SNX vs TER
TD Synnex vs Teradyne Inc. — AI-powered side-by-side comparison
| Metric | SNX | TER |
|---|
| AI Score |
70
|
67
|
| Price |
$258.75
|
$418.82
|
| P/E Ratio |
18.08×
|
56.01×
|
| ROE |
9.8%
|
19.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
6.8%
|
59.3%
|
| Debt / Equity |
0.53×
|
0.03×
|
| Dividend Yield |
0.7%
|
0.1%
|
| RSI (14) |
50.7
|
66.9
|
| Beta |
1.436
|
1.793
|
| Expected Upside |
+16.5%
|
+2.8%
|
AI Committee View
Current Innellis committee reasoning for SNX versus TER.
SNX leads by 3 points.
SNX scores 70/100 (Buy) versus TER at 67/100 (Buy).
SNX Committee View
100% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is sector concentration is already high (hhi 2971.31). The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.5x is a discount to asset value — Value
- EPS growing 63.4% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
TER Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 55.7 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 38.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 57.9% YoY -- genuine top-line momentum — Growth
- EPS growing 152.8% YoY — Growth
Bear Case
- P/E of 55.7 is expensive by classic value standards — Value
- Price-to-book of 10.8x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth