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Value-added distributor of point-of-sale, payments, barcode and networking technology to resellers and integrators.
Value-added distributor of point-of-sale, payments, barcode and networking technology to resellers and integrators.
Buys products from vendors and resells them to channel partners, earning the gap between buying and selling prices plus fees for credit, logistics and configuration that vendors prefer to outsource. Its Intelisys unit works differently: it signs customers up to telecom and cloud providers and collects recurring commissions instead of reselling products.
Moat: none (distribution). Distribution scale and vendor relationships, but limited pricing power in a commoditized distribution market.
Headquarters: Greenville, South Carolina, US · Founded: 1992 · Employees: 2,100
Size ScanSource (SCSC) is a United States Information Technology company (Electronics Distributors) with a market value of $871M, the 2335th largest of 3,117 United States companies the cockpit tracks. Shares closed at $42.78 on 6 Nov 2026.
Performance Over six months the shares fell 6.8%, against +1.8% for the median peer and -1.1% for the United States market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue grew 6.1% over the last twelve months (peer median +21.3%); the operating margin is 3.2% (peer median 3.5%).
Valuation It trades at 8.4× forward earnings against a peer median of 11.2× (2nd cheapest of 10).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -0 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.9 points below its cost of capital (10.6% WACC).
Short interest Short interest is 6.4% of the free float (15 Oct 2026).
Next results Next results expected around 9 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $3.23B | $3.23B | $3.04B | $3.26B | $3.79B |
| Revenue growth | — | +6% | -7% | -14% | — |
| Gross profit | $415M | $415M | $379M | $372M | $422M |
| EBITDA | $126M | $127M | $123M | $123M | $165M |
| Net income | $78.9M | $78.9M | $71.5M | $77.1M | $88.1M |
| Free cash flow | $114M | $114M | $104M | $363M | -$45.7M |
| Capital expenditure | $9.29M | $9.29M | $8.29M | $8.55M | $9.98M |
| Total debt | $111M | $111M | $147M | $154M | $344M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| ScanSource SCSC | $871M | -7% | +6% | 3% | 8.4× | 0.4% |
| Ingram Micro INGM | $5.85B | -6% | +15% | 2% | 6.8× | 2.9% |
| TD SYNNEX SNX | $17.4B | -9% | +24% | 3% | 9.3× | n/a |
| Insight Enterprises NSIT | $4.64B | +89% | +3% | 6% | 11.7× | 2.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SCSC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -27.7% | -11.5% | 5th lowest of 21 |
| 6-month return | -6.8% | +1.8% | 8th lowest of 21 |
| Distance from 52-week high | -35.9% | -33.5% | 9th lowest of 21 |
| Revenue growth (TTM) | +6.1% | +21.3% | 4th lowest of 21 |
| Operating margin | 3.2% | 3.5% | 9th lowest of 21 |
| Forward P/E | 8.4× | 11.2× | 2nd cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | 0.4% | 10.3% | 2nd least demanding of 8 |
| Growth delivered (Del g) | +0.5% | +9.4% | 2nd lowest of 8 |
| Hurdle (Req g minus delivered) | -0.1 pp | -1.4 pp | 4th most demanding of 8 |
| ROIC minus cost of capital | -1.9 pp | +1.4 pp | 5th lowest of 21 |
| Net debt / EBITDA | 0.2× | 1.6× | 4th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| ScanSource SCSC | United States | $871M | -7% | +6% | 3% | 8.4× | 0.4% | +0.5% |
| Restar 3156.T | Japan | $877M | +60% | +23% | 4% | 8.1× | n/a | n/a |
| Beijing Oriental Jicheng 002819.SZ | China | $848M | -27% | +7% | -3% | n/a | 10.3% | +23.4% |
| Tomen Devices 2737.T | Japan | $926M | +41% | +157% | 4% | n/a | n/a | n/a |
| SFC 301558.SZ | China | $793M | -19% | -8% | 4% | n/a | 30.3% | -3.2% |
| Shanghai YCT Electronics 301099.SZ | China | $1.02B | -17% | +106% | 6% | 22.6× | n/a | n/a |
| Climb Global Solutions CLMB | United States | $741M | +97% | +24% | 4% | 19.3× | 13.1% | +21.0% |
| Beijing Asiacom Information Technology 301085.SZ | China | $717M | -21% | +47% | -4% | n/a | n/a | n/a |
| HNA Technology 600751.SS | China | $1.11B | -26% | +33% | 0% | n/a | n/a | n/a |
| Tokyo Electron Device 2760.T | Japan | $676M | 0% | +16% | 6% | 8.7× | 5.9% | +7.3% |
| Ryoyo Ryosan Holdings,Inc 167A.T | Japan | $676M | +9% | +7% | 3% | n/a | n/a | n/a |
| Daiichi Jitsugyo 8059.T | Japan | $633M | -2% | -7% | 6% | 10.0× | -19.3% | +9.4% |
| IngDan 0400.HK | Hong Kong | $629M | +33% | +81% | 3% | 11.2× | n/a | n/a |
| Hakuto 7433.T | Japan | $598M | +34% | +8% | 4% | n/a | 3.8% | +1.8% |
| Weikeng Industrial 3033.TW | Taiwan | $596M | -3% | +19% | 3% | n/a | n/a | n/a |
| Shenzhen Best of Best 001298.SZ | China | $559M | -38% | +78% | 3% | n/a | n/a | n/a |
| Ryoden 8084.T | Japan | $558M | +45% | +13% | 3% | n/a | n/a | n/a |
| AB S.a. ABE.WA | Poland | $556M | +3% | +15% | 2% | 9.0× | n/a | n/a |
| Yubico YUBICO.ST | Sweden | $1.40B | +189% | -9% | 9% | 59.8× | 26.3% | +12.4% |
| S.A.S. Dragon 1184.HK | Hong Kong | $542M | +16% | +92% | 4% | n/a | n/a | n/a |
| Telling Telecommunication 000829.SZ | China | $1.41B | -21% | +37% | 0% | 153.2× | n/a | n/a |