International Business Machines (IBM)vsInnodata Inc (INOD)
IBM
International Business Machines
$243.29
+3.96%
TECHNOLOGY · Cap: $229.21B
INOD
Innodata Inc
$53.21
+0.19%
TECHNOLOGY · Cap: $1.88B
Smart Verdict
WallStSmart Research — data-driven comparison
International Business Machines generates 21685% more annual revenue ($69.09B vs $317.16M). IBM leads profitability with a 15.5% profit margin vs 14.7%. INOD appears more attractively valued with a PEG of 0.87. INOD earns a higher WallStSmart Score of 69/100 (B-).
IBM
Buy54
out of 100
Grade: C-
INOD
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.8%
Fair Value
$131.65
Current Price
$243.29
$111.64 premium
Intrinsic value data unavailable for INOD.
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
Every $100 of equity generates 31 in profit
Revenue surging 57.8% year-over-year
Earnings expanding 105.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
1.1% revenue growth
Elevated debt levels
Weak financial health signals
Trading at 11.5x book value
Smaller company, higher risk/reward
Weak financial health signals
Premium valuation, high expectations priced in
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 : INOD
The strongest argument for INOD centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 57.8% demonstrates continued momentum. PEG of 0.87 suggests the stock is reasonably priced for its growth.
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 : INOD
The primary concerns for INOD are Price/Book, Market Cap, Piotroski F-Score. A P/E of 42.4x leaves little room for execution misses.
Key Dynamics to Monitor
IBM profiles as a value stock while INOD is a growth play — different risk/reward profiles.
INOD carries more volatility with a beta of 2.88 — expect wider price swings.
INOD is growing revenue faster at 57.8% — sustainability is the question.
IBM generates stronger free cash flow (2.4B), providing more financial flexibility.
Bottom Line
INOD scores higher overall (69/100 vs 54/100) and 57.8% 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.
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 →Innodata Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Innodata Inc. is a global data engineering company in the United States, the United Kingdom, the Netherlands, Canada, and internationally. The company is headquartered in Ridgefield Park, New Jersey.
Visit Website →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
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