Ingram Micro Holding Corporation

INGM • Information Technology Services

$28.84

▲ +0.29 (+1.02%)

Precio actual

ResultadosÚltimo reporte: 27 jun 2026

PERFIL EQUILIBRADONeutralConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Perfil mixto. La empresa no es necesariamente mala, pero la valoración, el crecimiento o el balance todavía no justifican una señal más fuerte.

Capitalización

$6.87B

Crecimiento

111.9%

Flujo de caja

2/5

Tendencia

Volatile

Evidencia

Flujo de caja libre positivo · 3.34Múltiplo de ganancias razonable · 15.85Nivel de deuda manejable · 0.21Liquidez saludable · 1.33Rentabilidad débil

Datos financieros hasta: 27 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 27 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 5 ago 2026, 2:27 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$28.84

Change1.02%

Shares Out238.06M

Market Cap$6.87B

Enterprise Value$7.74B

52W Range18.09 - 31.69

Beta1.79

P/E15.94

P/S0.12

P/B1.60

P/FCF5.09

EV/Sales0.14

Price$28.84

Change1.02%

Shares Out238.06M

Market Cap$6.87B

Enterprise Value$7.74B

52W Range18.09 - 31.69

Beta1.79

P/E15.94

P/S0.12

P/B1.60

P/FCF5.09

EV/Sales0.14

EV/EBITDA6.08

EV/FCF5.74

Earnings Yield6.27%

FCF Yield19.64%

Dividend Yield0.84%

Gross Margin6.67%

Oper. Margin1.78%

Profit Margin0.62%

Debt/Eq0.21

Current Ratio1.33

Quick Ratio0.97

Revenue 5Y111.92%

FCF 5Y121.69%

Target$31.17

Target Upside8.08%

Target Median$32.00

Target Range26.00 - 34.00

Volume918.11K

Avg Volume1.50M

EPS Surprise0.05

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

27/100

Fortaleza financiera

Deuda, caja, estabilidad

67/100

Potencial de crecimiento

Ingresos y expansión

58/100

Atractivo del precio

Barata o cara hoy

91/100

Por qué este puntaje▼

Flujo de caja libre positivo · 3.34Múltiplo de ganancias razonable · 15.85Nivel de deuda manejable · 0.21Liquidez saludable · 1.33Rentabilidad débil

Analyst view

Analyst sentiment and price target

INGM

Analyst sentiment

Based on 11 analyst votes · 2026-09-05

73/100

Bullish

Hold

Bearish

Precio objetivo

2026-07-31

Bajo

$26.00

Promedio

$30.40

Mediana

$30.00

Alto

$34.00

Resumen de la compañía

IPO: 10/24/2024

Industria: Information Technology Services

P/B i: 1.60

Deuda / Patrimonio i: 0.21

Margen operativo: 1.78%

Margen neto: 0.62%

ROE i: -

ROIC: -

Salud financiera

Puntaje13 / 20

Deuda / Patrimonio: 0.21

Ratio corriente: 1.33

Ratio rápido: 0.97

Estado: Good

Transacciones internas

Actividad reciente de ejecutivos e insiders

⚠ 4 venta interna de alto volumens detectadas

PLATINUM EQUITY, LLC

Transacción: 06/15/2026

VENTA

Cambio

-5,167,069

Precio

$29.03

Presentación

06/17/2026

Tipo

VENTA

Aragone Augusto

Transacción: 06/15/2026

VENTA

Cambio

-10,000

Precio

$30.00

Presentación

06/16/2026

Tipo

VENTA

Aragone Augusto

Transacción: 06/12/2026

VENTA

Cambio

-50,000

Precio

$29.30

Presentación

06/16/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
PLATINUM EQUITY, LLC	VENTA	-5,167,069	$29.03	06/15/2026	06/17/2026
Aragone Augusto	VENTA	-10,000	$30.00	06/15/2026	06/16/2026
Aragone Augusto	VENTA	-50,000	$29.30	06/12/2026	06/16/2026
MONIE ALAIN	COMPRA	+7,031	Not reported	05/14/2026	05/14/2026
Alvaro Felicia	COMPRA	+7,031	Not reported	05/14/2026	05/14/2026
STONE HEISZ LESLIE	COMPRA	+7,031	Not reported	05/14/2026	05/14/2026
Haussler Jakki L.	COMPRA	+7,031	Not reported	05/14/2026	05/14/2026
Wienbar Sharon L	COMPRA	+7,031	Not reported	05/14/2026	05/14/2026
ASHMORE CRAIG W	COMPRA	+7,031	Not reported	05/14/2026	05/14/2026
PLATINUM EQUITY, LLC	VENTA	-14,471,153	$24.96	05/07/2026	05/08/2026
PLATINUM EQUITY, LLC	VENTA	-1,348,314	$21.36	03/30/2026	03/31/2026
PLATINUM EQUITY, LLC	VENTA	-12,499,999	$21.36	03/09/2026	03/11/2026
Bay Paul D	COMPRA	+168,146	Not reported	03/04/2026	03/05/2026
Zilis Michael	COMPRA	+37,833	Not reported	03/04/2026	03/05/2026
Sherman Scott D	COMPRA	+25,222	Not reported	03/04/2026	03/05/2026
Aragone Augusto	COMPRA	+25,222	Not reported	03/04/2026	03/05/2026
Hornstein Carolyn	COMPRA	+8,407	Not reported	03/04/2026	03/05/2026
Bay Paul D	VENTA	-13,874	$21.35	03/03/2026	03/05/2026
Zilis Michael	VENTA	-2,601	$21.35	03/03/2026	03/05/2026
Sherman Scott D	VENTA	-1,853	$21.35	03/03/2026	03/05/2026

Sobre la compañía

Ingram Micro Holding Corporation

Ingram Micro Holding Corporation, operating globally through its various subsidiaries, delivers a broad spectrum of technology services and solutions. Its client base spans vendors, resellers, and retailers across regions such as North America, Europe, the Middle East, Africa, Asia-Pacific, and Latin America. The company offers a comprehensive Ingram Micro Cloud Marketplace portfolio, featuring a wide array of third-party cloud-based services and subscription products accessible via its Ingram Micro Xvantage platform. Beyond these, it also furnishes crucial support services like training, IT asset disposition (ITAD), reverse logistics, repair, and various financial solutions. For both corporate and individual consumers, Ingram Micro supplies a range of client and endpoint technologies. These encompass devices such as desktop PCs, laptops, and tablets, alongside printers, various application software, and a selection of peripherals and accessories. The company also distributes its own branded solutions and essential components like hard drives, motherboards, and video cards. Furthermore, its portfolio extends to enterprise-grade hardware and software. This includes robust solutions for servers, data storage, networking, and general infrastructure, alongside hybrid and software-defined technologies. Specialized offerings also cover cybersecurity, power and cooling management, and virtualization. Other specialized product categories include data capture/point-of-sale (DC/POS) systems, physical security setups, audio-visual and digital signage equipment, unified communications and collaboration (UCC) tools, telephony systems, smart office and home automation technologies, and artificial intelligence products. A significant portion of its services comprises third-party cloud-based subscriptions and offerings, spanning critical areas such as business applications, robust security solutions, communication and collaboration tools, cloud enablement services, and infrastructure-as-a-service (IaaS) offerings. Moreover, Ingram Micro manages the CloudBlue digital commerce platform, which delivers comprehensive software-as-a-service (SaaS) solutions for multi-channel and multi-tier catalog administration, subscription oversight, billing processes, and overall orchestration. Established in 1979, the company maintains its headquarters in Irvine, California.

Fuente - Link

Competidores

ARW CWAN DLB EXLS G KD PSFE SAIC VNT WEX

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

Canada Pension Plan Investment Board Acquires New Holdings in Ingram Micro Holding Corporation $INGM

Canada Pension Plan Investment Board bought a new stake in shares of Ingram Micro Holding Corporation (NYSE: INGM) during the quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 25,700 shares of the company's stock, valued at approximately $705,000. A number of other

Defense World

Deutsche Bank Names Lumentum and Coherent Top AI Picks as Spending Surges

Deutsche Bank has started covering a group of hardware stocks tied to the expansion of AI infrastructure, with Lumentum Holdings (LITE) and Coherent (COHR) emer

GuruFocus

INGM or AMPL: Which Is the Better Value Stock Right Now?

Investors with an interest in Technology Services stocks have likely encountered both Ingram Micro (INGM) and Amplitude, Inc. (AMPL). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research

Ingram Micro Holding Corporation (NYSE:INGM) Given Average Rating of “Hold” by Analysts

Shares of Ingram Micro Holding Corporation (NYSE: INGM - Get Free Report) have earned a consensus rating of "Hold" from the nine brokerages that are covering the company, MarketBeat reports. Six analysts have rated the stock with a hold recommendation and three have assigned a buy recommendation to the company. The average twelve-month price target among

Defense World

Ingram Micro Q2: The Cash Flow Dip Creates A Buying Opportunity

Ingram Micro Holding Corporation delivered a fifth consecutive earnings beat, with Q2 net sales up 13.6% YoY and non-GAAP EPS up 34.4%. Despite strong results, INGM shares dropped around 7% post-earnings early this month due to significant negative free cash flow driven by inventory build. Operating leverage is increasingly visible, with adjusted operating income up 40% and ROIC improving to 10.8%, supporting the reiterated Buy case.

Seeking Alpha

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-04-30	0.7	0.75	0.05
2026-03-02	0.9	0.96	0.06
2025-10-30	0.67	0.72	0.05
2025-08-06	0.601	0.61	0.009
2025-05-08	0.56	0.61	0.05
2025-03-04	0.91	0.92	0.01
2024-11-12	0.67	0.72	0.05