III
Information Services Group, Inc.
III's outlook is improving, though it still trails on the overall score.
NVDA
NVIDIA Corporation
NVDA has the edge over III overall, supported by stronger valuation and stronger modeled upside.
III Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Healthy |
III's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
III PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $3.94 | -37% |
| Current | 25x | $6.25 | — |
| Forward | 25x | $6.25 | — |
| Fair | 27x | $6.64 | +6.3% |
| Expensive | 37x | $9.37 | +50% |
Historical ranges are pointers, not guarantees.
III's PE is in its fair range at 25.0x. On analysts' estimates for next year's earnings, today's price would be 24.8x.
NVDA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $166 | — |
| Current | 21x | $166 | — |
| Cheap | 44x | $345 | +108% |
| Fair | 65x | $511 | +207% |
| Expensive | 93x | $734 | +342% |
Historical ranges are pointers, not guarantees.
NVDA has the edge over III in the historical PE scenario, which offers more potential upside but is not a forecast.
III Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for III, with profitability improving.
NVDA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for NVDA, but weaker profitability.
III Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.25 | +1% |
| Q3 2026 | $0.25 | +25% |
| Q2 2026 | $0.24 | +50% |
| Q1 2026 | $0.21 | +31% |
| Q4 2025 | $0.19 | +217% |
| Q3 2025 | $0.20 | +$0.27 |
| Q2 2025 | $0.16 | +$0.19 |
| Q1 2025 | $0.16 | +$0.18 |
| Q4 2024 | $0.06 | -50% |
III's earnings per share have fallen from their peak: $0.25 over the past year, against $0.39 in late 2022.
NVDA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.77 | +74% |
| Q3 2026 | $7.91 | +125% |
| Q2 2026 | $6.53 | +111% |
| Q1 2026 | $4.90 | +67% |
| Q4 2025 | $4.03 | +59% |
| Q3 2025 | $3.51 | +65% |
| Q2 2025 | $3.10 | +81% |
| Q1 2025 | $2.94 | +147% |
| Q4 2024 | $2.54 | +234% |
NVDA has the edge over III on earnings, with more consistent year-over-year improvement.
III Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $65.1M | +4.4% |
| Q2 2026 | $65.5M | +6.4% |
| Q1 2026 | $61.2M | +2.7% |
| Q4 2025 | $61.2M | +5.9% |
| Q3 2025 | $62.4M | +1.8% |
| Q2 2025 | $61.6M | -4.2% |
| Q1 2025 | $59.6M | -7.3% |
| Q4 2024 | $57.8M | -13% |
III's revenue has grown year over year for five quarters in a row: $65M last quarter, up 4.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.9% | +2.5 points |
| Q2 2026 | 8.9% | +1.4 points |
| Q1 2026 | 8.2% | +2.5 points |
| Q4 2025 | 8.4% | +8.1 points |
| Q3 2025 | 7.4% | +0.4 points |
| Q2 2025 | 7.6% | +1.9 points |
| Q1 2025 | 5.7% | +9.4 points |
| Q4 2024 | 0.3% | +5.6 points |
III's operating margin was 9.9% last quarter, up 2.5 points from the same quarter a year ago.
NVDA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $96.2B | +106% |
| Q2 2026 | $81.6B | +85% |
| Q1 2026 | $68.1B | +73% |
| Q4 2025 | $57B | +62% |
| Q3 2025 | $46.7B | +56% |
| Q2 2025 | $44.1B | +69% |
| Q1 2025 | $39.3B | +78% |
| Q4 2024 | $35.1B | +94% |
NVDA has the edge over III on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 66% | +5.4 points |
| Q2 2026 | 66% | +17 points |
| Q1 2026 | 65% | +3.9 points |
| Q4 2025 | 63% | +0.8 points |
| Q3 2025 | 61% | -1.2 points |
| Q2 2025 | 49% | -16 points |
| Q1 2025 | 61% | -0.5 points |
| Q4 2024 | 62% | +4.9 points |
NVDA has the edge over III on profitability, with a higher operating margin.
III Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.5M | +21% |
| Q2 2026 | $4.7M | -58% |
| Q1 2026 | -$1.5M | -1173% |
| Q4 2025 | $4.3M | -29% |
| Q3 2025 | $9.5M | +13% |
| Q2 2025 | $11.1M | +758% |
| Q1 2025 | $141K | -89% |
| Q4 2024 | $6M | -23% |
III still generates free cash flow, though less than at its 2020 peak: $19M over the past year.
NVDA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.4B | +59% |
| Q2 2026 | $48.6B | +86% |
| Q1 2026 | $34.9B | +124% |
| Q4 2025 | $22.1B | +32% |
| Q3 2025 | $13.5B | -0.3% |
| Q2 2025 | $26.2B | +75% |
| Q1 2025 | $15.6B | +38% |
| Q3 2024 | $13.5B | +113% |
NVDA has the edge over III on cash flow, with more consistent year-over-year improvement.
III Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.2% | +620K shares |
| 1 year | 0% | +23K shares |
| 3 years | +0.4% | +203K shares |
| 5 years | -2% | -1.1M shares |
| Available history | +6% | +2.8M shares |
III has 50M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $3.7M |
| Q2 2026 | — |
| Q1 2026 | $1.3M |
| Q4 2025 | $2M |
| Q3 2025 | $2.6M |
| Q2 2025 | $2.2M |
| Q1 2025 | $2.6M |
| Q4 2024 | $2.2M |
III spent $7M buying back its own shares over the past year, down 25% from the year before.
NVDA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -106M shares |
| 1 year | -1% | -247M shares |
| 3 years | -2.8% | -705M shares |
| 5 years | -4.1% | -1B shares |
| Available history | -1.8% | -435M shares |
NVDA has the edge over III on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $19.7B |
| Q2 2026 | $19.3B |
| Q1 2026 | $3.8B |
| Q4 2025 | $12.5B |
| Q3 2025 | $9.7B |
| Q2 2025 | $14.1B |
| Q1 2025 | $7.8B |
| Q4 2024 | $11B |
NVDA spent $55.3B buying back its own shares over the past year, up 30% from the year before.
III Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.1x | Healthy |
| Q2 2026 | 1.4x | Healthy |
| Q1 2026 | 1.5x | Healthy |
| Q4 2025 | 1.4x | Healthy |
| Q3 2025 | 1.8x | Healthy |
| Q2 2025 | 1.9x | Healthy |
| Q1 2025 | 2.3x | Moderate |
| Q4 2024 | 3.1x | Elevated |
III's net debt is about 1.1 years of its operating earnings (EBITDA), down from 1.8 years a year ago.
NVDA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | -0.0x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.0x | Very low |
| Q4 2024 | -0.0x | Net Cash |
NVDA has the edge over III on leverage, with a lower net debt burden relative to earnings.
III Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 69.5 | Neutral |
| Stochastic | 86.0 | Overbought |
III's weekly RSI is 69 (neutral) and its Stochastic is 86 (overbought).
NVDA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.4 | Neutral |
| Stochastic | 18.1 | Oversold |
NVDA's weekly RSI is 33 (neutral) and its Stochastic is 18 (oversold).
III PE vs Technology Sector
| Metric | III | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 28x | 10% below |
| PE % | 46 | 35 | 11 pts above |
III is trading at 25x earnings, a 10% discount to the Technology sector's median of 28x.
NVDA PE vs Technology Sector
| Metric | NVDA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 25% below |
| PE % | 0 | 35 | 35 pts below |
NVDA has the edge over III on valuation relative to its sector.
III Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.86 | 6.7% above |
| 20 week MA | $5.14 | 22% above |
| 50 week MA | $4.90 | 28% above |
| 100 week MA | $4.64 | 35% above |
| 200 week MA | $4.45 | 40% above |
III has the edge over NVDA on trend strength, trading above more of its moving averages.
NVDA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $208.9 | 20% below |
| 20 week MA | $212.0 | 22% below |
| 50 week MA | $199.9 | 17% below |
| 100 week MA | $175.1 | 5.1% below |
| 200 week MA | $123.6 | 34% above |
NVDA has fallen below most of its moving averages, though it's still 34% above its 200-week average.
III Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $2.31 | $3.03 | +31% |
| 2021 | $3.03 | $7.68 | +153% |
| 2022 | $7.68 | $4.56 | -41% |
| 2023 | $4.56 | $4.71 | +3.3% |
| 2024 | $4.71 | $3.34 | -29% |
| 2025 | $3.34 | $5.92 | +77% |
| 2026 YTD | $5.92 | $6.25 | +5.6% |
III has the edge over NVDA on returns for 2026, with the stronger performance.
NVDA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.92 | $13.0 | +119% |
| 2021 | $13.0 | $29.6 | +128% |
| 2022 | $29.6 | $15.2 | -49% |
| 2023 | $15.2 | $49.5 | +226% |
| 2024 | $49.5 | $137.0 | +177% |
| 2025 | $137.0 | $190.5 | +39% |
| 2026 YTD | $190.5 | $166.2 | -13% |
NVDA's yearly returns have swung widely, from +226% in 2023 to −49% in 2022. It's down 13% so far in 2026.