February 12,2020
Insight Enterprises, Inc. Q4 FY19
Market Info
Reported 2/12/2020 before hours
2/12/20 closing price change: -10.72%
Ticker: NASDAQ:NSIT
Shares Outstanding: 35.755M
Market Cap: $2.51B
Income Statement (Q4)
- Q4 Revenue up 34% YoY from $1.749B to $2.297B
- Products Revenue up 29% from $1.525B to $2.002B
- Services Revenue up 66% from $224.0M to $294.2M
- Gross Profit up 98% YoY from $254.2M to $338.0M
- Gross Profit Margin up 18bp from 53% to 14.71%
- Operating Income up 25% YoY from $58.7M to $67.0M
- Net Income down 70% YoY from $47.0M to $42.9M
- Diluted Q4 EPS down 40% YoY from $1.31 to $1.20
Income Statement (FY19)
- FY19 Revenue up 20% YoY from $7.080B to $7.731B
- Products Revenue up 72% YoY from $6.250B to $6.732B
- Services Revenue up 34% from $830.2M to $999.1M
- Gross Profit up 53% YoY from $993.7M to $1.138B
- Gross Profit Margin up 68bp from 04% to 14.72%
- Operating Income up 05% YoY from $233.5M to $240.6M
- Net Income down 61% YoY from $163.7M to $159.4M
- Diluted FY19 EPS down 64% YoY from $4.55 to $4.43
Balance Sheet
- Cash $114.7M
- Debt $859.4M
| Insight Enterprises, Inc. | ||||||
| Dec-19 | Sep-19 | Jun-19 | Mar-19 | Dec-18 | Sep-18 | |
| Valuation Ratios | Preliminary | Final | Final | Final | Final | Final |
| Price / Earnings | 15.87 | 12.27 | 12.45 | 11.65 | 8.97 | 14.92 |
| Price / Book Value | 2.17 | 1.78 | 1.93 | 1.92 | 1.46 | 2.03 |
| Dividend Yield (%) | N/A | N/A | N/A | N/A | N/A | N/A |
| Enterprise Value / EBITDA | 15.84 | 10.36 | 8.35 | 8.17 | 6.58 | 8.77 |
| Enterprise Value / Sales | 1.42 | 0.41 | 0.33 | 0.33 | 0.25 | 0.32 |
Source: FactSet
Report created 2.12.20
With questions or concerns please contact:
Max Shiner – Analyst
Email: mshiner@martinwolf.com Phone: 925.215.2740