COMP <GO>

LUXE vs CNXN // EV/EBITDA & P/E VALUATION

LuxExperience B.V. each representing one Ordinary Share (NYSE) VS. PC Connection Inc. (NASDAQ) • 15-METRIC TALLY: LUXE 1 — CNXN 2

■ METRIC PARITY

LAST: $9.55 (+5.99%) • MKT CAP: $1.33B

valuation

—

LAST: $85.62 (-1.02%) • MKT CAP: $2.16B

valuation

18.6x

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LUXE VS. CNXN) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	LUXE	CNXN	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	—	18.80%	—	TIE	/gross-margins <GO>
Return on Invested Capital (ROIC)	—	10.90%	—	TIE	/roic <GO>
EV/EBITDA & P/E Valuation ACTIVE	—	18.6x	—	TIE	/valuation <GO>
Free Cash Flow Yield	—	2.69%	—	TIE	/fcf-yield <GO>
Operating Margin	—	3.50%	—	TIE	/operating-margins <GO>
Net Profit Margin	—	2.90%	—	TIE	/net-margins <GO>
Revenue Growth (YoY)	—	2.50%	—	TIE	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.71%	-0.71	CNXN	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	—	6.96	—	TIE	/balance-sheet <GO>
Piotroski F-Score Quality	—	4/9	—	TIE	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	—	—	—	TIE	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	55.8	44.3	+11.51	LUXE	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	—	—	—	TIE	/macro-sensitivity <GO>
Forward P/E Multiple	—	24.0x	—	TIE	/forward-pe <GO>
Enterprise Scale & Market Cap	$1.33B	$2.16B	-$827.6M	CNXN	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	LUXE REV	CNXN REV	LUXE GROSS %	CNXN GROSS %	LUXE FCF	CNXN FCF
FY 2025	—	$2.87B	—	18.8%	—	$58.0M
FY 2024	—	$2.80B	—	18.6%	—	$166.3M
FY 2023	—	$2.85B	—	—	—	$198.0M

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

LUXE // BETA —

CNXN // BETA —