NTNX
Nutanix, Inc.
Software - Infrastructure
Market Cap$12.43B
5Y Perf.+90.9%
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Stock Comparison
NTNX vs CVLT vs SCSC
Revenue, margins, valuation, and 5-year total return — side by side.
CVLT
Commvault Systems, Inc.
Software - Application
Market Cap$4.55B
5Y Perf.+155.5%
SCSC
ScanSource, Inc.
Technology Distributors
Market Cap$952M
5Y Perf.+76.1%
NTNX vs CVLT vs SCSC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | NTNX | CVLT | SCSC |
|---|---|---|---|
| Industry | Software - Infrastructure | Software - Application | Technology Distributors |
| Market Cap | $12.43B | $4.55B | $952M |
| Revenue (TTM) | $2.69B | $1.18B | $3.09B |
| Net Income (TTM) | $267M | $71M | $73M |
| Gross Margin | 87.1% | 80.3% | 13.5% |
| Operating Margin | 8.0% | 7.8% | 3.1% |
| Forward P/E | 25.1x | 24.7x | 11.0x |
| Total Debt | $1.48B | $918M | $147M |
| Cash & Equiv. | $770M | $900M | $126M |
NTNX vs CVLT vs SCSC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
NTNX
CVLT
SCSC
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Nutanix, Inc. (NTNX) | 100 | 190.9 | +90.9% |
| Commvault Systems, … (CVLT) | 100 | 255.5 | +155.5% |
| ScanSource, Inc. (SCSC) | 100 | 176.1 | +76.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NTNX vs CVLT vs SCSC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: NTNX leads in 3 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. ScanSource, Inc. is the stronger pick specifically for valuation and capital efficiency and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
NTNX
Nutanix, Inc.
The Income Pick
NTNX has the current edge in this matchup, primarily because of its strength in income & stability and growth exposure.
- beta 0.81
- Rev growth 18.1%, EPS growth 227.5%, 3Y rev CAGR 17.1%
- Beta 0.81, current ratio 1.72x
Best for: income & stability and growth exposure
CVLT
Commvault Systems, Inc.
The Long-Run Compounder
CVLT is the clearest fit if your priority is long-term compounding.
- 139.7% 10Y total return vs NTNX's 24.1%
- 18.9% revenue growth vs SCSC's -6.7%
Best for: long-term compounding
SCSC
ScanSource, Inc.
The Defensive Pick
SCSC is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 1.48, Low D/E 16.2%, current ratio 2.01x
- Lower P/E (11.0x vs 24.7x)
- +20.2% vs CVLT's -40.8%
Best for: sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | CVLT | 18.9% revenue growth vs SCSC's -6.7% |
| Value | SCSC | Lower P/E (11.0x vs 24.7x) |
| Quality / Margins | NTNX | 9.9% margin vs SCSC's 2.4% |
| Stability / Safety | NTNX | Beta 0.81 vs SCSC's 1.48 |
| Dividends | Tie | None of these 3 stocks pay a meaningful dividend |
| Momentum (1Y) | SCSC | +20.2% vs CVLT's -40.8% |
| Efficiency (ROA) | NTNX | 8.2% ROA vs CVLT's 4.0%, ROIC 6.9% vs 268.6% |
NTNX vs CVLT vs SCSC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
FY 2025
NTNX vs CVLT vs SCSC — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLNTNXLAGGINGCVLT
Who Leads Where
NTNX leads in 2 of 6 categories
SCSC leads 1 • CVLT leads 0 • 2 tied
Explore the data ↓CVLTCommvault Systems, In…
0leads
SCSCScanSource, Inc.
1leads
NTNXNutanix, Inc.
2leads
6 Total Categories
CATEGORYLEADERvs SCSCvs CVLTMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
NTNX5/6
Valuation MetricsMultiples, price ratios, and targets
SCSC6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
Tied
—
Total Returns1Y, 3Y, 5Y total returns with dividends
NTNX3/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
NTNX leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SCSC is the larger business by revenue, generating $3.1B annually — 2.6x CVLT's $1.2B. NTNX is the more profitable business, keeping 9.9% of every revenue dollar as net income compared to SCSC's 2.4%. On growth, CVLT holds the edge at +13.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | NTNXNutanix, Inc. | CVLTCommvault Systems… | SCSCScanSource, Inc. |
|---|---|---|---|
| RevenueTrailing 12 months | $2.7B | $1.2B | $3.1B |
| EBITDAEarnings before interest/tax | $288M | $103M | $114M |
| Net IncomeAfter-tax profit | $267M | $71M | $73M |
| Free Cash FlowCash after capex | $777M | $237M | $124M |
| Gross MarginGross profit ÷ Revenue | +87.1% | +80.3% | +13.5% |
| Operating MarginEBIT ÷ Revenue | +8.0% | +7.8% | +3.1% |
| Net MarginNet income ÷ Revenue | +9.9% | +6.0% | +2.4% |
| FCF MarginFCF ÷ Revenue | +28.9% | +20.0% | +4.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.4% | +13.3% | +8.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +89.5% | -50.7% | +5.4% |
NTNX leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
SCSC leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 14.5x trailing earnings, SCSC trades at a 80% valuation discount to NTNX's 70.7x P/E. On an enterprise value basis, SCSC's 8.4x EV/EBITDA is more attractive than NTNX's 53.6x.
| Metric | NTNXNutanix, Inc. | CVLTCommvault Systems… | SCSCScanSource, Inc. |
|---|---|---|---|
| Market CapShares × price | $12.4B | $4.5B | $952M |
| Enterprise ValueMkt cap + debt − cash | $13.1B | $4.6B | $973M |
| Trailing P/EPrice ÷ TTM EPS | 70.66x | 65.43x | 14.47x |
| Forward P/EPrice ÷ next-FY EPS est. | 25.15x | 24.71x | 10.98x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — |
| EV / EBITDAEnterprise value multiple | 53.61x | 39.36x | 8.43x |
| Price / SalesMarket cap ÷ Revenue | 4.90x | 3.84x | 0.31x |
| Price / BookPrice ÷ Book value/share | — | 616.00x | 1.14x |
| Price / FCFMarket cap ÷ FCF | 16.57x | 19.17x | 9.15x |
SCSC leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
Evenly matched — NTNX and CVLT and SCSC each lead in 3 of 9 comparable metrics.
Profitability & Efficiency
CVLT delivers a 35.4% return on equity — every $100 of shareholder capital generates $35 in annual profit, vs $8 for SCSC. SCSC carries lower financial leverage with a 0.16x debt-to-equity ratio, signaling a more conservative balance sheet compared to CVLT's 122.43x. On the Piotroski fundamental quality scale (0–9), SCSC scores 7/9 vs CVLT's 5/9, reflecting strong financial health.
| Metric | NTNXNutanix, Inc. | CVLTCommvault Systems… | SCSCScanSource, Inc. |
|---|---|---|---|
| ROE (TTM)Return on equity | — | +35.4% | +8.1% |
| ROA (TTM)Return on assets | +8.2% | +4.0% | +4.2% |
| ROICReturn on invested capital | +6.9% | +2.7% | +7.0% |
| ROCEReturn on capital employed | +12.5% | +11.8% | +7.7% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 7 |
| Debt / EquityFinancial leverage | — | 122.43x | 0.16x |
| Net DebtTotal debt minus cash | $713M | $18M | $21M |
| Cash & Equiv.Liquid assets | $770M | $900M | $126M |
| Total DebtShort + long-term debt | $1.5B | $918M | $147M |
| Interest CoverageEBIT ÷ Interest expense | 12.48x | 27.83x | 11.00x |
Evenly matched — NTNX and CVLT and SCSC each lead in 3 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
NTNX leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NTNX five years ago would be worth $16,048 today (with dividends reinvested), compared to $13,433 for SCSC. Over the past 12 months, SCSC leads with a +20.2% total return vs CVLT's -40.8%. The 3-year compound annual growth rate (CAGR) favors NTNX at 23.3% vs SCSC's 18.0% — a key indicator of consistent wealth creation.
| Metric | NTNXNutanix, Inc. | CVLTCommvault Systems… | SCSCScanSource, Inc. |
|---|---|---|---|
| YTD ReturnYear-to-date | -9.2% | -16.7% | +11.1% |
| 1-Year ReturnPast 12 months | -37.7% | -40.8% | +20.2% |
| 3-Year ReturnCumulative with dividends | +87.2% | +67.6% | +64.5% |
| 5-Year ReturnCumulative with dividends | +60.5% | +51.7% | +34.3% |
| 10-Year ReturnCumulative with dividends | +24.1% | +139.7% | +9.7% |
| CAGR (3Y)Annualised 3-year return | +23.3% | +18.8% | +18.0% |
NTNX leads this category, winning 3 of 6 comparable metrics.
Risk & Volatility
Evenly matched — NTNX and SCSC each lead in 1 of 2 comparable metrics.
Risk & Volatility
NTNX is the less volatile stock with a 0.81 beta — it tends to amplify market swings less than SCSC's 1.48 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SCSC currently trades 93.8% from its 52-week high vs CVLT's 51.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | NTNXNutanix, Inc. | CVLTCommvault Systems… | SCSCScanSource, Inc. |
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.81x | 1.21x | 1.48x |
| 52-Week HighHighest price in past year | $83.36 | $200.68 | $46.25 |
| 52-Week LowLowest price in past year | $34.01 | $71.75 | $33.76 |
| % of 52W HighCurrent price vs 52-week peak | +55.1% | +51.5% | +93.8% |
| RSI (14)Momentum oscillator 0–100 | 59.6 | 62.4 | 60.3 |
| Avg Volume (50D)Average daily shares traded | 4.1M | 1.0M | 204K |
Evenly matched — NTNX and SCSC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: NTNX as "Buy", CVLT as "Buy", SCSC as "Hold". Consensus price targets imply 37.0% upside for CVLT (target: $142) vs -0.9% for SCSC (target: $43).
| Metric | NTNXNutanix, Inc. | CVLTCommvault Systems… | SCSCScanSource, Inc. |
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $59.64 | $141.64 | $43.00 |
| # AnalystsCovering analysts | 31 | 33 | 5 |
| Dividend YieldAnnual dividend ÷ price | — | — | — |
| Dividend StreakConsecutive years of raises | — | — | — |
| Dividend / ShareAnnual DPS | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.5% | +9.8% | +11.2% |
Insufficient data to determine a leader in this category.
Key Takeaway
NTNX leads in 2 of 6 categories (Income & Cash Flow, Total Returns). SCSC leads in 1 (Valuation Metrics). 2 tied.
Best OverallNutanix, Inc. (NTNX)Leads 2 of 6 categories
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NTNX vs CVLT vs SCSC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is NTNX or CVLT or SCSC a better buy right now?
For growth investors, Commvault Systems, Inc.
(CVLT) is the stronger pick with 18. 9% revenue growth year-over-year, versus -6. 7% for ScanSource, Inc. (SCSC). ScanSource, Inc. (SCSC) offers the better valuation at 14. 5x trailing P/E (11. 0x forward), making it the more compelling value choice. Analysts rate Nutanix, Inc. (NTNX) a "Buy" — based on 31 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — NTNX or CVLT or SCSC?
On trailing P/E, ScanSource, Inc.
(SCSC) is the cheapest at 14. 5x versus Nutanix, Inc. at 70. 7x. On forward P/E, ScanSource, Inc. is actually cheaper at 11. 0x.
03Which is the better long-term investment — NTNX or CVLT or SCSC?
Over the past 5 years, Nutanix, Inc.
(NTNX) delivered a total return of +60. 5%, compared to +34. 3% for ScanSource, Inc. (SCSC). Over 10 years, the gap is even starker: CVLT returned +139. 7% versus SCSC's +9. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — NTNX or CVLT or SCSC?
By beta (market sensitivity over 5 years), Nutanix, Inc.
(NTNX) is the lower-risk stock at 0. 81β versus ScanSource, Inc. 's 1. 48β — meaning SCSC is approximately 82% more volatile than NTNX relative to the S&P 500. On balance sheet safety, ScanSource, Inc. (SCSC) carries a lower debt/equity ratio of 16% versus 122% for Commvault Systems, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — NTNX or CVLT or SCSC?
By revenue growth (latest reported year), Commvault Systems, Inc.
(CVLT) is pulling ahead at 18. 9% versus -6. 7% for ScanSource, Inc. (SCSC). On earnings-per-share growth, the picture is similar: Nutanix, Inc. grew EPS 227. 5% year-over-year, compared to -6. 0% for Commvault Systems, Inc.. Over a 3-year CAGR, NTNX leads at 17. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — NTNX or CVLT or SCSC?
Nutanix, Inc.
(NTNX) is the more profitable company, earning 7. 4% net margin versus 2. 4% for ScanSource, Inc. — meaning it keeps 7. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CVLT leads at 8. 9% versus 2. 8% for SCSC. At the gross margin level — before operating expenses — NTNX leads at 86. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is NTNX or CVLT or SCSC more undervalued right now?
On forward earnings alone, ScanSource, Inc.
(SCSC) trades at 11. 0x forward P/E versus 25. 1x for Nutanix, Inc. — 14. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CVLT: 37. 0% to $141. 64.
08Which pays a better dividend — NTNX or CVLT or SCSC?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is NTNX or CVLT or SCSC better for a retirement portfolio?
For long-horizon retirement investors, Nutanix, Inc.
(NTNX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 81)). Both have compounded well over 10 years (NTNX: +24. 1%, SCSC: +9. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between NTNX and CVLT and SCSC?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: NTNX is a mid-cap high-growth stock; CVLT is a small-cap high-growth stock; SCSC is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(NTNX: 10.4% · CVLT: 13.3%)Net Margin>
%
(NTNX: 9.9% · CVLT: 6.0%)P/E Ratio<
x
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