PC Connection vs ePlus
CNXN and PLUS side by side, both in professional and commercial equipment and supplies. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CNXN and PLUS compare
ePlus is the larger company, worth 1.2 times as much as PC Connection ($2.5B against $2.1B).
On earnings, ePlus is cheaper: it trades at 19.4× trailing earnings, against 20.6× for PC Connection.
ePlus grew revenue faster over the last twelve months (13.1% versus 9.5% for PC Connection).
ePlus keeps more of each dollar of sales as profit, with a net margin of 5.2% compared with 3.3% at PC Connection.
Both pay dividends: PC Connection yields 0.96% and ePlus 1.1%.
PC Connection scores higher on the StockData Score (15 against 14 for ePlus), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CNXN | PLUS |
|---|---|---|
| Size and price | ||
| Market cap | $2.1B | $2.5B |
| Share price | $83.45 | $97.19 |
| Change, 1 year | 43.4% | 10.1% |
| Change, 5 years | 76.2% | 68.9% |
| Beta (5Y) | 0.77 | 0.99 |
| Employees | 2,525 | 2,148 |
| StockData Score | ||
| Total score | 15 (better) | 14 |
| Valuation score | 1 | 1 |
| Growth score | 2 (better) | 0 |
| Performance score | 4 | 4 |
| Health score | 6 | 6 |
| Dividend score | 2 | 3 (better) |
| Valuation | ||
| P/E | 20.6× | 19.4× (better) |
| P/S | 0.7× (better) | 1.0× |
| P/B | 2.1× (better) | 2.3× |
| EV/EBITDA | 12.8× | 10.7× (better) |
| P/FCF | – | 80.3× |
| PEG | – | 4.94 |
| FCF yield | −0.98% | 1.2% (better) |
| Fair value | $74.86 | $86.06 |
| Margin of safety | −11.5% (better) | −12.9% |
| Growth | ||
| Revenue growth (TTM) | 9.5% | 13.1% (better) |
| Revenue growth, 5Y average | 2.1% | 9.3% (better) |
| Net income growth (TTM) | 22.5% (better) | 6.0% |
| EPS growth (TTM) | 25.4% (better) | 7.3% |
| EPS growth, 5Y average | 9.1% | 12.7% (better) |
| Profitability | ||
| Gross margin | 18.6% | 25.4% (better) |
| Operating margin | 4.1% | 7.0% (better) |
| Net margin | 3.3% | 5.2% (better) |
| FCF margin | −0.65% | 1.3% (better) |
| Return on equity | 10.9% | 12.2% (better) |
| Return on invested capital | 16.4% | 18.7% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 2.72 (better) | 1.99 |
| Altman Z-score | 6.31 (better) | 4.44 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.96% | 1.1% (better) |
| Payout ratio | 18.4% | 20.8% |
| Years of dividend growth | – | 0 |
| Buyback yield | 0.63% | 2.3% (better) |
| Shareholder yield | 1.6% | 3.4% (better) |
| Ownership | ||
| Held by institutions | 41.3% | 96.6% |
| Held by insiders | 100% | 2.1% |
| Insider net buying, 12 months | −$19.1M | −$2.3M (better) |
| Short interest, % of float | – | 5.7% |
Go deeper
- CNXN stock overview
- CNXN income statement
- CNXN valuation and score
- PLUS stock overview
- PLUS income statement
- PLUS valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.