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| Metrics | Range | Conclusion |
|---|---|---|
| Selected LTM Pb Multiple | 2.4x - 2.7x | 2.6x |
| Historical Pb Multiple | 2.1x - 3.5x | 2.6x |
| Fair Value | $123.34 - $136.33 | $129.83 |
| Upside | -5.4% - 4.6% | -0.4% |
| Benchmarks | - | Full Ticker |
| ScanSource, Inc. | - | NasdaqGS:SCSC |
| ePlus inc. | - | NasdaqGS:PLUS |
| Arrow Electronics, Inc. | - | NYSE:ARW |
| Ingram Micro Holding Corporation | - | NYSE:INGM |
| Climb Global Solutions, Inc. | - | NasdaqGM:CLMB |
| Insight Enterprises, Inc. | - | NasdaqGS:NSIT |
| Select Price / Book Ratio | ||||||||
| Benchmark Companies | ||||||||
| SCSC | PLUS | ARW | INGM | CLMB | NSIT | |||
| NasdaqGS:SCSC | NasdaqGS:PLUS | NYSE:ARW | NYSE:INGM | NasdaqGM:CLMB | NasdaqGS:NSIT | |||
| Historical Net Income Growth | ||||||||
| 5Y CAGR | 3.5% | 9.3% | NM- | -12.1% | 22.2% | 9.4% | ||
| 3Y CAGR | 19.3% | 0.7% | -29.3% | 39.8% | 26.7% | 4.4% | ||
| Latest Twelve Months | -13.5% | -6.7% | -45.6% | -16.4% | 67.2% | -36.3% | ||
| Historical Net Income Profit Margin | ||||||||
| 5 Year Average Margin | 0.3% | 5.3% | 2.7% | 1.7% | 3.3% | 2.6% | ||
| Prior Fiscal Year | 2.3% | 5.2% | 2.7% | 0.7% | 3.4% | 3.1% | ||
| Latest Fiscal Year | 2.4% | 5.2% | 1.4% | 0.6% | 3.9% | 2.9% | ||
| Latest Twelve Months | 2.3% | 5.2% | 1.4% | 0.6% | 3.7% | 2.3% | ||
| Return on Equity | ||||||||
| 5 Year Average Margin | 5.5% | 14.9% | 16.8% | 24.0% | 17.6% | 15.8% | ||
| Prior Fiscal Year | 10.3% | 13.7% | 15.9% | 10.7% | 17.7% | 16.7% | ||
| Latest Twelve Months | 7.3% | 11.5% | 6.7% | 7.7% | 22.2% | 11.4% | ||
| Next Fiscal Year | 9.2% | 12.2% | 9.1% | 16.3% | 22.6% | 17.4% | ||
| Two Fiscal Years Forward | 10.0% | 12.0% | 12.5% | 16.0% | 21.6% | 17.3% | ||
| Current Trading Multiples | ||||||||
| Price / LTM Sales | 0.3x | 0.9x | 0.2x | 0.1x | 1.0x | 0.5x | ||
| Price / LTM EPS | 13.5x | 17.4x | 15.8x | 15.8x | 26.1x | 21.5x | ||
| Price / Book | 1.0x | 1.9x | 1.0x | 1.2x | 5.2x | 2.6x | ||
| Price / Fwd Book | 1.0x | 1.8x | 1.0x | 1.0x | 4.6x | 2.1x | ||
| Low | Mid | High | ||||||
| Benchmark P/B Ratio | 1.0x | 1.2x | 5.2x | |||||
| Historical P/B Ratio | 2.1x | 2.6x | 3.5x | |||||
| Selected P/B Multiple | 2.4x | 2.6x | 2.7x | |||||
| (x) Book Value | 1,591 | 1,591 | 1,591 | |||||
| Equity Value | |||||||
| Benchmark Companies | |||||||
| (in millions) | SCSC | PLUS | ARW | INGM | CLMB | NSIT | |
| Value of Common Equity | 912 | 1,874 | 6,141 | 4,492 | 498 | 4,085 | |
| (/) Shares Outstanding | 22.6 | 26.3 | 51.9 | 234.8 | 4.5 | 31.3 | |
| Implied Stock Price | 40.38 | 71.37 | 118.38 | 19.13 | 110.18 | 130.39 | |
| FX Conversion Rate to Trading Currency | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | |
| Implied Stock Price (Trading Cur) | 40.38 | 71.37 | 118.38 | 19.13 | 110.18 | 130.39 | |
| Trading Currency | USD | USD | USD | USD | USD | USD | |
| FX Rate to Reporting Currency | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | |