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Side-by-side financial comparison of SCANSOURCE, INC. (SCSC) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp is the larger business by last-quarter revenue ($1.2B vs $766.5M, roughly 1.6× SCANSOURCE, INC.). SCANSOURCE, INC. runs the higher net margin — 2.2% vs -35.0%, a 37.2% gap on every dollar of revenue. On growth, SCANSOURCE, INC. posted the faster year-over-year revenue change (2.5% vs -0.7%). SCANSOURCE, INC. produced more free cash flow last quarter ($28.9M vs $-6.0M). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% CAGR vs 0.9%).
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
SCSC vs VAC — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $766.5M | $1.2B |
| Net Profit | $16.5M | $-431.0M |
| Gross Margin | 13.4% | — |
| Operating Margin | 2.3% | — |
| Net Margin | 2.2% | -35.0% |
| Revenue YoY | 2.5% | -0.7% |
| Net Profit YoY | -3.3% | -962.0% |
| EPS (diluted) | $0.75 | $-12.00 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $766.5M | $1.2B | ||
| Q3 25 | $739.6M | $1.2B | ||
| Q2 25 | $812.9M | $1.2B | ||
| Q1 25 | $704.8M | $1.1B | ||
| Q4 24 | $747.5M | $1.2B | ||
| Q3 24 | $775.6M | $1.2B | ||
| Q2 24 | $746.1M | $1.1B | ||
| Q1 24 | $752.6M | $1.1B |
| Q4 25 | $16.5M | $-431.0M | ||
| Q3 25 | $19.9M | $-2.0M | ||
| Q2 25 | $20.1M | $69.0M | ||
| Q1 25 | $17.4M | $56.0M | ||
| Q4 24 | $17.1M | $50.0M | ||
| Q3 24 | $17.0M | $84.0M | ||
| Q2 24 | $16.1M | $37.0M | ||
| Q1 24 | $12.8M | $47.0M |
| Q4 25 | 13.4% | — | ||
| Q3 25 | 14.5% | — | ||
| Q2 25 | 12.9% | — | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 13.1% | — | ||
| Q2 24 | 13.0% | — | ||
| Q1 24 | 12.6% | — |
| Q4 25 | 2.3% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 2.9% | — | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 2.2% | -35.0% | ||
| Q3 25 | 2.7% | -0.2% | ||
| Q2 25 | 2.5% | 6.0% | ||
| Q1 25 | 2.5% | 5.0% | ||
| Q4 24 | 2.3% | 4.0% | ||
| Q3 24 | 2.2% | 6.9% | ||
| Q2 24 | 2.2% | 3.5% | ||
| Q1 24 | 1.7% | 4.2% |
| Q4 25 | $0.75 | $-12.00 | ||
| Q3 25 | $0.89 | $-0.07 | ||
| Q2 25 | $0.87 | $1.77 | ||
| Q1 25 | $0.74 | $1.46 | ||
| Q4 24 | $0.70 | $1.29 | ||
| Q3 24 | $0.69 | $2.12 | ||
| Q2 24 | $0.66 | $0.98 | ||
| Q1 24 | $0.50 | $1.22 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $83.5M | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $910.9M | $2.0B |
| Total Assets | $1.7B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $83.5M | $406.0M | ||
| Q3 25 | $124.9M | $474.0M | ||
| Q2 25 | $126.2M | $205.0M | ||
| Q1 25 | $146.3M | $196.0M | ||
| Q4 24 | $110.5M | $197.0M | ||
| Q3 24 | $145.0M | $197.0M | ||
| Q2 24 | $185.5M | $206.0M | ||
| Q1 24 | $159.1M | $237.0M |
| Q4 25 | $910.9M | $2.0B | ||
| Q3 25 | $914.0M | $2.5B | ||
| Q2 25 | $906.4M | $2.5B | ||
| Q1 25 | $901.7M | $2.4B | ||
| Q4 24 | $900.7M | $2.4B | ||
| Q3 24 | $920.9M | $2.4B | ||
| Q2 24 | $924.3M | $2.4B | ||
| Q1 24 | $944.1M | $2.4B |
| Q4 25 | $1.7B | $9.8B | ||
| Q3 25 | $1.7B | $10.1B | ||
| Q2 25 | $1.8B | $9.9B | ||
| Q1 25 | $1.7B | $9.9B | ||
| Q4 24 | $1.7B | $9.8B | ||
| Q3 24 | $1.8B | $9.7B | ||
| Q2 24 | $1.8B | $9.6B | ||
| Q1 24 | $1.8B | $9.9B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $30.8M | $6.0M |
| Free Cash FlowOCF − Capex | $28.9M | $-6.0M |
| FCF MarginFCF / Revenue | 3.8% | -0.5% |
| Capex IntensityCapex / Revenue | 0.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.87× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $30.8M | $6.0M | ||
| Q3 25 | $23.2M | $62.0M | ||
| Q2 25 | — | $-48.0M | ||
| Q1 25 | $66.1M | $8.0M | ||
| Q4 24 | $-6.2M | $100.0M | ||
| Q3 24 | $44.8M | $72.0M | ||
| Q2 24 | — | $30.0M | ||
| Q1 24 | $160.2M | $3.0M |
| Q4 25 | $28.9M | $-6.0M | ||
| Q3 25 | $20.8M | $51.0M | ||
| Q2 25 | — | $-68.0M | ||
| Q1 25 | $64.6M | $-6.0M | ||
| Q4 24 | $-8.2M | $86.0M | ||
| Q3 24 | $42.5M | $58.0M | ||
| Q2 24 | — | $17.0M | ||
| Q1 24 | $157.7M | $-13.0M |
| Q4 25 | 3.8% | -0.5% | ||
| Q3 25 | 2.8% | 4.3% | ||
| Q2 25 | — | -5.9% | ||
| Q1 25 | 9.2% | -0.5% | ||
| Q4 24 | -1.1% | 6.9% | ||
| Q3 24 | 5.5% | 4.8% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | 21.0% | -1.2% |
| Q4 25 | 0.3% | 1.0% | ||
| Q3 25 | 0.3% | 0.9% | ||
| Q2 25 | 0.3% | 1.7% | ||
| Q1 25 | 0.2% | 1.3% | ||
| Q4 24 | 0.3% | 1.1% | ||
| Q3 24 | 0.3% | 1.1% | ||
| Q2 24 | 0.2% | 1.2% | ||
| Q1 24 | 0.3% | 1.4% |
| Q4 25 | 1.87× | — | ||
| Q3 25 | 1.17× | — | ||
| Q2 25 | — | -0.70× | ||
| Q1 25 | 3.79× | 0.14× | ||
| Q4 24 | -0.36× | 2.00× | ||
| Q3 24 | 2.64× | 0.86× | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | 12.51× | 0.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
