Fidelity National Information Services Inc (FIS)vsIngram Micro Holding Corporation (INGM)
FIS
Fidelity National Information Services Inc
$47.60
-3.13%
TECHNOLOGY · Cap: $25.45B
INGM
Ingram Micro Holding Corporation
$22.79
+1.60%
TECHNOLOGY · Cap: $5.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Ingram Micro Holding Corporation generates 392% more annual revenue ($52.56B vs $10.68B). FIS leads profitability with a 3.6% profit margin vs 0.6%. INGM trades at a lower P/E of 16.1x. FIS earns a higher WallStSmart Score of 67/100 (B-).
FIS
Strong Buy67
out of 100
Grade: B-
INGM
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.4%
Fair Value
$34.16
Current Price
$47.60
$13.44 premium
Margin of Safety
+66.3%
Fair Value
$65.05
Current Price
$22.79
$42.26 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 88.1% YoY
Reasonable price relative to book value
Strong operational efficiency at 24.6%
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Earnings expanding 40.6% YoY
Generating 1.5B in free cash flow
Areas to Watch
ROE of 2.6% — below average capital efficiency
3.6% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
0.6% margin — thin
Operating margin of 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : FIS
The strongest argument for FIS centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.28 suggests the stock is reasonably priced for its growth.
Bull Case : INGM
The strongest argument for INGM centers on Price/Book, Altman Z-Score, Debt/Equity. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : FIS
The primary concerns for FIS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 67.3x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Bear Case : INGM
The primary concerns for INGM are Profit Margin, Operating Margin. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
INGM is growing revenue faster at 11.5% — sustainability is the question.
INGM generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FIS scores higher overall (67/100 vs 57/100). INGM offers better value entry with a 66.3% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
Ingram Micro Holding Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Ingram Micro Holding Corporation (INGM) is a leading global distributor of information technology products and supply chain solutions, focusing on innovative services such as cloud computing, mobility, and automation. With a strong operational footprint across North America, Europe, and Asia, the company serves a wide range of clients, from small businesses to large enterprises, facilitating their digital transformation through a comprehensive partner ecosystem. Ingram Micro's commitment to technology enablement and its agile market approach position it favorably for ongoing growth in the rapidly evolving digital landscape, presenting an appealing investment opportunity for institutional investors looking to capitalize on the technology sector's potential.
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