Ingram Micro Holding Corporation

DB:Y84 Stock Report

Market Cap: €5.5b

Ingram Micro Holding Valuation

Is Y84 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of Y84 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

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Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: Y84 (€22.8) is trading above our estimate of future cash flow value (€15.37)

Significantly Below Future Cash Flow Value: Y84 is trading above our estimate of future cash flow value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for Y84?

Key metric: As Y84 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for Y84. This is calculated by dividing Y84's market cap by their current earnings.
What is Y84's PE Ratio?
PE Ratio14.3x
EarningsUS$430.60m
Market CapUS$6.27b

Price to Earnings Ratio vs Peers

How does Y84's PE Ratio compare to its peers?

The above table shows the PE ratio for Y84 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average19.7x
JEN Jenoptik
26.1x20.34%€2.3b
BSL Basler
23.7x13.08%€681.3m
8060 Canon Marketing Japan
16.8x4.40%JP¥759.6b
2347 Synnex Technology International
12.4x25.62%NT$151.4b
Y84 Ingram Micro Holding
14.3x17.29%€6.3b

Price-To-Earnings vs Peers: Y84 is good value based on its Price-To-Earnings Ratio (14.3x) compared to the peer average (19.7x).

Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Earnings Ratio vs Industry

How does Y84's PE Ratio compare vs other companies in the European Electronic Industry?

6 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Y84 14.3xIndustry Avg. 20.0xNo. of Companies17PE01632486480+
6 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: Y84 is good value based on its Price-To-Earnings Ratio (14.3x) compared to the European Electronic industry average (20.1x).

Price to Earnings Ratio vs Fair Ratio

What is Y84's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

Y84 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio14.3x
Fair PE Ratio15x

Price-To-Earnings vs Fair Ratio: Y84 is good value based on its Price-To-Earnings Ratio (14.3x) compared to the estimated Fair Price-To-Earnings Ratio (15x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst Y84 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€22.80
€28.43
+24.70%
7.07%€32.25€26.15n/a13
Sep ’27€24.00
€28.34
+18.07%
6.58%€31.85€25.82n/a13
Aug ’27€26.20
€28.54
+8.91%
7.07%€32.08€25.14n/a12
Jul ’27€23.60
€27.98
+18.57%
9.76%€31.63€22.85n/a13
Jun ’27€24.00
€27.02
+12.60%
10.48%€30.96€22.36n/a13
May ’27€25.40
€26.29
+3.50%
11.70%€30.72€21.33n/a13
Apr ’27€19.50
€22.36
+14.66%
10.44%€27.92€19.20n/a13
Mar ’27€17.10
€21.21
+24.02%
12.84%€27.24€17.87n/a12
Feb ’27€17.50
€21.21
+21.18%
12.84%€27.24€17.87n/a12
Jan ’27€18.40
€21.49
+16.82%
12.34%€27.33€17.94n/a12
Dec ’26€18.10
€21.98
+21.42%
11.41%€27.67€19.02n/a12
Nov ’26€18.75
€21.90
+16.82%
11.89%€28.63€19.09n/a12
Oct ’26€17.89
€20.75
+15.98%
13.50%€28.33€16.31n/a12
Sep ’26n/a
€20.75
0%
13.50%€28.33€16.31€24.0012
Aug ’26n/a
€20.92
0%
11.11%€26.68€16.35€26.2013
Jul ’26n/a
€20.97
0%
11.80%€27.00€16.55€23.6013
Jun ’26n/a
€21.26
0%
11.58%€27.29€16.73€24.0013
May ’26n/a
€21.10
0%
17.60%€26.38€14.95€25.4013
Apr ’26n/a
€24.15
0%
8.44%€27.79€20.38€19.5013
Mar ’26n/a
€26.47
0%
9.65%€31.54€21.99€17.1013
Feb ’26n/a
€26.87
0%
9.79%€32.11€22.38€17.5013
Jan ’26n/a
€26.51
0%
7.89%€31.40€23.79€18.4014
Dec ’25n/a
€26.52
0%
8.29%€31.50€22.91€18.1014
€27.88
Fair Value
18.2% undervalued intrinsic discount
13
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/18 05:10
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/27
Annual Earnings2025/12/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ingram Micro Holding Corporation is covered by 24 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin ReitzesBarclays
Karl AckermanBNP Paribas
Ruplu BhattacharyaBofA Global Research