WallStSmart

Infosys Ltd ADR (INFY)vsIngram Micro Holding Corporation (INGM)

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Smart Verdict

WallStSmart Research — data-driven comparison

Ingram Micro Holding Corporation generates 176% more annual revenue ($55.98B vs $20.30B). INFY leads profitability with a 16.4% profit margin vs 0.8%. INFY trades at a lower P/E of 13.5x. INGM earns a higher WallStSmart Score of 59/100 (C).

INFY

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 9.0Value: 7.3Quality: 8.0
Piotroski: 4/9Altman Z: 4.57

INGM

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 5.0Value: 6.0Quality: 6.0
Piotroski: 3/9Altman Z: 3.12
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INFYUndervalued (+83.7%)

Margin of Safety

+83.7%

Fair Value

$96.74

Current Price

$10.75

$85.99 discount

UndervaluedFair: $96.74Overvalued

Intrinsic value data unavailable for INGM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INFY5 strengths · Avg: 9.2/10
Return on EquityProfitability
34.6%10/10

Every $100 of equity generates 35 in profit

Debt/EquityHealth
0.1010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.5710/10

Safe zone — low bankruptcy risk

P/E RatioValuation
13.5x8/10

Attractively priced relative to earnings

Operating MarginProfitability
21.2%8/10

Strong operational efficiency at 21.2%

INGM4 strengths · Avg: 9.5/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
199.4%10/10

Earnings expanding 199.4% YoY

Altman Z-ScoreHealth
3.1210/10

Safe zone — low bankruptcy risk

P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Areas to Watch

INFY3 concerns · Avg: 4.0/10
PEG RatioValuation
1.854/10

Expensive relative to growth rate

Price/BookValuation
9.0x4/10

Trading at 9.0x book value

Revenue GrowthGrowth
2.9%4/10

2.9% revenue growth

INGM4 concerns · Avg: 2.8/10
Profit MarginProfitability
0.8%3/10

0.8% margin — thin

Operating MarginProfitability
1.7%3/10

Operating margin of 1.7%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-566.14M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : INFY

The strongest argument for INFY centers on Return on Equity, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.4% and operating margin at 21.2%.

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 : INFY

The primary concerns for INFY are PEG Ratio, Price/Book, Revenue Growth.

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.

INFY generates stronger free cash flow (970M), providing more financial flexibility.

Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

INFY scores higher overall (59/100 vs 59/100), backed by strong 16.4% margins. 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.

Infosys Ltd ADR

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA

Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.

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.

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