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Not financial advice. Analytical data for research only.
Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.
Our Company Information Services Group, Inc. (Nasdaq: III) is a global AI-centered technology research and advisory firm. A trusted partner to more than 900 clients, including 75 of the world s top 100 enterprises, ISG is a long-time leader in technology and business services that is now at the forefront of leveraging AI to help organizations achieve operational excellence and faster growth.
$5.16
+$0.13 (+2.58%)
Live · 07:17 PM
Operating margin is thin at 7.27%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue declined 1.2% YoY. The question is whether this is cyclical or a structural shift.
Even for strong businesses, today's 22x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
21.5x earnings, 15.2x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$250M
▼ -1.2% YoY
Net Income (TTM)
$12M
▲ +229.0% YoY
Op. Margin
8.24%
▲ +4.9pp YoY
ROIC
8.66%
▲ +5.8pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$17M
▲ +46.7% YoY
Op. Cash Flow (TTM)
$21M
▲ +46.0% YoY
Net Debt
$44M
Cash & Equiv.
$24M
5Y CAGR: -0.4%
5Y CAGR: -10.2%
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SourceComputed from the 10-Q filed 6 Aug 2026, covering the period ending 30 Jun 2026, as reported to the SEC. Data last refreshed 8 Aug 2026. How this is calculated.
Price from market data, live as of 3 Sept 2026. Fiscal year ends Dec. Sector medians are approximate S&P 500 benchmarks and update periodically.
At a P/E of 21.5 and a price-to-free-cash-flow of 15.2, Information Services Group (III) trades above a two-stage DCF intrinsic value of about $5.02 per share, so at $5.16 the stock looks overvalued (2.8% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Information Services Group scores 49/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 3.5%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $5.02 per share for III, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $3.76. At today's $5.16, that puts the stock about 2.8% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Information Services Group scores 49 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 8.2% operating margin and a 8.7% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Information Services Group pays a regular dividend of about $0.18 per share per year (typically in quarterly installments), a yield of roughly 3.5% at the current price. That is a payout ratio of about 78.0% of earnings, so the dividend is covered, with less cushion. Information Services Group has grown the dividend at roughly 19.9% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For III's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. III currently trades above its estimated intrinsic value and scores 49/100 on quality (mixed). It also yields about 3.5%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.