Insight Enterprises (NSIT)
Market Price (2/12/2026): $90.08 | Market Cap: $2.8 BilSector: Information Technology | Industry: Technology Distributors
Insight Enterprises (NSIT)
Market Price (2/12/2026): $90.08Market Cap: $2.8 BilSector: Information TechnologyIndustry: Technology Distributors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.0%, FCF Yield is 12% | Weak multi-year price returns2Y Excs Rtn is -90%, 3Y Excs Rtn is -89% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.6%, Rev Chg QQuarterly Revenue Change % is -4.0% |
| Low stock price volatilityVol 12M is 37% | Key risksNSIT key risks include [1] severe margin pressure from rising internal costs, Show more. | |
| Megatrend and thematic driversMegatrends include Cloud Computing, Cybersecurity, and Artificial Intelligence. Themes include Infrastructure as a Service (IaaS), Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.0%, FCF Yield is 12% |
| Low stock price volatilityVol 12M is 37% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Cybersecurity, and Artificial Intelligence. Themes include Infrastructure as a Service (IaaS), Show more. |
| Weak multi-year price returns2Y Excs Rtn is -90%, 3Y Excs Rtn is -89% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.6%, Rev Chg QQuarterly Revenue Change % is -4.0% |
| Key risksNSIT key risks include [1] severe margin pressure from rising internal costs, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Q4 CY2025 Revenue Miss. Insight Enterprises reported fourth-quarter 2025 revenue of $2.05 billion, which missed Wall Street analyst estimates of $2.09 billion, representing a 1.2% year-over-year decline. This top-line weakness, despite an earnings per share beat and expanded gross margins, signaled a challenging demand environment for product sales.
2. Conservative FY 2026 Guidance. The company provided cautious guidance for fiscal year 2026, projecting low single-digit gross profit growth and adjusted diluted earnings per share (EPS) between $10.10 and $10.60 (or $11.00 to $11.50 excluding stock-based compensation). This outlook indicated expectations for subdued enterprise spending from corporate and large enterprise clients, particularly in the first half of the year, contributing to investor uncertainty.
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Stock Movement Drivers
Fundamental Drivers
The -10.0% change in NSIT stock from 10/31/2025 to 2/11/2026 was primarily driven by a -10.0% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2112026 | Change |
|---|---|---|---|
| Stock Price ($) | 100.00 | 90.04 | -10.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,272 | 8,272 | 0.0% |
| Net Income Margin (%) | 1.7% | 1.7% | 0.0% |
| P/E Multiple | 22.0 | 19.8 | -10.0% |
| Shares Outstanding (Mil) | 31 | 31 | 0.0% |
| Cumulative Contribution | -10.0% |
Market Drivers
10/31/2025 to 2/11/2026| Return | Correlation | |
|---|---|---|
| NSIT | -10.0% | |
| Market (SPY) | 1.5% | 49.4% |
| Sector (XLK) | -4.9% | 43.6% |
Fundamental Drivers
The -24.1% change in NSIT stock from 7/31/2025 to 2/11/2026 was primarily driven by a -21.2% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2112026 | Change |
|---|---|---|---|
| Stock Price ($) | 118.58 | 90.04 | -24.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,356 | 8,272 | -1.0% |
| Net Income Margin (%) | 1.8% | 1.7% | -3.9% |
| P/E Multiple | 25.2 | 19.8 | -21.2% |
| Shares Outstanding (Mil) | 32 | 31 | 1.3% |
| Cumulative Contribution | -24.1% |
Market Drivers
7/31/2025 to 2/11/2026| Return | Correlation | |
|---|---|---|
| NSIT | -24.1% | |
| Market (SPY) | 9.8% | 44.2% |
| Sector (XLK) | 9.0% | 37.3% |
Fundamental Drivers
The -47.9% change in NSIT stock from 1/31/2025 to 2/11/2026 was primarily driven by a -49.7% change in the company's Net Income Margin (%).| (LTM values as of) | 1312025 | 2112026 | Change |
|---|---|---|---|
| Stock Price ($) | 172.75 | 90.04 | -47.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,865 | 8,272 | -6.7% |
| Net Income Margin (%) | 3.4% | 1.7% | -49.7% |
| P/E Multiple | 18.3 | 19.8 | 8.1% |
| Shares Outstanding (Mil) | 32 | 31 | 2.7% |
| Cumulative Contribution | -47.9% |
Market Drivers
1/31/2025 to 2/11/2026| Return | Correlation | |
|---|---|---|
| NSIT | -47.9% | |
| Market (SPY) | 16.0% | 47.7% |
| Sector (XLK) | 24.5% | 45.9% |
Fundamental Drivers
The -20.1% change in NSIT stock from 1/31/2023 to 2/11/2026 was primarily driven by a -31.9% change in the company's Net Income Margin (%).| (LTM values as of) | 1312023 | 2112026 | Change |
|---|---|---|---|
| Stock Price ($) | 112.72 | 90.04 | -20.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 10,495 | 8,272 | -21.2% |
| Net Income Margin (%) | 2.5% | 1.7% | -31.9% |
| P/E Multiple | 14.9 | 19.8 | 33.5% |
| Shares Outstanding (Mil) | 35 | 31 | 11.4% |
| Cumulative Contribution | -20.1% |
Market Drivers
1/31/2023 to 2/11/2026| Return | Correlation | |
|---|---|---|
| NSIT | -20.1% | |
| Market (SPY) | 76.6% | 43.7% |
| Sector (XLK) | 114.6% | 41.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| NSIT Return | 40% | -6% | 77% | -14% | -46% | 16% | 24% |
| Peers Return | 24% | -7% | 51% | -9% | -6% | 5% | 59% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| NSIT Win Rate | 83% | 42% | 75% | 42% | 25% | 100% | |
| Peers Win Rate | 61% | 53% | 72% | 42% | 42% | 67% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| NSIT Max Drawdown | -1% | -23% | 0% | -16% | -49% | -3% | |
| Peers Max Drawdown | -6% | -18% | -10% | -17% | -22% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CDW, PLUS, CNXN. See NSIT Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/11/2026 (YTD)
How Low Can It Go
| Event | NSIT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -25.4% | -25.4% |
| % Gain to Breakeven | 34.0% | 34.1% |
| Time to Breakeven | 108 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -55.1% | -33.9% |
| % Gain to Breakeven | 122.7% | 51.3% |
| Time to Breakeven | 251 days | 148 days |
| 2018 Correction | ||
| % Loss | -32.0% | -19.8% |
| % Gain to Breakeven | 47.2% | 24.7% |
| Time to Breakeven | 58 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -92.6% | -56.8% |
| % Gain to Breakeven | 1248.5% | 131.3% |
| Time to Breakeven | 1,880 days | 1,480 days |
Compare to CDW, PLUS, CNXN
In The Past
Insight Enterprises's stock fell -25.4% during the 2022 Inflation Shock from a high on 1/4/2022. A -25.4% loss requires a 34.0% gain to breakeven.
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About Insight Enterprises (NSIT)
AI Analysis | Feedback
Here are 1-3 brief analogies for Insight Enterprises (NSIT):1. A comprehensive IT solutions provider for businesses, akin to a larger, more enterprise-focused CDW.
2. Consider it an Accenture or IBM Consulting that also handles all your IT hardware, software, and cloud licensing needs.
AI Analysis | Feedback
- Cloud & Data Center Solutions: Services that design, implement, and manage client infrastructure across public cloud, private cloud, and on-premises data centers.
- Modern Workplace Solutions: Services focused on empowering employees with productivity tools, collaborative platforms, and device management for a digital-first work environment.
- Cybersecurity Services: Comprehensive services including threat protection, identity management, data security, and compliance to safeguard client IT environments.
- Digital Innovation Services: Consulting and development services to build custom applications, leverage data analytics, AI, and automation for business transformation.
- Edge & IoT Solutions: Services for deploying and managing intelligent devices, connectivity, and data processing at the network edge for specific business needs.
- IT Supply Chain Services: Providing streamlined procurement, configuration, deployment, and lifecycle management for client hardware and software assets.
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Insight Enterprises (NSIT) Major Customers
Insight Enterprises (symbol: NSIT) primarily sells its IT products, services, and solutions to other companies and public sector organizations, not individuals.
Due to the vast and diverse nature of its client base, Insight Enterprises does not publicly disclose specific names of individual major customers that would represent a significant portion of its revenue. Instead, it serves a broad array of enterprises and public sector clients across numerous industries. Its major customer segments include:
- Large Enterprises: These are major corporations across a wide range of sectors, including financial services, manufacturing, retail, healthcare, and technology. These organizations leverage NSIT for comprehensive IT solutions, digital transformation, cloud integration, and cybersecurity services.
- Small and Medium Businesses (SMBs): NSIT provides scalable technology solutions tailored to the needs of growing SMBs, helping them manage their IT infrastructure, procure software and hardware, and enhance operational efficiency.
- Public Sector Organizations: This category encompasses various government entities (federal, state, and local agencies) and educational institutions (K-12 schools and higher education facilities). NSIT supports these organizations with technology procurement, infrastructure management, and specialized public sector IT solutions.
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- Microsoft (MSFT)
- Dell Technologies (DELL)
- Hewlett Packard Enterprise (HPE)
- HP Inc. (HPQ)
- Cisco (CSCO)
- Broadcom (AVGO)
- Apple (AAPL)
- Lenovo (HKG: 0992)
- NetApp (NTAP)
- Adobe (ADBE)
- Palo Alto Networks (PANW)
- Alphabet (GOOGL)
- Amazon (AMZN)
- IBM (IBM)
- Intel (INTC)
- Veeam
- Citrix
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Joyce Mullen, President and Chief Executive Officer
Joyce Mullen became President and CEO of Insight Enterprises in January 2022, having joined the company in October 2020 as President of North America. Prior to Insight, she spent 21 years at Dell Technologies, where she served as President of Dell's global channel, embedded, and edge solutions, leading channel sales that exceeded $50 billion. Before her tenure at Dell, Mullen held various leadership roles for nine years at Cummins Engine Company, including director of international customer support, director of EMEA logistics, and a plant manager.
James Morgado, Chief Financial Officer
James Morgado is set to assume the role of Chief Financial Officer effective January 1, 2025. He currently serves as Senior Vice President and CFO for North America at Insight. Before joining Insight, Morgado was the Vice President of Finance for Synopsys Inc., where he oversaw corporate planning, FP&A, treasury, procurement, and supply chain finance. His previous experience also includes serving as Vice President of Finance at Juniper Networks and holding various finance leadership positions at companies such as Cisco, The Stephenz Group, Inc., Aramark Uniform Services, and Citigate Cunningham, Inc.
Samuel C. Cowley, Senior Vice President, General Counsel and Secretary
Samuel C. Cowley joined Insight in 2016 as Senior Vice President, General Counsel, and Secretary. With over 30 years of legal experience, his expertise includes mergers and acquisitions, contract negotiation, and regulatory compliance. Previously, Cowley served as General Counsel and Vice President of Business Development for Prestige Brands Holding, Inc., and held executive leadership roles as General Counsel and Vice President of Business Development at Matrixx Initiatives, Inc., and Executive Vice President and General Counsel at Swift Transportation Co., Inc. He also practiced law for almost 20 years in the business and finance groups at law firms Snell & Wilmer and Reid & Priest.
Dee Burger, President, Insight North America
Dee Burger became President of Insight North America in May 2022. He brings extensive knowledge of the IT industry to his role, focusing on helping clients maximize technology value. Burger is a 29-year veteran of Capgemini, where he held a diverse range of leadership positions, including Executive Vice President of global business lines in North America. His background includes successfully leading multiple mergers and acquisitions, as well as initiatives in digital and cloud solutions, business applications, consulting, strategy, and transformation.
Michael P. Guggemos, Chief Information Officer
Michael P. Guggemos has served as the Chief Information Officer at Insight Enterprises since November 2010. He leads Insight Enterprises' global Information Technology (IT) function and possesses extensive technology and business leadership experience. Before joining Insight, Guggemos was the Corporate Vice President of Information Technology at Motorola, Inc., where he was responsible for end-to-end IT operations supporting $22 billion in revenue across more than 40 countries. His experience spans various areas including manufacturing, human resources, engineering, strategic ventures (mergers, acquisitions, and divestitures), and information technology.
AI Analysis | Feedback
Here are the key risks to Insight Enterprises (NSIT):Key Risks to Insight Enterprises (NSIT)
- Macroeconomic Softness and Weak Business Spending: Insight Enterprises is facing significant headwinds due to macroeconomic pressures and a slowdown in business IT investments. This has led to projected revenue declines, particularly in product sales, which constitute the largest portion of the company's revenue. For example, Q1 2025 revenue is projected to drop 7.8% year-over-year, with product sales falling 10% in Q4 2024. The struggling PC market also contributes to this risk.
- Margin Pressures and Rising Costs: Despite some expansion in gross margins, Insight Enterprises is experiencing pressure on its net earnings due to rising expenses. Selling and administrative costs, driven by investments in talent and infrastructure, jumped 20% in Q4 2024, leading to a 59% year-over-year collapse in net earnings to $37 million.
- Competitive Intensity: Insight Enterprises is facing increasing competition in the IT solutions sector. Rivals, such as Dell Technologies and Tech Data, are actively encroaching upon NSIT's high-margin service segments, posing a threat to its market share and profitability.
AI Analysis | Feedback
The clear emerging threat to Insight Enterprises (NSIT) is the **accelerated expansion of direct professional and managed services by major cloud hyperscalers (Amazon Web Services, Microsoft Azure, Google Cloud Platform)**.
While Insight Enterprises partners with these hyperscalers to deliver solutions, these cloud providers are significantly increasing their own capabilities and direct engagement with enterprise customers across consulting, migration, optimization, security, and ongoing managed services. This creates direct competition for NSIT in higher-margin service areas, potentially reducing the need for an intermediary for certain strategic or operational engagements, particularly for larger clients who might opt to work directly with the platform provider.
AI Analysis | Feedback
Insight Enterprises (NSIT) operates within several significant addressable markets for its diverse range of IT products and services, including IT solutions, cloud services, and value-added reselling. The company focuses on areas such as cloud solutions, cybersecurity, data and artificial intelligence, digital workplace, and managed services.
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Global IT Services Market: The global IT services market was estimated at approximately USD 1.50 trillion in 2024 and is projected to grow to USD 2.59 trillion by 2030, with a Compound Annual Growth Rate (CAGR) of 9.4% from 2025 to 2030. Other estimates place the global IT services market at USD 1,218.6 billion in 2024, growing to USD 2,289.3 billion by 2033 with a CAGR of 7.26%. Another report indicates a valuation of USD 1,518.1 billion in 2025, expected to reach USD 2,365.8 billion by 2030 at a 9.26% CAGR. A broader estimation for the global IT enterprise market is roughly $3 trillion.
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North America IT Services Market: North America represents a substantial portion of the global IT services market, holding a share of 36.1% in 2024. The North America IT services market size was approximately USD 526.47 billion in 2024 and is projected to reach USD 979.02 billion by 2034, growing at a CAGR of 6.40% between 2025 and 2034. Another source valued the North America IT services market at USD 534.9 billion in 2024, with a projection to reach USD 917.68 billion by 2031.
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Global Cloud Services Market: The global cloud computing market size was estimated at USD 602.31 billion in 2023 and is projected to grow at a CAGR of 21.2% until 2030. More specifically, the cloud services market size was valued at USD 661.5 billion in 2023 and is poised to grow to USD 2696.87 billion by 2032, at a CAGR of 16.9% during the forecast period (2025-2032). Another report indicates the global cloud services market size was USD 618.04 billion in 2024 and is expected to exceed USD 2,726.94 billion by 2034, with a CAGR of 16.00%. The global cloud computing market is estimated to be around $912.77 billion in 2025, with projections to reach $5.15 trillion by 2034.
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North America Cloud Services Market: North America accounted for a significant share of the cloud computing market, with some reports indicating a market share of 39.0% in 2024 and others stating 52.27% in 2024. The North America cloud services market surpassed USD 259.58 billion in 2024 and is expected to expand at a CAGR of 16.14% during the forecast period.
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Global IT Sector Value-added Resellers (VARs) Market: The global Value-added Resellers for IT Market size was valued at USD 12.72 billion in 2025, with an expectation to reach USD 24.84 billion by 2035, growing at a CAGR of 7.5% from 2025 to 2035. North America holds a leading position in this market with a 38% market share in 2025.
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Global Insight Engines Market (Data and AI): The global insight engines market size was valued at USD 1.46 billion in 2022 and is expected to grow at a CAGR of 26.5% from 2023 to 2030, reaching USD 10.09 billion by 2030. North America held the largest share of this market, accounting for 46% in 2022.
AI Analysis | Feedback
Insight Enterprises (NSIT) is expected to drive future revenue growth over the next 2-3 years through several key strategies and market trends:-
Continued Growth in Cloud Services
Insight Enterprises anticipates continued strong performance in its cloud business, particularly in Infrastructure-as-a-Service (IaaS) and Software-as-a-Service (SaaS). The company has consistently reported robust cloud gross profit growth, with increases of 33% in Q3 2024, 3% in Q4 2024, and 7% in Q3 2025. This growth reflects ongoing client adoption of cloud solutions and is expected to be a significant contributor to future revenue. -
Expansion of Core and Global Services Capabilities
The company is strategically expanding its core and global services, including advisory, business transformation, data, and cybersecurity capabilities. Insight Core Services gross profit has shown consistent growth, increasing by 14% in Q3 2024 and 12% in Q4 2024. Recent acquisitions have played a role in enhancing these service offerings and driving higher gross margins. -
Development and Adoption of AI-Driven Solutions
Insight Enterprises is focusing on artificial intelligence (AI)-driven solutions, planning to introduce its own AI offerings in the near future. The company is leveraging its internal AI transformation to create intellectual property (IP) and help clients determine the return on investment (ROI) and prioritization of AI initiatives. This focus on AI is expected to open new revenue streams and position Insight as a leading solutions integrator in the evolving AI landscape. -
Growth in Mid-Market and Commercial Client Segments and Hardware Recovery
While large enterprise demand has shown caution, Insight Enterprises is pivoting towards and seeing strong growth in its mid-market and commercial client segments. Analysts also forecast an acceleration in gross profit growth in 2026, driven partly by enhanced mid-market demand and infrastructure hardware. The company has observed modest growth in hardware sales in recent quarters, with expectations for continued improvement.
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Share Repurchases
- Insight Enterprises announced a new stock repurchase program in September 2024, authorizing up to $300 million of its common stock.
- In May 2025, the company repurchased 600,000 shares from ValueAct Capital for approximately $76 million, as part of the existing $300 million program.
- The company repurchased approximately $76 million in Q2 2025 and $75 million in Q3 2025. As of the end of Q3 2025, $149 million remained on the share repurchase program.
Share Issuance
- In Q1 2025, Insight Enterprises settled $333 million of convertible notes, with approximately 1.2 million associated warrants expected to be settled before the end of 2025, impacting the average share count for the year.
Outbound Investments
- In October 2025, Insight Enterprises acquired Inspire11, a business transformation and technology delivery firm, to enhance its AI and business transformation capabilities.
- Also in October 2025, Insight signed a definitive agreement to acquire Sekuro.
- In December 2023, Insight acquired SADA Systems for $410 million.
Capital Expenditures
- Insight Enterprises anticipates capital expenditures of approximately $25 million for fiscal year 2025.
- Historical capital expenditures were $47 million in 2024, $39.3 million in 2023, and $70.9 million in 2022.
- The company's strategic focus for capital deployment includes digital innovation and cloud/data center transformation, as well as connected workforce and supply chain optimization solutions and services.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 86.97 |
| Mkt Cap | 2.5 |
| Rev LTM | 5,575 |
| Op Inc LTM | 268 |
| FCF LTM | 194 |
| FCF 3Y Avg | 338 |
| CFO LTM | 214 |
| CFO 3Y Avg | 361 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.6% |
| Rev Chg 3Y Avg | -2.8% |
| Rev Chg Q | 0.9% |
| QoQ Delta Rev Chg LTM | 0.2% |
| Op Mgn LTM | 5.7% |
| Op Mgn 3Y Avg | 5.9% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 3.3% |
| CFO/Rev 3Y Avg | 6.2% |
| FCF/Rev LTM | 3.0% |
| FCF/Rev 3Y Avg | 5.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.5 |
| P/S | 0.7 |
| P/EBIT | 10.8 |
| P/E | 18.3 |
| P/CFO | 11.8 |
| Total Yield | 6.1% |
| Dividend Yield | 0.6% |
| FCF Yield 3Y Avg | 7.5% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.2% |
| 3M Rtn | -4.9% |
| 6M Rtn | -8.4% |
| 12M Rtn | -14.1% |
| 3Y Rtn | 11.6% |
| 1M Excs Rtn | 3.7% |
| 3M Excs Rtn | -4.7% |
| 6M Excs Rtn | -14.2% |
| 12M Excs Rtn | -28.0% |
| 3Y Excs Rtn | -60.0% |
Comparison Analyses
Price Behavior
| Market Price | $90.04 | |
| Market Cap ($ Bil) | 2.8 | |
| First Trading Date | 01/25/1995 | |
| Distance from 52W High | -46.4% | |
| 50 Days | 200 Days | |
| DMA Price | $84.08 | $113.04 |
| DMA Trend | down | down |
| Distance from DMA | 7.1% | -20.3% |
| 3M | 1YR | |
| Volatility | 39.3% | 37.5% |
| Downside Capture | 165.66 | 164.87 |
| Upside Capture | 144.17 | 77.59 |
| Correlation (SPY) | 49.9% | 47.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.16 | 1.69 | 1.31 | 1.25 | 0.88 | 0.92 |
| Up Beta | 0.72 | 0.87 | 0.76 | 1.17 | 0.87 | 0.86 |
| Down Beta | 2.36 | 2.04 | 1.71 | 1.17 | 0.56 | 0.79 |
| Up Capture | 241% | 135% | 63% | 52% | 53% | 66% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 12 | 24 | 30 | 56 | 117 | 397 |
| Down Capture | 236% | 192% | 171% | 183% | 131% | 105% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 8 | 17 | 30 | 68 | 132 | 350 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NSIT | |
|---|---|---|---|---|
| NSIT | -46.3% | 37.5% | -1.58 | - |
| Sector ETF (XLK) | 21.7% | 27.4% | 0.70 | 45.9% |
| Equity (SPY) | 15.5% | 19.3% | 0.62 | 47.8% |
| Gold (GLD) | 75.7% | 24.9% | 2.23 | -1.6% |
| Commodities (DBC) | 8.8% | 16.6% | 0.34 | 13.2% |
| Real Estate (VNQ) | 6.0% | 16.6% | 0.18 | 44.8% |
| Bitcoin (BTCUSD) | -29.3% | 44.7% | -0.64 | 27.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NSIT | |
|---|---|---|---|---|
| NSIT | 1.8% | 29.5% | 0.10 | - |
| Sector ETF (XLK) | 17.0% | 24.7% | 0.62 | 46.4% |
| Equity (SPY) | 13.9% | 17.0% | 0.65 | 49.1% |
| Gold (GLD) | 22.9% | 16.9% | 1.10 | 6.8% |
| Commodities (DBC) | 11.4% | 18.9% | 0.49 | 12.9% |
| Real Estate (VNQ) | 5.1% | 18.8% | 0.18 | 38.8% |
| Bitcoin (BTCUSD) | 13.3% | 57.9% | 0.45 | 21.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NSIT | |
|---|---|---|---|---|
| NSIT | 14.5% | 34.6% | 0.49 | - |
| Sector ETF (XLK) | 22.9% | 24.2% | 0.86 | 47.6% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 52.5% |
| Gold (GLD) | 15.7% | 15.5% | 0.85 | -0.1% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 20.3% |
| Real Estate (VNQ) | 6.1% | 20.7% | 0.26 | 41.2% |
| Bitcoin (BTCUSD) | 68.7% | 66.7% | 1.08 | 16.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/5/2026 | 0.8% | ||
| 10/30/2025 | -3.9% | -8.4% | -16.5% |
| 7/31/2025 | -18.0% | -18.9% | -10.3% |
| 5/1/2025 | -3.2% | -3.6% | -5.7% |
| 2/6/2025 | -2.7% | -4.4% | -10.2% |
| 10/31/2024 | -14.2% | -14.4% | -23.3% |
| 8/1/2024 | -11.9% | -18.7% | -4.3% |
| 5/2/2024 | 3.0% | 15.7% | 12.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 9 | 14 |
| # Negative | 15 | 15 | 10 |
| Median Positive | 2.1% | 6.0% | 10.1% |
| Median Negative | -3.9% | -5.3% | -7.9% |
| Max Positive | 11.5% | 20.3% | 28.7% |
| Max Negative | -18.0% | -18.9% | -42.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/14/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/02/2023 | 10-Q |
| 12/31/2022 | 02/16/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 03/31/2022 | 05/05/2022 | 10-Q |
| 12/31/2021 | 02/18/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Valueact, Holdings, Lp | See footnotes | Sell | 5122025 | 130.94 | 600,000 | 78,564,000 | 453,280,105 | Form | |
| 2 | Crump, Rachael Ann Bertrandt | Chief Accounting Officer | Direct | Sell | 3042025 | 154.38 | 1,250 | 192,972 | 771,579 | Form |
| 3 | Allen, Richard E | Trust | Sell | 2282025 | 156.51 | 6,801 | 1,064,418 | 3,940,117 | Form | |
| 4 | Vasin, Jennifer M | Chief Human Resources Officer | Direct | Sell | 2202025 | 167.83 | 1,788 | 300,072 | 748,334 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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