PC Connection, Inc., together with its subsidiaries, provides various information technology (IT) solutions worldwide. It operates in three segments: Connection Enterprise Solutions, Connection Business Solutions, and Connection Public Sector Solutions. The company offers IT solutions, including computer systems, data center solutions, and artificial intelligence; a portfolio of managed services and professional services; services related to the design, configuration, and implementation …
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Competitive advantage assessment
Key strengths
ROIC Sustainably Above PeersROIC at 69.8th percentile exceeds peers and WACC, demonstrating superior capital allocation.
Margins Stable Across CyclesOperating margin volatility is low (stability score 1.00), demonstrating pricing resilience across cycles.
Where CNXN ranks in Technology: Semiconductors, Hardware & Components
PC Connection, Inc. ranks #78 of 304
scored companies in Technology: Semiconductors, Hardware & Components by moat score — the top 26%.
The widest moat in the group is Arista Networks, Inc. (ANET)
at 86/100.
Moat scores for companies ranked near CNXN in Technology: Semiconductors, Hardware & Components
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 66
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 64
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 77
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 67
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 48
· 15% of the moat score
Scale matters only when it converts into economics.
PC Connection, Inc. (CNXN) scores 64 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #78 of 304 scored companies in Technology: Semiconductors, Hardware & Components, the top 26%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 303 companies in Technology: Semiconductors, Hardware & Components. Its strongest defense is Capital Efficiency (77/100) and its weakest is Scale & Market Position (48/100).
How does PC Connection, Inc. compare with other Technology: Semiconductors, Hardware & Components companies?
PC Connection, Inc. ranks #78 of 304 scored companies in Technology: Semiconductors, Hardware & Components by moat score. The widest moat in Technology: Semiconductors, Hardware & Components is Arista Networks, Inc. (ANET) at 86/100. The companies ranked closest are Allient Inc. (ALNT) at 64 just above it and Daktronics, Inc. (DAKT) at 64 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 303 companies in Technology: Semiconductors, Hardware & Components. The defenses are then weighted to produce the overall score out of 100.
Why is PC Connection, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for PC Connection, Inc.?
The Corporate Default template measures 6 defenses, and CNXN scores: Pricing Power (60), Cost Advantage (66), Customer Stickiness (64), Capital Efficiency (77), Resilience (67), Scale & Market Position (48). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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