Ingram Micro Holding

AI Infrastructure Demand Will Drive Long Term Earnings Expansion

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

03 Dec 25

Views

03 Dec

US$27.43

AnalystConsensusTarget's Fair Value

US$25.42

7.9% overvalued

28.8%

-3.2%

28.8%

-3.2%

Author's Valuation

US$25.427.9% overvalued

AnalystConsensusTarget Fair Value

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$25.42

7.9% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

3.45%

Historical revenue growth rate

-1.48%

Electronic Equipment and Components revenue growth rate

0.74%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.59%

Calculation

US$512.00m

Earnings '28

11.74x

PE Ratio '28

US$6.01b

Market Cap '28

US$6.01b

Market Cap '28

235.82m

No. shares '28

US$25.50

Share Price '28

US$25.50 Share Price '28

Discounted to 2025 @ 0.11% p.a.

US$25.42

Fair Value '25