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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M196,769Revenue $M99,751Net Margin (%)16.5Z-Score4.0
Enterprise Value $M231,177EPS $14.9Operating Margin %18.8F-Score6
P/E(ttm))13.3Cash Flow Per Share $17.8Pre-tax Margin (%)19.6Higher ROA y-yN
Price/Book12.310-y EBITDA Growth Rate %10.2Quick Ratio1.1Cash flow > EarningsY
Price/Sales2.15-y EBITDA Growth Rate %4.9Current Ratio1.2Lower Leverage y-yN
Price/Cash Flow10.8y-y EBITDA Growth Rate %-5.6ROA % (ttm)13.1Higher Current Ratio y-yY
Dividend Yield %2.0Insider Buy (3m)0ROE % (ttm)72.3Less Shares Outstanding y-yY
Payout Ratio %26.0Shares Outstanding M1,012ROI % (ttm)29.8Gross Margin Increase y-yY

Gurus Latest Trades with IBM

Number of guru portfolios checked: 56.
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)
$ 195.246%Add 4152.09%69,054
IBMDavid Dreman 2014-03-31 Add0.09%$172.84 - $195.04
($184.11)
$ 195.246%Add 60.77%15,489
IBMJohn Hussman 2014-03-31 Sold Out -0.8%$172.84 - $195.04
($184.08)
$ 195.246%Sold Out0
IBMTom Gayner 2014-03-31 Sold Out -0.14%$172.84 - $195.04
($184.11)
$ 195.246%Sold Out0
IBMJohn Hussman 2013-12-31 Add0.79%$172.8 - $186.97
($180.17)
$ 195.248%Add 5900%60,000
IBMRay Dalio 2013-12-31 Add0.07%$172.8 - $186.97
($180.17)
$ 195.248%Add 36.31%167,820
IBMRonald Muhlenkamp 2013-12-31 Add0.04%$172.8 - $186.97
($180.17)
$ 195.248%Add 25.65%6,050
IBMArnold Van Den Berg 2013-12-31 Buy 0.03%$172.8 - $186.97
($180.17)
$ 195.248%New holding, 1624 sh.1,624
IBMJoel Greenblatt 2013-12-31 Add0.02%$172.8 - $186.97
($180.17)
$ 195.248%Add 31.02%21,369
IBMTom Gayner 2013-12-31 Add0.02%$172.8 - $186.97
($180.17)
$ 195.248%Add 20.4%24,200
IBMJohn Keeley 2013-12-31 Sold Out $172.8 - $186.97
($180.17)
$ 195.248%Sold Out0
IBMPRIMECAP Management 2013-12-31 Sold Out -0.05%$172.8 - $186.97
($180.17)
$ 195.248%Sold Out0
IBMDavid Dreman 2013-12-31 Reduce-0.05%$172.8 - $186.97
($180.17)
$ 195.248%Reduce -22.18%9,634
IBMDavid Dreman 2013-09-30 Buy 0.21%$182.16 - $197.99
($190.18)
$ 195.243%New holding, 12380 sh.12,380
IBMRay Dalio 2013-09-30 Add0.14%$182.16 - $197.99
($190.18)
$ 195.243%Add 282.12%123,120
IBMJohn Hussman 2013-09-30 Buy 0.01%$182.16 - $197.99
($190.18)
$ 195.243%New holding, 1000 sh.1,000
IBMJohn Keeley 2013-09-30 Buy $182.16 - $197.99
($190.18)
$ 195.243%New holding, 1380 sh.1,380
IBMJames Barrow 2013-09-30 Reduce-0.12%$182.16 - $197.99
($190.18)
$ 195.243%Reduce -32.94%748,291
IBMPrem Watsa 2013-06-30 Buy 0.01%$187.83 - $214.36
($203.7)
$ 195.24-4%New holding, 1200 sh.1,200
IBMJames Barrow 2013-06-30 Reduce-1.28%$187.83 - $214.36
($203.7)
$ 195.24-4%Reduce -75.27%1,115,830
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 2014-06-3068,4590.011.1-0.86%
IBM David Dreman 2014-03-3115,48900.23+60.77%
IBM Warren Buffett 2014-03-3168,355,0846.7512.4+0.34%
IBM Jean-Marie Eveillard 2014-03-3111,66800.01
IBM Prem Watsa 2014-03-311,20000.02
IBM Ruane Cunniff 2014-03-311,476,4890.151.5-0.34%
IBM Dodge & Cox 2014-03-31130,1510.010.03-2.4%
IBM Ronald Muhlenkamp 2014-03-315,60000.19-7.44%
IBM James Barrow 2014-03-31617,9840.060.17-10.16%
IBM Mario Gabelli 2014-03-3135,09500.04-15.16%
IBM Joel Greenblatt 2014-03-3118,07800.05-15.4%
IBM Ray Dalio 2014-03-31135,0200.010.21-19.54%
IBM John Hussman 2014-03-31000Sold Out
IBM Tom Gayner 2014-03-31000Sold 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
OWENS JAMES WDirector 2014-07-23Sell1,718$193.80.74view
Weber Robert CSenior Vice President 2014-07-23Sell2,000$194.10.59view
Arnold Colleen F.Senior Vice President 2014-05-05Sell5,460$191.072.18view
KELLY JOHN E IIISenior Vice President 2014-05-02Sell1,799$193.460.92view
KELLY JOHN E IIISenior Vice President 2014-05-02Sell7,431$192.71.32view
KELLY JOHN E IIISenior Vice President 2014-05-02Sell12,742$193.161.08view
Weber Robert CSenior Vice President 2014-04-30Sell6,000$195.31-0.04view
Clementi ErichSenior Vice President 2014-02-25Sell7,300$183.866.19view
ZAMBRANO LORENZO HDirector 2014-02-21Sell2,430$183.616.33view
Di Leo Allen Bruno VSenior Vice President 2014-02-14Sell5,000$182.836.79view

Press Releases about IBM :

Quarterly/Annual Reports about IBM:

News about IBM:

Articles On GuruFocus.com
NVIDIA: This Chipmaker Is a Good Buy Jul 24 2014 
Microsoft Earnings: The Nadella Makeover is Working Jul 23 2014 
BlackBerry; has the company made a turnaround? Jul 23 2014 
Apple’s Deal with IBM is a Good Strategic Move Jul 23 2014 
Will the AAPL Fall Far From the Tree? Jul 22 2014 
What’s The Apple IBM Partnership All About? Jul 21 2014 
Warren Buffett's Dividend Growth Portfolio Jul 18 2014 
2 Reasons to Buy NVIDIA Jul 18 2014 
It´s Time to Buy IBM Jul 18 2014 
Brian Rogers Buys 3 New Stocks for T Rowe Price Equity Income Fund Jul 15 2014 


Add Notes, Comments or Ask Questions

User Comments

Terry.tang.sc@google
ReplyTerry.tang.sc@google - 2 months ago
I don't see the 32.6B.
SZoltan
ReplySZoltan - 5 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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