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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.80
IM's Cash to Debt is ranked lower than
59% of the 2488 Companies
in the Global Computer Distribution industry.

( Industry Median: 4.04 vs. IM: 0.80 )
IM' s 10-Year Cash to Debt Range
Min: 0.06   Max: 2.4
Current: 0.8

0.06
2.4
Equity to Asset 0.34
IM's Equity to Asset is ranked lower than
66% of the 2478 Companies
in the Global Computer Distribution industry.

( Industry Median: 0.58 vs. IM: 0.34 )
IM' s 10-Year Equity to Asset Range
Min: 0.21   Max: 0.38
Current: 0.34

0.21
0.38
Interest Coverage 8.70
IM's Interest Coverage is ranked lower than
57% of the 1547 Companies
in the Global Computer Distribution industry.

( Industry Median: 76.29 vs. IM: 8.70 )
IM' s 10-Year Interest Coverage Range
Min: 1.54   Max: 18.3
Current: 8.7

1.54
18.3
F-Score: 5
Z-Score: 4.78
M-Score: -2.58
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) 1.21
IM's Operating margin (%) is ranked higher than
50% of the 2464 Companies
in the Global Computer Distribution industry.

( Industry Median: 3.42 vs. IM: 1.21 )
IM' s 10-Year Operating margin (%) Range
Min: -0.97   Max: 2.27
Current: 1.21

-0.97
2.27
Net-margin (%) 0.73
IM's Net-margin (%) is ranked lower than
51% of the 2465 Companies
in the Global Computer Distribution industry.

( Industry Median: 2.74 vs. IM: 0.73 )
IM' s 10-Year Net-margin (%) Range
Min: -1.23   Max: 1.17
Current: 0.73

-1.23
1.17
ROE (%) 7.86
IM's ROE (%) is ranked higher than
73% of the 2428 Companies
in the Global Computer Distribution industry.

( Industry Median: 5.17 vs. IM: 7.86 )
IM' s 10-Year ROE (%) Range
Min: -16.82   Max: 18.35
Current: 7.86

-16.82
18.35
ROA (%) 2.63
IM's ROA (%) is ranked higher than
62% of the 2466 Companies
in the Global Computer Distribution industry.

( Industry Median: 2.74 vs. IM: 2.63 )
IM' s 10-Year ROA (%) Range
Min: -5.58   Max: 3.93
Current: 2.63

-5.58
3.93
ROC (Joel Greenblatt) (%) 15.58
IM's ROC (Joel Greenblatt) (%) is ranked higher than
73% of the 2460 Companies
in the Global Computer Distribution industry.

( Industry Median: 10.23 vs. IM: 15.58 )
IM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -15.09   Max: 25.62
Current: 15.58

-15.09
25.62
Revenue Growth (%) 8.90
IM's Revenue Growth (%) is ranked higher than
78% of the 1668 Companies
in the Global Computer Distribution industry.

( Industry Median: 3.30 vs. IM: 8.90 )
IM' s 10-Year Revenue Growth (%) Range
Min: -10.4   Max: 25.7
Current: 8.9

-10.4
25.7
EBITDA Growth (%) 6.60
IM's EBITDA Growth (%) is ranked higher than
70% of the 1276 Companies
in the Global Computer Distribution industry.

( Industry Median: 5.20 vs. IM: 6.60 )
IM' s 10-Year EBITDA Growth (%) Range
Min: -34.9   Max: 40.1
Current: 6.6

-34.9
40.1
EPS Growth (%) 0.90
IM's EPS Growth (%) is ranked higher than
63% of the 1124 Companies
in the Global Computer Distribution industry.

( Industry Median: 5.90 vs. IM: 0.90 )
IM' s 10-Year EPS Growth (%) Range
Min: -67.9   Max: 220.8
Current: 0.9

-67.9
220.8
» IM's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

IM Guru Trades in Q1 2013

Steven Cohen 59,205 sh (+376%)
Paul Tudor Jones 54,700 sh (+16.14%)
Chuck Royce 857,000 sh (+15.03%)
Donald Smith 12,972,574 sh (+8.48%)
Third Avenue Management 3,181,376 sh (+8.46%)
HOTCHKIS & WILEY 2,037,942 sh (+6.42%)
Richard Pzena 2,699,413 sh (+5.82%)
Pioneer Investments 527,200 sh (unchged)
David Dreman 1,659,917 sh (-0.95%)
John Buckingham 166,157 sh (-1.82%)
Charles de Vaulx 3,032,782 sh (-6.7%)
Charles Brandes 868,485 sh (-23.66%)
Jeremy Grantham 14,287 sh (-33.85%)
» More
Q2 2013

IM Guru Trades in Q2 2013

Jim Simons 217,700 sh (New)
Jeremy Grantham 44,913 sh (+214.36%)
HOTCHKIS & WILEY 3,639,442 sh (+78.58%)
Charles Brandes 1,093,963 sh (+25.96%)
Paul Tudor Jones 66,300 sh (+21.21%)
Chuck Royce 1,000,000 sh (+16.69%)
Richard Pzena 3,063,929 sh (+13.5%)
Donald Smith 13,659,131 sh (+5.29%)
John Buckingham 166,515 sh (+0.22%)
Charles de Vaulx 3,032,782 sh (unchged)
Pioneer Investments 527,200 sh (unchged)
Steven Cohen Sold Out
David Dreman 1,409,094 sh (-15.11%)
Third Avenue Management 2,649,320 sh (-16.72%)
» More
Q3 2013

IM Guru Trades in Q3 2013

Steven Cohen 352,677 sh (New)
Jim Simons 826,000 sh (+279.42%)
Jeremy Grantham 63,962 sh (+42.41%)
HOTCHKIS & WILEY 4,091,442 sh (+12.42%)
Chuck Royce 1,077,000 sh (+7.7%)
John Buckingham 167,453 sh (+0.56%)
Charles de Vaulx 3,032,782 sh (unchged)
Pioneer Investments 454,300 sh (-13.83%)
Charles Brandes 907,673 sh (-17.03%)
Richard Pzena 2,267,219 sh (-26%)
Donald Smith 9,565,236 sh (-29.97%)
Paul Tudor Jones 32,200 sh (-51.43%)
Third Avenue Management 1,257,495 sh (-52.54%)
David Dreman 373,767 sh (-73.47%)
» More
Q4 2013

IM Guru Trades in Q4 2013

Paul Tudor Jones 53,776 sh (+67.01%)
Jeremy Grantham 94,364 sh (+47.53%)
Chuck Royce 1,149,500 sh (+6.73%)
Charles Brandes 928,087 sh (+2.25%)
John Buckingham 168,331 sh (+0.52%)
Charles de Vaulx 3,032,782 sh (unchged)
Jim Simons 804,700 sh (-2.58%)
Richard Pzena 2,096,169 sh (-7.54%)
David Dreman 340,331 sh (-8.95%)
Donald Smith 8,135,039 sh (-14.95%)
HOTCHKIS & WILEY 2,878,490 sh (-29.65%)
Third Avenue Management 584,495 sh (-53.52%)
Pioneer Investments 106,549 sh (-76.55%)
Steven Cohen 55,421 sh (-84.29%)
» More
» Details

Insider Trades

Latest Guru Trades with IM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Donald Smith 2013-12-31 Reduce -14.95%0.7%$22.9 - $24.21 $ 30.4130%8135039
Donald Smith 2013-09-30 Reduce -29.97%1.68%$19.21 - $23.46 $ 30.4138%9565236
David Dreman 2013-09-30 Reduce -73.47%0.68%$19.21 - $23.46 $ 30.4138%373767
Donald Smith 2013-06-30 Add 5.29%0.28%$17.23 - $19.61 $ 30.4165%13659131
David Dreman 2013-06-30 Reduce -15.11%0.13%$17.23 - $19.61 $ 30.4165%1409094
Charles Brandes 2013-06-30 Add 25.96%0.05%$17.23 - $19.61 $ 30.4165%1093963
Donald Smith 2013-03-31 Add 8.48%0.44%$16.92 - $20.14 $ 30.4162%12972574
Charles Brandes 2013-03-31 Reduce -23.66%0.05%$16.92 - $20.14 $ 30.4162%868485
Donald Smith 2012-12-31 Add 10.86%0.55%$14.83 - $17.37 $ 30.4191%11958563
Joel Greenblatt 2012-12-31 Sold Out 0.14%$14.83 - $17.37 $ 30.4191%0
Joel Greenblatt 2012-09-30 Reduce -41.59%0.12%$14.48 - $17.77 $ 30.4192%136537
David Dreman 2012-06-30 New Buy0.71%$16.9 - $19.47 $ 30.4167%1743932
Donald Smith 2012-06-30 Add 12.97%0.67%$16.9 - $19.47 $ 30.4167%11194927
Joel Greenblatt 2012-06-30 Add 170.22%0.19%$16.9 - $19.47 $ 30.4167%233737
Joel Greenblatt 2012-03-31 Add 621.36%0.12%$18.09 - $19.72 $ 30.4171%86498
Ray Dalio 2012-03-31 Sold Out 0.0036%$18.09 - $19.72 $ 30.4171%0
Donald Smith 2011-12-31 Add 8.84%0.45%$15.75 - $19.1 $ 30.4170%9809405
Joel Greenblatt 2011-12-31 Reduce -44.44%0.03%$15.75 - $19.1 $ 30.4170%11991
Ray Dalio 2011-12-31 New Buy$15.75 - $19.1 $ 30.4170%11876
Joel Greenblatt 2011-09-30 New Buy0.06%$15.78 - $18.55 $ 30.4175%21584
Donald Smith 2011-06-30 Add 42.68%1.58%$17 - $21.5 $ 30.4161%9010448
George Soros 2011-06-30 Sold Out $17 - $21.5 $ 30.4161%0
Donald Smith 2011-03-31 Add 9.85%0.37%$18.92 - $20.9 $ 30.4153%6315121
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

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Ratios

vs
industry
vs
history
P/E(ttm) 15.60
IM's P/E(ttm) is ranked higher than
69% of the 1771 Companies
in the Global Computer Distribution industry.

( Industry Median: 19.30 vs. IM: 15.60 )
IM' s 10-Year P/E(ttm) Range
Min: 5.81   Max: 675.71
Current: 15.6

5.81
675.71
P/B 1.20
IM's P/B is ranked higher than
67% of the 2370 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.48 vs. IM: 1.20 )
IM' s 10-Year P/B Range
Min: 0.45   Max: 1.54
Current: 1.2

0.45
1.54
P/S 0.10
IM's P/S is ranked higher than
97% of the 2534 Companies
in the Global Computer Distribution industry.

( Industry Median: 0.91 vs. IM: 0.10 )
IM' s 10-Year P/S Range
Min: 0.05   Max: 0.13
Current: 0.1

0.05
0.13
PFCF 13.80
IM's PFCF is ranked higher than
65% of the 1305 Companies
in the Global Computer Distribution industry.

( Industry Median: 16.38 vs. IM: 13.80 )
IM' s 10-Year PFCF Range
Min: 1.94   Max: 188.64
Current: 13.8

1.94
188.64
EV-to-EBIT 10.10
IM's EV-to-EBIT is ranked higher than
81% of the 1925 Companies
in the Global Computer Distribution industry.

( Industry Median: 15.73 vs. IM: 10.10 )
IM' s 10-Year EV-to-EBIT Range
Min: 2.7   Max: 44.2
Current: 10.1

2.7
44.2
PEG 1.20
IM's PEG is ranked higher than
62% of the 796 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.26 vs. IM: 1.20 )
IM' s 10-Year PEG Range
Min: 0.34   Max: 4.89
Current: 1.2

0.34
4.89
Shiller P/E 30.10
IM's Shiller P/E is ranked higher than
55% of the 794 Companies
in the Global Computer Distribution industry.

( Industry Median: 25.60 vs. IM: 30.10 )
IM' s 10-Year Shiller P/E Range
Min: 6.74   Max: 37.74
Current: 30.1

6.74
37.74

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.50
IM's Price/Tangible Book is ranked higher than
58% of the 2297 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.60 vs. IM: 1.50 )
IM' s 10-Year Price/Tangible Book Range
Min: 0.81   Max: 4.68
Current: 1.5

0.81
4.68
Price/DCF (Projected) 1.00
IM's Price/DCF (Projected) is ranked higher than
77% of the 947 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.30 vs. IM: 1.00 )
IM' s 10-Year Price/DCF (Projected) Range
Min: 0.58   Max: 5.72
Current: 1

0.58
5.72
Price/Median PS Value 1.30
IM's Price/Median PS Value is ranked lower than
54% of the 2361 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.10 vs. IM: 1.30 )
IM' s 10-Year Price/Median PS Value Range
Min: 0.61   Max: 2.86
Current: 1.3

0.61
2.86
Price/Graham Number 1.00
IM's Price/Graham Number is ranked higher than
65% of the 1701 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.20 vs. IM: 1.00 )
IM' s 10-Year Price/Graham Number Range
Min: 0.58   Max: 4.8
Current: 1

0.58
4.8
Earnings Yield (Greenblatt) 9.90
IM's Earnings Yield (Greenblatt) is ranked higher than
82% of the 2081 Companies
in the Global Computer Distribution industry.

( Industry Median: 6.10 vs. IM: 9.90 )
IM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.3   Max: 36.4
Current: 9.9

2.3
36.4
Forward Rate of Return (Yacktman) 2.13
IM's Forward Rate of Return (Yacktman) is ranked higher than
67% of the 1318 Companies
in the Global Computer Distribution industry.

( Industry Median: 3.15 vs. IM: 2.13 )
IM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -30.7   Max: 39.5
Current: 2.13

-30.7
39.5

Business Description

Industry: Computer Hardware » Computer Distribution
Compare:TECD, SKYF, SCSC, NAVR, WSTG » details
Traded in other countries:IMG.Germany
Ingram Micro, Inc began its business in 1979, operating as Micro D Inc., a California corporation. Through a series of acquisitions, mergers and organic growth over the past twenty years, Ingram Micro's global footprint has been expanded and strengthened in North America, Europe, Asia-Pacific, and Latin America. Ingram Micro, a Fortune 100 Company, is the global information technology wholesale distributor, providing sales, marketing, and logistics services for the IT industry worldwide. Ingram Micro provides a vital link in the IT supply chain by generating demand and developing markets for its technology partners. The Company creates value in the IT market by extending the reach of its technology partners, capturing market share for resellers and suppliers, creating innovative solutions comprised of both products and services, offering credit facilities, and providing efficient fulfillment of IT products and services. The Company distributes and markets hundreds of thousands of IT products worldwide from the industry's premier computer hardware suppliers, networking equipment suppliers, software publishers, and other suppliers of computer peripherals, CE, AIDC/POS, physical security and mobility hardware worldwide. The Company's products are Networking, Software, Systems, and IT Peripherals. The Company's networking category includes networking hardware, communication products and network security. Networking hardware includes switches, hubs, routers, wireless local area networks, wireless wide area networks, network interface cards, cellular data cards, network-attached storage and storage area networks. Communication products incorporate Voice Over Internet Protocol, communications, modems, phone systems and video/audio conferencing. Network security hardware includes firewalls, Virtual Private Networks, intrusion detection, and authentication devices and appliances. The Company defines its software category as a variety of applications containing computer instructions or data that can be stored electronically. The Company offers a variety of software products, such as business application software, operating system software, entertainment software, middleware, developer software tools, security software and storage software. The Company defines its systems category as self-standing computer systems capable of functioning independently. The Company offers a variety of systems, such as rack, tower and blade servers; desktops; portable personal computers and tablets; and personal digital assistants. The Company offers a variety of peripherals products, including printers, scanners, displays, projectors, monitors, panels, mass storage, and tape. The Company also includes other products and services in digital signage products such as large format LCD and plasma displays, enclosures, mounts, media players, content software, content creation, content hosting, and installation services; CE products such as cell phones, digital came

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