International Business Machines (IBM)vsInformation Services Group Inc (III)
IBM
International Business Machines
$221.54
-2.08%
TECHNOLOGY · Cap: $193.40B
III
Information Services Group Inc
$4.26
+2.65%
TECHNOLOGY · Cap: $187.05M
Smart Verdict
WallStSmart Research — data-driven comparison
International Business Machines generates 27876% more annual revenue ($68.91B vs $246.32M). IBM leads profitability with a 15.6% profit margin vs 4.3%. III appears more attractively valued with a PEG of 0.66. III earns a higher WallStSmart Score of 62/100 (C+).
IBM
Buy59
out of 100
Grade: C
III
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-74.3%
Fair Value
$130.59
Current Price
$221.54
$90.95 premium
Intrinsic value data unavailable for III.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Generating 2.2B in free cash flow
Earnings expanding 66.7% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Weak financial health signals
2.7% revenue growth
Distress zone — elevated risk
Smaller company, higher risk/reward
4.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : IBM
The strongest argument for IBM centers on Return on Equity, Market Cap, Free Cash Flow. Profitability is solid with margins at 15.6% and operating margin at 13.8%.
Bull Case : III
The strongest argument for III centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : IBM
The primary concerns for IBM are PEG Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.89 is elevated, increasing financial risk.
Bear Case : III
The primary concerns for III are Revenue Growth, Altman Z-Score, Market Cap. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
IBM profiles as a mature stock while III is a value play — different risk/reward profiles.
III carries more volatility with a beta of 1.12 — expect wider price swings.
IBM is growing revenue faster at 9.5% — sustainability is the question.
IBM generates stronger free cash flow (2.2B), providing more financial flexibility.
Bottom Line
III scores higher overall (62/100 vs 59/100). Both earn "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.
International Business Machines
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
International Business Machines Corporation (IBM) is an American multinational technology company headquartered in Armonk, New York, with operations in over 170 countries. The company began in 1911, founded in Endicott, New York, as the Computing-Tabulating-Recording Company (CTR) and was renamed International Business Machines in 1924. IBM is incorporated in New York. IBM produces and sells computer hardware, middleware and software, and provides hosting and consulting services in areas ranging from mainframe computers to nanotechnology. IBM is also a major research organization, holding the record for most annual U.S. patents generated by a business (as of 2020) for 28 consecutive years. Inventions by IBM include the automated teller machine (ATM), the floppy disk, the hard disk drive, the magnetic stripe card, the relational database, the SQL programming language, the UPC barcode, and dynamic random-access memory (DRAM). The IBM mainframe, exemplified by the System/360, was the dominant computing platform during the 1960s and 1970s.
Visit Website →Information Services Group Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Information Services Group, Inc., is a technology research and advisory company in the Americas, Europe and Asia Pacific. The company is headquartered in Stamford, Connecticut.
Visit Website →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
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