PC Connection, Inc. (CNXN) vs PDF Solutions, Inc. (PDFS)

A side-by-side comparison of PC Connection, Inc. and PDF Solutions, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — CNXN vs PDFS

growth of $100 · dividends reinvested · last 10y
CNXN +291.2% (+14.6%/yr)PDFS +217.4% (+12.2%/yr)CNXN compounded faster over this window
100200300400Start $10020182020202220242026$391$317
CNXN PDFS

CNXN vs PDFS: by the numbers

  • •CNXN is the larger company ($2.33B vs $2.28B market cap).
  • •CNXN trades at the lower trailing earnings multiple (24.44 vs 216.46 P/E), one valuation lens rather than an overall verdict.
  • •PDFS converts more revenue to profit (4.27% vs 3.21% net margin).
  • •PDFS grew revenue faster over the past five years (19.96% vs 2.28% CAGR).
  • •CNXN pays a dividend (0.81% yield), while PDFS has no payments in the available dividend history.

Metrics side by side

Valuation

MetricCNXNPDFS
P/E ratio24.44216.46
Forward P/E22.13N/A
PEG ratio2.70N/A
P/S ratio0.789.45
P/B ratio2.456.12
EV / EBITDA15.7967.33
FCF yield1.46%N/A

Profitability

MetricCNXNPDFS
Gross margin18.89%71.46%
Operating margin4.22%8.15%
Net margin3.21%4.27%
ROE10.06%2.77%
ROIC9.49%2.71%

Dividends

MetricCNXNPDFS
Dividend yield0.81%N/A
Payout ratio19.84%N/A

Growth (annualized)

MetricCNXNPDFS
Revenue CAGR (5Y)2.28%19.96%
EPS CAGR (5Y)9.02%N/A
Total return CAGR (5Y)16.94%19.03%

Frequently asked

Which has the lower trailing P/E, CNXN or PDFS?
CNXN has the lower trailing P/E: CNXN trades at 24.44 and PDFS at 216.46. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, CNXN or PDFS?
Over the past five years, PDFS grew revenue faster — CNXN at a 2.28% CAGR versus PDFS at 19.96%.
Does CNXN or PDFS pay a bigger dividend?
CNXN pays a dividend (0.81% yield), while PDFS has no payments in the available dividend history.
Is CNXN or PDFS more profitable?
PDFS runs the higher net margin — CNXN at 3.21% versus PDFS at 4.27%.
How have CNXN and PDFS total returns compared?
Over the past 10 years, CNXN delivered 14.62% and PDFS delivered 11.78% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.