INSIGHT ENTERPRISES INC (NSIT)

Retail-Catalog & Mail-Order Houses

Latest Price

$160.72

TTM P/E

23.92

Normalized P/E

24.10

Div Yield

Book Value

52.78

P/B Ratio

3.05

Valuation metrics

EPS: $4.86

Book value / share: $53.20

Formula: √(22.5 × EPS × BVPS)

Graham Number

$76.27

53% downside

Norm. op. income: $335M (median of 7yr)

Tax rate: 25%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$48.64

70% downside

Base FCF: $279M (median of recent 5yr)

Growth: -7%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$32.46

80% downside

EPS: $4.86

Target P/E: 24×

Formula: EPS × P/E

P/E Fair Value

$116.64

27% downside

96.3% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	4.82M	$587.0M	16.33%	-56.4K	2026-06-30
MORGAN STANLEY	2.84M	$345.0M	9.61%	-152.4K	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC	2.57M	$312.0M	8.70%	+111.3K	2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC	1.36M	$165.0M	4.60%	-22.4K	2026-06-30
STATE STREET CORP	1.22M	$148.0M	4.14%	+31.9K	2026-06-30
PARADIGM CAPITAL MANAGEMENT INC/NY	957.0K	$116.0M	3.24%	+1.1K	2026-06-30
FMR LLC	939.3K	$114.0M	3.18%	-1.75M	2026-06-30
DIMENSIONAL FUND ADVISORS LP	848.4K	$103.0M	2.87%	-25.4K	2026-06-30
GEODE CAPITAL MANAGEMENT, LLC	814.6K	$99.0M	2.76%	+27.4K	2026-06-30
Analog Century Management LP	772.0K	$94.0M	2.62%	--	2026-06-30