Ingram Micro Holding Corporation (INGM) Stock

Ingram Micro Holding Corporation (INGM) is a Consumer Discretionary stock trading at $28.47 (as of 2026-07-20), with a market capitalization of $6.59B and a trailing P/E of 18.4. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Ingram Micro Holding Corporation, through its subsidiaries, engages in the provision of technology services and solutions to vendor, reseller, and retailer partners in North America, Europe, the Middle East, Africa, the Asia-Pacific, Latin America, and internationally. The company provides Ingram Micro Cloud Marketplace service portfolio that consists of third-party cloud-based services or subscription offerings through its Ingram Micro Xvantage platform, as well as offers training, ITAD, reverse logistics, repair and other related solutions, and financial solutions. It also provides client and endpoint solutions, including desktop personal computers, notebooks, tablets, printers, application software, peripherals, accessories, and Ingram Micro branded solutions, as well as components comprising hard drives, motherboards, video cards, etc. for corporate and individual end users. In addition, the company offers enterprise grade hardware and software products, such as servers, storage, networking, infrastructure hardware and software, and hybrid and software-defined solutions, as well as cybersecurity, power and cooling, and virtualization solutions; and DC/POS, physical security, audio visual and digital signage, UCC and telephony, smart office/home automation, and artificial intelligence products. Further, it provides third-party cloud-based services and subscriptions, including business applications, security, communications and collaboration, cloud enablement solutions, and infrastructure-as-a-service solutions; and operates CloudBlue digital commerce platform that offers multi-channel and multi-tier catalog management, subscription management, billing, and orchestration solutions through a SaaS model. The company was founded in 1979 and is headquartered in Irvine, California.

Understand Ingram Micro Holding Corporation: how it makes money

Ingram Micro provides technology services and solutions to vendors, resellers, and retailers, including a cloud marketplace of third-party subscription services via its Ingram Micro Xvantage platform, plus offerings such as training, ITAD, reverse logistics, repair, and financial solutions, and it makes money by enabling partner ordering and service delivery across its network.

The profit engine is scaling partner transactions and services through its technology services delivery and Xvantage platform capabilities (for example, email-to-order, self-service ordering, and cloud seats managed), across multiple regions.

Revenue by segment (latest quarter)
NA$5.0B
APAC$4.1B
EMEA$3.9B
LatAm$1.0B

Business quality (Mixed): Diversified regional net sales and a mix of cloud marketplace, logistics and repair, and financial solutions, but profitability appears structurally thin, so execution on platform-driven ordering and cloud seat management is critical.

Valuation: At 19× earnings, INGM trades 22% below the Wholesale average (24×). Note: one-time items can distort reported P/E.

Bull case

  • Cloud marketplace scale: Ingram Micro Cloud Marketplace provides third-party cloud-based services or subscription offerings through the Ingram Micro Xvantage platform, and it tracks an operating metric for cloud usage via Cloud seats managed.
  • Digital transaction enablement: The company measures partner ordering throughput through operational activity such as Email-to-order sales enabled and Self-service orders, which supports conversion of engagement into orders.

Bear case

  • Thin profitability: Reported gross margin is 6.6% and operating margin is 1.6%, indicating limited room for error if costs rise or take-up of its offerings slows.
  • Dependence on platform-driven demand: Key activity metrics include AIDA proactive engagements, dormant customers reactivated, and Email-to-order and self-service ordering, so weaker engagement or reactivation could reduce ordering momentum.
Valuation — source: SEC EDGAR (first-party)
Price$28.47
Market Cap$6.59B
P/E Ratio18.4
EV / EBITDA8.2
Price / Book1.57
Price / Sales0.12
FCF Yield0.0%
DCF Value (model)$31.30
DCF Upside vs Price9.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$52.56B
Net Margin0.6%
Revenue Growth (YoY)13.7%
EPS Growth (YoY)44.8%
FCF Growth (YoY)340.6%
Financial Health — source: SEC EDGAR
Altman Z-Score3.21 (safe)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Stock P/E18.4
Sector P/E (Consumer Discretionary)21.6
Industry P/E (Wholesale)24.4
vs Sector-14.4%
vs Industry-24.4%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderPlatinum Equity Advisors, LLC/DE ($4.59B)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryWholesale
CEOPaul D. Bay
Employees23,500
CountryUS
IPO Date2024-10-24

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INGM earnings history · INGM institutional & insider holders · INGM KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.