Insight Enterprises Inc (NSIT)vsScanSource Inc (SCSC)
NSIT
Insight Enterprises Inc
$158.25
+3.62%
TECHNOLOGY · Cap: $5.24B
SCSC
ScanSource Inc
$42.78
-5.08%
TECHNOLOGY · Cap: $1.23B
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 0.83. SCSC earns a higher WallStSmart Score of 66/100 (B-).
NSIT
Buy63
out of 100
Grade: C+
SCSC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.4%
Fair Value
$51.33
Current Price
$158.25
$106.92 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
Earnings expanding 76.0% YoY
Reasonable price relative to book value
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
Moderate valuation
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, Price/Book. Revenue growth of 14.7% demonstrates continued momentum. PEG of 1.13 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. Revenue growth of 17.3% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : NSIT
The primary concerns for NSIT are P/E Ratio, Altman Z-Score, Profit Margin. 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 1.25 — 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
SCSC scores higher overall (66/100 vs 63/100) and 17.3% revenue growth. Both earn "Strong 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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