Infosys Ltd ADR (INFY)vsIngram Micro Holding Corporation (INGM)
INFY
Infosys Ltd ADR
$10.57
-1.35%
TECHNOLOGY · Cap: $46.96B
INGM
Ingram Micro Holding Corporation
$27.63
-3.94%
TECHNOLOGY · Cap: $6.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Ingram Micro Holding Corporation generates 169% more annual revenue ($54.24B vs $20.16B). INFY leads profitability with a 16.4% profit margin vs 0.7%. INFY trades at a lower P/E of 14.5x. INFY earns a higher WallStSmart Score of 61/100 (C+).
INFY
Buy61
out of 100
Grade: C+
INGM
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.1%
Fair Value
$99.30
Current Price
$10.57
$88.73 discount
Intrinsic value data unavailable for INGM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 34 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Strong operational efficiency at 20.9%
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 44.8% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 8.7x book value
0.7% 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 20.9%.
Bull Case : INGM
The strongest argument for INGM centers on Altman Z-Score, Price/Book, EPS Growth. Revenue growth of 13.7% demonstrates continued momentum.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Bear Case : INGM
The primary concerns for INGM are Profit Margin, Operating Margin, Piotroski F-Score. Thin 0.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
INFY profiles as a mature stock while INGM is a value play — different risk/reward profiles.
INGM is growing revenue faster at 13.7% — sustainability is the question.
INFY generates stronger free cash flow (833M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INFY scores higher overall (61/100 vs 57/100), 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) is a premier global distributor of information technology products and supply chain solutions, emphasizing transformative services such as cloud computing, mobility, and automation. With a strong presence in North America, Europe, and Asia, the company serves a diverse clientele, from small businesses to large enterprises, by leveraging a comprehensive partner ecosystem to drive digital transformation. Ingram Micro's commitment to technological innovation and its strategic adaptability in a rapidly evolving digital landscape position it as a compelling investment opportunity for institutional investors seeking growth in the technology sector.
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