Ingram Micro Holding Corporation (INGM)vsSonos Inc (SONO)
INGM
Ingram Micro Holding Corporation
$27.20
+1.23%
TECHNOLOGY · Cap: $6.22B
SONO
Sonos Inc
$15.06
+1.14%
TECHNOLOGY · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Ingram Micro Holding Corporation generates 3615% more annual revenue ($54.24B vs $1.46B). SONO leads profitability with a 1.6% profit margin vs 0.7%. INGM trades at a lower P/E of 17.7x. INGM earns a higher WallStSmart Score of 57/100 (C).
INGM
Buy57
out of 100
Grade: C
SONO
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for INGM.
Margin of Safety
+43.7%
Fair Value
$29.31
Current Price
$15.06
$14.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 44.8% YoY
Earnings expanding 87.5% YoY
Areas to Watch
0.7% margin — thin
Operating margin of 1.7%
Negative free cash flow — burning cash
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
1.6% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : INGM
The strongest argument for INGM centers on Altman Z-Score, Debt/Equity, P/E Ratio. Revenue growth of 13.7% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bear Case : INGM
The primary concerns for INGM are Profit Margin, Operating Margin, Free Cash Flow. Thin 0.7% margins leave little buffer for downturns.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Profit Margin. A P/E of 87.6x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
INGM is growing revenue faster at 13.7% — sustainability is the question.
SONO generates stronger free cash flow (-70M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INGM scores higher overall (57/100 vs 45/100) and 13.7% revenue growth. SONO offers better value entry with a 43.7% margin of safety. 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) is a prominent global distributor specializing in information technology products and supply chain solutions, with an emphasis on transformative services such as cloud computing, mobility, and automation. The company boasts a robust operational presence across key markets in North America, Europe, and Asia, catering to a diverse clientele that includes both small businesses and large enterprises. By fostering a comprehensive partner ecosystem, Ingram Micro facilitates digital transformation for its customers while maintaining a strong commitment to technological enablement. Its strategic agility within the rapidly changing digital landscape positions Ingram Micro as a compelling investment opportunity for institutional investors seeking 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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