NASDAQ · NSIT
Insight Enterprises, Inc.
Technology · Information Technology Services
$156.32▲ 0.44% ($0.68)at close
As of 4:00 PM ET
Market cap
$4.72B
Valuation
Cash-flow DCF
Verdict: fairly priced. Price between Bear and Base.
The price needs 0.3% free cash flow growth a year for 5 years. Our scenarios assume −7.9–22.1%.
That's below its past 10-year pace of 7.1%.
Value per share
Base case
$225.65
Price used $156.32 is 31% below this
USD · TTM ending Jun 30, 2026 · Price Sep 30, 8:00 PM UTC
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
2 more notes
CapEx normalization ceiling applied: historical capex ratio was set at smaller revenue scale. Capped at 2× TTM capex.
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
Free cash flow each value needs
Free cash flow today $411M. The price needs $505M by 2036. Base case: $703M. At its recent pace: $818M. Bear to Bull: $324M to $2B.
Free cash flow today $411M. The price needs $505M by 2036. Base case: $703M. At its recent pace: $818M. Bear to Bull: $324M to $2B.
Free cash flow in 2036
today $411M
−$197Mless than the Base case
Value per share · Base case
$225.65
Price $156.32
31% below this
- Stage 1 growth, yrs 1–5
- 7.1%
- Stage 2 growth, yrs 6–10
- 3.9%
- Discount rate
- 9.4%
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
2 more notes
CapEx normalization ceiling applied: historical capex ratio was set at smaller revenue scale. Capped at 2× TTM capex.
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
USD · TTM ending Jun 30, 2026 · Price Sep 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
What changed
The stock rose 38.32% over the last year. Revenue grew 2.68% over the trailing twelve months. Operating margin moved from 3.88% to 5.29%. Free cash flow grew 110.67% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 55th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 5.29%. Revenue grew 2.68% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Return analysis
Company profile
Insight Enterprises, Inc., along with its global subsidiaries, delivers a comprehensive suite of information technology (IT) offerings, spanning hardware, software, and various professional services.
Market multiples
Stock splits
Every 2 shares became 3
Every 2 shares became 3
Every 2 shares became 3
Every 2 shares became 3
Profitability & growth
Analyst consensus
3
Buy
3
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Oct 29, 2026
Q3 FY26 · EPS est $2.85 · Revenue est $2.15B
View
Institutional Sentiment
Insight Enterprises, Inc. · NSIT
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.