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SCSC$48.13+4.02%
Fair $48.13+0.0%

SCSC

ScanSource, Inc.

Technology / Electronics & Computer DistributionNasdaqGS

$48.13

+1.86 (+4.02%)

Fairly Valued+0.0%Fair Value $48.13Fund rank 28/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9
Declining Revenue

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $104.1M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

56/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years
Thesis & Journal · SCSCLocal privado en este navegador · ScanSource, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$978M

P/E

14.6x

↓

EV/EBITDA

8.8x

↓

ROE

7.9%

↑

Gross Margin

13.4%

↓

Debt/Equity

0.16

↓
52-Week Range$48
$34$48

TradingView lightweight chart

SCSC price, volumen y niveles de valoración

Último $48.13Periodo +362.5%
Fair value: $48.13

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+3.2%

FCF CAGR

—

FCF margin

3.4%

FCF / Net income

1.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.04B · net income $71.5M · FCF $104.1M

2009-FY → 2025-FY

Gross margin

13.4%+2.1% pts

Operating margin

3.0%-1.0% pts

Net margin

2.4%-0.2% pts

FCF margin

3.4%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$3.04B$3.04B$3.26B$3.79B$3.53B$3.15B$3.05B$3.25B$3.16B$3.57B$3.54B$3.22B$2.91B$2.88B$3.02B$2.67B$2.11B$1.85B
Net Income$71.5M$71.5M$77.1M$89.8M$88.8M$10.8M$-192.7M$57.6M$33.2M$69.2M$63.6M$65.4M$81.8M$34.7M$74.3M$73.5M$48.8M$47.7M
EBITDA$132.6M$132.6M$140.9M$170.3M$155.0M$95.0M$-29.6M$128.4M$103.5M$113.2M$114.0M$113.4M$129.2M$59.5M$123.1M$119.6M$81.8M$80.9M
EPS3.003.003.063.543.450.42-7.592.241.292.712.382.272.861.242.682.701.821.79
Gross Margin13.4%13.4%12.2%11.9%12.1%11.1%11.7%12.1%11.7%10.8%10.0%10.2%10.3%10.2%10.0%10.3%10.4%11.3%
Operating Margin3.0%3.0%2.9%3.6%3.5%2.0%-2.1%2.9%2.2%2.5%2.7%3.2%4.2%1.8%3.8%4.2%3.6%4.0%
Net Margin2.4%2.4%2.4%2.4%2.5%0.3%-6.3%1.8%1.0%1.9%1.8%2.0%2.8%1.2%2.5%2.8%2.3%2.6%
Balance Sheet
Debt/Equity0.160.160.170.380.360.190.210.170.010.010.010.010.010.010.010.050.06—
Current Ratio1.861.86————————————————
Cash Flow
Free Cash Flow$104.1M$104.1M$363.1M$-45.7M$-131.2M—————————————
Returns
ROE7.9%7.9%8.3%9.9%11.0%1.5%-28.4%6.3%3.8%8.3%8.2%8.1%10.2%5.0%11.4%12.5%10.0%10.7%
Valuation
P/E14.6314.6313.708.348.95—————————————
EV/EBITDA8.818.817.286.206.75—————————————
P/B1.271.271.140.830.99—————————————
Growth & Yield
Revenue Growth-6.7%-6.7%-13.9%7.3%—3.4%-6.2%2.7%-11.3%0.8%10.0%10.5%1.3%-4.6%13.1%26.1%14.4%—
EPS Growth-2.0%-2.0%-13.6%2.6%—105.5%-438.8%73.6%-52.4%13.9%4.8%-20.6%130.6%-53.7%-0.7%48.4%1.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$4.27

Spread vs growth

-14.5%

5Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$5.17

Spread vs growth

-13.5%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$8.32

Spread vs growth

-12.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +19.2%

Total return

+19.2%

Start / end P/E

13.2x → 16.0x

EPS bridge

3.06 → 3.00

Residual

-0.4%

EPS growth-2.0%
Multiple rerating+21.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.