SNX vs TRMB
TD Synnex vs Trimble Inc. — AI-powered side-by-side comparison
| Metric | SNX | TRMB |
|---|
| AI Score |
67
|
64
|
| Price |
$254.44
|
$57.56
|
| P/E Ratio |
18.13×
|
-119.89×
|
| ROE |
9.8%
|
7.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
6.8%
|
68.4%
|
| Debt / Equity |
0.53×
|
0.29×
|
| Dividend Yield |
0.7%
|
0.0%
|
| RSI (14) |
52.7
|
44.8
|
| Beta |
1.436
|
1.356
|
| Expected Upside |
+16.1%
|
+25.6%
|
AI Committee View
Current Innellis committee reasoning for SNX versus TRMB.
SNX leads by 3 points.
SNX scores 67/100 (Buy) versus TRMB at 64/100 (Buy).
SNX Committee View
100% agreement
5 analysts
The primary driver is price-to-book of 1.5x is a discount to asset value. The main limiting factor is sector concentration is already high (hhi 2504.4). 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
TRMB Committee View
67% agreement
6 analysts
The primary driver is eps growing 127.0% yoy. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- EPS growing 127.0% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Bollinger bandwidth of 22.1% signals elevated volatility — Risk