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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M197,865Revenue $M99,751Net Margin (%)16.5Z-Score4.0
Enterprise Value $M226,517EPS $14.9Operating Margin %18.8F-Score6
P/E(ttm))12.7Cash Flow Per Share $17.8Pre-tax Margin (%)19.6Higher ROA y-yN
Price/Book9.010-y EBITDA Growth Rate %11.1Quick Ratio1.0Cash flow > EarningsY
Price/Sales2.15-y EBITDA Growth Rate %6.9Current Ratio1.2Lower Leverage y-yN
Price/Cash Flow10.8y-y EBITDA Growth Rate %-4.6ROA % (ttm)13.1Higher Current Ratio y-yY
Dividend Yield %2.0Insider Buy (3m)0ROE % (ttm)72.3Less Shares Outstanding y-yY
Payout Ratio %25.0Shares Outstanding M1,095ROI % (ttm)29.8Gross Margin Increase y-yY

Gurus Latest Trades with IBM

Number of guru portfolios checked: 54.
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
IBMArnold Van Den Berg 2014-03-31 Add1.07%$172.84 - $195.04
($184.08)
$ 196.47%Add 4152.09%69,054
IBMJohn Hussman 2013-12-31 Add0.79%$172.8 - $186.97
($180.17)
$ 196.49%Add 5900%60,000
IBMRay Dalio 2013-12-31 Add0.07%$172.8 - $186.97
($180.17)
$ 196.49%Add 36.31%167,820
IBMRonald Muhlenkamp 2013-12-31 Add0.04%$172.8 - $186.97
($180.17)
$ 196.49%Add 25.65%6,050
IBMArnold Van Den Berg 2013-12-31 Buy 0.03%$172.8 - $186.97
($180.17)
$ 196.49%New holding, 1624 sh.1,624
IBMTom Gayner 2013-12-31 Add0.02%$172.8 - $186.97
($180.17)
$ 196.49%Add 20.4%24,200
IBMJoel Greenblatt 2013-12-31 Add0.02%$172.8 - $186.97
($180.17)
$ 196.49%Add 31.02%21,369
IBMJohn Keeley 2013-12-31 Sold Out $172.8 - $186.97
($180.17)
$ 196.49%Sold Out0
IBMDavid Dreman 2013-12-31 Reduce-0.05%$172.8 - $186.97
($180.17)
$ 196.49%Reduce -22.18%9,634
IBMPRIMECAP Management 2013-12-31 Sold Out -0.05%$172.8 - $186.97
($180.17)
$ 196.49%Sold Out0
IBMDavid Dreman 2013-09-30 Buy 0.21%$182.16 - $197.99
($190.18)
$ 196.43%New holding, 12380 sh.12,380
IBMRay Dalio 2013-09-30 Add0.14%$182.16 - $197.99
($190.18)
$ 196.43%Add 282.12%123,120
IBMJohn Hussman 2013-09-30 Buy 0.01%$182.16 - $197.99
($190.18)
$ 196.43%New holding, 1000 sh.1,000
IBMJohn Keeley 2013-09-30 Buy $182.16 - $197.99
($190.18)
$ 196.43%New holding, 1380 sh.1,380
IBMJames Barrow 2013-09-30 Reduce-0.12%$182.16 - $197.99
($190.18)
$ 196.43%Reduce -32.94%748,291
IBMPrem Watsa 2013-06-30 Buy 0.01%$187.83 - $214.36
($203.7)
$ 196.4-4%New holding, 1200 sh.1,200
IBMJames Barrow 2013-06-30 Reduce-1.28%$187.83 - $214.36
($203.7)
$ 196.4-4%Reduce -75.27%1,115,830
IBMJohn Keeley 2013-06-30 Sold Out -0.01%$187.83 - $214.36
($203.7)
$ 196.4-4%Sold Out0
IBMJoel Greenblatt 2013-03-31 Buy 0.15%$191.55 - $215.8
($202.75)
$ 196.4-3%New holding, 13546 sh.13,546
IBMRay Dalio 2013-03-31 Buy 0.08%$191.55 - $215.8
($202.75)
$ 196.4-3%New holding, 40120 sh.40,120
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 2014-03-3169,0540.011.1+4152.09%
IBM Arnold Van Den Berg 2013-12-311,62400.03New Buy
IBM John Hussman 2013-12-3160,0000.010.8+5900%
IBM Ray Dalio 2013-12-31167,8200.020.25+36.31%
IBM Joel Greenblatt 2013-12-3121,36900.1+31.02%
IBM Ronald Muhlenkamp 2013-12-316,05000.2+25.65%
IBM Tom Gayner 2013-12-3124,20000.14+20.4%
IBM Mario Gabelli 2013-12-3141,36500.04+6.98%
IBM Jean-Marie Eveillard 2013-12-3111,66800.01
IBM Warren Buffett 2013-12-3168,121,9846.2212.2
IBM Prem Watsa 2013-12-311,20000.02
IBM Dodge & Cox 2013-12-31133,3480.010.03-0.75%
IBM Ruane Cunniff 2013-12-311,481,5750.141.5-1.44%
IBM James Barrow 2013-12-31687,8690.060.19-8.07%
IBM David Dreman 2013-12-319,63400.22-22.18%
IBM PRIMECAP Management 2013-12-31000Sold Out
IBM John Keeley 2013-12-31000Sold Out
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
Clementi ErichSenior Vice President 2014-02-25Sell7,300$183.867.16view
ZAMBRANO LORENZO HDirector 2014-02-21Sell2,430$183.617.3view
Shaughnessy Timothy SSenior Vice President 2014-02-14Sell10,000$183.877.15view
Di Leo Allen Bruno VSenior Vice President 2014-02-14Sell5,000$182.837.76view
van Kralingen Bridget ASenior Vice President 2014-02-13Sell4,313$181.488.56view
TAUREL SIDNEYDirector 2014-02-13Sell1,960$182.248.11view
Rhodin Michael D.Senior Vice President 2014-02-11Sell4,500$180.239.32view
Adkins Rodney CSenior Vice President 2014-02-10Sell11,731$17711.31view
KAVANAUGH JAMES JVP, Controller 2014-02-10Sell5,650$176.9711.33view
CHENAULT KENNETH IDirector 2014-02-07Sell3,740$177.1811.2view

Press Releases about IBM :

Quarterly/Annual Reports about IBM:

News about IBM:

Articles On GuruFocus.com
Compuware Corp. Might Be Leading the APM Industry Apr 14 2014 
IBM: The Hardware Business Is Falling, but It Is Focused on the Cloud Apr 14 2014 
This Is How Cisco Plans to Grow Apr 10 2014 
Is Accenture Worthy of Being in Your Portfolio? Apr 09 2014 
IBM Is the Stalwart to Buy Apr 07 2014 
Be Aware of Fake Cannibals Apr 02 2014 
3 Warren Buffett Stocks for Today's Overvalued Market Mar 27 2014 
Al Frank Asset Management's John Buckingham - Valuations Coming Back in Vogue Mar 27 2014 
What to Expect from Accenture This Quarter Mar 26 2014 
IBM Chapter from the Moats Book Mar 25 2014 


Add Notes, Comments or Ask Questions

User Comments

SZoltan
ReplySZoltan - 2 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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