Insight Enterprises Inc (NSIT)vsScanSource Inc (SCSC)
NSIT
Insight Enterprises Inc
$156.70
+1.16%
TECHNOLOGY · Cap: $4.58B
SCSC
ScanSource Inc
$57.75
+0.80%
TECHNOLOGY · Cap: $1.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Insight Enterprises Inc generates 166% more annual revenue ($8.58B vs $3.23B). NSIT leads profitability with a 2.5% profit margin vs 2.4%. SCSC appears more attractively valued with a PEG of 0.79. NSIT earns a higher WallStSmart Score of 68/100 (B-).
NSIT
Strong Buy68
out of 100
Grade: B-
SCSC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.5%
Fair Value
$49.60
Current Price
$156.70
$107.10 premium
Margin of Safety
+8.4%
Fair Value
$37.84
Current Price
$57.75
$19.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 76.0% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
17.3% revenue growth
Earnings expanding 41.3% YoY
Areas to Watch
Distress zone — elevated risk
2.5% margin — thin
Elevated debt levels
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 : NSIT
The strongest argument for NSIT centers on EPS Growth, PEG Ratio, Price/Book. Revenue growth of 14.7% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : SCSC
The strongest argument for SCSC centers on Price/Book, Debt/Equity, PEG Ratio. Revenue growth of 17.3% demonstrates continued momentum. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bear Case : NSIT
The primary concerns for NSIT are Altman Z-Score, Profit Margin, Debt/Equity. Thin 2.5% 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
NSIT profiles as a value stock while SCSC is a growth play — different risk/reward profiles.
SCSC carries more volatility with a beta of 1.24 — expect wider price swings.
SCSC is growing revenue faster at 17.3% — sustainability is the question.
NSIT generates stronger free cash flow (6M), providing more financial flexibility.
Bottom Line
NSIT scores higher overall (68/100 vs 66/100) and 14.7% revenue growth. Both earn "Strong Buy" and "Strong 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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