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Information Services GroupIII -3.29%72 Owner Earnings per Share (TTM) is 0.35 as of Mar. 2026, which is 98% below its 10-year median of 14.87. GuruFocus rates III with a GF Score™ of 72/100 and a GF Value™ of $3.80 (Fairly Valued). The stock has 4 warning signs investors should review. Among 1,216 Software companies, Information Services Group ranks better than 67.19% on this metric.
"These represent (a) reported earnings plus (b) depreciation, depletion, amortization, and certain other non-cash charges...less (c) the average annual amount of capitalized expenditures for plant and equipment, etc. that the business requires to fully maintain its long-term competitive position and its unit volume (If the business requires additional working capital to maintain its competitive position and unit volume, the increment also should be included in (c))...Our owner-earnings equation does not yield the deceptively precise figures provided by GAAP, since (c) must be a guess - and one sometimes very difficult to make. Despite this problem, we consider the owner earnings figure, not the GAAP figure, to be the relevant item for valuation purposes - both for investors in buying stocks and for managers in buying entire businesses...All of this points up the absurdity of the 'cash flow' numbers that are often set forth in Wall Street reports. These numbers routinely include (a) plus (b) - but do not subtract (c)."
Information Services Group's Owner Earnings per Share (TTM) ended in Mar. 2026 was $0.35. It's Price-to-Owner-Earnings ratio for today is 11.77.
The historical rank and industry rank for Information Services Group's Owner Earnings per Share (TTM) or its related term are showing as below:
III'
s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 2.55 Med: 14.87 Max: 620
Current: 11.84
Assumption: Companies usually do not report maintenance capital expenditures and growth capital expenditures separately. Here we use estimated numbers and average them over 5 years. The method to estimate maintenance capital expenditures can be found in above part 4.
Note: GuruFocus' Change In Working Capital is provided by Morningstar. It is calculated by adding the items under "Change in operating assets and liabilities" (may refer to a different name for different company) section in Cash Flow Statement from original financial report. And it includes non-current parts of assets and liabilities.
Information Services Group Owner Earnings per Share (TTM) Related Terms
Information Services Group Owner Earnings per Share (TTM) Historical Data
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The historical data trend for Information Services Group's Owner Earnings per Share (TTM) can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Information Services Group Owner Earnings per Share (TTM) Chart
III vs UIS, CNDT, HCKT: Owner Earnings per Share (TTM) Comparison
For the Information Technology Services subindustry, Information Services Group's Price-to-Owner-Earnings, along with its competitors' market caps and Price-to-Owner-Earnings data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Information Services Group Price-to-Owner-Earnings vs Software Industry
For the Software industry and Technology sector, Information Services Group's Price-to-Owner-Earnings distribution charts can be found below:
* The bar in red indicates where Information Services Group's Price-to-Owner-Earnings falls into.
"These represent (a) reported earnings plus (b) depreciation, depletion, amortization, and certain other non-cash charges...less (c) the average annual amount of capitalized expenditures for plant and equipment, etc. that the business requires to fully maintain its long-term competitive position and its unit volume. (If the business requires additional working capital to maintain its competitive position and unit volume, the increment also should be included in (c))...Our owner-earnings equation does not yield the deceptively precise figures provided by GAAP, since (c) must be a guess - and one sometimes very difficult to make. Despite this problem, we consider the owner earnings figure, not the GAAP figure, to be the relevant item for valuation purposes - both for investors in buying stocks and for managers in buying entire businesses...All of this points up the absurdity of the 'cash flow' numbers that are often set forth in Wall Street reports. These numbers routinely include (a) plus (b) - but do not subtract (c)."
3. Other non-cash charges usually include "Stock Based Compensation" and "Change In Deferred Tax":
However, to be conservative, GuruFocus will not add Stock Based Compensation back to net income.
Information Services Group's Change In Deferred Tax for the trailing twelve months (TTM) ended in Mar. 2026 was $1.3 Mil.
4. Average maintenance capital expenditure over a business/industry cycle: 5-Year Average Maintenance Capital Expenditure = $3.1 Mil
It is usually best to take a long-term average of maintenance capital expenditure. Ideally this would be as long as 10 years and include at least one economic downturn. However, since many companies do not have as long as 10-year history, here GuruFocus uses the latest 5 years data to do the calculation. To smooth out unusual years but reflect recent developments, we take an average of the 5 year maintenance capital expenditure.
The following shows how to get maintenance capital expenditure.
First, calculate the revenue change regarding to the previous quarter. If the revenue decreased from the previous quarter, then the Maintenance Capital Expenditure = Capital Expenditure (positive).
Second, if the revenue increased from the previous quarter, then calculate the percentage of Net PPE as of corresponding Revenue.
Growth Capital Expenditure = Percentage of Property, Plant and Equipment as of corresponding Revenue * Revenue Increase
Third, calculate Capital Expenditure (positive) - Growth Capital Expenditure.
If [Capital Expenditure (positive) - Growth Capital Expenditure] was negative, then the Maintenance Capital Expenditure = Capital Expenditure (positive).
If [Capital Expenditure (positive) - Growth Capital Expenditure] was positive, then the Maintenance Capital Expenditure = Capital Expenditure (positive) - Growth Capital Expenditure.
Fourth, get the average of the 5 years maintenance capital expenditure.
Information Services Group's 5-Year Average Maintenance Capital Expenditure = $3.1 Mil
5. "Change In Working Capital" is from cashflow statement. Information Services Group's Change In Working Capital for the trailing twelve months (TTM) ended in Mar. 2026 was $4.2 Mil.
Note: GuruFocus' Change in Working Capital is provided by Morningstar. It is calculated by adding the items under "Change in operating assets and liabilities" (may refer to a different name for different company) section in Cash Flow Statement from original financial report. And sometimes it includes non-current parts of assets and liabilities.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a Owner Earnings per Share (TTM) of 0.35 mean?
Information Services Group (III) has a Owner Earnings per Share (TTM) of 0.35 as of Mar. 2026. Warren Buffett defined owner earnings as reported earnings plus depreciation less average maintenance capital expenditure. View historical data on Information Services Group. This is 98% below median its historical median of 14.87. Over the past decade, Information Services Group's Owner Earnings per Share (TTM) has ranged from 2.55 to 620.00. According to the industry distribution chart, Information Services Group ranks #399 out of 1216 companies in the Software industry, placing it in the top 32.8%.
Is Information Services Group's Owner Earnings per Share (TTM) too high?
Information Services Group's current Owner Earnings per Share (TTM) of 0.35 is 98% below median its 10-year median of 14.87. Over the past 10 years, this metric has ranged from a low of 2.55 to a high of 620.00. The Software industry median Owner Earnings per Share (TTM) is 17.27. Information Services Group's value of 0.35 is 98% below this industry median. Based on the distribution chart, Information Services Group ranks #399 out of 1216 companies in the Software industry, which is above the industry midpoint. Overall, Information Services Group has a GF Score™ of 72/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Information Services Group's Owner Earnings per Share (TTM) compare to UIS and CNDT?
According to the Software industry distribution chart, Information Services Group ranks #399 out of 1216 companies for Owner Earnings per Share (TTM). This puts Information Services Group in the upper half of its industry. The industry median Owner Earnings per Share (TTM) is 17.27. Information Services Group's value of 0.35 is 98% below this benchmark. Historically, Information Services Group's own Owner Earnings per Share (TTM) has ranged from 2.55 to 620.00 over the past decade. While the company's 10-year median is 14.87 vs. the industry median of 17.27, Information Services Group has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Owner Earnings per Share (TTM) for a Software company?
The median Owner Earnings per Share (TTM) among Software companies is 17.27, based on 1,216 companies in the industry. Companies in the top quartile (top 25%) have a Owner Earnings per Share (TTM) significantly above this median, while those in the bottom quartile fall well below. However, Owner Earnings per Share (TTM) should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Information Services Group's current Owner Earnings per Share (TTM) of 0.35 is 98% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Owner Earnings per Share (TTM) mean?
A high Owner Earnings per Share (TTM) can signal that a stock is expensive relative to its fundamentals. Warren Buffett defined owner earnings as reported earnings plus depreciation less average maintenance capital expenditure. View historical data on Information Services Group. For the Software industry, the median Owner Earnings per Share (TTM) is 17.27 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Information Services Group's current Owner Earnings per Share (TTM) is 0.35, which is 98% below median its own 10-year median of 14.87. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Information Services Group stock overvalued right now?
Based on GuruFocus' analysis, Information Services Group (III) is currently considered Fairly Valued. The stock's GF Value™ is $3.80, compared to a current price of $4.12 — trading 8.4% above its estimated fair value. The current Owner Earnings per Share (TTM) is 0.35, which is 98% below median its 10-year median of 14.87 and 98% below the Software industry median of 17.27. Information Services Group's overall GF Score™ is 72/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Owner Earnings per Share (TTM) calculated?
Owner Earnings per Share (TTM) is calculated from a company's financial statements. For Information Services Group (III), the current Owner Earnings per Share (TTM) is 0.35 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Information Services Group (III) Overvalued in 2026?
Based on GuruFocus' analysis, Information Services Group stock appears to be overvalued.
The current stock price of $4.12 is trading 8.4% above its estimated GF Value™ of $3.80.
GuruFocus considers Information Services Group to be Fairly Valued.
Key valuation signals for III:
Owner Earnings per Share (TTM): 0.35 (98% below median its 10-year median of 14.87)
GF Value™: $3.80 vs. price of $4.12 (8.4% above fair value)
Industry Position: 98% below the Software median (#399 of 1216)
No single metric tells the full story. See the III stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Information Services Group Inc is an AI-centered technology research and advisory firm providing digital transformation and technology advisory services that help organizations optimize performance, reduce costs, and accelerate innovation. The Company's expertise includes sourcing advisory, cloud and data analytics, managed governance and risk services, network and software advisory, technology strategy and operations design, change management, and market intelligence, serving both private- and public-sector clients globally. It operates in one segment, fact-based sourcing advisory services, and operates principally in the Americas, with generate maximum revenue in Europe and the Asia Pacific.
72GF Score
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