Ingram Micro vs ePlus
INGM and PLUS side by side, both in professional and commercial equipment and supplies. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How INGM and PLUS compare
Ingram Micro is the larger company, worth 2.5 times as much as ePlus ($6.4B against $2.5B).
On earnings, Ingram Micro is cheaper: it trades at 14.1× trailing earnings, against 19.4× for ePlus.
Ingram Micro grew revenue faster over the last twelve months (14.8% versus 13.1% for ePlus).
ePlus keeps more of each dollar of sales as profit, with a net margin of 5.2% compared with 0.79% at Ingram Micro.
Both pay dividends: Ingram Micro yields 0.90% and ePlus 1.1%.
ePlus scores higher on the StockData Score (14 against 12 for Ingram Micro), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | INGM | PLUS |
|---|---|---|
| Size and price | ||
| Market cap | $6.4B | $2.5B |
| Share price | $28.00 | $97.19 |
| Change, 1 year | 29.7% | 10.1% |
| Change, 5 years | – | 68.9% |
| Beta (5Y) | 1.24 | 0.99 |
| Employees | 22K | 2,148 |
| StockData Score | ||
| Total score | 12 | 14 (better) |
| Valuation score | 5 (better) | 1 |
| Growth score | 1 (better) | 0 |
| Performance score | 1 | 4 (better) |
| Health score | 2 | 6 (better) |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 14.1× (better) | 19.4× |
| P/S | 0.1× (better) | 1.0× |
| P/B | 1.5× (better) | 2.3× |
| EV/EBITDA | 7.4× (better) | 10.7× |
| P/FCF | 41.7× (better) | 80.3× |
| PEG | – | 4.94 |
| FCF yield | 2.4% (better) | 1.2% |
| Fair value | $41.68 | $86.06 |
| Margin of safety | 32.8% (better) | −12.9% |
| Growth | ||
| Revenue growth (TTM) | 14.8% (better) | 13.1% |
| Revenue growth, 5Y average | – | 9.3% |
| Net income growth (TTM) | 59.6% (better) | 6.0% |
| EPS growth (TTM) | 61.0% (better) | 7.3% |
| EPS growth, 5Y average | – | 12.7% |
| Profitability | ||
| Gross margin | 6.6% | 25.4% (better) |
| Operating margin | 1.8% | 7.0% (better) |
| Net margin | 0.79% | 5.2% (better) |
| FCF margin | 0.26% | 1.3% (better) |
| Return on equity | 10.9% | 12.2% (better) |
| Return on invested capital | 9.7% | 18.7% (better) |
| Financial health | ||
| Debt / equity | 0.89 (better) | 0.00 |
| Net debt / EBITDA | 2.29 | – |
| Interest coverage | 3.6× | – |
| Current ratio | 1.31 | 1.99 (better) |
| Altman Z-score | 3.26 | 4.44 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 0.90% | 1.1% (better) |
| Payout ratio | 17.4% | 20.8% |
| Years of dividend growth | 0 | 0 |
| Buyback yield | – | 2.3% |
| Shareholder yield | 0.90% | 3.4% (better) |
| Ownership | ||
| Held by institutions | 103% | 96.6% |
| Held by insiders | 78.3% | 2.1% |
| Insider net buying, 12 months | −$1.5B | −$2.3M (better) |
| Short interest, % of float | 12.4% | 5.7% |
Go deeper
- INGM stock overview
- INGM income statement
- INGM valuation and score
- PLUS stock overview
- PLUS income statement
- PLUS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.