ScanSource, Inc. (SCSC) Stock

ScanSource, Inc. (SCSC) is a Consumer Discretionary stock trading at $54.85 (as of 2026-07-24), with a market capitalization of $1.11B and a trailing P/E of 15.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

ScanSource, Inc. distributes technology products and solutions across the United States, Canada, and internationally through two segments: Specialty Technology Solutions and Modern Communications & Cloud. It supports enterprise needs including mobile computing, data capture, barcode printing, POS and payments, networking, and electronic physical security, as well as communications and cloud-related services.

Understand ScanSource, Inc.: how it makes money

ScanSource distributes technology products and solutions, selling enterprise mobility, data capture, POS, payments, networking, electronic physical security, and cyber security offerings through Specialty Technology Solutions and Modern Communications & Cloud.

Profitability is meaningfully linked to recurring revenue because recurring revenue contributes about a third of consolidated gross profit (Recurring Revenue as a Percent of Consolidated Gross Profit is 32%, and Recurring Revenue Share of Consolidated Gross Profit is 36%), which can help offset the volatility of net sales.

Revenue by segment (latest quarter)
Specialty Tech Solutions$0.5B
Modern Communications & Cloud$0.3B

Business quality (Weak): The company has two clear reportable segments and multiple recurring-billing and gross-profit mix KPIs, but the provided data does not explain how the recurring metrics roll up into segment results.

Valuation: At 15× earnings, SCSC trades 35% below the Wholesale average (24×). Note: one-time items can distort reported P/E.

Bull case

  • Recurring revenue supports the gross profit mix: Recurring Revenue Share of Consolidated Gross Profit is 36%, and Recurring Revenue as a Percent of Consolidated Gross Profit is 32%.
  • Operational focus exists on Intellisys billings: The KPI set highlights Annualized Net Billings Intellisys (2.88 USD_B) and related Intellisys end-user billings metrics.

Bear case

  • Net sales are declining: Net Sales Decline is 15%.
  • Segment revenue pressure is evident in Modern Communications & Cloud: Revenues Decline Modern Communications and Cloud Segment is 16%.
  • Low operating leverage risk is suggested by thin margins: Gross margin is 14.0% and operating margin is 3.0% for the period ended 2026-03-31.
Valuation — source: SEC EDGAR (first-party)
Price$54.85
Market Cap$1.11B
P/E Ratio15.8
EV / EBITDA9.6
Price / Book1.23
Price / Sales0.37
FCF Yield26.8%
DCF Value (model)$31.82
DCF Upside vs Price-42.0%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.04B
Net Margin2.4%
Revenue Growth (YoY)8.8%
EPS Growth (YoY)5.3%
FCF Growth (YoY)19.1%
Financial Health — source: SEC EDGAR
Altman Z-Score3.94 (safe)
Valuation vs Sector & Industry
Stock P/E15.8
Sector P/E (Consumer Discretionary)21.6
Industry P/E (Wholesale)24.8
vs Sector-26.9%
vs Industry-36.5%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($133.54M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryWholesale
CEOMichael L. Baur
Employees2,300
CountryUS
IPO Date1994-03-18

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SCSC earnings history · SCSC institutional & insider holders · SCSC KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.