ScanSource, Inc. (SCSC)
NASDAQInformation TechnologyTechnology DistributorsSnapshot 2026-11-04
$56.98+0.42%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologyTechnology DistributorsSnapshot 2026-11-04
Research Workspace
Put SCSC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthManagement screens strong on margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 23% in its worst 12-month stretch.
View RiskSCSC's strong recent performance must keep compounding to justify the price. Revenue grew 17.3% year over year in the latest quarter. The company beat earnings expectations by 31.5% in that period. It trades at 13x earnings versus a 32x peer median. The price reflects less growth than our forecast suggests. A guidance cut would be a meaningful negative for the stock. Peer multiples imply a price about 34% above where it trades. This read is provisional.
Trailing returns as of 2026-11-04. SCSC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering SCSC (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare SCSC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SCSC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Technology Distributors — fair value, gap to price, and forward P/E.
Compare the value case
Put SCSC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain profitability and adjusted EBITDA performance
EPS miss signals margin pressure despite revenue beat.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive growth and margin expansion via MicroAge acquisition
MicroAge acquisition aligns with growth and margin expansion goals.
Advances: Drive growth and margin expansion via MicroAge acquisition
Acquisition supports growth and margin expansion objectives.
Advances: Drive growth and margin expansion via MicroAge acquisition
Record earnings and acquisition support growth and margin expansion.
Advances: Drive growth and margin expansion via MicroAge acquisition
Record EPS and MicroAge acquisition support growth objectives.
Advances: Achieve revenue growth and expand Specialty Technology Solutions
FY 2027 revenue growth guidance aligns with expansion goals.
Advances: Revenue guidance for fiscal year 2026
Earnings call confirms strong revenue guidance for 2026.
Advances: Revenue guidance for fiscal year 2026
Earnings beat expectations, supporting revenue growth.
