CNXN

PC Connection, Inc.

Technology · $2.3B market cap

Verdict

Share price

$92.38

close of Oct 3, 2026

Fair value

$55.86

Sticker Price

Payback Price

$22.34

buy price

Overpriced

CNXN is Overpriced: at $92.38 it trades 65% above its fair value of $55.86. Its buy price (Payback Price) is $22.34, 76% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Justified P/B (Financials). It has earned a steady return on its equity for years, and its tangible assets are worth 35% of its share price. For a business like that, book value and the return on it are a sturdier guide than an earnings forecast.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth9.9% a year✗
Equity per share growth9.4% a year✗
Sales growth3.5% a year✗
Free cash flow growth7.4% a year✗
Return on invested capital8.2%✗

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Insider activity

Since Jun 23, 2026: no open-market purchases, 35 sales worth $12.8M and 7 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-09-02

Sold

$217K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-09-02

Sold

$358K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-09-01

Sold

$180K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-09-01

Sold

$384K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-18

Sold

$254K

Show all 35 sales

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-18

Sold

$307K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-17

Sold

$58K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-17

Sold

$108K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-17

Sold

$396K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-05

Sold

$17K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-05

Sold

$302K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-05

Sold

$284K

MCGRATH TIMOTHY J

President & CEO · 2026-08-04

Sold

$160K

MCGRATH TIMOTHY J

President & CEO · 2026-08-04

Sold

$1.1M

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-04

Sold

$12K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-04

Sold

$265K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-08-04

Sold

$340K

MCGRATH TIMOTHY J

President & CEO · 2026-08-03

Sold

$1.1M

MCGRATH TIMOTHY J

President & CEO · 2026-08-03

Sold

$1.9M

MCGRATH TIMOTHY J

President & CEO · 2026-08-03

Sold

$84K

Duckett Barbara

director · 2026-07-31

Sold

$168K

Baker Thomas C

Sr. VP, CFO & Treasurer · 2026-07-31

Sold

$51K

Baker Thomas C

Sr. VP, CFO & Treasurer · 2026-07-31

Sold

$1.6M

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-07-23

Sold

$46K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-07-23

Sold

$529K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-07-22

Sold

$121K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-07-22

Sold

$160K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-07-22

Sold

$291K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-07-07

Sold

$529K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-07-06

Sold

$430K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-07-06

Sold

$90K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-06-24

Sold

$40K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-06-24

Sold

$461K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-06-23

Sold

$340K

GALLUP PATRICIA

Chairman & Chief Admin Officer · 2026-06-23

Sold

$157K

Other filings

About PC Connection, Inc.

PC Connection, Inc., together with its affiliates, offers a comprehensive range of information technology (IT) solutions. The company structures its operations into three main divisions: Business Solutions, Enterprise Solutions, and Public Sector Solutions. Its product portfolio features a wide selection of IT hardware, including computer systems, peripheral devices, and data center infrastructure, as well as…

Technology Distributors

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works