Information Services Group
Market Cap
US$140.7m
Last Updated
2020/11/26 01:44 UTC
Data Sources
Company Financials +
Executive Summary
Information Services Group, Inc. operates as a technology research and advisory company in the Americas, Europe, and the Asia Pacific. More Details
Rewards
Risk Analysis
Snowflake Analysis
Solid track record with adequate balance sheet.
Similar Companies
Share Price & News
How has Information Services Group's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: III is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: III's weekly volatility has decreased from 12% to 5% over the past year.
Market Performance
7 Day Return
8.9%
III
5.0%
US IT
2.8%
US Market
1 Year Return
18.6%
III
27.8%
US IT
19.7%
US Market
Return vs Industry: III underperformed the US IT industry which returned 27.8% over the past year.
Return vs Market: III underperformed the US Market which returned 19.7% over the past year.
Shareholder returns
| III | Industry | Market | |
|---|---|---|---|
| 7 Day | 8.9% | 5.0% | 2.8% |
| 30 Day | 38.9% | 10.2% | 8.0% |
| 90 Day | 37.6% | 3.9% | 6.8% |
| 1 Year | 18.6%18.6% | 29.1%27.8% | 22.4%19.7% |
| 3 Year | -34.9%-34.9% | 101.2%93.3% | 47.3%37.5% |
| 5 Year | -20.2%-20.2% | 177.5%158.1% | 93.6%72.3% |
Long-Term Price Volatility Vs. Market
How volatile is Information Services Group's share price compared to the market and industry in the last 5 years?
Simply Wall St News
4 days ago | Simply Wall St
What We Learned About Information Services Group's (NASDAQ:III) CEO Pay2 weeks ago | Simply Wall St
Information Services Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions3 weeks ago | Simply Wall St
Is Information Services Group, Inc. (NASDAQ:III) Trading At A 33% Discount?Valuation
Is Information Services Group undervalued compared to its fair value and its price relative to the market?
5.6%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: III ($2.93) is trading below our estimate of fair value ($3.1)
Significantly Below Fair Value: III is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: III is poor value based on its PE Ratio (41x) compared to the US IT industry average (36.1x).
PE vs Market: III is poor value based on its PE Ratio (41x) compared to the US market (19.7x).
Price to Earnings Growth Ratio
PEG Ratio: III is poor value based on its PEG Ratio (1.9x)
Price to Book Ratio
PB vs Industry: III is good value based on its PB Ratio (1.5x) compared to the US IT industry average (3.9x).
Next Steps
Future Growth
How is Information Services Group forecast to perform in the next 1 to 3 years based on estimates from 4 analysts?
21.6%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: III's forecast earnings growth (21.6% per year) is above the savings rate (2.2%).
Earnings vs Market: III's earnings (21.6% per year) are forecast to grow slower than the US market (22% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: III's revenue (5% per year) is forecast to grow slower than the US market (10.2% per year).
High Growth Revenue: III's revenue (5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: III's Return on Equity is forecast to be low in 3 years time (3.6%).
Next Steps
Past Performance
How has Information Services Group performed over the past 5 years?
14.7%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: III has high quality earnings.
Growing Profit Margin: III's current net profit margins (1.4%) are higher than last year (0.2%).
Past Earnings Growth Analysis
Earnings Trend: III's earnings have grown by 14.7% per year over the past 5 years.
Accelerating Growth: III's earnings growth over the past year (696.5%) exceeds its 5-year average (14.7% per year).
Earnings vs Industry: III earnings growth over the past year (696.5%) exceeded the IT industry 3.2%.
Return on Equity
High ROE: III's Return on Equity (3.6%) is considered low.
Next Steps
Financial Health
How is Information Services Group's financial position?
Financial Position Analysis
Short Term Liabilities: III's short term assets ($108.9M) exceed its short term liabilities ($43.9M).
Long Term Liabilities: III's short term assets ($108.9M) exceed its long term liabilities ($92.6M).
Debt to Equity History and Analysis
Debt Level: III's debt to equity ratio (81%) is considered high.
Reducing Debt: III's debt to equity ratio has reduced from 113.4% to 81% over the past 5 years.
Debt Coverage: III's debt is well covered by operating cash flow (68.5%).
Interest Coverage: III's interest payments on its debt are not well covered by EBIT (2.6x coverage).
Balance Sheet
Next Steps
Dividend
What is Information Services Group current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate III's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate III's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if III's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if III's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of III's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
7.3yrs
Average management tenure
CEO
Mike Connors (65 yo)
14.33yrs
Tenure
US$2,774,161
Compensation
Mr. Michael P. Connors, also known as Mike, serves as the Chief Executive Officer and Chairman at ISG Information Services Group Americas, Inc. Mr. Connors serves as the Chairman and Chief Executive Office...
CEO Compensation Analysis
Compensation vs Market: Mike's total compensation ($USD2.77M) is above average for companies of similar size in the US market ($USD561.41K).
Compensation vs Earnings: Mike's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 14.33yrs | US$2.77m | 12% $ 16.9m | |
| Executive VP & CFO | 11.08yrs | US$1.08m | 1.21% $ 1.7m | |
| Vice Chairman & President of ISG Americas and Asia Pacific | no data | US$1.29m | 0.93% $ 1.3m | |
| VP of Law & Americas General Councel | no data | no data | no data | |
| Sales Director | no data | no data | no data | |
| Executive VP & Chief Human Resources Officer | 3.42yrs | US$671.30k | 0.30% $ 421.7k | |
| President of ISG EMEA & Partner of Digital Advisory Services | 2.83yrs | no data | no data | |
| Partner and President of ISG South Europe | no data | no data | no data | |
| Chief Executive Officer of ISG Automation | no data | no data | no data | |
| Partner & President of ISG GovernX® | no data | no data | no data | |
| Chief Data & Analytics Officer | no data | no data | no data | |
| Partner & President of ISG Research and Client Experience | no data | no data | no data |
7.3yrs
Average Tenure
58yo
Average Age
Experienced Management: III's management team is seasoned and experienced (7.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 14.33yrs | US$2.77m | 12% $ 16.9m | |
| Independent Director | 9.42yrs | US$165.00k | 0.56% $ 786.1k | |
| Independent Director | 11.25yrs | US$165.00k | 0.60% $ 842.2k | |
| Independent Director | 12.83yrs | US$165.00k | 0.77% $ 1.1m | |
| Independent Director | 1.33yrs | US$220.63k | 0.047% $ 66.6k | |
| Lead Independent Director | 6.67yrs | US$165.00k | 0.77% $ 1.1m | |
| Independent Director | 6.67yrs | US$165.00k | 0.34% $ 471.5k |
9.4yrs
Average Tenure
65yo
Average Age
Experienced Board: III's board of directors are considered experienced (9.4 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Information Services Group, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Information Services Group, Inc.
- Ticker: III
- Exchange: NasdaqGM
- Founded: 2006
- Industry: IT Consulting and Other Services
- Sector: Software
- Market Cap: US$140.698m
- Shares outstanding: 48.02m
- Website: https://www.isg-one.com
Number of Employees
Location
- Information Services Group, Inc.
- 2187 Atlantic Street
- Stamford
- Connecticut
- 6902
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| III | NasdaqGM (Nasdaq Global Market) | Yes | Common Stock | US | USD | Feb 2007 |
Biography
Information Services Group, Inc. operates as a technology research and advisory company in the Americas, Europe, and the Asia Pacific. The company offers digital transformation services, including automati...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/11/26 01:44 |
| End of Day Share Price | 2020/11/25 00:00 |
| Earnings | 2020/09/30 |
| Annual Earnings | 2019/12/31 |
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 here.