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41

NSIT

💻 Technology

Insight Enterprises, Inc.

Conservative #820Aggressive #1037Moderate RiskHigh 92
$81.93-1.31%
Day High$84.63
Day Low$80.45
Volume0.4M
Mkt Cap$2.5B
52W Low $7752W High $165
Market Cap
$2.7B
P/E Ratio
16.8
Sector avg: 87.4
Rev Growth
-5.2%
Sector avg: 14.8%
Earnings Growth
-37.0%
Profit Margin
1.9%
Sector avg: -109.6%
Debt/Equity
0.96

Why This Score

NSIT scores 41.1 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • High conviction (92/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Moderate penalties (-4.4 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score41.1
Fundamental Score36.2
ML Score63.0

Score by Horizon

3 Month
61.4
6 Month
68.6
Primary
1 Year
72.2

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
38
Negative
Analyst (6.4%)
54
Neutral
Tradability (post-hoc)
76
Grade B
Base
38.9
SHAP
+1.5
Factors
+0.8
Conviction
+1.7
Divergence
-1.8
Final
41.1
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)36.0
Technical (Momentum, Weinstein, Volatility)33.0
External (Sentiment, Analyst, Macro)73.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-2.3% to +3.9%
Medium-term
-3.1% to +6.3%
Long-term
-3.9% to +8.6%

ML Model Core Features100 trained inputs → ML Score: 63

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score53.6/100
Target Upside+24.8%
Coverage7 analysts
Market Sentiment
Sentiment Score38.2/100
News Volume1 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum-0.4%
6M Momentum-0.3%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-10.1%
Momentum ConsistencyStrong (0.77)
Relative Strength vs Sector-48.3%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality-0.243
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
47%
High risk — cheap + stagnating
Sector RevGr Rank
P12
Revenue growth vs Technology peers
Sector PE Rank
P61
Valuation vs Technology peers
Sector FCF Rank
P86
Free cash flow vs Technology peers
Growth Deviation
-0.3σ
Z-score vs sector median
Stagnation Flag
YES
Below-sector growth + cheap PE
Value trap warning: This stock scores in the top quartile for value trap risk. The combination of below-sector-median revenue growth, low PE, and high free cash flow yield suggests the market is pricing in stagnation. The ML model's sector-relative features (trained on 30 years of data) reduce this stock's score accordingly.

Analysis Signals

Scoring Factors
Fundamental score of 68 relative to sector peers68/100
Machine learning model ranks this stock at the 72th percentileP72
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +2.4pt (features align with model priorities)
Blend: 91% fund (67.6) + 9% ML (71.6) + SHAP(+2.4) = 70.3
Factor quality: +1.2pt (multi-factor composite)
Risk assessment: moderate. Annualized volatility 7.7%. Max drawdown 46% (-12.0 pts). Price momentum -45% (-7.9 pts)Moderate
Market cap adjustment: -4.0 points ($2.7B market cap)-4.0 pts
Conviction bonus: +2.6pt (conviction=92)
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (-93.1%) — earnings quality concernFlag

Sector Peer Comparison(Technology — Rank #182 of 290 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
NSIT41.116.8-5.2%1.9%$2.7B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.414.8%-109.6%

Market Sentimentvia FMP

Analyst Consensus
Buy7 analysts
Buy: 3Hold: 2Sell: 2
Price Target
$105consensus
Low $90Median $105High $120
+28.2% to consensus target

Company Overviewvia FMP

IInsight Enterprises, Inc., together with its subsidiaries, provides information technology (IT) hardware, software, and services solutions in the United States, Canada, Europe, the Middle East, Africa, and the Asia-Pacific. The company's solution portfolio includes cloud enablement, data and AI, DevOps, digital strategy, intelligent applications and edge, and IoT solutions, as well as transformation services. It also offers cloud and data center transformation; connected workplace; and supply chain optimization solutions. In addition, the company provides software maintenance solutions that offers clients to obtain software upgrades, bug fixes, help desk, and other support services; vendor direct support services; and offers Software-as-a-Service subscription products. Further, it designs, procures, deploys, implements, and manages solutions that combine hardware, software, and services to help businesses. Additionally, the company sources, procures, stages, configures, integrates, tests, refurbishes, and redeploys IT products spanning endpoints to infrastructure; and offers software life cycle, and hardware warranty services. It serves construction technology, enterprise business, financial services, health care and life sciences, manufacturing technology, retails and restaurants, service providers, small to medium business, and travel and tourism industries. The company was founded in 1988 and is headquartered in Tempe, Arizona.

CEO
Joyce A. Mullen
Employees
14,324
Beta
0.92
Industry
Technology Distributors
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
50.5
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-49%
High: $160.72
From 52W Low
+6.3%
Low: $77.1
Moving Averages
10-Day
$84.30
Below
20-Day
$84.90
Below
50-Day
$83.60
Below
200-Day
$110.70
Below
60-Day Support
$77.1
60-Day Resistance
$95.98
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 10/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-26%
200 SMA Slope (60d)
-14.61%
Falling
Volume Ratio
0.89x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$2.0B$2.0B$2.1B$2.1B
Gross Profit$478M$434M$442M$406M
Operating Income$117M$101M$106M$60M
Net Income$52M$51M$47M$8M
EPS (Diluted)$1.67$1.62$1.46$0.22
Gross Margin23.4%21.7%21.1%19.3%
Operating Margin5.7%5.1%5.1%2.9%
Net Margin2.5%2.5%2.2%0.4%

Why This Stock

TechnologyP/E ratio of 16.8Valuation below sector median (P/E 16.8)

Tradability FilterGrade B — 76/100Score impact: -15.7pt

Volume
74
441K avg/day
Dollar Vol
91
$37M/day
Float
61
31M shares
Mkt Cap
61
$2.7B
Range
100
114% spread
Composite Liquidity Score76/100
FDCBA

Multi-Year Range Analysis

Sideways: 6/100
YearLowHighRangeStatus
2021$82.69$107.8626.4%Moderate
2022$81.11$111.0231.1%Moderate
2023$100.22$186.1660%Wide
2024$146.56$228.0743.5%Wide
2025$77.10$181.9280.9%Wide
3-Year Range
98.9%
Narrow Years
1 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.35x dampening
weinstein basingrevenue decline

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
98.5%
Outstanding Shares
31M
Bid-Ask Spread
114.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.