Applied Digital Corporation (APLD) vs Ingram Micro Holding Corporation (INGM)

Applied Digital Corporation and Ingram Micro Holding Corporation are both Information Technology Services companies. Ingram Micro Holding Corporation is the larger, with a market value of $5.6B against $4.3B — 1.3× the size. Applied Digital Corporation has negative trailing earnings, so its P/E is not meaningful; Ingram Micro Holding Corporation trades at 12.8×. Applied Digital Corporation grew revenue faster over the last twelve months: 250.6% against 14.8%. Ingram Micro Holding Corporation has the higher net margin (0.79% vs −53.8%) and the higher return on invested capital (9.13% vs −3.82%). Across the 17 metrics below, Ingram Micro Holding Corporation leads on 12 and Applied Digital Corporation on 5.

Valuation

Metric APLD INGM Information Technology Services median
P/E n/m 12.77 16.12
P/S 5.19 0.10 1.14
P/B 2.81 1.34 1.73
Price to free cash flow n/m 37.98 13.77
EV/EBITDA n/m 6.94 9.89
EV/Sales 8.76 0.15 1.34
Earnings yield (10.57%) 7.83% 3.10%
Free cash flow yield (98.46%) 2.63% 0.06%

Profitability

Metric APLD INGM Information Technology Services median
Gross margin 21.56% 6.57% 30.04%
Operating margin (33.14%) 1.81% 1.81%
Net margin (53.75%) 0.79% 0.79%
Free cash flow margin (510.79%) 0.26% 0.00%
Return on equity (35.35%) 10.91% 0.00%
Return on assets (6.65%) 2.19% 0.00%
Return on invested capital (3.82%) 9.13% 0.00%

Growth

Metric APLD INGM Information Technology Services median
Revenue growth (TTM) 250.59% 14.83% 4.85%
EPS growth (last fiscal year) 21.55% 17.80% 3.57%
Revenue growth, 5-year CAGR — — 6.93%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric APLD INGM Information Technology Services median
Debt to equity 3.97 0.89 0.31
Current ratio 2.56 1.31 1.69
Net debt to EBITDA (6.23) 1.24 0.55

Dividend

Metric APLD INGM Information Technology Services median
Dividend yield — 1.31% 1.97%
Payout ratio — 0.17 0.29

Size

Metric APLD INGM Information Technology Services median
Market cap 4.28b 5.62b 1.02b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack