Avnet Inc (AVT)vsScanSource Inc (SCSC)
AVT
Avnet Inc
$79.28
+3.46%
TECHNOLOGY · Cap: $7.60B
SCSC
ScanSource Inc
$42.78
-5.08%
TECHNOLOGY · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 757% more annual revenue ($27.63B vs $3.23B). SCSC leads profitability with a 2.4% profit margin vs 1.2%. SCSC appears more attractively valued with a PEG of 0.83. SCSC earns a higher WallStSmart Score of 66/100 (B-).
AVT
Strong Buy65
out of 100
Grade: B-
SCSC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.1%
Fair Value
$48.03
Current Price
$79.28
$31.25 premium
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
Reasonable price relative to book value
Revenue surging 47.7% year-over-year
Earnings expanding 1969.0% YoY
Safe zone — low bankruptcy risk
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
ROE of 4.3% — below average capital efficiency
1.2% margin — thin
Operating margin of 3.9%
Expensive relative to growth rate
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 : AVT
The strongest argument for AVT centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 47.7% 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 : AVT
The primary concerns for AVT are Return on Equity, Profit Margin, Operating Margin. Thin 1.2% 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
AVT 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.
AVT is growing revenue faster at 47.7% — sustainability is the question.
SCSC generates stronger free cash flow (-5M), providing more financial flexibility.
Bottom Line
SCSC scores higher overall (66/100 vs 65/100) and 17.3% 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.
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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