Avnet Inc (AVT)vsScanSource Inc (SCSC)
AVT
Avnet Inc
$62.26
+1.70%
TECHNOLOGY · Cap: $5.10B
SCSC
ScanSource Inc
$36.76
+0.19%
TECHNOLOGY · Cap: $789.05M
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 666% more annual revenue ($23.15B vs $3.02B). SCSC leads profitability with a 2.4% profit margin vs 0.9%. SCSC appears more attractively valued with a PEG of 0.52. SCSC earns a higher WallStSmart Score of 58/100 (C).
AVT
Buy52
out of 100
Grade: C-
SCSC
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-296.5%
Fair Value
$16.73
Current Price
$62.26
$45.53 premium
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
Safe zone — low bankruptcy risk
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
Moderate valuation
ROE of 4.2% — below average capital efficiency
0.9% margin — thin
Operating margin of 2.7%
2.5% revenue growth
Smaller company, higher risk/reward
2.4% margin — thin
Operating margin of 2.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Price/Book, Altman Z-Score. Revenue growth of 11.6% demonstrates continued momentum.
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 : AVT
The primary concerns for AVT are P/E Ratio, Return on Equity, Profit Margin. Thin 0.9% 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.
AVT is growing revenue faster at 11.6% — sustainability is the question.
AVT generates stronger free cash flow (193M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SCSC scores higher overall (58/100 vs 52/100). 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.
Avnet Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.
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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