Insight Enterprises Inc (NSIT)vsScanSource Inc (SCSC)
NSIT
Insight Enterprises Inc
$64.91
-1.68%
TECHNOLOGY · Cap: $2.05B
SCSC
ScanSource Inc
$36.76
+0.19%
TECHNOLOGY · Cap: $789.05M
Smart Verdict
WallStSmart Research — data-driven comparison
Insight Enterprises Inc generates 173% more annual revenue ($8.25B vs $3.02B). SCSC leads profitability with a 2.4% profit margin vs 1.9%. SCSC appears more attractively valued with a PEG of 0.52. NSIT earns a higher WallStSmart Score of 62/100 (C+).
NSIT
Buy62
out of 100
Grade: C+
SCSC
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.4%
Fair Value
$227.45
Current Price
$64.91
$162.54 discount
Margin of Safety
+41.1%
Fair Value
$58.84
Current Price
$36.76
$22.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 66.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
1.9% margin — thin
Revenue declined 120.0%
2.5% revenue growth
Smaller company, higher risk/reward
2.4% margin — thin
Operating margin of 2.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : NSIT
The strongest argument for NSIT centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bull Case : SCSC
The strongest argument for SCSC centers on P/E Ratio, Price/Book, Altman Z-Score. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bear Case : NSIT
The primary concerns for NSIT are Profit Margin, Revenue Growth. Thin 1.9% margins leave little buffer for downturns.
Bear Case : SCSC
The primary concerns for SCSC are Revenue Growth, Market Cap, Profit Margin. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
SCSC carries more volatility with a beta of 1.28 — expect wider price swings.
SCSC is growing revenue faster at 2.5% — sustainability is the question.
NSIT generates stronger free cash flow (147M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NSIT scores higher overall (62/100 vs 58/100). SCSC offers better value entry with a 41.1% margin of safety. Both earn "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.
Insight Enterprises Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Insight Enterprises, Inc. provides hardware, software, and information technology services solutions in the United States, Canada, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Tempe, Arizona.
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.
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