Company Analysis

Information Services Group, Inc III

A comprehensive view of key metrics, scores, and financial health for Information Services Group, Inc

Overview of Information Services Group, Inc.

III NGM

Technology Information Technology Services Framework: Software & SaaS Micro Cap

Information Services Group, Inc. (III), is a Micro Cap company, in the Information Technology Services industry, last closed at $4.21, about 404.5% undervalued vs fair value, -11.0% 1Y return, ranked 383/770 in sector.

USD 4.21

-1.64%

(Delayed)

• Vol 90d: 40.2%

52-Week Range

Low

3.76

19%

Now 4.21

High

6.10

Market Cap

$205.20M

Enterprise Value

$246.86M

Overall Score

View breakdown

Overall

Growth

Weak

Profitability

Fair

Health

Fair

Efficiency

Good

Valuation

Good

Growth

Weak

Profitability

Fair

Health

Fair

Efficiency

Good

Valuation

Good

Completeness: 12%

Confidence: 4%

Updated: Mar 8

Top Beats

No strong beats yet

Quick Facts

Website https://www.isg-one.com

HQ Stamford, CT

Employees 1,300

Fiscal year Dec 31

Next Events

Dividend Jun 26

Earnings Aug 5 Estimated

Fair Value Snapshot

Bear Base Bull

$19

$21

$23

Current: $4.21 +405% vs base

Engine Room Money Flow™

Micro Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps

Total Revenue

$244.7M

-1.2%%

Gross Profit

$105.4M

8.4%%

Operating Income (GAAP)

$17.8M

209.1%%

Operating Cash Flow

$29.0M

46%%

Money Flow Bridge

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Flow Direction: Money moves from left to right

Components: Breakdown shows composition of each stage

Industry-Specific: Software & SaaS

Data Quality Notes

Note: 'Free Cash Flow' here is GAAP FCF (Operating Cash Flow − CapEx). Many software companies report an adjusted FCF that also adds back SBC; the Rule of 40 and FCF Margin shown use GAAP FCF, which is the more conservative and investor-relevant figure.
Rule of 40 score is 9.1 — below the 40-point benchmark. The company is not yet balancing growth and profitability at the level typically expected by institutional SaaS investors.

Quality & Reliability Indicators

Gross Margin

43.1%

Fair

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$18.5M

73.8% of FCF

Where It Leaks

Cash Flow Health some concerns

Moderate efficiency issues detected. Review active leaks below for improvement areas.

Active Leaks

3/3

Improving

High Impact

Critical

Low

Stock-Based Compensation Leak

Current: 27.0%

Conversion Leak

Improving

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Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate

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Recurring Revenue Stickiness

Moderate

Innovation Engine

Weak

Cash Scalability

Developing

Capital Efficiency

Moderate

Balance Sheet Resilience

Moderate

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 81% Coverage

Click axes to expand details. Marker shows current allocation.

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Growth

17th percentile vs peers

Key Signals

Revenue CAGR 3Y -3.8% 20p Rev Growth YoY -14.9% 14p EPS Growth YoY -53.8% 19p

Strengths

Strong liquidity position vs peers
Conservative leverage compared to industry peers

Risks

Growth in bottom 20% of peers (percentile: 17)
Rev Growth YoY in bottom 20% of peers (-14.9%)

Profitability

41th percentile vs peers

Key Signals

Strengths

Risks

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Safety

53th percentile vs peers

Key Signals

Strengths

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Two Futures

Scenario-based fair value ranges for Information Services Group, Inc.

WACC X.X%

X%XX%

Rev CAGR 5Y X.X%

-XX%XX%

Op Margin XX.X%

-XX%XX%

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Bear

- - -

- upside

Base

$21.24

- - -

+404.5% vs current

Snapshot base estimate

Bull

- - -

- upside

Fair Value Range Current: $-

$- $- $-

Information Services Group, Inc III

Overview of Information Services Group, Inc.

Quick Facts

Next Events

Fair Value Snapshot

Flow Steps

Money Flow Bridge

Data Quality Notes

Quality & Reliability Indicators

Gross Margin

Locked Metric

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Stock-Based Compensation Leak

Locked Leak

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Pricing Power

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Recurring Revenue Stickiness

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Innovation Engine

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Cash Scalability

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Capital Efficiency

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Balance Sheet Resilience

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Growth

Profitability

Safety

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