Investment case
TD SYNNEX Corporation
SNX · 2 developments mapped · last assessed 2026-09-24
Market Ontology has mapped 2 macro, policy, and market developments to TD SYNNEX Corporation since 2026-09-22. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for SNX yet, so no modelled value is shown. The SNX valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run SNX on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Strongest support
TD SYNNEX Enters September 24 Earnings With Positive 7.37% ESP
Direct earnings surprise potential and market sentiment ahead of report.
· Moves future growth rates, profitability outlook, market multiples
What changed, by assumption
- 2026-09-22TD SYNNEX Enters September 24 Earnings With Positive 7.37% ESP
- 2026-09-24TD SYNNEX Announces Quarterly Cash Dividend of $0.48 Per Share
Assumption changes
Full ledger →| Date | Assumption | Direction | Why | Conf. |
|---|---|---|---|---|
| 2026-09-24 | Revenue | Bullish | Company provided Q4 2026 revenue outlook of $21.8 - $22.6 billion. | 1.00 |
| 2026-06-29 | Share count | Bullish | Stock component of consideration dilutes existing acquirer holders. | 0.70 |
| 2026-06-29 | Net debt | Bullish | Cash component of consideration is typically debt-funded, raising net debt. | 0.70 |
| 2026-06-29 | Revenue | Bullish | Acquisition adds target revenue to acquirer P&L on close. | 0.70 |
| 2026-06-29 | Valuation multiple | Bearish | Incremental float typically compresses near-term multiple absent revenue acceleration. | 0.70 |
| 2026-06-29 | Share count | Bullish | Primary equity issuance increases diluted share count. | 0.70 |
| 2026-06-25 | Revenue | Bullish | Revenue increased 31% year over year, significantly above the high end of previous outlook. | 1.00 |
| 2026-06-25 | Working capital | Bearish | Cash dividend reduces cash on hand. | 0.70 |
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-24 | TD SYNNEX Announces Quarterly Cash Dividend of $0.48 Per Share | Bullish | 1-3m | 0.60 |
| 2026-09-22 | TD SYNNEX Enters September 24 Earnings With Positive 7.37% ESP | Bullish | 1-5d | 0.70 |