GuruFocus·1 day ago
Snowflake Expands Role in Enterprise AI ReadinessEnterprises are increasingly using the Snowflake data platform as a central coordination layer for secure data access, collaboration and AI-enabled business op
Information Services Group, Inc.(III)Earnings, Financials & Key Ratios
III•NASDAQ
$4.06
21.4× P/E·Price updated Jul 7, 2026
AboutInformation Services Group, Inc., together with its subsidiaries, operates as a technology research and advisory company in the Americas, Europe, and the Asia Pacific. The company offers digital transformation services, including automation, cloud, and data analytics; sourcing advisory; managed governance and risk; network carrier; technology strategy and operations design; change management; and market intelligence and technology research and analysis services. It supports private and public sector organizations to transform and optimize their operational environments. The company also provides ISG Digital, a client solution platform that helps clients developing technology, transformation, sourcing, and digital solutions; and ISG Enterprise, a client solution platform that helps clients manage change and optimize operations in areas comprising finance, human resource, and Procure2Pay. In addition, it offers ISG GovernX, a software platform, which provides insights from market and performance data, and automates the management of third-party supplier relationships that comprise contract and project lifecycles, and risk management. The company serves private sector clients operating in the manufacturing, banking and financial services, insurance, health sciences, energy and utilities, and consumer services industries; and public sector clients, including state and local governments, airport and transit authorities, and national and provincial government units. Information Services Group, Inc. was founded in 2006 and is based in Stamford, Connecticut.Show more
- Revenue$245M-1.2%
- EBITDA$22M+91.8%
- Net Income$9M+229.0%
- EPS (Diluted)0.19+216.7%
- Gross Margin41.22%+4.9%
- EBITDA Margin9.13%+94.0%
- Operating Margin7.27%+212.7%
- Net Margin3.82%+232.9%
- ROE9.78%+241.8%
III Price & Volume
Information Services Group, Inc. (III) stock price & volume — 10-year historical chart
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Cyclical Advisory Revenue Challenges Capital Allocation Strategy
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Consultant utilization volatility
Key Thesis Takeaways
- Information Services Group faces a challenging growth environment characterized by volatile project-based demand, as evidenced by revenue growth oscillating between a 2.7% increase and an 18.1% contraction.
- While the firm has successfully deleveraged its balance sheet, reducing total debt from $87.2 million to $8.6 million, the reliance on goodwill—which comprises $89.3 million of total assets—poses a risk to long-term book value.
- Investors should monitor whether the company can sustain its 4.3% dividend yield while navigating thin net margins that have historically dipped into negative territory.
Verdict Logic
while the forward P/E of 18.10 and 4.3% dividend yield offer some value, the erratic free cash flow margin, which dropped to -2.5% in 2026Q1, suggests significant operational risk.
III Growth Metrics
Information Services Group, Inc. (III) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years1.58%
5 Years-0.36%
3 Years-5.09%
TTM1.41%
Profit CAGR
10 Years6.79%
5 Years27.66%
3 Years-22.06%
TTM37%
EPS CAGR
10 Years3.87%
5 Years25.93%
3 Years-21.31%
TTM37.67%
Return on Capital
10 Years7.4%
5 Years10.14%
3 Years7.05%
Last Year10.56%
III Recent Earnings
Information Services Group, Inc. (III) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.09+12.5%
$0.08
Rev
$61M+0.5%
$61M
Q2 2026
Mar 5, 2026Metric
Actual
Est
EPS
$0.08+0.0%
$0.08
Rev
$61M+0.2%
$61M
Q4 2025
Nov 3, 2025Metric
Actual
Est
EPS
$0.09+12.5%
$0.08
Rev
$62M+2.1%
$61M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.08+14.3%
$0.07
Rev
$62M+2.1%
$60M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.09vs $0.08+12.5% | $61Mvs $61M+0.5% |
| Q2 2026 | Mar 5, 2026 | $0.08vs $0.08+0.0% | $61Mvs $61M+0.2% |
| Q4 2025 | Nov 3, 2025 | $0.09vs $0.08+12.5% | $62Mvs $61M+2.1% |
| Q3 2025 | Aug 6, 2025 | $0.08vs $0.07+14.3% | $62Mvs $60M+2.1% |
Based on last 12 quarters of dataView full earnings history →
Latest III News
Recent stock market news and headlines for Information Services Group, Inc. (III)
Business Wire·1 day ago
ISG to Announce Second-Quarter Financial ResultsSTAMFORD, Conn.--(BUSINESS WIRE)---- $III #earnings--Information Services Group (ISG) (Nasdaq: III) will release its Q2 financial results on August 5 and host a call with investors on August 6.
Business Wire·1 day ago
Snowflake Expands Role in Enterprise AI ReadinessSTAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--Enterprises are increasingly using the Snowflake data platform to coordinate secure data access, collaboration and AI-enabled operations, ISG says.
Business Wire·1 day ago
U.S. Firms Shift Cybersecurity Focus to Enterprise RiskSTAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--Enterprises in the U.S. are embedding cybersecurity into risk management and decision-making as AI and regulations reshape priorities, ISG says.
Business Wire·2 days ago
ISG to Study Power and Utilities Service ProvidersSTAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--ISG has launched a study of service providers helping power and utilities firms in North America and Europe adopt AI-enabled services and solutions.
Peers Comparison
Key metrics vs top competitors for Information Services Group, Inc. (III)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.06 | $194.23M | 21.37 | -1.16% | 3.82% | 9.78% | 4.49% | |
| $9.66 | $185.24M | -1.54 | -8.23% | -13.74% | -39.22% | — | |
| $155.38 | $1B | 19.09 | 9.33% | 6.22% | 23.64% | — | |
| $105.93 | $1.72B | 18.14 | 14.34% | 5.97% | 21.83% | — | |
| $22.35 | $3.86B | -87.85 | -4.51% | -2.67% | -9.65% | — | |
| $140.80 | $9.43B | 14.59 | 3.67% | 11.44% | 119.81% | — |
Compare III vs Peers
Information Services Group, Inc. (III) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
III SEC Filings & Documents
Information Services Group, Inc. (III) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 7, 2026·SEC
Material company update
Apr 27, 2026·SEC
Material company update
Mar 5, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
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III Frequently Asked Questions
Information Services Group, Inc. (III) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Information Services Group, Inc.'s revenue?
Information Services Group, Inc. (III) reported $246.3M in revenue for fiscal year 2025.
How fast is Information Services Group, Inc. growing?
Information Services Group, Inc. (III) saw revenue decline by 1.2% over the past year.
Is III profitable?
Yes, Information Services Group, Inc. (III) is profitable, generating $10.6M in net income for fiscal year 2025 (3.8% net margin).
Dividend & Returns
Does III pay dividends?
Yes, Information Services Group, Inc. (III) pays a dividend with a yield of 4.49%. This makes it attractive for income-focused investors.
What is III's return on equity?
Information Services Group, Inc. (III) has a return on equity (ROE) of 9.8%. This is below average, suggesting room for improvement.
What is Information Services Group, Inc.'s free cash flow?
Information Services Group, Inc. (III) generated $22.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.