Insight Enterprises, Inc. (NSIT) vs ScanSource, Inc. (SCSC)

Insight Enterprises, Inc. and ScanSource, Inc. are both Electronics & Computer Distribution companies. Insight Enterprises, Inc. is the larger, with a market value of $4.7B against $1.2B — 3.8× the size. ScanSource, Inc. trades at the lower P/E: 16.2× against 23.4×. ScanSource, Inc. grew revenue faster over the last twelve months: 6.09% against 2.68%. Insight Enterprises, Inc. has the higher net margin (2.45% vs 2.44%) and the higher return on invested capital (8.99% vs 6.67%). Across the 22 metrics below, ScanSource, Inc. leads on 16 and Insight Enterprises, Inc. on 6.

Valuation

Metric NSIT SCSC Electronics & Computer Distribution median
P/E 23.43 16.22 16.80
P/S 0.56 0.40 0.48
P/B 3.00 1.41 1.83
Price to free cash flow 11.91 11.27 13.78
EV/EBITDA 11.71 10.55 10.55
EV/Sales 0.69 0.40 0.40
Earnings yield 4.27% 6.16% 5.24%
Free cash flow yield 8.39% 8.87% 3.11%

Profitability

Metric NSIT SCSC Electronics & Computer Distribution median
Gross margin 22.10% 13.56% 14.67%
Operating margin 4.56% 3.06% 2.89%
Net margin 2.45% 2.44% 2.35%
Free cash flow margin 4.72% 3.53% 1.72%
Return on equity 13.11% 8.68% 9.56%
Return on assets 2.09% 4.24% 3.10%
Return on invested capital 8.99% 6.67% 7.54%

Growth

Metric NSIT SCSC Electronics & Computer Distribution median
Revenue growth (TTM) 2.68% 6.09% 6.09%
EPS growth (last fiscal year) (25.80%) 21.33% 17.81%
Revenue growth, 5-year CAGR (0.22%) 0.47% 1.79%
Net income growth, 5-year CAGR (1.84%) 48.85% 4.24%

Health

Metric NSIT SCSC Electronics & Computer Distribution median
Debt to equity 0.92 0.11 0.24
Current ratio 1.18 1.76 1.40
Net debt to EBITDA 2.25 0.11 1.23

Dividend

Metric NSIT SCSC Electronics & Computer Distribution median
Dividend yield — — 0.96%
Payout ratio — — 0.20

Size

Metric NSIT SCSC Electronics & Computer Distribution median
Market cap 4.66b 1.22b 1.76b

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