PC Connection vs ScanSource
CNXN and SCSC side by side, both in professional and commercial equipment and supplies. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CNXN and SCSC compare
PC Connection is the larger company, worth 2.3 times as much as ScanSource ($2.1B against $901M).
On earnings, ScanSource is cheaper: it trades at 14.0× trailing earnings, against 20.5× for PC Connection.
ScanSource grew revenue faster over the last twelve months (14.8% versus 9.5% for PC Connection).
PC Connection keeps more of each dollar of sales as profit, with a net margin of 3.3% compared with 2.0% at ScanSource.
PC Connection pays a dividend yielding 0.96%; ScanSource does not pay one.
PC Connection scores higher on the StockData Score (15 against 14 for ScanSource), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CNXN | SCSC |
|---|---|---|
| Size and price | ||
| Market cap | $2.1B | $901M |
| Share price | $82.91 | $44.76 |
| Change, 1 year | 40.3% | 7.9% |
| Change, 5 years | 75.1% | 33.0% |
| Beta (5Y) | 0.77 | 1.15 |
| Employees | 2,525 | 2,100 |
| StockData Score | ||
| Total score | 15 (better) | 14 |
| Valuation score | 1 | 4 (better) |
| Growth score | 2 | 2 |
| Performance score | 4 (better) | 2 |
| Health score | 6 | 6 |
| Dividend score | 2 (better) | 0 |
| Valuation | ||
| P/E | 20.5× | 14.0× (better) |
| P/S | 0.7× | 0.3× (better) |
| P/B | 2.1× | 1.0× (better) |
| EV/EBITDA | 12.7× | 8.7× (better) |
| P/FCF | – | 18.4× |
| PEG | – | 15.04 |
| FCF yield | −0.98% | 5.4% (better) |
| Fair value | $74.38 | $57.45 |
| Margin of safety | −11.5% | 22.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 9.5% | 14.8% (better) |
| Revenue growth, 5Y average | 2.1% (better) | 0.47% |
| Net income growth (TTM) | 22.5% (better) | −9.1% |
| EPS growth (TTM) | 25.4% (better) | −0.62% |
| EPS growth, 5Y average | 9.1% | 54.0% (better) |
| Profitability | ||
| Gross margin | 18.6% (better) | 13.0% |
| Operating margin | 4.1% (better) | 2.5% |
| Net margin | 3.3% (better) | 2.0% |
| FCF margin | −0.65% | 1.4% (better) |
| Return on equity | 10.9% (better) | 7.4% |
| Return on invested capital | 16.4% (better) | 6.9% |
| Financial health | ||
| Debt / equity | 0.00 | 0.11 (better) |
| Net debt / EBITDA | – | 0.50 |
| Interest coverage | – | 11.0× |
| Current ratio | 2.72 (better) | 1.75 |
| Altman Z-score | 6.30 (better) | 3.08 |
| Piotroski F-score | 5 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.96% | – |
| Payout ratio | 18.4% | – |
| Buyback yield | 0.63% | 9.0% (better) |
| Shareholder yield | 1.6% | 9.0% (better) |
| Ownership | ||
| Held by institutions | 41.3% | 107% |
| Held by insiders | 100% | 3.1% |
| Insider net buying, 12 months | −$19.1M | −$7.2M (better) |
| Short interest, % of float | – | 6.9% |
Go deeper
- CNXN stock overview
- CNXN income statement
- CNXN valuation and score
- SCSC stock overview
- SCSC income statement
- SCSC valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.