Climb Global Solutions (CLMB)vsScanSource Inc (SCSC)
CLMB
Climb Global Solutions
$23.82
+4.11%
TECHNOLOGY · Cap: $418.81M
SCSC
ScanSource Inc
$45.87
-4.60%
TECHNOLOGY · Cap: $1.00B
Smart Verdict
WallStSmart Research — data-driven comparison
ScanSource Inc generates 343% more annual revenue ($3.09B vs $696.85M). CLMB leads profitability with a 3.0% profit margin vs 2.4%. SCSC appears more attractively valued with a PEG of 0.75. SCSC earns a higher WallStSmart Score of 58/100 (C).
CLMB
Buy57
out of 100
Grade: C
SCSC
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLMB.
Margin of Safety
+2.5%
Fair Value
$35.53
Current Price
$45.87
$10.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.1% year-over-year
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
Areas to Watch
Smaller company, higher risk/reward
3.0% margin — thin
Operating margin of 2.3%
Earnings declined 10.0%
Smaller company, higher risk/reward
2.4% margin — thin
Operating margin of 3.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CLMB
The strongest argument for CLMB centers on Revenue Growth, Debt/Equity. Revenue growth of 32.1% demonstrates continued momentum. PEG of 1.42 suggests the stock is reasonably priced for its growth.
Bull Case : SCSC
The strongest argument for SCSC centers on Price/Book, Altman Z-Score, Debt/Equity. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : CLMB
The primary concerns for CLMB are Market Cap, Profit Margin, Operating Margin. Thin 3.0% 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 value play — different risk/reward profiles.
SCSC carries more volatility with a beta of 1.31 — expect wider price swings.
CLMB is growing revenue faster at 32.1% — sustainability is the question.
SCSC generates stronger free cash flow (69M), providing more financial flexibility.
Bottom Line
SCSC scores higher overall (58/100 vs 57/100). 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.
Climb Global Solutions
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Climb Global Solutions (CLMB) is a leading technology and supply chain management firm specializing in the distribution and logistics of IT products. By leveraging strategic partnerships with industry-leading manufacturers, Climb provides a comprehensive range of innovative solutions designed for resellers and systems integrators, effectively catering to the increasing demand for cloud services and advanced IT infrastructure. With a strong focus on operational excellence and customer-centric approaches, Climb is well-positioned to capitalize on growth opportunities within the dynamic technology sector, reinforcing its role as a key player in shaping 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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