Technology Distributors
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SCSC vs NSIT
Revenue, margins, valuation, and 5-year total return — side by side.
Technology Distributors
SCSC vs NSIT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Technology Distributors | Technology Distributors |
| Market Cap | $952M | $2.17B |
| Revenue (TTM) | $3.09B | $8.27B |
| Net Income (TTM) | $73M | $180M |
| Gross Margin | 13.5% | 22.0% |
| Operating Margin | 3.1% | 4.8% |
| Forward P/E | 11.0x | 6.6x |
| Total Debt | $147M | $1.59B |
| Cash & Equiv. | $126M | $358M |
SCSC vs NSIT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| ScanSource, Inc. (SCSC) | 100 | 176.1 | +76.1% |
| Insight Enterprises… (NSIT) | 100 | 137.3 | +37.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SCSC vs NSIT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SCSC has the current edge in this matchup, primarily because of its strength in growth exposure and sleep-well-at-night.
- Rev growth -6.7%, EPS growth -2.0%, 3Y rev CAGR -4.9%
- Lower volatility, beta 1.48, Low D/E 16.2%, current ratio 2.01x
- 2.4% margin vs NSIT's 2.2%
NSIT is the clearest fit if your priority is income & stability and long-term compounding.
- beta 1.32
- 194.2% 10Y total return vs SCSC's 9.7%
- Beta 1.32, current ratio 1.25x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -5.2% revenue growth vs SCSC's -6.7% | |
| Value | Lower P/E (6.6x vs 11.0x) | |
| Quality / Margins | 2.4% margin vs NSIT's 2.2% | |
| Stability / Safety | Beta 1.32 vs SCSC's 1.48 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +20.2% vs NSIT's -47.2% | |
| Efficiency (ROA) | 4.2% ROA vs NSIT's 2.0%, ROIC 7.0% vs 10.3% |
SCSC vs NSIT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SCSC vs NSIT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — SCSC and NSIT each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NSIT is the larger business by revenue, generating $8.3B annually — 2.7x SCSC's $3.1B. Profitability is closely matched — net margins range from 2.4% (SCSC) to 2.2% (NSIT). On growth, SCSC holds the edge at +8.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.1B | $8.3B |
| EBITDAEarnings before interest/tax | $114M | $477M |
| Net IncomeAfter-tax profit | $73M | $180M |
| Free Cash FlowCash after capex | $124M | $235M |
| Gross MarginGross profit ÷ Revenue | +13.5% | +22.0% |
| Operating MarginEBIT ÷ Revenue | +3.1% | +4.8% |
| Net MarginNet income ÷ Revenue | +2.4% | +2.2% |
| FCF MarginFCF ÷ Revenue | +4.0% | +2.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.8% | +1.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +5.4% | +3.4% |
Valuation Metrics
NSIT leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 14.5x trailing earnings, SCSC trades at a 0% valuation discount to NSIT's 14.5x P/E. On an enterprise value basis, NSIT's 7.1x EV/EBITDA is more attractive than SCSC's 8.4x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $952M | $2.2B |
| Enterprise ValueMkt cap + debt − cash | $973M | $3.4B |
| Trailing P/EPrice ÷ TTM EPS | 14.47x | 14.48x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.98x | 6.60x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 8.43x | 7.05x |
| Price / SalesMarket cap ÷ Revenue | 0.31x | 0.26x |
| Price / BookPrice ÷ Book value/share | 1.14x | 1.38x |
| Price / FCFMarket cap ÷ FCF | 9.15x | 7.77x |
Profitability & Efficiency
SCSC leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
NSIT delivers a 11.2% return on equity — every $100 of shareholder capital generates $11 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 NSIT's 0.96x. On the Piotroski fundamental quality scale (0–9), SCSC scores 7/9 vs NSIT's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +8.1% | +11.2% |
| ROA (TTM)Return on assets | +4.2% | +2.0% |
| ROICReturn on invested capital | +7.0% | +10.3% |
| ROCEReturn on capital employed | +7.7% | +10.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.16x | 0.96x |
| Net DebtTotal debt minus cash | $21M | $1.2B |
| Cash & Equiv.Liquid assets | $126M | $358M |
| Total DebtShort + long-term debt | $147M | $1.6B |
| Interest CoverageEBIT ÷ Interest expense | 11.00x | 2.97x |
Total Returns (Dividends Reinvested)
SCSC leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SCSC five years ago would be worth $13,433 today (with dividends reinvested), compared to $7,032 for NSIT. Over the past 12 months, SCSC leads with a +20.2% total return vs NSIT's -47.2%. The 3-year compound annual growth rate (CAGR) favors SCSC at 18.0% vs NSIT's -17.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +11.1% | -16.2% |
| 1-Year ReturnPast 12 months | +20.2% | -47.2% |
| 3-Year ReturnCumulative with dividends | +64.5% | -43.3% |
| 5-Year ReturnCumulative with dividends | +34.3% | -29.7% |
| 10-Year ReturnCumulative with dividends | +9.7% | +194.2% |
| CAGR (3Y)Annualised 3-year return | +18.0% | -17.2% |
Risk & Volatility
Evenly matched — SCSC and NSIT each lead in 1 of 2 comparable metrics.
Risk & Volatility
NSIT is the less volatile stock with a 1.32 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 NSIT's 47.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.48x | 1.32x |
| 52-Week HighHighest price in past year | $46.25 | $148.58 |
| 52-Week LowLowest price in past year | $33.76 | $63.62 |
| % of 52W HighCurrent price vs 52-week peak | +93.8% | +47.4% |
| RSI (14)Momentum oscillator 0–100 | 60.3 | 37.5 |
| Avg Volume (50D)Average daily shares traded | 204K | 441K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates SCSC as "Hold" and NSIT as "Buy". Consensus price targets imply 27.9% upside for NSIT (target: $90) vs -0.9% for SCSC (target: $43).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $43.00 | $90.00 |
| # AnalystsCovering analysts | 5 | 7 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +11.2% | +7.0% |
SCSC leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). NSIT leads in 1 (Valuation Metrics). 2 tied.
SCSC vs NSIT: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SCSC or NSIT a better buy right now?
For growth investors, Insight Enterprises, Inc.
(NSIT) is the stronger pick with -5. 2% 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 Insight Enterprises, Inc. (NSIT) a "Buy" — based on 7 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 — SCSC or NSIT?
On trailing P/E, ScanSource, Inc.
(SCSC) is the cheapest at 14. 5x versus Insight Enterprises, Inc. at 14. 5x. On forward P/E, Insight Enterprises, Inc. is actually cheaper at 6. 6x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — SCSC or NSIT?
Over the past 5 years, ScanSource, Inc.
(SCSC) delivered a total return of +34. 3%, compared to -29. 7% for Insight Enterprises, Inc. (NSIT). Over 10 years, the gap is even starker: NSIT returned +194. 2% 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 — SCSC or NSIT?
By beta (market sensitivity over 5 years), Insight Enterprises, Inc.
(NSIT) is the lower-risk stock at 1. 32β versus ScanSource, Inc. 's 1. 48β — meaning SCSC is approximately 12% more volatile than NSIT relative to the S&P 500. On balance sheet safety, ScanSource, Inc. (SCSC) carries a lower debt/equity ratio of 16% versus 96% for Insight Enterprises, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SCSC or NSIT?
By revenue growth (latest reported year), Insight Enterprises, Inc.
(NSIT) is pulling ahead at -5. 2% versus -6. 7% for ScanSource, Inc. (SCSC). On earnings-per-share growth, the picture is similar: ScanSource, Inc. grew EPS -2. 0% year-over-year, compared to -25. 8% for Insight Enterprises, Inc.. Over a 3-year CAGR, SCSC leads at -4. 9% 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 — SCSC or NSIT?
ScanSource, Inc.
(SCSC) is the more profitable company, earning 2. 4% net margin versus 1. 9% for Insight Enterprises, Inc. — meaning it keeps 2. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NSIT leads at 4. 6% versus 2. 8% for SCSC. At the gross margin level — before operating expenses — NSIT leads at 21. 4%, 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 SCSC or NSIT more undervalued right now?
On forward earnings alone, Insight Enterprises, Inc.
(NSIT) trades at 6. 6x forward P/E versus 11. 0x for ScanSource, Inc. — 4. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NSIT: 27. 9% to $90. 00.
08Which pays a better dividend — SCSC or NSIT?
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 SCSC or NSIT better for a retirement portfolio?
For long-horizon retirement investors, Insight Enterprises, Inc.
(NSIT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+194. 2% 10Y return). Both have compounded well over 10 years (NSIT: +194. 2%, 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 SCSC and NSIT?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
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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