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 $4.5B against $918.0M — 4.9× the size. ScanSource, Inc. trades at the lower P/E: 13.2× against 26.5×. ScanSource, Inc. grew revenue faster over the last twelve months: 14.8% against 9.02%. Insight Enterprises, Inc. has the higher net margin (2.01% vs 1.96%) and the higher return on invested capital (8.58% vs 4.43%). Across the 22 metrics below, ScanSource, Inc. leads on 14 and Insight Enterprises, Inc. on 8.

Valuation

Metric NSIT SCSC Electronics & Computer Distribution median
P/E 26.46 13.22 13.29
P/S 0.51 0.25 0.38
P/B 2.96 0.94 1.58
Price to free cash flow 16.42 17.66 17.66
EV/EBITDA 11.83 10.46 10.46
EV/Sales 0.64 0.33 0.33
Earnings yield 3.78% 7.56% 6.77%
Free cash flow yield 6.09% 5.66% 2.07%

Profitability

Metric NSIT SCSC Electronics & Computer Distribution median
Gross margin 22.02% 12.96% 14.23%
Operating margin 4.07% 2.47% 2.99%
Net margin 2.01% 1.96% 1.99%
Free cash flow margin 3.13% 1.42% 0.71%
Return on equity 11.54% 7.40% 9.15%
Return on assets 1.82% 3.43% 3.52%
Return on invested capital 8.58% 4.43% 8.25%

Growth

Metric NSIT SCSC Electronics & Computer Distribution median
Revenue growth (TTM) 9.02% 14.77% 14.77%
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 0.96 0.36 0.37
Current ratio 1.19 1.75 1.39
Net debt to EBITDA 2.25 0.11 1.23

Dividend

Metric NSIT SCSC Electronics & Computer Distribution median
Dividend yield — — 0.95%
Payout ratio — — 0.19

Size

Metric NSIT SCSC Electronics & Computer Distribution median
Market cap 4.48b 917.98m 1.46b

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