Infosys Ltd ADR (INFY)vsIngram Micro Holding Corporation (INGM)
INFY
Infosys Ltd ADR
$13.08
-1.65%
TECHNOLOGY · Cap: $53.86B
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 165% more annual revenue ($52.56B vs $19.85B). INFY leads profitability with a 16.2% profit margin vs 0.6%. INGM trades at a lower P/E of 16.1x. INGM earns a higher WallStSmart Score of 57/100 (C).
INFY
Hold48
out of 100
Grade: D+
INGM
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-200.8%
Fair Value
$5.24
Current Price
$13.08
$7.84 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
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Attractively priced relative to earnings
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
3.2% revenue growth
Earnings declined 5.3%
0.6% margin — thin
Operating margin of 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : INFY
The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 18.0%.
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 : INFY
The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.
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
INGM scores higher overall (57/100 vs 48/100) and 11.5% revenue growth. Both earn "Buy" and "Hold" 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) 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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