WallStSmart

Insight Enterprises Inc (NSIT)vsScanSource Inc (SCSC)

VS

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

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 10.0Quality: 5.0

SCSC

Buy

58

out of 100

Grade: C

Growth: 4.0Profit: 5.0Value: 10.0Quality: 8.0
Piotroski: 4/9Altman Z: 3.77
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NSITUndervalued (+60.4%)

Margin of Safety

+60.4%

Fair Value

$227.45

Current Price

$64.91

$162.54 discount

UndervaluedFair: $227.45Overvalued
SCSCUndervalued (+41.1%)

Margin of Safety

+41.1%

Fair Value

$58.84

Current Price

$36.76

$22.08 discount

UndervaluedFair: $58.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NSIT4 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

EPS GrowthGrowth
66.5%10/10

Earnings expanding 66.5% YoY

PEG RatioValuation
0.688/10

Growing faster than its price suggests

P/E RatioValuation
13.6x8/10

Attractively priced relative to earnings

SCSC5 strengths · Avg: 9.4/10
P/E RatioValuation
11.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
3.7710/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Areas to Watch

NSIT2 concerns · Avg: 2.5/10
Profit MarginProfitability
1.9%3/10

1.9% margin — thin

Revenue GrowthGrowth
-120.0%2/10

Revenue declined 120.0%

SCSC4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.5%4/10

2.5% revenue growth

Market CapQuality
$789.05M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
2.4%3/10

2.4% margin — thin

Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

Comparative Analysis Report

WallStSmart Research

Bull 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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