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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M162,837Revenue $M99,751Net Margin (%)13.1Z-Score3.8
Enterprise Value $M199,723EPS $14.9Operating Margin %19.3F-Score6
P/E(ttm))10.3Cash Flow Per Share $17.8Pre-tax Margin (%)20.1Higher ROA y-yY
Price/Book9.510-y EBITDA Growth Rate %10.6Quick Ratio1.1Cash flow > EarningsY
Price/Sales1.85-y EBITDA Growth Rate %6.9Current Ratio1.1Lower Leverage y-yN
Price/Cash Flow10.8y-y EBITDA Growth Rate %4.3ROA % (ttm)10.4Higher Current Ratio y-yN
Dividend Yield %2.5Insider Buy (3m)0ROE % (ttm)70.0Less Shares Outstanding y-yY
Payout Ratio %25.0Shares Outstanding M998ROI % (ttm)29.8Gross Margin Increase y-yY

Gurus Latest Trades with IBM

Number of guru portfolios checked: 84. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
IBMRobert Bruce 2014-06-30 Add1.05%$180.37 - $197.77
($188.37)
$ 169.1-10%Add 27.28%118,500
IBMBrian Rogers 2014-06-30 Buy 0.48%$180.37 - $197.77
($188.37)
$ 169.1-10%New holding, 750000 sh.750,000
IBMWarren Buffett 2014-06-30 Add0.31%$180.37 - $197.77
($188.37)
$ 169.1-10%Add 2.66%70,173,978
IBMJoel Greenblatt 2014-06-30 Add0.29%$180.37 - $197.77
($188.37)
$ 169.1-10%Add 712.29%146,846
IBMRay Dalio 2014-06-30 Add0.1%$180.37 - $197.77
($188.37)
$ 169.1-10%Add 55.18%209,520
IBMKen Fisher 2014-06-30 Reduce-1.26%$180.37 - $197.77
($188.37)
$ 169.1-10%Reduce -96.68%103,060
IBMJames Barrow 2014-06-30 Reduce-0.1%$180.37 - $197.77
($188.37)
$ 169.1-10%Reduce -60.76%242,484
IBMDavid Dreman 2014-06-30 Reduce-0.06%$180.37 - $197.77
($188.37)
$ 169.1-10%Reduce -25.5%11,540
IBMArnold Van Den Berg 2014-03-31 Add1.07%$172.84 - $195.04
($184.08)
$ 169.1-8%Add 4152.09%69,054
IBMRobert Bruce 2014-03-31 Add0.77%$172.84 - $195.04
($184.11)
$ 169.1-8%Add 19.21%93,100
IBMHOTCHKIS & WILEY 2014-03-31 Add0.11%$172.84 - $195.04
($184.11)
$ 169.1-8%Add 11.64%1,557,841
IBMDavid Dreman 2014-03-31 Add0.09%$172.84 - $195.04
($184.11)
$ 169.1-8%Add 60.77%15,489
IBMRichard Snow 2014-03-31 Buy 0.01%$172.84 - $195.04
($184.11)
$ 169.1-8%New holding, 1205 sh.1,205
IBMJohn Hussman 2014-03-31 Sold Out -0.8%$172.84 - $195.04
($184.08)
$ 169.1-8%Sold Out0
IBMTom Gayner 2014-03-31 Sold Out -0.14%$172.84 - $195.04
($184.11)
$ 169.1-8%Sold Out0
IBMJohn Hussman 2013-12-31 Add0.79%$172.8 - $186.97
($180.17)
$ 169.1-6%Add 5900%60,000
IBMHOTCHKIS & WILEY 2013-12-31 Add0.29%$172.8 - $186.97
($180.17)
$ 169.1-6%Add 36.3%1,395,457
IBMRobert Bruce 2013-12-31 Add0.22%$172.8 - $186.97
($180.17)
$ 169.1-6%Add 5.4%78,100
IBMRay Dalio 2013-12-31 Add0.07%$172.8 - $186.97
($180.17)
$ 169.1-6%Add 36.31%167,820
IBMRonald Muhlenkamp 2013-12-31 Add0.04%$172.8 - $186.97
($180.17)
$ 169.1-6%Add 25.65%6,050
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

IBM is held by these Gurus:

Ticker Guru Name Portfolio Date* Current Shares % of Shares Outstanding % of Total Assets Managed Change from Last Holdings Holding History
IBM Arnold Van Den Berg 2014-09-3072,2520.011.4+5.54%
IBM Brian Rogers 2014-09-30750,0000.080.53
IBM Brian Rogers 2014-06-30750,0000.080.48New Buy
IBM Joel Greenblatt 2014-06-30146,8460.010.33+712.29%
IBM Ray Dalio 2014-06-30209,5200.020.28+55.18%
IBM Robert Bruce 2014-06-30118,5000.014.9+27.28%
IBM HOTCHKIS & WILEY 2014-06-301,653,4620.171.1+6.14%
IBM Chris Davis 2014-06-3021,65900.01+3.45%
IBM Warren Buffett 2014-06-3070,173,9787.0311.8+2.66%
IBM Mario Gabelli 2014-06-3035,37000.03+0.78%
IBM Prem Watsa 2014-06-301,20000.02
IBM John Rogers 2014-06-3050,3820.010.11
IBM Richard Snow 2014-06-301,20500.01
IBM Ruane Cunniff 2014-06-301,468,3910.151.4-0.55%
IBM Irving Kahn 2014-06-303,25800.09-0.76%
IBM Dodge & Cox 2014-06-30127,4200.010.02-2.1%
IBM Ronald Muhlenkamp 2014-06-305,17000.17-7.68%
IBM Jean-Marie Eveillard 2014-06-3010,42800-10.63%
IBM Private Capital 2014-06-302,71400.06-11.13%
IBM David Dreman 2014-06-3011,54000.16-25.5%
IBM James Barrow 2014-06-30242,4840.020.06-60.76%
IBM Ken Fisher 2014-06-30103,0600.010.04-96.68%
IBM Mark Hillman 2013-12-314,73801.3+2.4%
Premium Most recent portfolio changes are included for Premium Members only!


IBM: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
Rometty Virginia MChairman, Pres. and CEO 2014-08-27Sell10,819$191.86-5.11view
Rometty Virginia MChairman, Pres. and CEO 2014-08-27Sell10,518$191.71-5.04view
LeBlanc Robert J.Senior Vice President 2014-08-25Sell7,586$191.18-4.78view
ESKEW MICHAEL LDirector 2014-08-21Sell4,000$191.9-5.13view
KAVANAUGH JAMES JVP, Controller 2014-08-21Sell9,354$191.84-5.1view
KELLY JOHN E IIISenior Vice President 2014-08-15Sell23,321$188.16-3.25view
Gherson Diane JSenior Vice President 2014-08-04Sell1,750$189.81-4.09view
Rhodin Michael D.Senior Vice President 2014-07-30Sell5,100$194.06-6.19view
IWATA JON CSenior Vice President 2014-07-29Sell4,000$195.36-6.81view
Shaughnessy Timothy SSenior Vice President 2014-07-28Sell10,000$195.91-7.07view

Press Releases about IBM :

Quarterly/Annual Reports about IBM:

News about IBM:

Articles On GuruFocus.com
Diamond Hill Capital Comments on International Business Machines Corp Oct 17 2014 
Salesforce.com Expanding Its Spread Oct 15 2014 
Create Your Own Miniature Berkshire Hathaway Oct 15 2014 
IBM Opens First SoftLayer Data Center in Australia Oct 15 2014 
The U.S.'s Three Largest IT Companies Battle It Out For The Top Position Oct 15 2014 
Sandvine’s Future Looks Bright And Promising Oct 16 2014 
Why Carl Icahn is (Kinda) Right About Apple Stock Oct 12 2014 
IBM – Targeted to Compound at 7% Oct 08 2014 
5 Stocks With Strong Dividend Growth Metrics Oct 07 2014 
Transcript of Ruane, Cunniff & Goldfarb Investor Day - May 16, 2014 Oct 05 2014 


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User Comments

Terry.tang.sc@google
ReplyTerry.tang.sc@google - 5 months ago
I don't see the 32.6B.
SZoltan
ReplySZoltan - 8 months ago
Hi, I've been looking at IBM's financial data trend. A few discrepancies (or maybe my misunderstanding) i have found, and would appreciate some feedback on this. 2010 cash flow statement data is completely empty. As balance sheet:Other long-term liabilities meant to be the balancing line between the distinct items and the total long term liabilities, but it does not add up. For example, 2012 this is to be 7.6B (SEC filing/ARs have consistent details), while in the 10Y financial snapshot it showed at 32.6B. Could you please help me understand why it is so.
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