WASATCH ADVISORS LP Trims ScanSource Inc (SCSC) Stake -- Shares Look 23% Overvalued on GF Value

gurufocus.com · 2026-10-15

A Strategic Reduction in a Technology Distributor On Sept. 30, 2026, Salt Lake City-based investment manager WASATCH ADVISORS LP (Trades, Portfolio) executed a

TickrTrends take: Wasatch Advisors LP has reduced its position in ScanSource Inc, a move that aligns with the GF Value assessment suggesting the stock is trading at a significant premium to intrinsic value. TickrTrends currently rates SCSC as fairly valued, which represents a different perspective from the GF Value analysis and suggests valuation metrics may be subject to interpretation depending on the model and assumptions used. Investors monitoring SCSC should track whether the stock price moves toward consensus fair value estimates or if fundamental improvements justify the current premium.

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