David Ristau
Growth at reasonable price, research analyst, newsletter provider, long/short equity

Insight Enterprises: Limited Upside And Lacks Catalyst

Overview

Insight Enterprises (NASDAQ:NSIT) is a small-cap application software and hardware company that offers IT solutions to companies, and at this time, we see the company as lacking considerable upside moving forward. NSIT has some interesting offerings that we find intriguing. But how can we believe that NSIT can have sustained growth in an extremely crowded sector without much different offerings than most of its competitors that have larger scale, more money, and more relationships? For us, the company's only opportunity is in value, but we cannot expect anything exceptional in growth to excite us to expect multiple expansion.

(click to enlarge)Price Performance

(click to enlarge)

Value

Value is very solid for Insight Enterprises, and it is...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details