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18.5 (1y: +1%)
Market Cap 2.81 B P/E(ttm) 10.70
Enterprise Value 3.45 B P/B 0.77
IM- NYSE (USA)
Ingram Micro, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$18.50
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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 : 7/10

vs
industry		 vs
history
Cash to Debt 0.564
IM's Cash to Debt is ranked lower than
55% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 118.50 vs. IM: 0.564 )
IM' s 10-Year Cash to Debt Range
Min: 0.2   Max: 2.4
Current: 0.56
0.2
2.4
Equity to Asset 0.245
IM's Equity to Asset is ranked lower than
73% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 0.54 vs. IM: 0.245 )
IM' s 10-Year Equity to Asset Range
Min: 0.18   Max: 0.38
Current: 0.25
0.18
0.38
Interest Coverage 10.2
IM's Interest Coverage is ranked lower than
54% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 10000.00 vs. IM: 10.2 )
IM' s 10-Year Interest Coverage Range
Min: 2   Max: 16
Current: 10.2
2
16
F-Score: 4
Z-Score: 4.81
M-Score: -1.12
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 (%) 1.20
IM's Operating margin (%) is ranked higher than
61% of the 1946 Companies
in the Global Computer Distribution industry.

( Industry Median: 3.80 vs. IM: 1.20 )
IM' s 10-Year Operating margin (%) Range
Min: -1   Max: 1.4
Current: 1.2
-1
1.4
Net-margin (%) 0.8
IM's Net-margin (%) is ranked higher than
62% of the 1946 Companies
in the Global Computer Distribution industry.

( Industry Median: 2.70 vs. IM: 0.8 )
IM' s 10-Year Net-margin (%) Range
Min: -1.2   Max: 0.9
Current: 0.8
-1.2
0.9
ROE (%) 8.5
IM's ROE (%) is ranked higher than
75% of the 1946 Companies
in the Global Computer Distribution industry.

( Industry Median: 5.30 vs. IM: 8.5 )
IM' s 10-Year ROE (%) Range
Min: -16.8   Max: 12.1
Current: 8.5
-16.8
12.1
ROA (%) 2.7
IM's ROA (%) is ranked higher than
72% of the 1946 Companies
in the Global Computer Distribution industry.

( Industry Median: 3.00 vs. IM: 2.7 )
IM' s 10-Year ROA (%) Range
Min: -5.6   Max: 3.5
Current: 2.7
-5.6
3.5
ROC (Joel Greenblatt) (%) 13.60
IM's ROC (Joel Greenblatt) (%) is ranked higher than
77% of the 1946 Companies
in the Global Computer Distribution industry.

( Industry Median: 8.80 vs. IM: 13.60 )
IM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -15.1   Max: 19.2
Current: 13.6
-15.1
19.2
Revenue Growth (%) 8.4
IM's Revenue Growth (%) is ranked higher than
91% of the 1946 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.65 vs. IM: 8.4 )
IM' s 10-Year Revenue Growth (%) Range
Min: -7.9   Max: 8.4
Current: 8.4
-7.9
8.4
EBITDA Growth (%) 12.1
IM's EBITDA Growth (%) is ranked lower than
56% of the 1946 Companies
in the Global Computer Distribution industry.

( Industry Median: 3.25 vs. IM: 12.1 )
IM' s 10-Year EBITDA Growth (%) Range
Min: -17.8   Max: 27.6
Current: 12.1
-17.8
27.6
EPS Growth (%) 13
IM's EPS Growth (%) is ranked lower than
73% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 4.80 vs. IM: 13 )
IM' s 10-Year EPS Growth (%) Range
Min: -10.4   Max: 142.4
Current: 13
-10.4
142.4
» IM's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

IM Guru Trades in Q2 2012

David Dreman 1,743,932 sh (New)
Joel Greenblatt 233,737 sh (+170.22%)
Steven Cohen 45,672 sh (+19.25%)
Donald Smith 11,194,927 sh (+12.97%)
Third Avenue Management 3,560,809 sh (+8.11%)
Pioneer Investments 527,200 sh (unchged)
Charles de Vaulx 3,046,536 sh (unchged)
Chuck Royce 254,000 sh (unchged)
Jim Simons Sold Out
Charles Brandes 864,335 sh (-1.38%)
John Buckingham 234,541 sh (-1.92%)
Jeremy Grantham 59,000 sh (-22.16%)
Paul Tudor Jones 15,200 sh (-56.94%)
Richard Pzena 994,299 sh (-59.69%)
» More
Q3 2012

IM Guru Trades in Q3 2012

HOTCHKIS & WILEY 654,342 sh (New)
Paul Tudor Jones 50,200 sh (+230.26%)
Chuck Royce 645,000 sh (+153.94%)
Richard Pzena 1,992,833 sh (+100.43%)
Charles Brandes 1,035,911 sh (+19.85%)
Charles de Vaulx 3,086,172 sh (+1.3%)
Steven Cohen 45,942 sh (+0.59%)
Pioneer Investments 527,200 sh (unchged)
David Dreman 1,698,598 sh (-2.6%)
Donald Smith 10,787,301 sh (-3.64%)
John Buckingham 215,036 sh (-8.32%)
Third Avenue Management 2,714,526 sh (-23.77%)
Joel Greenblatt 136,537 sh (-41.59%)
Jeremy Grantham 16,900 sh (-71.36%)
» More
Q4 2012

IM Guru Trades in Q4 2012

HOTCHKIS & WILEY 1,914,942 sh (+192.65%)
Richard Pzena 2,550,859 sh (+28%)
Chuck Royce 745,000 sh (+15.5%)
Donald Smith 11,958,563 sh (+10.86%)
Charles Brandes 1,137,607 sh (+9.82%)
Third Avenue Management 2,933,251 sh (+8.06%)
Charles de Vaulx 3,250,518 sh (+5.33%)
Jeremy Grantham 21,599 sh (unchged)
Pioneer Investments 527,200 sh (unchged)
Joel Greenblatt Sold Out
David Dreman 1,675,839 sh (-1.34%)
Paul Tudor Jones 47,100 sh (-6.18%)
John Buckingham 169,234 sh (-21.3%)
Steven Cohen 12,438 sh (-72.93%)
» More
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 Brandes 868,485 sh (-23.66%)
Jeremy Grantham 14,287 sh (-33.85%)
» 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 2013-03-31 Add 8.48%0.44%$16.92 - $20.14 $ 18.5-1%12972574
Charles Brandes 2013-03-31 Reduce -23.66%0.05%$16.92 - $20.14 $ 18.5-1%868485
Donald Smith 2012-12-31 Add 10.86%0.55%$14.83 - $17.37 $ 18.516%11958563
Joel Greenblatt 2012-12-31 Sold Out 0.14%$14.83 - $17.37 $ 18.516%0
HOTCHKIS & WILEY 2012-12-31 Add 192.65%0.13%$14.83 - $17.37 $ 18.516%1914942
Richard Pzena 2012-12-31 Add 28%0.08%$14.83 - $17.37 $ 18.516%2550859
Third Avenue Management 2012-09-30 Reduce -23.77%0.36%$14.48 - $17.77 $ 18.517%2714526
Richard Pzena 2012-09-30 Add 100.43%0.13%$14.48 - $17.77 $ 18.517%1992833
Joel Greenblatt 2012-09-30 Reduce -41.59%0.12%$14.48 - $17.77 $ 18.517%136537
HOTCHKIS & WILEY 2012-09-30 New Buy0.06%$14.48 - $17.77 $ 18.517%654342
David Dreman 2012-06-30 New Buy0.71%$16.9 - $19.47 $ 18.52%1743932
Donald Smith 2012-06-30 Add 12.97%0.67%$16.9 - $19.47 $ 18.52%11194927
Richard Pzena 2012-06-30 Reduce -59.69%0.28%$16.9 - $19.47 $ 18.52%994299
Joel Greenblatt 2012-06-30 Add 170.22%0.19%$16.9 - $19.47 $ 18.52%233737
Third Avenue Management 2012-06-30 Add 8.11%0.11%$16.9 - $19.47 $ 18.52%3560809
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 10.70
IM's P/E(ttm) is ranked higher than
92% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 20.31 vs. IM: 10.70 )
IM' s 10-Year P/E(ttm) Range
Min: 5.79   Max: 709.5
Current: 10.7
5.79
709.5
P/B 0.77
IM's P/B is ranked higher than
68% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.23 vs. IM: 0.77 )
IM' s 10-Year P/B Range
Min: 0.46   Max: 3.42
Current: 0.77
0.46
3.42
P/S 0.07
IM's P/S is ranked higher than
96% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 0.73 vs. IM: 0.07 )
IM' s 10-Year P/S Range
Min: 0.05   Max: 0.13
Current: 0.07
0.05
0.13
EV-to-EBIT 7.67
IM's EV-to-EBIT is ranked higher than
98% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 15.40 vs. IM: 7.67 )
IM' s 10-Year EV-to-EBIT Range
Min: 2.7   Max: 70.5
Current: 7.67
2.7
70.5
Shiller P/E 18.15
IM's Shiller P/E is ranked higher than
92% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 21.15 vs. IM: 18.15 )
IM' s 10-Year Shiller P/E Range
Min: 6.69   Max: 37.04
Current: 18.15
6.69
37.04

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 0.4
IM's Price/Net Current Asset Value is ranked higher than
70% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 4.10 vs. IM: 0.4 )
IM' s 10-Year Price/Net Current Asset Value Range
Min: 0.4   Max: 1.2
Current: 0.4
0.4
1.2
Price/Tangible Book 1
IM's Price/Tangible Book is ranked higher than
52% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.40 vs. IM: 1 )
IM' s 10-Year Price/Tangible Book Range
Min: 0.8   Max: 2.1
Current: 1
0.8
2.1
Price/DCF (Projected) 0.6
IM's Price/DCF (Projected) is ranked higher than
84% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.10 vs. IM: 0.6 )
IM' s 10-Year Price/DCF (Projected) Range
Min: 0.6   Max: 1
Current: 0.6
0.6
1
Price/Median PS Value 0.9
IM's Price/Median PS Value is ranked higher than
83% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 0.80 vs. IM: 0.9 )
IM' s 10-Year Price/Median PS Value Range
Min: 0.6   Max: 1.5
Current: 0.9
0.6
1.5
Price/Graham Number 0.6
IM's Price/Graham Number is ranked higher than
66% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 1.10 vs. IM: 0.6 )
IM' s 10-Year Price/Graham Number Range
Min: 0.6   Max: 5.5
Current: 0.6
0.6
5.5
Earnings Yield (Greenblatt) 13.00
IM's Earnings Yield (Greenblatt) is ranked higher than
98% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 5.45 vs. IM: 13.00 )
IM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.4   Max: 36.4
Current: 13
1.4
36.4
Forward Rate of Return (Yacktman) 5.42
IM's Forward Rate of Return (Yacktman) is ranked higher than
91% of the 1561 Companies
in the Global Computer Distribution industry.

( Industry Median: 3.01 vs. IM: 5.42 )
IM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -27.1   Max: 36.4
Current: 5.42
-27.1
36.4

Business Description

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
Company Website
SEC Reports
Industry: Computer Distribution
Compare:TECD, SKYF, SCSC, NAVR, WSTG
Traded in other countries:IMG.Germany
» More Articles for IM

Headlines

Articles On GuruFocus.com
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Ingram Micro (IM): Close to Fair Value Sep 10 2012 
Ingram Micro Inc. – A Global Leader at a Bargain Price Aug 27 2012 
Picking Net-Nets: Don't Overfocus on the Balance Sheet May 08 2012 
How Many Net-Nets Are There? Dec 02 2011 
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Major Hedge Funds Suffer Losses in First Quarter Apr 08 2011 

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