer Distribution company earns the highest return on capital?

Climb Global Solutions, Inc. leads on return on capital employed at 6%, across 7 of 7 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

### Which Electronics & Computer Distribution stock is the cheapest?

On PEG — where a LOWER number is cheaper — TD SYNNEX Corporation screens cheapest at 0.26×. Only 3 of 7 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

### Is the Electronics & Computer Distribution sector beating the market?

Electronics & Computer Distribution has outperformed S&P 500 by 22.7% over the last 52 weeks and 22.3% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 6 of 7 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

### Which Electronics & Computer Distribution stock has the strongest price momentum?

Arrow Electronics, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

### Which Electronics & Computer Distribution company scores highest for research priority?

Arrow Electronics, Inc. scores 63.6 out of 100 with 57.8% evidence confidence, from 23.1 points on growth and earnings, 13 on capital efficiency, 11.5 on valuation and 16 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

### How many Electronics & Computer Distribution companies does this comparison cover, and over what period?

It compares 7 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

### What is the total market cap of the Electronics & Computer Distribution sector?

The 7 Electronics & Computer Distribution companies on this page carry $48,349 million of combined market value. TD SYNNEX Corporation is the largest at $21,092 million, about 44% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

### What is the Electronics & Computer Distribution sector's P/E ratio?

The median price-to-earnings ratio across the 7 Electronics & Computer Distribution companies on this page is 18.7×, measured on the 7 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

### How is the Electronics & Computer Distribution sector performing?

6 of the 7 covered Electronics & Computer Distribution companies are beating S&P 500 on Mansfield relative strength. The sector itself is 22.7% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

### How many Electronics & Computer Distribution stocks are listed in the US?

This comparison covers 7 listed Electronics & Computer Distribution companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

### Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

### Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.