NSITINSIGHT ENTERPRISES INC
Retail-Catalog & Mail-Order Houses
- Revenue
- $8.2B
- 5.2% YoY
- Operating margin
- 4.1%
- 9.1% YoY
- EBITDA
- $441M
- 9.3% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.5×
- $1.1B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear193% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear50% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear10% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $9.4B | $10.4B | $9.2B | $8.7B | $8.2B | 5.2% |
| Operating income | $332M | $414M | $420M | $389M | $335M | 14% |
| Net income | $219M | $281M | $281M | $250M | $157M | 37% |
| Operating cash flow | $164M | $98M | $620M | $633M | $304M | 52% |
| Capex | $52M | $71M | $39M | $47M | $25M | 48% |
| Stock-based comp | $18M | $23M | $29M | $34M | $34M | 0.7% |
| Buybacks | $50M | $108M | $217M | $200M | $151M | 24% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.