13F Pro Quality Score

53.0/100

Rank #1,309 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

39.1/100

Profitability

44.8/100

Balance Sheet

74.7/100

Earnings Quality

46.8/100

Free Cash Flow

38.7/100

Institutional Flow

47.0/100

Revenue Scale

69.2/100

Dilution Risk

81.5/100

CNXN Stock Analysis & AI Quality Score

AI stock analysis and institutional research for PC CONNECTION INC (CNXN), a Technology sector company. 13F Pro's AI-powered ranking engine scores CNXN at 53.0/100 on a 32-signal composite quality model, placing it at rank #1,309 of 2,879 stocks — the top half of the AI-ranked universe. Areas of concern include free cash flow (38.7) and revenue growth (39.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), PC CONNECTION INC reports quarterly revenue of $721.9M, net income of $17.2M, an operating margin of 2.8%. Top institutional holders of CNXN by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. CNXN trades on the Nasdaq exchange and files with the SEC under CIK 1050377. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CNXN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PC CONNECTION INC directly from SEC EDGAR. PC CONNECTION INC's 13F Pro composite quality score has ranged between 8 and 58 since 2021, currently 53.0 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about PC CONNECTION INC

Quirks, history, and lore behind CNXN — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    A U.S. technology solutions provider · small-cap · listed on Nasdaq · headquartered in New Hampshire.
  • 2
    The Numbers
    Annual revenue in the range of $2–3 billion, almost entirely from selling IT products and services to businesses — margins are thin because hardware reselling is the core game.
  • 3
    The History
    Founded in the 1980s during the PC boom, it built its business around selling personal computers and peripherals to companies at a time when every office suddenly needed one on every desk.
  • 4
    The Secret
    It's essentially a value-added reseller — a middleman between major tech manufacturers like HP, Dell, and Cisco and the businesses that need their gear deployed and supported.
  • 5
    The Lore
    It targets small- and medium-sized businesses as well as large enterprises and the public sector, competing in a crowded field against giants like CDW and Insight Direct.
  • 6
    The Giveaway
    Its very name is a portmanteau of "PC" and "connection" — because back in the day, it literally connected businesses to their first personal computers.
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Revenue

Q1 2026

$721.9M

Net Income

Q1 2026

$17.2M

Free Cash Flow

Q1 2026

$12.3M

Operating Margin

Q1 2026

2.8%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+2.5% YoY
$2.87BFY 2025
FY21 $2.89BFY22 $3.12BFY24 $2.80BFY25 $2.87B

Net Income

-3.9% YoY
$83.7MFY 2025
FY21 $69.9MFY22 $89.2MFY24 $87.1MFY25 $83.7M

Operating Income

+2.3% YoY
$99.3MFY 2025
FY21 $96.5MFY22 $120.6MFY24 $97.1MFY25 $99.3M

EPS (Diluted)

-0.6% YoY
$3.27FY 2025
FY21 $2.65FY22 $3.37FY24 $3.29FY25 $3.27

Total Assets

+4.0% YoY
$1.35BFY 2025
FY21 $1.08BFY22 $1.10BFY24 $1.30BFY25 $1.35B

Op. Cash Flow

-62.4% YoY
$65.4MFY 2025
FY21 $57.8MFY22 $34.9MFY24 $173.9MFY25 $65.4M

AI Insight: CNXN Financial Trends

CNXN revenue stabilized near $700–$760M but Q1 2026 operating cash flow dropped to $14M, the second-lowest in eight quarters.

Revenue recovered from a Q1 2025 trough of $701M to $722M in Q1 2026, a modest 3% year-over-year improvement.

Operating income held steady at $20–$31M range across all eight quarters, showing no meaningful margin expansion.

Equity grew from $875M in Q2 2024 to $922M in Q1 2026, reflecting consistent retained earnings accumulation.

Operating cash flow fell sharply to $14M in Q1 2026 from $64M in Q3 2025, continuing a weak seasonal pattern.

Q1 operating cash flow has been negative or near-zero twice in two years; working capital timing deserves close monitoring.

Net income of $17M in Q1 2026 remains below year-ago $13M comp but trails Q2–Q3 2025 levels; earnings momentum is soft.

Total debt data is absent across all periods; leverage picture is incomplete and warrants direct disclosure review.

AI Insight: CNXN Ratio Trends

CNXN's profitability metrics are deteriorating in Q1 2026, with ROIC slipping to 8.8% — the weakest quarterly reading outside of Q1 2025's trough.

Operating margin declined from 4.3% in Q3 2025 to 2.8% in Q1 2026, continuing a clear seasonal Q1 weakness pattern.

ROIC compressed from 13.4% in Q3 2025 to 8.8% in Q1 2026, tracking below the Q2–Q3 2025 recovery range.

ROE fell to 7.5% in Q1 2026 vs. 11.0% in Q3 2025, though Q1 2025's 6.2% trough shows a recurring seasonal pattern.

Q1 2026 OpMargin of 2.8% is above Q1 2025's 2.1% trough — monitor whether Q2 2026 rebounds to the 4%+ range seen in prior recoveries.

TTM ROIC of 11.4% lags peak Q2 2024 levels of 14.1%, signaling gradual structural margin pressure beyond seasonal noise.

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Available Research

13F Pro tracks comprehensive data for PC CONNECTION INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of CNXN

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Is CNXN a good stock to buy?

13F Pro's AI-powered analysis of PC CONNECTION INC (CNXN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CNXN are available on the CNXN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CNXN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CNXN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PC CONNECTION INC's investment landscape.