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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.
$4.01
$0.25 (-5.87%)
Price from 43 days ago
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 19x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
19.1x earnings, 8.6x 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)
$246M
▼ -1.2% YoY
Net Income (TTM)
$11M
▲ +229.0% YoY
Op. Margin
7.88%
▲ +4.9pp YoY
ROIC
8.37%
▲ +5.8pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$23M
▲ +46.7% YoY
Op. Cash Flow (TTM)
$27M
▲ +46.0% YoY
Net Debt
$45M
Cash & Equiv.
$23M
5Y CAGR: -0.4%
5Y CAGR: -10.2%
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