PC Connection is a debt-light, cash-rich IT solutions compounder with improving margins, strong commercial backlog, and modest upside if its shift toward software, cloud, cybersecurity, and AI-enabled services continues to gain traction.
Overview
PC Connection is a U.S.-focused IT solutions provider, value-added reseller, and systems integrator serving enterprise, SMB, public sector, education, and government customers. It resells over 460,000 products from 2,500+ vendors while adding value through configuration, procurement portals, cloud, cybersecurity, software licensing, and managed services. Its Technology Integration and Distribution Center completed over 550,000 custom configurations in FY2025, reducing customer IT workload. Revenue is diversified across Enterprise, Business, and Public Sector segments, with growing emphasis on higher-margin software, cloud, security, and AI-enabled solutions.