Insight Enterprises, Inc. (NSIT) Stock

Insight Enterprises, Inc. (NSIT) is a Consumer Discretionary stock trading at $146.15 (as of 2026-08-20), with a market capitalization of $4.29B and a trailing P/E of 20.4. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Insight Enterprises, Inc. provides IT solutions that combine hardware, software, and services, including offerings related to cloud, data and AI, DevOps, and digital transformation. The company also supplies software maintenance and vendor support services, SaaS subscriptions, and managed design, procurement, deployment, and lifecycle support for IT products across multiple regions.

Understand Insight Enterprises, Inc.: how it makes money

Insight Enterprises sells information technology hardware, software, and services solutions, including cloud and data center transformation and software maintenance, to customers across North America, Europe, the Middle East, Africa, and Asia-Pacific.

Because the company reports a relatively low operating margin (3.4%), profitability is likely most sensitive to how efficiently it turns IT product and services sales into operating earnings, alongside disciplined working capital management.

Revenue by segment (latest quarter)
NorthAm	$1.7B
Europe	$0.4B
AsiaPac	$0.1B

Business quality (Weak): Strength is diversification of offerings across cloud enablement, data and AI, DevOps, digital strategy, transformation services, and software maintenance. Key things to watch are working capital efficiency (cash conversion cycle and days sales outstanding) and whether costs and delivery keep operating margin from staying thin.

Valuation: At 21× earnings, NSIT trades 11% above the Retail average (19×). Note: one-time items can distort reported P/E.

Bull case

Broad solution portfolio tied to ongoing IT modernization: The company provides cloud enablement, data and AI, DevOps, digital strategy, intelligent applications and edge, IoT solutions, and transformation services, plus software maintenance solutions.
Services contribution within its sales mix: It reports services net sales in North America (0.33B), alongside product net sales in North America (1.3B), which suggests a combined product and services revenue model.

Bear case

Thin operating profitability: Latest quarter operating margin was 3.4%, meaning results can be sensitive to cost control and execution in turning sales into operating earnings.
Working capital efficiency risk: Reported operating KPIs include Cash Conversion Cycle (35.0) and Days Sales Outstanding (38000000.0), so delays in converting sales into cash could pressure near-term performance.

Valuation — source: SEC EDGAR (first-party)
Price	$146.15
Market Cap	$4.29B
P/E Ratio	20.4
EV / EBITDA	7.8
Price / Book	2.67
Price / Sales	0.50
FCF Yield	9.2%
DCF Value (model)	$141.18
DCF Upside vs Price	-3.4%

Profitability & Growth — source: SEC EDGAR
Revenue (TTM)	$8.25B
Net Margin	1.9%
Revenue Growth (YoY)	14.7%
EPS Growth (YoY)	74.3%
FCF Growth (YoY)	-88.9%

Financial Health — source: SEC EDGAR
Altman Z-Score	1.79 (distress)

Valuation vs Sector & Industry
Stock P/E	20.4
Sector P/E (Consumer Discretionary)	20.5
Industry P/E (Retail)	19.5
vs Sector	-0.5%
vs Industry	4.4%

Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional Holder	VANGUARD GROUP INC ($331.21M)
Institutional Holders Tracked	10

Company
Sector	Consumer Discretionary
Industry	Retail
CEO	Joyce A. Mullen
Employees	14,324
Country	US
IPO Date	1995-01-24

Related Companies (Business model: First-Party E-commerce (Own-Inventory or Own-Platform Retail); 8 closest by market cap; US-domiciled)

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.