Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
INGM
STRONG BUYFLAGIngram Micro Holding Corporation · Technology · United States · $6.8B · Avg Vol: $29M/d
Ingram Micro is a large global IT distributor with strong momentum on AI infrastructure volumes, but it carries the weakest quality score in this batch (Q43) reflecting distribution economics and post-buyout leverage, and our feed records insider selling of 2.27% of shares outstanding, consistent with sponsor distribution after its relisting. Nothing adverse is known on accounting, so this is a flag.
COMPANY DESCRIPTION
Ingram Micro Holding Corporation is a global leader in technology distribution and supply chain services, connecting major IT hardware and software manufacturers with a vast network of resellers. The company's competitive moat is its massive global scale, deep logistics infrastructure, and proprietary digital platform, Ingram Micro Cloud. It operates as a critical, high-volume intermediary in the global technology ecosystem.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 50.8B | 48.0B | 48.0B | 52.6B | 1.1% | 56.0B | 58.0B | 60.0B | 6.9% |
| EPS | 10.79 | 1.59 | 1.18 | 1.40 | -49.4% | 1.83 | 1.63 | 1.82 | 14.0% |
| Shares | 235.5M | 235.5M | 234.8M | 235.1M | -0.2% | 230.7M | — | — | — |
| Debt | 4.8B | 4.4B | 3.8B | 3.7B | -8.6% | 4.2B | — | — | — |
| Equity | 3.1B | 3.5B | 3.7B | 4.2B | 11.6% | — | — | — | — |
| Op CF | -361.1M | 58.8M | 333.8M | 916.1M | 294.6% | -96.6M | — | — | — |
| Inv CF | 3.0B | -17.7M | 105.5M | 267.6M | — | — | — | — | — |
| Fin CF | -2.5B | -477.9M | -391.3M | -306.2M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of INGM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| INGM | Ingram Micro Holding Corporation(you) | $6.8B | 93 | STRONG BUY |
| IT | Gartner, Inc. | $9.4B | 91 | STRONG BUY |
| SAIC | Science Applications International Corporation | $5.0B | 90 | STRONG BUY |
| EXLS | ExlService Holdings, Inc. | $4.2B | 88 | STRONG BUY |
| JKHY | Jack Henry & Associates, Inc. | $10.7B | 80 | STRONG BUY |
| EPAM | EPAM Systems, Inc. | $4.7B | 78 | BUY |
| CTSH | Cognizant Technology Solutions Corporation | $21.5B | 93 | STRONG BUY |
| CACI | CACI International Inc | $10.8B | 78 | BUY |
| BR | Broadridge Financial Solutions, Inc. | $17.2B | 81 | STRONG BUY |
| CDW | CDW Corporation | $17.1B | 80 | STRONG BUY |
Peer medians: ROE 7.9% · P/E 38.4x · Gross margin 54.2%