ScanSource, Inc.

NasdaqGS:SCSC 株式レポート

時価総額:US$879.2m

ScanSource マネジメント

マネジメント 基準チェック /24

ScanSourceの CEO はMike Baurで、 Dec1992年に任命され、 の在任期間は 33.42年です。 の年間総報酬は$ 8.23Mで、 11.5%給与と88.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.24%を直接所有しており、その価値は$ 2.10M 。経営陣と取締役会の平均在任期間はそれぞれ4.9年と6.5年です。

主要情報

Mike Baur

最高経営責任者

US$8.2m

報酬総額

CEO給与比率11.54%
CEO在任期間33.4yrs
CEOの所有権0.2%
経営陣の平均在職期間4.9yrs
取締役会の平均在任期間6.5yrs

経営陣の近況

Recent updates

ナラティブ更新 Apr 24

SCSC: Buybacks And Converged Communications Expansion Will Drive Future Upside

Analysts now hold the ScanSource price target steady at $62, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that remain closely aligned with prior estimates. What's in the News ScanSource launched its Converged Communications CX Team, bringing together ScanSource Specialty and Intelisys technologies, services and expertise to support demand for specialty hardware devices, cloud connectivity, unified communications and customer experience technologies (Client Announcements).
ナラティブ更新 Apr 09

SCSC: Buybacks And Acquisitions Will Drive Future Upside Potential

Analysts have kept their ScanSource fair value estimate steady at $62.00. They have made only slight adjustments to the discount rate, revenue growth outlook, profit margin assumptions, and future P/E, framing this as a minor fine tuning rather than a major shift in view.
ナラティブ更新 Mar 26

SCSC: Future Buybacks And Acquisitions Will Support Upside Potential

Analysts have maintained their price target for ScanSource at approximately $62.00, making only small adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that leave their overall view effectively unchanged. What's in the News Completed share repurchase of 503,686 shares, representing 2.28% of shares, for a total of $20.89 million under the buyback announced on May 8, 2025 (Key Developments).
ナラティブ更新 Mar 10

SCSC: Future Acquisitions And Share Repurchases Will Support Upside Potential

Analysts kept their ScanSource fair value estimate steady at $62. This reflects only small adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any major shift in their view of the stock.
ナラティブ更新 Feb 23

SCSC: Future Acquisitions And Share Repurchases Will Drive Upside Potential

Analysts have modestly raised their price target on ScanSource to $62.00, reflecting updated assumptions for slightly higher revenue, profit margins, and a higher future P/E multiple. What’s in the News ScanSource lowered its earnings guidance for the fiscal year ending June 30, 2026, and now expects net sales in a range of $3.0b to $3.1b, compared with prior guidance of $3.1b to $3.3b (company guidance).
ナラティブ更新 Feb 09

SCSC: Future Acquisitions And Share Repurchases Will Support Margin Expansion

Analysts have adjusted their price target on ScanSource to $62 from $66, citing updated views on revenue growth, profit margins, and the appropriate future P/E multiple. What's in the News ScanSource is actively looking for acquisitions that could expand its technology stack, capabilities, and value across its partner ecosystem, with management highlighting the recent acquisition of DataXoom as a contributor to channel capabilities and its broader plan (Key Developments).
分析記事 Feb 08

ScanSource, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, ScanSource, Inc. ( NASDAQ:SCSC ) last week released its latest quarterly, and things did not turn...
分析記事 Jan 31

ScanSource (NASDAQ:SCSC) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
ナラティブ更新 Jan 26

SCSC: Ongoing Share Repurchases Will Support Future Margin Expansion

Analysts have kept their price target for ScanSource steady at US$66.00. This reflects only slight adjustments to inputs like the discount rate, revenue growth, profit margin, and expected future P/E, which together leave their overall valuation view broadly unchanged.
ナラティブ更新 Jan 11

SCSC: Buybacks And Hybrid Distribution Will Support Future Margin Expansion

Analysts have modestly reset their price target on ScanSource to $66.00, reflecting updated assumptions for slightly higher revenue growth and profit margins, as well as a marginally lower future P/E multiple. What's in the News ScanSource reaffirmed full fiscal year 2026 net sales guidance in a range of US$3.1b to US$3.3b, indicating no change to its previously communicated revenue outlook (company guidance filing).
ナラティブ更新 Dec 15

SCSC: Hybrid Distribution And Recurring Revenue Mix Will Drive Margin Expansion

Analysts have nudged their price target for ScanSource to $43.00, reflecting a modestly higher growth outlook and expectations for incremental EBITDA margin improvement over time, even as competitive pressures and ongoing salesforce investments limit near term margin expansion. Analyst Commentary Bullish analysts view ScanSource as well positioned to translate its hybrid distribution model into steadier growth and incremental margin gains, even as the broader technology services distribution market remains competitive.
分析記事 Nov 09

Results: ScanSource, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Shareholders might have noticed that ScanSource, Inc. ( NASDAQ:SCSC ) filed its first-quarter result this time last...
分析記事 Nov 08

Is There Now An Opportunity In ScanSource, Inc. (NASDAQ:SCSC)?

ScanSource, Inc. ( NASDAQ:SCSC ), might not be a large cap stock, but it saw significant share price movement during...
ナラティブ更新 Oct 09

IoT And Robotics Will Fuel Digital Transformation Trends

Analysts have lowered their price target for ScanSource from $58 to $53 per share. They cite expectations for only modest margin improvement due to ongoing competitive pressures and continued investments in sales channels.
分析記事 Oct 08

ScanSource, Inc.'s (NASDAQ:SCSC) Share Price Is Matching Sentiment Around Its Earnings

ScanSource, Inc.'s ( NASDAQ:SCSC ) price-to-earnings (or "P/E") ratio of 12.7x might make it look like a buy right now...
ナラティブ更新 Aug 24

Expanding Into AI, Cybersecurity, And CX Will Enable Channel Partners To Build Future Recurring Revenue

Despite a slight reduction in revenue growth forecasts and stable profit margins, ScanSource’s consensus analyst price target has increased from $54.00 to $58.00. What's in the News Repurchased 681,035 shares for $25.07 million, completing a total buyback of 4,538,140 shares (18.67%) for $182.91 million under the 2021 buyback program.
分析記事 Aug 09

Calculating The Intrinsic Value Of ScanSource, Inc. (NASDAQ:SCSC)

NasdaqGS:SCSC 1 Year Share Price vs Fair Value Explore ScanSource's Fair Values from the Community and select yours Key...
分析記事 May 12

ScanSource, Inc. (NASDAQ:SCSC) Stock Rockets 28% But Many Are Still Ignoring The Company

ScanSource, Inc. ( NASDAQ:SCSC ) shareholders would be excited to see that the share price has had a great month...
分析記事 May 11

Earnings Beat: ScanSource, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for ScanSource, Inc. ( NASDAQ:SCSC ) shareholders, with its shares surging 16% to...
分析記事 Feb 16

Positive Sentiment Still Eludes ScanSource, Inc. (NASDAQ:SCSC) Following 26% Share Price Slump

ScanSource, Inc. ( NASDAQ:SCSC ) shareholders that were waiting for something to happen have been dealt a blow with a...
分析記事 Feb 02

ScanSource, Inc. (NASDAQ:SCSC) Fell Short of Analyst Expectations: Here's What You Need To Know

It's shaping up to be a tough period for ScanSource, Inc. ( NASDAQ:SCSC ), which a week ago released some disappointing...
分析記事 Jan 19

Is ScanSource (NASDAQ:SCSC) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Dec 19

Estimating The Fair Value Of ScanSource, Inc. (NASDAQ:SCSC)

Key Insights ScanSource's estimated fair value is US$44.50 based on 2 Stage Free Cash Flow to Equity With US$49.11...
分析記事 Dec 04

ScanSource, Inc.'s (NASDAQ:SCSC) CEO Compensation Looks Acceptable To Us And Here's Why

Key Insights ScanSource's Annual General Meeting to take place on 10th of December Salary of US$901.0k is part of CEO...
分析記事 Nov 07

Improved Earnings Required Before ScanSource, Inc. (NASDAQ:SCSC) Shares Find Their Feet

ScanSource, Inc.'s ( NASDAQ:SCSC ) price-to-earnings (or "P/E") ratio of 15.7x might make it look like a buy right now...
分析記事 Oct 24

At US$45.71, Is It Time To Put ScanSource, Inc. (NASDAQ:SCSC) On Your Watch List?

ScanSource, Inc. ( NASDAQ:SCSC ), might not be a large cap stock, but it saw significant share price movement during...
分析記事 Oct 04

Investors Met With Slowing Returns on Capital At ScanSource (NASDAQ:SCSC)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
User avatar
新しいナラティブ Sep 15

Hybrid Strategy, Cutting-Edge Tech, And Smart Acquisitions Propel Growth Path

Accelerating hybrid distribution and innovative technologies like AI and private 5G are expected to drive ScanSource's growth and improve earnings.
分析記事 Sep 09

Some Investors May Be Willing To Look Past ScanSource's (NASDAQ:SCSC) Soft Earnings

The market was pleased with the recent earnings report from ScanSource, Inc. ( NASDAQ:SCSC ), despite the profit...
分析記事 Aug 29

Calculating The Fair Value Of ScanSource, Inc. (NASDAQ:SCSC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, ScanSource fair value estimate is US$61.93 With US$51.90 share...
Seeking Alpha Aug 29

Acquisitions Shine, But Q4 Reveals Financial Fog For ScanSource

Summary ScanSource has shown solid growth and smart acquisitions, but mixed financials with dropping sales, high costs, and potentially overpriced stock raise concerns. Despite a strong 2024 performance, long-term returns lag behind the S&P 500, and the stock lacks dividends, making it less attractive for income-focused investors. Recent acquisitions like Resourcive and Advantix aim to boost high-margin, recurring revenue, but high acquisition costs and weak sales numbers pose risks. Given the current financial outlook and market volatility, I recommend holding ScanSource stock, as future growth appears uncertain and potentially over-telegraphed. Read the full article on Seeking Alpha
分析記事 Jul 28

There Is A Reason ScanSource, Inc.'s (NASDAQ:SCSC) Price Is Undemanding

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 Jun 15

ScanSource (NASDAQ:SCSC) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 May 21

Returns On Capital At ScanSource (NASDAQ:SCSC) Have Stalled

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...

CEO報酬分析

ScanSource の収益と比較して、Mike Baur の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$73m

Dec 31 2025n/an/a

US$74m

Sep 30 2025n/an/a

US$74m

Jun 30 2025US$8mUS$950k

US$72m

Mar 31 2025n/an/a

US$68m

Dec 31 2024n/an/a

US$63m

Sep 30 2024n/an/a

US$79m

Jun 30 2024US$6mUS$901k

US$77m

Mar 31 2024n/an/a

US$78m

Dec 31 2023n/an/a

US$86m

Sep 30 2023n/an/a

US$79m

Jun 30 2023US$6mUS$875k

US$88m

Mar 31 2023n/an/a

US$91m

Dec 31 2022n/an/a

US$93m

Sep 30 2022n/an/a

US$91m

Jun 30 2022US$6mUS$875k

US$89m

Mar 31 2022n/an/a

US$89m

Dec 31 2021n/an/a

US$80m

Sep 30 2021n/an/a

US$68m

Jun 30 2021US$7mUS$766k

US$45m

Mar 31 2021n/an/a

-US$84m

Dec 31 2020n/an/a

-US$92m

Sep 30 2020n/an/a

-US$92m

Jun 30 2020US$3mUS$875k

-US$79m

Mar 31 2020n/an/a

US$48m

Dec 31 2019n/an/a

US$54m

Sep 30 2019n/an/a

US$63m

Jun 30 2019US$4mUS$875k

US$65m

報酬と市場: Mikeの 総報酬 ($USD 8.23M ) は、 US市場 ($USD 3.70M ) の同規模の企業の平均を上回っています。

報酬と収益: Mikeの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Mike Baur (68 yo)

33.4yrs
在職期間
US$8,231,119
報酬

Mr. Michael L. Baur, also known as Mike, Founded ScanSource, Inc. in December 1992 and has been its Chief Executive Officer since December 1992 and Chairman since February 1, 2019 and also serves as its Pr...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Baur
Founder33.4yrsUS$8.23m0.24%
$ 2.1m
Stephen Jones
Senior EVP & CFO5.4yrsUS$2.86m0.19%
$ 1.7m
Rachel Hayden
Senior EVP & Chief Information Officer4.9yrsUS$1.34m0.0091%
$ 79.6k
Shana Smith
Senior EVP3.3yrsUS$1.82m0.027%
$ 240.5k
Alexandre Conde
Senior Executive Vice President of Strategyless than a yearUS$1.33m0.23%
$ 2.0m
Brandy Ford
Senior VP5yrsデータなし0.060%
$ 531.6k
Mary Gentry
Vice President of Investor Relations & Treasurer13.8yrsデータなしデータなし
Michael Webb
Senior Executive VP & Chief Human Resources Officerless than a yearデータなしデータなし
Mark Morgan
President of Specialty Technologies4.8yrsデータなしデータなし
Tony Sorrentino
President of North America Hardware Business4.8yrsデータなしデータなし
Rich Long
President of Communications for US & Canada10.6yrsデータなしデータなし
Brian Cuppett
Senior Vice President for KBZno dataデータなしデータなし
4.9yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: SCSCの経営陣は 経験豊富 であると考えられます ( 4.9年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Michael Baur
Founder30.4yrsUS$8.23m0.24%
$ 2.1m
Jeffrey Rodek
Independent Director6yrsUS$250.00k0.14%
$ 1.2m
Peter Browning
Independent Director11.9yrsUS$335.00k0.14%
$ 1.2m
James Foody
Chairman Emeritus16.4yrsUS$36.00kデータなし
Vernon Nagel
Independent Director2.8yrsUS$250.00k0.054%
$ 474.5k
Dorothy Ramoneda
Independent Director6.5yrsUS$250.00k0.14%
$ 1.2m
Frank Emory
Independent Director5.6yrsUS$250.00k0.13%
$ 1.1m
Charles Mathis
Lead Independent Director4.8yrsUS$275.00k0.12%
$ 1.0m
Elizabeth Temple
Independent Director8.7yrsUS$270.00k0.17%
$ 1.5m
6.5yrs
平均在職期間
68yo
平均年齢

経験豊富なボード: SCSCの 取締役会経験豊富 であると考えられます ( 6.5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 20:54
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ScanSource, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9

アナリスト機関
Reik ReadBaird
Guy HardwickBarclays
Anthony KureKeyBanc Capital Markets Inc.