TORVANTA
Other · S&P 500 · data as of 2026-10-05

CNXN stock analysis: CNXN

CNXN (CNXN) is an S&P 500 company in Other. It grades strongest on momentum and weakest on value and profitability.

The model's view of CNXN · subscribers

Where CNXN ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with CNXN · updated 2026-10-05 · from prices and SEC filings

CNXN price performance

CNXN against the S&P 500, one year
+0%+20%+40%CNXN +52%S&P 500 +18%2025-09-292026-10-05
Year to date+61.4%S&P 500 +14.5% · ahead by 46.9 pts
1 year+52.9%S&P 500 +17.0% · ahead by 35.9 pts
3 years+77.8%S&P 500 +89.3% · behind by 11.5 pts
5 years+118.7%S&P 500 +91.3% · ahead by 27.4 pts

Total returns with dividends reinvested.

CNXN factor grades

Each grade compares CNXN with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

C-ValueP/E 24.4x (industry 20.1x)FCF yield 1.5% (industry 6.0%)
CGrowthRevenue growth +3% (industry +8%)EPS growth +15% (industry +10%)
D+ProfitabilityOperating margin 3.9% (industry 9.6%)ROIC 10.4% (industry 10.1%)
AMomentum12-month change +53%From 52-wk high -0%

CNXN in plain numbers

CNXN key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$2.3B
Revenue growth (y/y)+3%
Free-cash-flow yield1.5%
Dividend yield0.8%
Next earnings (expected)2026-10-28
Valuation measures
Market value$2.3B
Enterprise value$2.2B
P/E (trailing)24.4x
Forward P/E (Torvanta estimate)22.3x
PEG (Torvanta estimate)2.31
Price / sales0.8x
Price / book2.4x
EV / revenue0.7x
EV / EBITDA17.4x
Financial highlights
Revenue, last 12 months$3.0B
Net income, last 12 months$95.8M
EPS, last 12 months (GAAP)$3.78
Gross margin18.9%
Operating margin3.9%
Net margin3.2%
Return on equity10.4%
Return on invested capital10.4%
Cash$123.7M
Total debt$0
Free cash flow, last 12 months$34.1M
Current ratio2.88x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

CNXN earnings trends

Revenue vs earnings
$0$213.5M$427.0M$640.5M$854.0MSep 2024 Revenue: $724.7MDec 2024 Revenue: $708.9MMar 2025 Revenue: $701.0MJun 2025 Revenue: $759.7MSep 2025 Revenue: $709.1MDec 2025 Revenue: $702.9MMar 2026 Revenue: $721.9MJun 2026 Revenue: $854.0MSep 2024 Net income: $27.1MDec 2024 Net income: $20.7MMar 2025 Net income: $13.5MJun 2025 Net income: $24.8MSep 2025 Net income: $24.7MDec 2025 Net income: $20.7MMar 2026 Net income: $17.2MJun 2026 Net income: $33.2MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 3.7%Net margin: 2.9%Net margin: 1.9%Net margin: 3.3%Net margin: 3.5%Net margin: 2.9%Net margin: 2.4%Net margin: 3.9%0%2%4%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.3$0.7$1.0$1.3Sep 2024 EPS (GAAP, diluted): $1.0Dec 2024 EPS (GAAP, diluted): $0.8Mar 2025 EPS (GAAP, diluted): $0.5Jun 2025 EPS (GAAP, diluted): $1.0Sep 2025 EPS (GAAP, diluted): $1.0Dec 2025 EPS (GAAP, diluted): $0.8Mar 2026 EPS (GAAP, diluted): $0.7Jun 2026 EPS (GAAP, diluted): $1.3Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -5% · Dec 2025 +4% · Mar 2026 +33% · Jun 2026 +35%

From the company's 10-Q and 10-K filings with the SEC.

CNXN financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$2.9B$3.1B$2.9B$2.8B$2.9B
Net income$69.9M$89.2M$83.3M$87.1M$83.7M
EPS (GAAP)$2.66$3.38$3.16$3.30$3.27
Free cash flown/an/a$188.4M$166.3M$58.0M

CNXN earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-29$1.31+35%+12%-0.8%
2026-04-29$0.68+33%+3%-0.8%
2026-02-04$0.82+4%-1%+13.4%
2025-10-29$0.97-5%-2%-2.9%
2025-07-30$0.97-2%+3%-3.6%
2025-04-30$0.51+2%+11%+5.5%

About CNXN

HeadquartersMerrimack, NH
Industry (SEC code)Wholesale-Computers & Peripheral Equipment & Software
Fiscal year endsDecember 31
Incorporated inDE
Listed onNasdaq

From the company's SEC registration record.

Companies similar to CNXN

CompanyMarket valueP/ERevenue growthOperating margin12-month change
CNXN CNXN$2.3B24.4x+3%3.9%+53%
FCPT FCPT$2.3B19.1x+10%n/a-7%compare
NWL NWL$2.3Bn/a-2%2.3%+9%compare
OSW OSW$2.3B29.0x+10%8.9%+10%compare
HRMY HRMY$2.3B12.9x+24%24.0%+46%
IVT IVT$2.3B148.8x+11%-11.6%+10%
HCI HCI$2.3B8.0x+23%n/a-3%

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Frequently asked questions

Is CNXN stock a buy?

Torvanta does not tell individuals what to buy. Its grades for CNXN are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is CNXN's P/E ratio?

CNXN trades at about 24.4 times its last 12 months of GAAP earnings reported to the SEC, and about 22.3 times Torvanta's own estimate of the next 12 months.

When does CNXN report earnings next?

Based on its filing history, Torvanta expects CNXN to report around 2026-10-28.

Does CNXN pay a dividend?

Yes. Its dividend yield is about 0.8%, and it has raised its dividend 2 years in a row.

How has CNXN performed against the S&P 500?

Over the past year CNXN returned +52.9%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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