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INGRM.IS$482.50+4.89%
Fair $482.50+0.0%

INGRM.IS

Ingram Micro Bilisim Sistemleri Anonim Sirketi

Technology / Electronics & Computer DistributionIstanbul

$482.50

+22.50 (+4.89%)

Fairly Valued+0.0%Fair Value $482.50Fund rank 22/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $138.0M · quality 28.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

46/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · INGRM.ISLocal privado en este navegador · Ingram Micro Bilisim Sistemleri Anonim Sirketi
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$11.6B

P/E

3446.4x

↑

EV/EBITDA

24.2x

↑

ROE

10.3%

↑

Gross Margin

5.9%

↓

Debt/Equity

1.89

↑
52-Week Range$483
$332$621

TradingView lightweight chart

INGRM.IS price, volumen y niveles de valoración

Último $482.50Periodo +33641.3%
Fair value: $482.50

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+64.5%

FCF CAGR

—

FCF margin

-1.6%

FCF / Net income

-1.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.25B · net income $180.7M · FCF $-344.5M

2021-FY → 2024-FY

Gross margin

5.9%+1.1% pts

Operating margin

2.7%-0.1% pts

Net margin

0.9%+1.3% pts

FCF margin

-1.6%+4.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$21.25B$21.25B$16.19B$10.33B$4.78B
Net Income$180.7M$180.7M$-27.6M$66.9M$-22.4M
EBITDA$594.3M$594.3M$299.3M$248.9M$105.4M
EPS——-1.152.79-0.93
Gross Margin5.9%5.9%5.1%5.0%4.8%
Operating Margin2.7%2.7%2.7%3.1%2.7%
Net Margin0.9%0.9%-0.2%0.6%-0.5%
Balance Sheet
Debt/Equity1.891.891.581.851.23
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$-344.5M$-344.5M$141.4M$138.0M$-266.4M
Returns
ROE10.3%10.3%-2.1%7.0%-3.5%
Valuation
P/E3446.433446.43—70.15—
EV/EBITDA24.1724.1744.6422.5119.34
P/B6.576.578.934.912.23
Growth & Yield
Revenue Growth31.2%31.2%56.8%116.2%—
EPS Growth——-141.3%399.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +34.7%

Total return

+34.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.15 → n/d

Residual

+34.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+34.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.