Added to YB: 2026-01-27
Pitch date: 2026-01-24
SNX [neutral]
TD SYNNEX Corporation
+5.42%
current return
Author Info
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Company Info
TD SYNNEX Corporation operates as a distributor and solutions aggregator for the information technology (IT) ecosystem in the United States, Europe, and internationally.
Market Cap
$13.0B
Pitch Price
$153.00
Price Target
N/A
Dividend
1.19%
EV/EBITDA
7.93
P/E
16.23
EV/Sales
0.25
Sector
Electronic Equipment, Instruments and Components
Category
N/A
TD Synnex – The Difference Between a Strong Moat and a Strong Business.
SNX (sell): Tech distributor w/ 7.7/10 moat score from sticky API integration but 3.3/10 quality score signals 'zombie' status. Razor-thin 1.43% net margins, stagnant $56B revenue, $3.3B debt vs $262M cash. Market prices -1.9% growth expectations. Hyve AI server biz may reach 25% of EBIT by 2026 but insufficient to offset core deterioration.
Read full article (5 min)