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INGM vs NSIT
Revenue, margins, valuation, and 5-year total return — side by side.
Technology Distributors
INGM vs NSIT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Information Technology Services | Technology Distributors |
| Market Cap | $6.22B | $2.17B |
| Revenue (TTM) | $54.24B | $8.27B |
| Net Income (TTM) | $358M | $180M |
| Gross Margin | 6.6% | 22.0% |
| Operating Margin | 1.8% | 4.8% |
| Forward P/E | 8.4x | 6.6x |
| Total Debt | $909M | $1.59B |
| Cash & Equiv. | $1.86B | $358M |
INGM vs NSIT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Oct 24 | May 26 | Return |
|---|---|---|---|
| Ingram Micro Holdin… (INGM) | 100 | 110.8 | +10.8% |
| Insight Enterprises… (NSIT) | 100 | 40.2 | -59.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: INGM vs NSIT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
INGM is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 9.5%, EPS growth 17.8%, 3Y rev CAGR 1.1%
- Lower volatility, beta 1.54, Low D/E 21.4%, current ratio 1.33x
- 9.5% revenue growth vs NSIT's -5.2%
NSIT carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- beta 1.32
- 194.2% 10Y total return vs INGM's 10.8%
- Beta 1.32, current ratio 1.25x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.5% revenue growth vs NSIT's -5.2% | |
| Value | Lower P/E (6.6x vs 8.4x) | |
| Quality / Margins | 2.2% margin vs INGM's 0.7% | |
| Stability / Safety | Beta 1.32 vs INGM's 1.54 | |
| Dividends | 1.2% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +43.0% vs NSIT's -47.2% | |
| Efficiency (ROA) | 2.0% ROA vs INGM's 1.8%, ROIC 10.3% vs 14.2% |
INGM vs NSIT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
INGM vs NSIT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NSIT leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
INGM is the larger business by revenue, generating $54.2B annually — 6.6x NSIT's $8.3B. Profitability is closely matched — net margins range from 2.2% (NSIT) to 0.7% (INGM). On growth, INGM holds the edge at +13.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $54.2B | $8.3B |
| EBITDAEarnings before interest/tax | $1.2B | $477M |
| Net IncomeAfter-tax profit | $358M | $180M |
| Free Cash FlowCash after capex | $979M | $235M |
| Gross MarginGross profit ÷ Revenue | +6.6% | +22.0% |
| Operating MarginEBIT ÷ Revenue | +1.8% | +4.8% |
| Net MarginNet income ÷ Revenue | +0.7% | +2.2% |
| FCF MarginFCF ÷ Revenue | +1.8% | +2.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +13.7% | +1.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +44.8% | +3.4% |
Valuation Metrics
NSIT leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 14.5x trailing earnings, NSIT trades at a 25% valuation discount to INGM's 19.3x P/E. On an enterprise value basis, INGM's 4.2x EV/EBITDA is more attractive than NSIT's 7.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $6.2B | $2.2B |
| Enterprise ValueMkt cap + debt − cash | $5.3B | $3.4B |
| Trailing P/EPrice ÷ TTM EPS | 19.33x | 14.48x |
| Forward P/EPrice ÷ next-FY EPS est. | 8.40x | 6.60x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 4.17x | 7.05x |
| Price / SalesMarket cap ÷ Revenue | 0.12x | 0.26x |
| Price / BookPrice ÷ Book value/share | 1.49x | 1.38x |
| Price / FCFMarket cap ÷ FCF | 7.93x | 7.77x |
Profitability & Efficiency
INGM leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
NSIT delivers a 11.2% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $9 for INGM. INGM carries lower financial leverage with a 0.21x debt-to-equity ratio, signaling a more conservative balance sheet compared to NSIT's 0.96x. On the Piotroski fundamental quality scale (0–9), NSIT scores 6/9 vs INGM's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +8.6% | +11.2% |
| ROA (TTM)Return on assets | +1.8% | +2.0% |
| ROICReturn on invested capital | +14.2% | +10.3% |
| ROCEReturn on capital employed | +12.5% | +10.3% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.21x | 0.96x |
| Net DebtTotal debt minus cash | -$956M | $1.2B |
| Cash & Equiv.Liquid assets | $1.9B | $358M |
| Total DebtShort + long-term debt | $909M | $1.6B |
| Interest CoverageEBIT ÷ Interest expense | 2.45x | 2.97x |
Total Returns (Dividends Reinvested)
INGM leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in INGM five years ago would be worth $11,081 today (with dividends reinvested), compared to $7,032 for NSIT. Over the past 12 months, INGM leads with a +43.0% total return vs NSIT's -47.2%. The 3-year compound annual growth rate (CAGR) favors INGM at 3.5% vs NSIT's -17.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +26.5% | -16.2% |
| 1-Year ReturnPast 12 months | +43.0% | -47.2% |
| 3-Year ReturnCumulative with dividends | +10.8% | -43.3% |
| 5-Year ReturnCumulative with dividends | +10.8% | -29.7% |
| 10-Year ReturnCumulative with dividends | +10.8% | +194.2% |
| CAGR (3Y)Annualised 3-year return | +3.5% | -17.2% |
Risk & Volatility
Evenly matched — INGM and NSIT each lead in 1 of 2 comparable metrics.
Risk & Volatility
NSIT is the less volatile stock with a 1.32 beta — it tends to amplify market swings less than INGM's 1.54 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. INGM currently trades 85.6% from its 52-week high vs NSIT's 47.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.54x | 1.32x |
| 52-Week HighHighest price in past year | $31.38 | $148.58 |
| 52-Week LowLowest price in past year | $18.09 | $63.62 |
| % of 52W HighCurrent price vs 52-week peak | +85.6% | +47.4% |
| RSI (14)Momentum oscillator 0–100 | 44.5 | 37.5 |
| Avg Volume (50D)Average daily shares traded | 1.6M | 441K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates INGM as "Buy" and NSIT as "Buy". Consensus price targets imply 27.9% upside for NSIT (target: $90) vs 7.2% for INGM (target: $29). INGM is the only dividend payer here at 1.24% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $28.80 | $90.00 |
| # AnalystsCovering analysts | 9 | 7 |
| Dividend YieldAnnual dividend ÷ price | +1.2% | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | $0.33 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +7.0% |
NSIT leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). INGM leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
INGM vs NSIT: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is INGM or NSIT a better buy right now?
For growth investors, Ingram Micro Holding Corporation (INGM) is the stronger pick with 9.
5% revenue growth year-over-year, versus -5. 2% for Insight Enterprises, Inc. (NSIT). Insight Enterprises, Inc. (NSIT) offers the better valuation at 14. 5x trailing P/E (6. 6x forward), making it the more compelling value choice. Analysts rate Ingram Micro Holding Corporation (INGM) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — INGM or NSIT?
On trailing P/E, Insight Enterprises, Inc.
(NSIT) is the cheapest at 14. 5x versus Ingram Micro Holding Corporation at 19. 3x. On forward P/E, Insight Enterprises, Inc. is actually cheaper at 6. 6x.
03Which is the better long-term investment — INGM or NSIT?
Over the past 5 years, Ingram Micro Holding Corporation (INGM) delivered a total return of +10.
8%, compared to -29. 7% for Insight Enterprises, Inc. (NSIT). Over 10 years, the gap is even starker: NSIT returned +194. 2% versus INGM's +10. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — INGM or NSIT?
By beta (market sensitivity over 5 years), Insight Enterprises, Inc.
(NSIT) is the lower-risk stock at 1. 32β versus Ingram Micro Holding Corporation's 1. 54β — meaning INGM is approximately 17% more volatile than NSIT relative to the S&P 500. On balance sheet safety, Ingram Micro Holding Corporation (INGM) carries a lower debt/equity ratio of 21% versus 96% for Insight Enterprises, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — INGM or NSIT?
By revenue growth (latest reported year), Ingram Micro Holding Corporation (INGM) is pulling ahead at 9.
5% versus -5. 2% for Insight Enterprises, Inc. (NSIT). On earnings-per-share growth, the picture is similar: Ingram Micro Holding Corporation grew EPS 17. 8% year-over-year, compared to -25. 8% for Insight Enterprises, Inc.. Over a 3-year CAGR, INGM leads at 1. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — INGM or NSIT?
Insight Enterprises, Inc.
(NSIT) is the more profitable company, earning 1. 9% net margin versus 0. 6% for Ingram Micro Holding Corporation — meaning it keeps 1. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NSIT leads at 4. 6% versus 1. 8% for INGM. At the gross margin level — before operating expenses — NSIT leads at 21. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is INGM or NSIT more undervalued right now?
On forward earnings alone, Insight Enterprises, Inc.
(NSIT) trades at 6. 6x forward P/E versus 8. 4x for Ingram Micro Holding Corporation — 1. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NSIT: 27. 9% to $90. 00.
08Which pays a better dividend — INGM or NSIT?
In this comparison, INGM (1.
2% yield) pays a dividend. NSIT does not pay a meaningful dividend and should not be held primarily for income.
09Is INGM or NSIT better for a retirement portfolio?
For long-horizon retirement investors, Ingram Micro Holding Corporation (INGM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1.
2% yield). Both have compounded well over 10 years (INGM: +10. 8%, NSIT: +194. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between INGM and NSIT?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: INGM is a small-cap quality compounder stock; NSIT is a small-cap deep-value stock. INGM pays a dividend while NSIT does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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