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ScanSource, Inc.

NasdaqGS:SCSC Stock Report

Market Cap: US$1.1b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

ScanSource Management

Management criteria checks 2/4

ScanSource's CEO is Mike Baur, appointed in Dec 1992, has a tenure of 33.75 years. total yearly compensation is $8.23M, comprised of 11.5% salary and 88.5% bonuses, including company stock and options. directly owns 0.71% of the company’s shares, worth $8.09M. The average tenure of the management team and the board of directors is 5.1 years and 6.6 years respectively.

Key information

Mike Baur

Chief executive officer

US$8.2m

Total compensation

CEO salary percentage11.54%
CEO tenure33.8yrs
CEO ownership0.7%
Management average tenure5.1yrs
Board average tenure6.6yrs

Recent management updates

Recent updates

User avatar
New Narrative • Sep 10

Cloud And Connectivity Trends Will Support Stable Long Term Earnings Profile

Catalysts About ScanSource ScanSource distributes specialty technologies and recurring IT and communications solutions to channel partners globally. What are the underlying business or industry changes driving this perspective?
User avatar
Narrative Update • Sep 03

SCSC: Earnings Beat And MicroAge Deal Will Support Future Upside

Analysts have raised their ScanSource price target from $71 to $78, citing updated assumptions for revenue growth, profit margins, and future P/E, along with a recent shift to Neutral in Street research views. What’s in the News for ScanSource ScanSource reported Q2 2026 revenue of US$953.1 million, which was 17.3% higher year over year, and adjusted EPS of US$1.46, exceeding consensus estimates by 28%, according to recent earnings coverage.
Seeking Alpha • Aug 24

ScanSource Is Worth Keeping An Eye On

Summary ScanSource (SCSC) delivered a blowout Q4, beating consensus with 17% revenue growth and strong FY27 guidance, yet shares saw only a muted reaction. SCSC trades at 7.2x EV/EBITDA and ≤13x P/FCF on FY27 guidance, a notable discount to peers, with potential upside if growth sustains and multiples re-rate. The MicroAge acquisition could expand addressable markets, add services, and enhance exposure to cloud and AI, but integration and execution risks remain. Despite optimism around new initiatives, SCSC’s historical cyclicality and persistent valuation discount warrant a 'wait and see' approach before increasing exposure. Read the full article on Seeking Alpha
User avatar
Narrative Update • Jun 24

SCSC: Earnings Beat And Buybacks Will Support Future Upside Potential

Analysts have kept their ScanSource price target steady at $71.00, citing updated assumptions for revenue growth, profit margins and future P/E. Together, these factors suggest only minor refinements to their valuation framework rather than a major shift in outlook.
User avatar
Narrative Update • Jun 02

SCSC: Converged Communications CX Buildout And Buybacks Will Drive Future Upside

Analysts kept their ScanSource price target steady at $71, indicating only small refinements in discount rate, revenue growth, profit margin and future P/E assumptions rather than any major change in their view of the stock. What's in the News ScanSource reaffirmed earnings guidance for the fiscal year ending June 30, 2026, with expected net sales in the range of US$3.0b to US$3.1b.
User avatar
Narrative Update • May 14

SCSC: Converged Communications CX Expansion Will Drive Future Upside

Analysts have increased their price target on ScanSource from $62 to $71, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What's in the News Reaffirmed full-year guidance for fiscal 2026, with expected net sales in the range of US$3.0b to US$3.1b (company guidance).
Analysis Article • May 11

ScanSource, Inc. Just Beat Revenue By 6.1%: Here's What Analysts Think Will Happen Next

It's been a pretty great week for ScanSource, Inc. ( NASDAQ:SCSC ) shareholders, with its shares surging 11% to...
User avatar
Narrative Update • 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).
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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).
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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).
User avatar
Narrative Update • 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).
Analysis Article • 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...
Analysis Article • 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...
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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).
User avatar
Narrative Update • 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.
Analysis Article • 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...
Analysis Article • 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...
User avatar
Narrative Update • 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.
Analysis Article • 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...
User avatar
Narrative Update • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...

CEO Compensation Analysis

How has Mike Baur's remuneration changed compared to ScanSource's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2026n/an/a

US$79m

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

Compensation vs Market: Mike's total compensation ($USD8.23M) is above average for companies of similar size in the US market ($USD3.51M).

Compensation vs Earnings: Mike's compensation has increased by more than 20% in the past year.


CEO

Mike Baur (69 yo)

33.8yrs
Tenure
US$8,231,119
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
Michael Baur
Founder33.8yrsUS$8.23m0.71%
$ 8.1m
Stephen Jones
Senior EVP & CFO5.8yrsUS$2.86m0.31%
$ 3.6m
Shana Smith
Senior EVP3.6yrsUS$1.82m0.19%
$ 2.1m
Alexandre Conde
Senior Executive Vice President of Strategyless than a yearUS$1.33m0.25%
$ 2.8m
Brandy Ford
Senior VP5.3yrsno data0.049%
$ 563.5k
Mary Gentry
Vice President of Investor Relations & Treasurer14.2yrsno datano data
Michael Webb
Senior Executive VP & Chief Human Resources Officerless than a yearno data0.028%
$ 319.3k
Mark Morgan
President of Specialty Technologies5.1yrsno datano data
Tony Sorrentino
President of North America Hardware Business5.1yrsno datano data
Rich Long
President of Communications for US & Canada10.9yrsno datano data
Brian Cuppett
Senior Vice President for KBZno datano datano data
Ken Peterson
Senior Director of Human Resources & Chief Diversity Officer4.7yrsno datano data
5.1yrs
Average Tenure
54yo
Average Age

Experienced Management: SCSC's management team is seasoned and experienced (5.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Michael Baur
Founder30.8yrsUS$8.23m0.71%
$ 8.1m
Jeffrey Rodek
Independent Director6.3yrsUS$250.00k0.16%
$ 1.9m
James Foody
Chairman Emeritus16.8yrsUS$36.00kno data
Vernon Nagel
Independent Director3.1yrsUS$250.00k0.074%
$ 843.4k
Dorothy Ramoneda
Independent Director6.8yrsUS$250.00k0.17%
$ 1.9m
Frank Emory
Independent Director5.9yrsUS$250.00k0.15%
$ 1.7m
Charles Mathis
Lead Independent Director5.1yrsUS$275.00k0.12%
$ 1.4m
Elizabeth Temple
Independent Director9yrsUS$270.00k0.19%
$ 2.2m
6.6yrs
Average Tenure
68.5yo
Average Age

Experienced Board: SCSC's board of directors are considered experienced (6.6 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/21 03:58
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/30
Annual Earnings2026/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ScanSource, Inc. is covered by 9 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Reik ReadBaird
Guy HardwickBarclays
Anthony KureKeyBanc Capital Markets Inc.

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