Ingram Micro Holding Corporation (INGM)vsSonos Inc (SONO)
INGM
Ingram Micro Holding Corporation
$27.63
-3.94%
TECHNOLOGY · Cap: $6.37B
SONO
Sonos Inc
$13.76
-7.20%
TECHNOLOGY · Cap: $1.83B
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 18.2x. 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
-34.7%
Fair Value
$12.25
Current Price
$13.76
$1.51 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 44.8% YoY
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
0.7% margin — thin
Operating margin of 1.7%
Weak financial health signals
Negative free cash flow — burning cash
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : INGM
The strongest argument for INGM centers on Altman Z-Score, Price/Book, EPS Growth. Revenue growth of 13.7% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : INGM
The primary concerns for INGM are Profit Margin, Operating Margin, Piotroski F-Score. 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 90.3x 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. 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 premier global distributor of information technology products and supply chain solutions, emphasizing transformative services such as cloud computing, mobility, and automation. With a strong presence in North America, Europe, and Asia, the company serves a diverse clientele, from small businesses to large enterprises, by leveraging a comprehensive partner ecosystem to drive digital transformation. Ingram Micro's commitment to technological innovation and its strategic adaptability in a rapidly evolving digital landscape position it as a compelling investment opportunity for institutional investors seeking growth in 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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