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Information Services Group, Inc. III R2KAI

Technology · Information Technology Services · United States
https://www.isg-one.com
Company Profile ↓
$3.93
-15.96% 1Y
Mkt Cap$188.01M
P/E18.71
P/B2.13
Div. Yield4.28%
52W High$5.97
52W Low$3.72
Book Value$1.97
EPS (TTM)$0.21

Company Overview

Information Services Group, Inc., together with its subsidiaries, operates as an artificial intelligence (AI) centered technology research and advisory company in the Americas, Europe, and the Asia Pacific. It offers digital transformation services, including sourcing advisory and cloud and data analytics; managed governance and risk; network and software advisory; technology strategy and operations design; change management; and market intelligence. The company also provides ISG Digital, a client solution platform focused on developing technology, transformation, sourcing, and digital solutions; and ISG Enterprise, a client solution platform that helps clients manage change and optimize operations in such areas as information technology, finance, human resources, and training. In addition, it offers ISG Research, which provides market analyses, provider evaluations, and data-driven insights; ISG Network and Software Advisory portfolio; and ISG GovernX, ISG Inform, and ISG Tango software platforms, as well as ISG iFlex, a delivery model for deployment of resources. 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 incorporated in 2006 and is based in Stamford, Connecticut.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 27.7% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 18.7, below the sector median of 36.0.

Dividend Income

Offers a dividend yield of 4.28%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $244.72M (-1.2% YoY); net profit $9.34M.
  • Trailing 12 Months Year-on-year growth — revenue +2.7%, earnings +66.7%.
  • 5-Year Trend Long-term compounding — revenue CAGR 5.8%, profit CAGR 27.7%.

Growth & Price Performance

Compounded Sales Growth

5 Years:5.77%
1 Year:2.70%

Compounded Profit Growth

5 Years:27.66%
1 Year:66.70%

Stock Price Performance

1 Year:-15.96%
6 Months:-31.90%
3 Months:-2.67%
1 Month:-8.18%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

AI Exposure AI Research & Advisory / AI-Centered

Information Services Group (ISG) is an AI-centered technology research and advisory firm guiding enterprise digital and AI transformation.

Core Focus

AI-led sourcing advisory, automation and data analytics that help enterprises design and govern technology transformation.

Key Initiatives
  • AI advisory & research ISG positions its research and advisory around enterprise AI adoption, governance and sourcing.
  • Automation & analytics It advises on cloud, data analytics and automation programs for clients.
  • Governance & risk Managed governance services help clients manage AI/technology risk.
Why Investors Should Care
  • Niche advisory firm repositioned around AI-led transformation.
  • Profitable (net ~4%, ROE ~11%) with recurring research revenue.
  • Small scale and slow growth (~3%) limit operating leverage.
  • Consulting-demand cyclicality and competition are key risks.
AI InvestmentInvestment is in AI research capability, analysts and advisory IP.
AI RevenueAI-related advisory is a growing share of revenue but is not separately disclosed.
ROI (Now)AI advisory demand is an emerging contributor to a small, steady base.
ROI (Expected)Rising enterprise AI-transformation spend supports advisory and research demand.

Curated from public filings and analyst commentary; figures are illustrative.

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Price Chart

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Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Profit CAGR of 27.7% over 5 years.
  • Attractive dividend yield of 4.28%.
  • Generates positive free cash flow.

CONS

  • Trading 34.1% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
18.71
Industry PE
36.02
Forward P/E
9.14
PEG Ratio
0.69
Book Value
$1.97
Price to Book
2.13
P/S
0.82
EV/EBITDA
10.31
Dividend Yield
4.28%

Growth (CAGR)

Revenue 5Y
5.77%
Profit 5Y
27.66%
Revenue (YoY)
2.70%
Earnings (YoY)
66.70%

Profitability & Returns

ROCE
10.42%
ROE
11.17%
ROA
5.99%
Profit Margin
4.29%
Op Margin
8.20%
Gross Margin
43.09%
EPS (Latest Qtr)
$0.05
EPS (TTM)
$0.21

Balance Sheet & Liquidity

Debt/Equity
0.72
Quick Ratio
2.50
Current Ratio
2.65
Debt
$67.78M
Total Assets
$202.79M
Current Assets
$87.05M
Working Capital
$53.91M

Ownership

Promoter Holding
27.89%
Chg in Prom Hold
-
FII / Inst Holding
69.38%
Chg in FII Hold
0.03%

Financial Snapshot

Enterprise Value
$188.01M
Total Revenue (TTM)
$246.32M
EBITDA
$23.90M
Free Cash Flow
$18.75M
Operating Cash Flow
$27.36M
Shares Outstanding
47.84M
Gross Margin
43.09%
Payout Ratio
85.71%

Peer comparison

Peer companies in the same sector (Technology).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 III Information Services Group, Inc. R2KAI 3.93 18.71 $188.01M 4.28% 10.42% 11.17% 5.77% 27.66%
2 NVDA NVIDIA Corporation NDXSPXAI 211.80 32.43 $5.13T 0.49% 74.66% 114.29% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPX 314.86 38.07 $4.62T 0.37% 68.72% 141.47% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXAI 384.93 22.91 $2.86T 0.93% 26.90% 34.01% 9.48% 10.85%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AI 420.39 36.18 $2.18T 0.90% 30.20% 36.21% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXAI 389.11 64.85 $1.85T 0.68% 16.70% 37.28% 24.38% 26.24%
7 MU Micron Technology, Inc. NDXSPXAI 983.12 46.37 $1.11T 0.06% 13.69% 39.82% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXAI 548.13 181.50 $893.78B 0.00% 6.33% 8.06% 13.64% 48.64%
9 ASML ASML Holding N.V. NDXAI 1,775.64 59.55 $684.36B 0.47% 42.97% 52.24% 15.55% 19.55%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2014Dec 2014Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Mar 2019Jun 2019Sep 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue ----------66.56M68.04M68.35M-68.88M71.03M67.97M64.79M67.33M68.14M63.71M57.39M61.63M66.57M70.60M71.09M72.56M70.70M68.84M78.49M74.61M71.77M64.27M64.26M61.28M59.58M61.56M62.36M61.21M61.18M
Cost of Revenue -----------------------------------33.93M35.59M36.03M33.77M34.80M
Gross Profit 21.77M21.89M20.10M20.85M21.31M22.27M18.56M24.25M20.97M20.36M25.87M27.79M30.14M29.14M---------------------25.66M25.97M26.33M27.44M26.38M
Operating Expenses -----------------------------------22.26M21.31M21.74M22.30M21.36M
Operating Income 3.77M3.35M1.97M2.00M3.15M2.48M132.00K3.22M2.62M-8.56M1.18M546.00K3.47M3.96M1.76M4.20M3.37M-670.00K3.28M5.65M-720.00K3.51M2.97M5.01M5.84M7.26M7.73M7.15M7.43M7.05M4.86M6.22M-2.37M3.65M4.29M3.40M4.67M4.59M5.15M5.02M
EBITDA -----------------------------------4.56M5.77M6.39M6.42M6.25M
Interest Expense -----------------------------------1.06M1.05M1.05M913.00K878.00K
Pretax Income -----------------------------------2.40M3.56M4.20M4.38M4.32M
Tax Provision -----------------------------------910.00K1.38M1.14M1.76M1.61M
Net Income ------------302.00K1.43M-164.00K2.36M4.00M-898.00K414.00K1.73M-1.36M612.00K2.06M3.42M4.11M4.42M4.93M4.96M5.56M3.49M2.33M3.20M-3.39M2.04M1.15M1.49M2.18M3.06M2.61M2.72M
Diluted EPS 0.060.020.020.020.050.03-0.020.040.02-0.22-0.01-0.010.03-0.060.000.050.08-0.020.010.04-0.030.010.040.070.080.090.100.100.110.070.050.06-0.070.040.020.030.040.060.050.05

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue -132.01M184.43M192.75M----269.55M275.77M265.76M249.13M277.83M286.27M291.05M247.59M244.72M
Operating Income 814.00K-51.74M-60.84M6.55M11.70M12.68M9.62M-2.59M9.16M12.68M13.36M9.27M25.27M29.48M14.61M5.76M17.80M
Net Income -2.84M-53.16M-55.94M603.00K4.78M6.18M4.84M-6.50M-2.13M5.68M3.34M2.75M15.53M19.73M6.15M2.84M9.34M
Diluted EPS -0.09-1.66-1.540.020.130.160.13-0.18-0.050.120.070.060.300.390.120.060.19

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --184.56M145.03M135.99M139.87M134.17M130.76M235.12M224.76M214.73M218.75M239.52M-243.03M247.34M204.51M211.00M
Current Assets --------------115.48M112.84M91.28M94.07M
Cash & Equivalents 61.15M42.79M40.30M24.47M23.50M35.09M27.66M17.84M34.48M28.42M18.64M18.15M43.73M-30.59M22.64M23.07M28.66M
Inventory ------------------
Receivables --------------47.61M51.76M40.48M44.92M
Total Liabilities --102.75M109.15M97.68M96.63M92.70M83.65M176.71M161.22M136.14M129.08M140.38M-142.60M145.26M108.23M116.33M
Current Liabilities --13.53M30.16M32.93M34.53M37.26M31.18M52.35M53.08M40.65M41.25M50.66M-51.19M46.27M38.42M40.16M
Long Term Debt --69.81M63.06M53.06M53.37M49.43M47.95M116.48M98.84M89.21M74.82M73.55M-74.42M79.17M59.17M59.17M
Total Debt --------------85.97M87.05M64.92M70.32M
Total Equity 130.58M131.62M81.82M35.88M38.31M43.24M40.72M46.17M57.04M63.54M78.59M89.67M99.14M-100.43M102.08M96.29M94.68M
Shares Outstanding --------------49.47M49.47M49.66M49.71M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow ------8.31M12.36M11.44M19.13M20.44M43.97M41.94M11.15M12.27M19.86M29.01M
Investing Cash Flow -------1.95M-57.65M-4.06M-4.00M-1.92M-3.50M-2.32M-6.87M-4.43M18.99M-4.94M
Financing Cash Flow -------14.75M62.59M-16.14M-24.00M-18.93M-15.70M-34.12M-18.94M-16.20M-37.91M-19.55M
Capital Expenditure -1.24M-957.00K-1.69M-1.82M-1.90M-2.17M-1.38M-2.36M-3.17M-4.00M-1.92M-1.18M-2.32M-3.42M-3.43M-2.83M-4.02M
Free Cash Flow ------6.93M10.00M8.28M15.13M18.52M42.79M39.62M7.72M8.84M17.04M24.99M
Share Buybacks 86.00K-1.23M1.51M4.05M5.32M3.38M11.56M2.85M3.06M3.43M5.17M16.33M12.07M3.50M5.57M9.27M

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -----------------
Operating Margin % --39.2%-33.0%3.4%----3.4%4.6%5.0%3.7%9.1%10.3%5.0%2.3%7.3%
Net Margin % --40.3%-30.3%0.3%-----0.8%2.1%1.3%1.1%5.6%6.9%2.1%1.1%3.8%
ROE % -2.2%-65.0%-155.9%1.6%11.0%15.2%10.5%-11.4%-3.4%7.2%3.7%2.8%-19.6%6.0%2.9%9.9%
ROCE % --30.3%-53.0%6.4%11.1%13.1%9.7%-1.4%5.3%7.3%7.5%4.9%-15.4%7.3%3.5%10.4%

Shareholding Pattern

Insiders
27.89%
Institutions
69.38%
Public Float
96.21%

Top Institutional Holders

#Holder% HeldSharesValue
1 Private Capital Management, LLC 9.76% 4.67M $19.25M
2 Cerity Partners LLC 9.72% 4.65M $19.16M
3 Blackrock Inc. 5.80% 2.77M $11.42M
4 Renaissance Technologies, LLC 3.95% 1.89M $7.78M
5 Vanguard Capital Management LLC 3.75% 1.79M $7.39M
6 Dimensional Fund Advisors LP 3.22% 1.54M $6.35M
7 Crawford Investment Counsel, Inc. 1.92% 919.14K $3.79M
8 Geode Capital Management, LLC 1.87% 894.49K $3.69M
9 Hillsdale Investment Management Inc. 1.77% 845.20K $3.48M
10 Crestwood Advisors Group LLC 1.71% 819.09K $3.37M

Analyst View

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Latest News

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III — Frequently Asked Questions

What is the current share price of Information Services Group, Inc. (III)?

As of 2026-07-14 21:23 PDT, Information Services Group, Inc. (III) trades at $3.93 on NasdaqGM. Its 52-week range is $3.72 to $5.97.

What is the market capitalisation of III?

Information Services Group, Inc. (III) has a market capitalisation of $188.01M on NasdaqGM.

What is the P/E ratio of III?

III trades at a trailing price-to-earnings (P/E) ratio of 18.71. The industry average P/E is 36.02. Its price-to-book (P/B) ratio is 2.13.

Does III pay a dividend?

Information Services Group, Inc. (III) currently offers a dividend yield of 4.28%.

What is the return on equity (ROE) of III?

III has a return on equity (ROE) of 11.17%. Its return on capital employed (ROCE) is 10.42%.

Is III a good stock to buy?

This page provides a data-driven analysis of Information Services Group, Inc. (III), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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