What Makes TD Synnex (SNX) an Attractive Stock?

6 days ago 7

Soumya Eswaran

Mon, November 24, 2025 astatine 8:03 AM CST 3 min read

Investment absorption company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the money returned 7.46% compared to a 12.60% instrumentality for the Russell 2000 Value Index. In the archetypal 3 quarters of 2025, the Fund returned 13.77%, compared to 9.04% for the index. As the firm’s absorption is connected a diligent, disciplined, and diligent process, it expects the money to outperform successful down markets and way successful speculative markets. Additionally, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, the FPA Queens Road Small Cap Value Fund highlighted stocks specified arsenic TD SYNNEX Corporation (NYSE:SNX). TD SYNNEX Corporation (NYSE:SNX) is simply a starring distributor and solutions aggregator for the accusation exertion (IT) ecosystem. The one-month instrumentality of TD SYNNEX Corporation (NYSE:SNX) was -5.70%, and its shares gained 20.89% of their worth implicit the past 52 weeks. On November 21, 2025, TD SYNNEX Corporation (NYSE:SNX) banal closed astatine $146.24 per share, with a marketplace capitalization of $12.06 billion.

FPA Queens Road Small Cap Value Fund stated the pursuing regarding TD SYNNEX Corporation (NYSE:SNX) successful its 3rd 4th 2025 capitalist letter:

"TD SYNNEX Corporation (NYSE:SNX) is the largest accusation exertion (IT) distributor globally. 20 years ago, IT organisation progressive getting idiosyncratic computers (PCs), servers , and routers from the shaper to the customer. But TD Synnex adds worth by acting arsenic an outsourced income unit for its suppliers and providing IT consulting to its customers. The concern has evolved, and the institution sells expanding amounts of software, information solutions, unreality licenses, and different growth-y IT astatine charismatic margins. Shares person performed good this twelvemonth arsenic billings maturation has rebounded to a treble digit rate, led by TD Synnex’s much analyzable and higher borderline Advanced Solutions portfolio. We judge that SNX shares are inactive charismatic astatine the existent valuation of astir 12x this year’s earnings."

TD SYNNEX Corporation (NYSE:SNX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 36 hedge money portfolios held TD SYNNEX Corporation (NYSE:SNX) astatine the extremity of the 2nd quarter, up from 35 successful the erstwhile quarter. In Q3 2025, TD SYNNEX Corporation (NYSE:SNX) reported gross of $15.7 billion, up 7% twelvemonth implicit year. While we admit the imaginable of TD SYNNEX Corporation (NYSE:SNX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.