International Business Machines (IBM)vsIngram Micro Holding Corporation (INGM)
IBM
International Business Machines
$227.01
-2.45%
TECHNOLOGY · Cap: $219.29B
INGM
Ingram Micro Holding Corporation
$26.36
-3.50%
TECHNOLOGY · Cap: $6.20B
Smart Verdict
WallStSmart Research — data-driven comparison
International Business Machines generates 23% more annual revenue ($69.09B vs $55.98B). IBM leads profitability with a 15.5% 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).
IBM
Buy54
out of 100
Grade: C-
INGM
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.0%
Fair Value
$132.02
Current Price
$227.01
$94.99 premium
Intrinsic value data unavailable for INGM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Generating 2.4B in free cash flow
Reasonable price relative to book value
Earnings expanding 199.4% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
1.1% revenue growth
Elevated debt levels
Weak financial health signals
0.8% margin — thin
Operating margin of 1.7%
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : IBM
The strongest argument for IBM centers on Market Cap, Return on Equity, Free Cash Flow. Profitability is solid with margins at 15.5% and operating margin at 16.6%.
Bull Case : INGM
The strongest argument for INGM centers on Price/Book, EPS Growth, Altman Z-Score. Revenue growth of 13.6% demonstrates continued momentum.
Bear Case : IBM
The primary concerns for IBM are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.89 is elevated, increasing financial risk.
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.
Key Dynamics to Monitor
INGM is growing revenue faster at 13.6% — sustainability is the question.
IBM generates stronger free cash flow (2.4B), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INGM scores higher overall (59/100 vs 54/100) and 13.6% revenue growth. 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.
International Business Machines
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
International Business Machines Corporation (IBM) is an American multinational technology company headquartered in Armonk, New York, with operations in over 170 countries. The company began in 1911, founded in Endicott, New York, as the Computing-Tabulating-Recording Company (CTR) and was renamed International Business Machines in 1924. IBM is incorporated in New York. IBM produces and sells computer hardware, middleware and software, and provides hosting and consulting services in areas ranging from mainframe computers to nanotechnology. IBM is also a major research organization, holding the record for most annual U.S. patents generated by a business (as of 2020) for 28 consecutive years. Inventions by IBM include the automated teller machine (ATM), the floppy disk, the hard disk drive, the magnetic stripe card, the relational database, the SQL programming language, the UPC barcode, and dynamic random-access memory (DRAM). The IBM mainframe, exemplified by the System/360, was the dominant computing platform during the 1960s and 1970s.
Visit Website →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 →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
Want to dig deeper into these stocks?