International Business Machines (IBM)vsIngram Micro Holding Corporation (INGM)
IBM
International Business Machines
$241.39
+0.33%
TECHNOLOGY · Cap: $225.77B
INGM
Ingram Micro Holding Corporation
$22.79
+1.60%
TECHNOLOGY · Cap: $5.27B
Smart Verdict
WallStSmart Research — data-driven comparison
International Business Machines generates 29% more annual revenue ($67.53B vs $52.56B). IBM leads profitability with a 15.7% profit margin vs 0.6%. INGM trades at a lower P/E of 16.1x. IBM earns a higher WallStSmart Score of 70/100 (B-).
IBM
Strong Buy70
out of 100
Grade: B-
INGM
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.7%
Fair Value
$521.35
Current Price
$241.39
$279.96 discount
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
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Earnings expanding 89.9% YoY
Strong operational efficiency at 24.8%
Generating 3.1B in free cash flow
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
Expensive relative to growth rate
Weak financial health signals
Elevated debt levels
0.6% margin — thin
Operating margin of 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : IBM
The strongest argument for IBM centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 15.7% and operating margin at 24.8%. Revenue growth of 12.2% demonstrates continued momentum.
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 : IBM
The primary concerns for IBM are PEG Ratio, Piotroski F-Score, Debt/Equity. Debt-to-equity of 2.06 is elevated, increasing financial risk.
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
IBM profiles as a mature stock while INGM is a value play — different risk/reward profiles.
IBM is growing revenue faster at 12.2% — sustainability is the question.
IBM generates stronger free cash flow (3.1B), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IBM scores higher overall (70/100 vs 57/100), backed by strong 15.7% margins and 12.2% revenue growth. 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.
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 →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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