Infosys Ltd ADR (INFY)vsIngram Micro Holding Corporation (INGM)
INFY
Infosys Ltd ADR
$10.75
-0.09%
TECHNOLOGY · Cap: $44.19B
INGM
Ingram Micro Holding Corporation
$26.36
-3.50%
TECHNOLOGY · Cap: $6.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Ingram Micro Holding Corporation generates 176% more annual revenue ($55.98B vs $20.30B). INFY leads profitability with a 16.4% profit margin vs 0.8%. INFY trades at a lower P/E of 13.5x. INGM earns a higher WallStSmart Score of 59/100 (C).
INFY
Buy59
out of 100
Grade: C
INGM
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+83.7%
Fair Value
$96.74
Current Price
$10.75
$85.99 discount
Intrinsic value data unavailable for INGM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Strong operational efficiency at 21.2%
Reasonable price relative to book value
Earnings expanding 199.4% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Trading at 9.0x book value
2.9% revenue growth
0.8% margin — thin
Operating margin of 1.7%
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : INFY
The strongest argument for INFY centers on Return on Equity, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.4% and operating margin at 21.2%.
Bull Case : INGM
The strongest argument for INGM centers on Price/Book, EPS Growth, Altman Z-Score. Revenue growth of 13.6% demonstrates continued momentum.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book, Revenue Growth.
Bear Case : INGM
The primary concerns for INGM are Profit Margin, Operating Margin, Piotroski F-Score. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
INGM is growing revenue faster at 13.6% — sustainability is the question.
INFY generates stronger free cash flow (970M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INFY scores higher overall (59/100 vs 59/100), backed by strong 16.4% margins. 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.
Infosys Ltd ADR
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
Ingram Micro Holding Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Ingram Micro Holding Corporation (INGM) stands as a leading global distributor of information technology products and supply chain solutions, with a strong focus on transformative services such as cloud computing, mobility, and automation. Operating across North America, Europe, and Asia, the company serves a broad spectrum of clients, from small businesses to large enterprises, by harnessing a robust partner ecosystem to facilitate digital transformation. Ingram Micro's dedication to technological innovation and its agile response to the rapidly changing digital landscape make it an attractive investment for institutional investors seeking exposure to growth within the technology sector.
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