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Ken GriffinAdded
Citadel Advisors · Q2 2026
$8.61M
70.69K shares · 0.0% of portfolio
Insight Enterprises Inc
Insight Enterprises Inc (NSIT) is listed on NASDAQ and classified in Electronics & Computer Distribution, part of the Technology sector. It is headquartered in Chandler, United States and has 14,505 employees. The company is worth $5.03B and trades at 25.2x its earnings of the last twelve months; the median for its sector is 28.0x. Revenue was $8.25B in fiscal 2025, down 5.2% from the year before. Net income was $157.35M. The share price is 3.4% below its 52-week high of $177.34. 7 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Israel Englander (Millennium Management), at $40.31M. In that quarter, 3 of them opened or added to the position and 4 reduced it. No open-market insider trades in it were filed over the last 30 days.
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.
▲ +62.7% over 5Y.
today you would have $1,694.51▲ +69.5%
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 | $81.47 | $152.10 | $177.19 | $100.27 | $106.60 | $76.09 | $70.29 | $40.75 | $38.29 | $40.44 | $25.12 | $25.89 | $22.71 | $17.37 | $15.29 | $13.16 | $11.42 | |
| 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.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Median P/E of 28.0 among peers in the sector.
Median P/E of 15.3 across this company’s own years on record.
Cash flow growing 5.0% 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 |
|---|---|---|---|---|---|---|
| BBBLACKBERRY Ltd | $8.59 | 66.1x | 6.4x | 0.00% | 10.60% | $5.04B |
| PIImpinj Inc | $162.70 | — | 21.5x | 0.00% | -12.88% | $4.97B |
| PSNParsons Corp | $47.80 | 31.2x | 1.9x | 0.00% | 8.24% | $5.11B |
| NOVTNovanta Inc | $136.66 | 88.7x |
| 15.3x |
| 16.8x |
| 23.2x |
| 23.5x |
| 13.1x |
| 17.9x |
| 15.6x |
| 15.9x |
| 9.0x |
| 15.3x |
| 17.4x |
| 12.7x |
| 14.1x |
| 13.8x |
| 8.4x |
| 7.0x |
| 8.2x |
| 15.6x |
| P/S | 0.2x | 0.3x | 0.6x | 0.6x | 0.3x | 0.4x | 0.3x | 0.3x | 0.2x | 0.2x | 0.3x | 0.2x | 0.2x | 0.2x | 0.1x | 0.1x | 0.1x | 0.1x |
| P/B | 1.5x | 1.5x | 2.7x | 3.3x | 2.1x | 2.5x | 2.0x | 2.1x | 1.5x | 1.6x | 2.0x | 1.4x | 1.4x | 1.3x | 1.1x | 1.1x | 1.1x | 1.1x |
| EPS | $4.86 | $6.55 | $7.55 | $7.66 | $5.95 | $4.87 | $4.43 | $4.55 | $2.50 | $2.32 | $1.98 | $1.83 | $1.64 | $2.07 | $2.18 | $1.61 | $0.73 |
| Profit margin | 1.90% | 1.91% | 2.87% | 3.07% | 2.69% | 2.32% | 2.07% | 2.06% | 2.31% | 1.35% | 1.54% | 1.41% | 1.42% | 1.38% | 1.75% | 1.90% | 1.57% | 0.81% |
| ROE | 13.15% | 9.54% | 14.10% | 16.21% | 17.13% | 14.53% | 12.86% | 13.74% | 16.58% | 10.75% | 11.87% | 11.06% | 10.49% | 9.91% | 13.15% | 16.79% | 13.85% | 7.18% |
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.
5 methods answered, across 3 families.
Room for errors in the reported numbers.
-19.1% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 3.2x |
| 0.00% |
| 5.11% |
| $5.17B |
| DAVEDave Inc. | $382.39 | 24.7x | 23.5x | 0.00% | 104.78% | $4.88B |
| BRZEBraze, Inc. | $45.86 | — | 8.6x | 0.00% | -18.51% | $5.21B |
