Climb Global Solutions (CLMB)vsScanSource Inc (SCSC)
CLMB
Climb Global Solutions
$39.70
-0.38%
TECHNOLOGY · Cap: $749.68M
SCSC
ScanSource Inc
$42.78
-5.08%
TECHNOLOGY · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
ScanSource Inc generates 319% more annual revenue ($3.23B vs $770.74M). CLMB leads profitability with a 3.1% profit margin vs 2.4%. SCSC appears more attractively valued with a PEG of 0.83. SCSC earns a higher WallStSmart Score of 66/100 (B-).
CLMB
Buy60
out of 100
Grade: C+
SCSC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLMB.
Margin of Safety
+9.0%
Fair Value
$38.10
Current Price
$42.78
$4.68 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.5% year-over-year
Earnings expanding 70.1% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
17.3% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
3.1% margin — thin
Smaller company, higher risk/reward
2.4% margin — thin
Operating margin of 3.5%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CLMB
The strongest argument for CLMB centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 36.5% demonstrates continued momentum.
Bull Case : SCSC
The strongest argument for SCSC centers on Price/Book, Altman Z-Score, Debt/Equity. Revenue growth of 17.3% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : CLMB
The primary concerns for CLMB are PEG Ratio, P/E Ratio, Market Cap. Thin 3.1% margins leave little buffer for downturns.
Bear Case : SCSC
The primary concerns for SCSC are Market Cap, Profit Margin, Operating Margin. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
CLMB profiles as a hypergrowth stock while SCSC is a growth play — different risk/reward profiles.
SCSC carries more volatility with a beta of 1.25 — expect wider price swings.
CLMB is growing revenue faster at 36.5% — sustainability is the question.
CLMB generates stronger free cash flow (15M), providing more financial flexibility.
Bottom Line
SCSC scores higher overall (66/100 vs 60/100) and 17.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Climb Global Solutions
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Climb Global Solutions (CLMB) is a leading technology and supply chain management company focused on enhancing the distribution and logistics of IT products. By establishing strategic partnerships with top manufacturers, the firm offers a comprehensive suite of innovative solutions that cater to the needs of resellers and systems integrators, particularly in response to the growing demand for cloud services and advanced IT infrastructure. Climb's commitment to operational excellence and customer-centric strategies uniquely positions it to capitalize on growth opportunities in the rapidly evolving technology landscape, reinforcing its role as a critical player in the future of IT distribution and logistics.
Visit Website →ScanSource Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
ScanSource, Inc. distributes technology products and solutions in the United States, Canada, and internationally. The company is headquartered in Greenville, South Carolina.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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