Ingram Micro Holding Corporation (INGM)vsMicrosoft Corporation (MSFT)
INGM
Ingram Micro Holding Corporation
$27.63
-3.94%
TECHNOLOGY · Cap: $6.37B
MSFT
Microsoft Corporation
$372.97
+5.71%
TECHNOLOGY · Cap: $2.97T
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 487% more annual revenue ($318.27B vs $54.24B). MSFT leads profitability with a 39.3% profit margin vs 0.7%. INGM trades at a lower P/E of 18.2x. MSFT earns a higher WallStSmart Score of 72/100 (B).
INGM
Buy57
out of 100
Grade: C
MSFT
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for INGM.
Margin of Safety
-77.9%
Fair Value
$213.30
Current Price
$372.97
$159.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 44.8% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Generating 15.8B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
0.7% margin — thin
Operating margin of 1.7%
Weak financial health signals
Negative free cash flow — burning cash
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : INGM
The strongest argument for INGM centers on Altman Z-Score, Price/Book, EPS Growth. Revenue growth of 13.7% demonstrates continued momentum.
Bull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 39.3% and operating margin at 46.3%. Revenue growth of 18.3% demonstrates continued momentum.
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.
Bear Case : MSFT
No major red flags identified for MSFT, but monitor valuation.
Key Dynamics to Monitor
INGM profiles as a value stock while MSFT is a growth play — different risk/reward profiles.
MSFT is growing revenue faster at 18.3% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MSFT scores higher overall (72/100 vs 57/100), backed by strong 39.3% margins and 18.3% revenue growth. 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.
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.
Visit Website →Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
Visit Website →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
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