Insight Enterprises vs Wayfair
NSIT and W side by side, both in nonstore retailers. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How NSIT and W compare
Wayfair is the larger company, worth 3.0 times as much as Insight Enterprises ($15.3B against $5.1B).
Insight Enterprises grew revenue faster over the last twelve months (9.0% versus 7.9% for Wayfair).
Insight Enterprises keeps more of each dollar of sales as profit, with a net margin of 2.0% compared with −1.2% at Wayfair.
Insight Enterprises scores higher on the StockData Score (8 against 4 for Wayfair), 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 | NSIT | W |
|---|---|---|
| Size and price | ||
| Market cap | $5.1B | $15.3B |
| Share price | $172.85 | $111.48 |
| Change, 1 year | 92.5% | 0.85% |
| Change, 5 years | 68.0% | −59.4% |
| Beta (5Y) | 0.98 | 2.74 |
| Employees | 15K | 13K |
| StockData Score | ||
| Total score | 8 (better) | 4 |
| Valuation score | 0 | 0 |
| Growth score | 4 (better) | 1 |
| Performance score | 2 (better) | 1 |
| Health score | 2 | 2 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 29.1× | – |
| P/S | 0.6× (better) | 1.2× |
| P/B | 3.2× | – |
| EV/EBITDA | 12.8× (better) | 30.5× |
| P/FCF | 18.5× (better) | 25.4× |
| FCF yield | 5.4% (better) | 3.9% |
| Fair value | $156.99 | $46.42 |
| Margin of safety | −10.1% (better) | −140% |
| Growth | ||
| Revenue growth (TTM) | 9.0% (better) | 7.9% |
| Revenue growth, 5Y average | −0.22% (better) | −2.5% |
| Net income growth (TTM) | 27.6% | – |
| EPS growth (TTM) | 38.7% | – |
| EPS growth, 5Y average | −0.04% | – |
| Profitability | ||
| Gross margin | 22.0% | 30.0% (better) |
| Operating margin | 4.1% (better) | 2.1% |
| Net margin | 2.0% (better) | −1.2% |
| FCF margin | 3.0% | 4.6% (better) |
| Return on equity | 11.5% | – |
| Return on invested capital | 9.6% | – |
| Financial health | ||
| Debt / equity | 0.96 | – |
| Net debt / EBITDA | 2.29 (better) | 2.68 |
| Interest coverage | 3.8× | – |
| Current ratio | 1.19 (better) | 0.67 |
| Altman Z-score | 1.58 | 3.55 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Buyback yield | 4.4% | – |
| Shareholder yield | 4.4% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 104% | 89.5% |
| Held by insiders | 6.6% | 15.0% |
| Insider net buying, 12 months | −$519K (better) | −$199M |
| Short interest, % of float | 2.9% | 8.4% |
Go deeper
- NSIT stock overview
- NSIT income statement
- NSIT valuation and score
- W stock overview
- W income statement
- W valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.