Ingram Micro Holding Corporation (INGM)vsSonos Inc (SONO)
INGM
Ingram Micro Holding Corporation
$26.36
-3.50%
TECHNOLOGY · Cap: $6.20B
SONO
Sonos Inc
$17.10
+1.48%
TECHNOLOGY · Cap: $1.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Ingram Micro Holding Corporation generates 3656% more annual revenue ($55.98B vs $1.49B). SONO leads profitability with a 3.8% profit margin vs 0.8%. INGM trades at a lower P/E of 14.7x. INGM earns a higher WallStSmart Score of 59/100 (C).
INGM
Buy59
out of 100
Grade: C
SONO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for INGM.
Margin of Safety
-32.1%
Fair Value
$12.49
Current Price
$17.10
$4.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 199.4% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
0.8% margin — thin
Operating margin of 1.7%
Weak financial health signals
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : INGM
The strongest argument for INGM centers on Price/Book, EPS Growth, Altman Z-Score. Revenue growth of 13.6% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
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.
Bear Case : SONO
The primary concerns for SONO are P/E Ratio, Market Cap, Return on Equity. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
INGM is growing revenue faster at 13.6% — sustainability is the question.
SONO generates stronger free cash flow (40M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INGM scores higher overall (59/100 vs 48/100) and 13.6% 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.
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.
Visit Website →Sonos Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sonos, Inc. designs, develops, manufactures, and sells multi-room audio products in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Santa Barbara, California.
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