Insight Enterprises (NASDAQ:NSIT – Get Free Report) and Amphenol (NYSE:APH – Get Free Report) are both technology companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, institutional ownership, analyst recommendations, risk, valuation, dividends and profitability.
Analyst Ratings
This is a breakdown of recent ratings for Insight Enterprises and Amphenol, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Insight Enterprises | 0 | 3 | 3 | 1 | 2.71 |
| Amphenol | 0 | 1 | 14 | 1 | 3.00 |
Insight Enterprises presently has a consensus price target of $100.00, suggesting a potential downside of 22.44%. Amphenol has a consensus price target of $191.67, suggesting a potential upside of 19.25%. Given Amphenol’s stronger consensus rating and higher possible upside, analysts clearly believe Amphenol is more favorable than Insight Enterprises.
Earnings & Valuation
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Insight Enterprises | $8.25 billion | 0.47 | $157.35 million | $5.72 | 22.54 |
| Amphenol | $23.09 billion | 8.56 | $4.27 billion | $3.99 | 40.28 |
Amphenol has higher revenue and earnings than Insight Enterprises. Insight Enterprises is trading at a lower price-to-earnings ratio than Amphenol, indicating that it is currently the more affordable of the two stocks.
Insider & Institutional Ownership
97.0% of Amphenol shares are owned by institutional investors. 1.2% of Insight Enterprises shares are owned by company insiders. Comparatively, 1.4% of Amphenol shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.
Profitability
This table compares Insight Enterprises and Amphenol’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Insight Enterprises | 2.17% | 20.89% | 3.66% |
| Amphenol | 17.73% | 39.87% | 14.80% |
Volatility and Risk
Insight Enterprises has a beta of 1.08, meaning that its share price is 8% more volatile than the S&P 500. Comparatively, Amphenol has a beta of 1.24, meaning that its share price is 24% more volatile than the S&P 500.
Summary
Amphenol beats Insight Enterprises on 13 of the 14 factors compared between the two stocks.
About Insight Enterprises
Insight Enterprises, Inc., together with its subsidiaries, provides information technology, hardware, software, and services in the United States and internationally. The company offers modern platforms/infrastructure that manages and supports cloud and data platforms, modern networks, and edge technologies; cybersecurity solutions automates and connects modern platform securely; data and artificial intelligence modernizes data platforms and architectures, and build data analytics and AI solutions; modern workplace and apps; and intelligent edge solutions that gathers and utilizes data for real-time decision making. It also provides software maintenance solutions that offers clients to obtain software upgrades, bug fixes, help desk, and other support services; vendor direct support services contracts; and cloud/software-as-a-service subscription products. In addition, the company designs, procures, deploys, implements, and manages solutions that combine hardware, software, and services to help businesses. It serves construction, esports, financial services, health care and life sciences, manufacturing, retail and restaurant, service providers, small to medium business, and travel and tourism industries. Insight Enterprises, Inc., was founded in 1988 and is headquartered in Chandler, Arizona.
About Amphenol
Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including harsh environment data, power, high-speed, fiber optic, and radio frequency interconnect products; busbars and power distribution systems; and other connectors. It also provides value-add products, such as backplane interconnect systems, cable assemblies and harnesses, and cable management products; other products comprising flexible and rigid printed circuit boards, hinges, other mechanical, and production related products. In addition, the company offers consumer device, network infrastructure, and other antennas; coaxial, power, and specialty cables; and sensors and sensor-based products. It sells its products through its sales force, independent representatives, and a network of electronics distributors to original equipment manufacturers, electronic manufacturing services companies, original design manufacturers, and service providers in the automotive, broadband communication, commercial aerospace, industrial, information technology and data communication, military, mobile device, and mobile network markets. Amphenol Corporation was founded in 1932 and is headquartered in Wallingford, Connecticut.
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