What is Ingram Micro Holding Corp worth?
With the base-case assumptions below, a discounted cash flow model on Ingram Micro Holding Corp's reported free cash flow gives $35.84 per share. The share price was $26.98 on September 25, 2026, 25% below that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | -4.0% | 10.0% | $17.55 | -35% |
| Base | 1.0% | 9.0% | $35.84 | +33% |
| Bull | 6.0% | 8.0% | $69.97 | +159% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $48.57 | $52.40 | $57.08 | $62.93 | $70.46 |
| 8.0% | $39.11 | $41.60 | $44.53 | $48.05 | $52.36 |
| 9.0% | $32.18 | $33.88 | $35.84 | $38.12 | $40.82 |
| 10.0% | $26.88 | $28.09 | $29.46 | $31.02 | $32.82 |
| 11.0% | $22.70 | $23.58 | $24.57 | $25.68 | $26.95 |
Where the presets come from
Base: years 1 to 5 grow at Ingram Micro Holding Corp's revenue growth rate over the last 3 fiscal years (1.1% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions