Software - Infrastructure
Compare Stocks
2 / 10Stock Comparison
NTNX vs SCSC
Revenue, margins, valuation, and 5-year total return — side by side.
Technology Distributors
NTNX vs SCSC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Infrastructure | Technology Distributors |
| Market Cap | $11.68B | $886M |
| Revenue (TTM) | $2.69B | $3.02B |
| Net Income (TTM) | $267M | $74M |
| Gross Margin | 87.1% | 13.7% |
| Operating Margin | 8.0% | 3.1% |
| Forward P/E | 25.1x | 11.0x |
| Total Debt | $1.48B | $147M |
| Cash & Equiv. | $770M | $126M |
NTNX vs SCSC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Nutanix, Inc. (NTNX) | 100 | 190.9 | +90.9% |
| ScanSource, Inc. (SCSC) | 100 | 176.1 | +76.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NTNX vs SCSC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NTNX carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 0.81
- Rev growth 18.1%, EPS growth 227.5%, 3Y rev CAGR 17.1%
- 16.6% 10Y total return vs SCSC's 2.3%
SCSC is the clearest fit if your priority is value and momentum.
- Lower P/E (11.0x vs 25.1x)
- +13.9% vs NTNX's -40.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.1% revenue growth vs SCSC's -6.7% | |
| Value | Lower P/E (11.0x vs 25.1x) | |
| Quality / Margins | 9.9% margin vs SCSC's 2.4% | |
| Stability / Safety | Beta 0.81 vs SCSC's 1.48 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +13.9% vs NTNX's -40.4% | |
| Efficiency (ROA) | 8.2% ROA vs SCSC's 4.2%, ROIC 6.9% vs 7.0% |
NTNX vs SCSC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
NTNX vs SCSC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NTNX leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SCSC and NTNX operate at a comparable scale, with $3.0B and $2.7B in trailing revenue. NTNX is the more profitable business, keeping 9.9% of every revenue dollar as net income compared to SCSC's 2.4%. On growth, NTNX holds the edge at +10.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.7B | $3.0B |
| EBITDAEarnings before interest/tax | $288M | $121M |
| Net IncomeAfter-tax profit | $267M | $74M |
| Free Cash FlowCash after capex | $777M | $119M |
| Gross MarginGross profit ÷ Revenue | +87.1% | +13.7% |
| Operating MarginEBIT ÷ Revenue | +8.0% | +3.1% |
| Net MarginNet income ÷ Revenue | +9.9% | +2.4% |
| FCF MarginFCF ÷ Revenue | +28.9% | +4.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.4% | +2.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +89.5% | +7.1% |
Valuation Metrics
SCSC leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 13.6x trailing earnings, SCSC trades at a 79% valuation discount to NTNX's 66.4x P/E. On an enterprise value basis, SCSC's 7.9x EV/EBITDA is more attractive than NTNX's 50.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $11.7B | $886M |
| Enterprise ValueMkt cap + debt − cash | $12.4B | $907M |
| Trailing P/EPrice ÷ TTM EPS | 66.35x | 13.64x |
| Forward P/EPrice ÷ next-FY EPS est. | 25.15x | 10.98x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 50.52x | 7.86x |
| Price / SalesMarket cap ÷ Revenue | 4.60x | 0.29x |
| Price / BookPrice ÷ Book value/share | — | 1.08x |
| Price / FCFMarket cap ÷ FCF | 15.56x | 8.51x |
Profitability & Efficiency
SCSC leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), SCSC scores 7/9 vs NTNX's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | — | +8.1% |
| ROA (TTM)Return on assets | +8.2% | +4.2% |
| ROICReturn on invested capital | +6.9% | +7.0% |
| ROCEReturn on capital employed | +12.5% | +7.7% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | — | 0.16x |
| Net DebtTotal debt minus cash | $713M | $21M |
| Cash & Equiv.Liquid assets | $770M | $126M |
| Total DebtShort + long-term debt | $1.5B | $147M |
| Interest CoverageEBIT ÷ Interest expense | 12.48x | 13.30x |
Total Returns (Dividends Reinvested)
NTNX leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NTNX five years ago would be worth $15,321 today (with dividends reinvested), compared to $12,973 for SCSC. Over the past 12 months, SCSC leads with a +13.9% total return vs NTNX's -40.4%. The 3-year compound annual growth rate (CAGR) favors NTNX at 20.7% vs SCSC's 15.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -14.8% | +4.8% |
| 1-Year ReturnPast 12 months | -40.4% | +13.9% |
| 3-Year ReturnCumulative with dividends | +75.8% | +55.1% |
| 5-Year ReturnCumulative with dividends | +53.2% | +29.7% |
| 10-Year ReturnCumulative with dividends | +16.6% | +2.3% |
| CAGR (3Y)Annualised 3-year return | +20.7% | +15.8% |
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 88.5% from its 52-week high vs NTNX's 51.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.81x | 1.48x |
| 52-Week HighHighest price in past year | $83.36 | $46.25 |
| 52-Week LowLowest price in past year | $34.01 | $33.76 |
| % of 52W HighCurrent price vs 52-week peak | +51.7% | +88.5% |
| RSI (14)Momentum oscillator 0–100 | 61.0 | 74.2 |
| Avg Volume (50D)Average daily shares traded | 4.2M | 198K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates NTNX as "Buy" and SCSC as "Hold". Consensus price targets imply 38.3% upside for NTNX (target: $60) vs 5.1% for SCSC (target: $43).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $59.64 | $43.00 |
| # AnalystsCovering analysts | 31 | 5 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.6% | +12.0% |
NTNX leads in 2 of 6 categories (Income & Cash Flow, Total Returns). SCSC leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
NTNX vs SCSC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is NTNX or SCSC a better buy right now?
For growth investors, Nutanix, Inc.
(NTNX) is the stronger pick with 18. 1% revenue growth year-over-year, versus -6. 7% for ScanSource, Inc. (SCSC). ScanSource, Inc. (SCSC) offers the better valuation at 13. 6x 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 SCSC?
On trailing P/E, ScanSource, Inc.
(SCSC) is the cheapest at 13. 6x versus Nutanix, Inc. at 66. 4x. On forward P/E, ScanSource, Inc. is actually cheaper at 11. 0x.
03Which is the better long-term investment — NTNX or SCSC?
Over the past 5 years, Nutanix, Inc.
(NTNX) delivered a total return of +53. 2%, compared to +29. 7% for ScanSource, Inc. (SCSC). Over 10 years, the gap is even starker: NTNX returned +24. 1% 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 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.
05Which is growing faster — NTNX or SCSC?
By revenue growth (latest reported year), Nutanix, Inc.
(NTNX) is pulling ahead at 18. 1% 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 -2. 0% for ScanSource, 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 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: NTNX leads at 6. 8% 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 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 NTNX: 38. 3% to $59. 64.
08Which pays a better dividend — NTNX 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 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 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; 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.