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Ken GriffinHeld
Citadel Advisors · Q2 2026
$2.73M
37.42K shares · 0.0% of portfolio
PC Connection Inc
PC Connection Inc (CNXN) is listed on NASDAQ and classified in Electronics & Computer Distribution, part of the Technology sector. It is headquartered in Merrimack, United States and has 2,525 employees. The company is worth $2.23B and trades at 23.2x its earnings of the last twelve months; the median for its sector is 28.0x. Revenue was $2.87B in fiscal 2025, up 2.5% from the year before. Net income was $83.72M. The share price is 8.7% below its 52-week high of $96.91. It pays a dividend yielding 0.90%. 5 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Two Sigma (Two Sigma Investments), at $18.94M. In that quarter, 1 of them opened or added to the position and 1 reduced it. Over the last 30 days, company insiders sold $1.23M of its stock on the open market and bought none. All of those sales were scheduled in advance under 10b5-1 plans.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +103.7% over 5Y.
today you would have $2,053.51▲ +105.4%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 17 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $57.76 | $69.27 | $67.21 | $46.90 | $43.13 | $47.29 | $49.66 | $29.73 | $26.21 | $28.09 | $22.64 | $24.55 | $24.85 | $11.50 | $11.09 | $8.86 | $6.75 | |
| P/E |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 9.1% a year plus a 0.9% dividend yield. Growth capped at 25%.
Median P/E of 28.0 among peers in the sector.
Median P/E of 15.4 across this company’s own years on record.
Cash flow growing 9.1% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 14.3x operating profit, less net debt. Banks have no EBITDA.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Technology, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| NVTSNavitas Semiconductor Corp | $8.49 | — | 2.8x | 0.00% | -52.60% | $2.23B |
| AMPLAmplitude, Inc. | $17.07 | — | 15.6x | 0.00% | -47.89% | $2.26B |
| CHRNChronoScale Holdings Corp | $15.08 | — | 12.2x | 0.00% | -38.49% | $2.2B |
| COHUCOHU Inc | $46.26 |
| 15.4x |
| 17.7x |
| 21.1x |
| 21.3x |
| 13.9x |
| 16.3x |
| 22.3x |
| 16.0x |
| 12.3x |
| 12.8x |
| 15.6x |
| 12.9x |
| 15.2x |
| 18.4x |
| 9.3x |
| 10.4x |
| 10.4x |
| — |
| P/S | 0.3x | 0.5x | 0.6x | 0.6x | 0.4x | 0.4x | 0.5x | 0.5x | 0.3x | 0.2x | 0.3x | 0.2x | 0.3x | 0.3x | 0.1x | 0.1x | 0.1x | 0.1x |
| P/B | 1.6x | 1.6x | 2.0x | 2.1x | 1.6x | 1.7x | 1.9x | 2.2x | 1.5x | 1.5x | 1.7x | 1.5x | 1.8x | 2.0x | 1.0x | 1.1x | 0.9x | 0.8x |
| EPS | $3.27 | $3.29 | $3.15 | $3.37 | $2.65 | $2.12 | $3.10 | $2.41 | $2.04 | $1.80 | $1.76 | $1.61 | $1.35 | $1.24 | $1.07 | $0.85 | -$0.05 |
| Dividend yield | 1.25% | 1.04% | 0.58% | 0.48% | 0.72% | 3.06% | — | 0.64% | 1.08% | 1.30% | 1.21% | 1.77% | 1.63% | 1.61% | 3.30% | 3.61% | — | — |
| Payout | 18.62% | 18.35% | 12.16% | 10.16% | 10.09% | 49.81% | — | 10.32% | 13.28% | 16.67% | 18.89% | 22.73% | 24.84% | 29.63% | 30.65% | 37.38% | — | — |
| Profit margin | 1.88% | 2.91% | 3.11% | 2.92% | 2.86% | 2.42% | 2.15% | 2.91% | 2.39% | 1.88% | 1.79% | 1.82% | 1.73% | 1.61% | 1.53% | 1.37% | 1.16% | -0.08% |
| ROE | 11.10% | 9.20% | 9.56% | 9.90% | 11.64% | 10.24% | 8.76% | 13.75% | 12.28% | 11.38% | 11.10% | 11.93% | 12.06% | 11.16% | 11.35% | 10.52% | 8.91% | -0.52% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 3 families.
Room for errors in the reported numbers.
-27.0% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| — |
| 2.8x |
| 0.00% |
| -4.84% |
| $2.19B |
| PONYPony AI Inc. | $5.02 | — | 1.4x | 0.00% | -6.77% | $2.18B |
| ROGRogers Corp | $128.89 | 81.6x | 1.9x | 0.00% | 2.60% | $2.3B |