Based on the aggregated intelligence of 170,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, IT products specialist Ingram Micro
With that in mind, let's take a closer look at Ingram Micro's business and see what CAPS investors are saying about the stock right now.
Ingram Micro facts
|
Headquarters (Founded) |
Santa Ana, Calif. (1979) |
|
Market Cap |
$3.06 billion |
|
Industry |
Technology distributors |
|
Trailing-12-Month Revenue |
$35.22 billion |
|
Management |
CEO Gregory Spierkel (since 2005) CFO William Humes (since 2005) |
|
Return on Equity (Average, Past 3 Years) |
1.3% |
|
Cash/Debt |
$1.07 billion / $657 million |
|
Competitors |
Arrow Electronics
Brightpoint
Flextronics International |
Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, 93% of the 189 members who have rated Ingram Micro believe the stock will outperform the S&P 500 going forward. These bulls include Prodders and Piddlepuppy.
Just last month, Prodders tapped Ingram Micro as a book value bargain: "Tangible book around $20-21, so the downside from here at under $19 is minimal. Target mid-$20s."
In fact, Ingram Micro currently trades at a cheapish price-to-book ratio of 0.9. That represents a discount to listed rivals like Arrow (1.5), Brightpoint (2.3), and Flextronics (2.4).
CAPS member Piddlepuppy elaborates on the Ingram Micro bull case:
They have very good numbers. Last year was poor, this year is much better. They're not a "sexy" company. They're a big company, the world is on the cusp of 'the cloud', and they have all the stuff you need to refit the next stage of the Internet.
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