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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M159,256Revenue $M99,751Net Margin (%)13.0Z-Score3.9
Enterprise Value $M195,528EPS $14.9Operating Margin %18.5F-Score4
P/E(ttm))13.2Cash Flow Per Share $17.8Pre-tax Margin (%)19.3Higher ROA y-yN
Price/Book11.210-y EBITDA Growth Rate %11.1Quick Ratio1.1Cash flow > EarningsY
Price/Sales1.75-y EBITDA Growth Rate %6.9Current Ratio1.1Lower Leverage y-yN
Price/Cash Flow10.8y-y EBITDA Growth Rate %1.9ROA % (ttm)10.4Higher Current Ratio y-yN
Dividend Yield %2.6Insider Buy (3m)0ROE % (ttm)70.0Less Shares Outstanding y-yY
Payout Ratio %26.0Shares Outstanding M990ROI % (ttm)29.8Gross Margin Increase y-yN

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
IBMPrem Watsa 2014-09-30 Add13.68%$184.3 - $195.78
($190.65)
$ 160.92-16%Add 88908.3%1,068,100
IBMChris Davis 2014-09-30 Add1.39%$184.3 - $195.78
($190.65)
$ 160.92-16%Add 10934.4%2,389,948
IBMIrving Kahn 2014-09-30 Add0.12%$184.3 - $195.78
($190.65)
$ 160.92-16%Add 122.77%7,258
IBMJoel Greenblatt 2014-09-30 Add0.1%$184.3 - $195.78
($190.65)
$ 160.92-16%Add 34.69%197,782
IBMPrivate Capital 2014-09-30 Sold Out -0.06%$184.3 - $195.78
($190.65)
$ 160.92-16%Sold Out0
IBMKen Fisher 2014-09-30 Reduce-0.02%$184.3 - $195.78
($190.65)
$ 160.92-16%Reduce -54.59%46,796
IBMRobert Bruce 2014-06-30 Add1.05%$180.37 - $197.77
($188.37)
$ 160.92-15%Add 27.28%118,500
IBMBrian Rogers 2014-06-30 Buy 0.48%$180.37 - $197.77
($188.37)
$ 160.92-15%New holding, 750000 sh.750,000
IBMWarren Buffett 2014-06-30 Add0.31%$180.37 - $197.77
($188.37)
$ 160.92-15%Add 2.66%70,173,978
IBMJoel Greenblatt 2014-06-30 Add0.29%$180.37 - $197.77
($188.37)
$ 160.92-15%Add 712.29%146,846
IBMRay Dalio 2014-06-30 Add0.1%$180.37 - $197.77
($188.37)
$ 160.92-15%Add 55.18%209,520
IBMKen Fisher 2014-06-30 Reduce-1.26%$180.37 - $197.77
($188.37)
$ 160.92-15%Reduce -96.68%103,060
IBMJames Barrow 2014-06-30 Reduce-0.1%$180.37 - $197.77
($188.37)
$ 160.92-15%Reduce -60.76%242,484
IBMDavid Dreman 2014-06-30 Reduce-0.06%$180.37 - $197.77
($188.37)
$ 160.92-15%Reduce -25.5%11,540
IBMArnold Van Den Berg 2014-03-31 Add1.07%$172.84 - $195.04
($184.08)
$ 160.92-13%Add 4152.09%69,054
IBMRobert Bruce 2014-03-31 Add0.77%$172.84 - $195.04
($184.11)
$ 160.92-13%Add 19.21%93,100
IBMHOTCHKIS & WILEY 2014-03-31 Add0.11%$172.84 - $195.04
($184.11)
$ 160.92-13%Add 11.64%1,557,841
IBMDavid Dreman 2014-03-31 Add0.09%$172.84 - $195.04
($184.11)
$ 160.92-13%Add 60.77%15,489
IBMRichard Snow 2014-03-31 Buy 0.01%$172.84 - $195.04
($184.11)
$ 160.92-13%New holding, 1205 sh.1,205
IBMJohn Hussman 2014-03-31 Sold Out -0.8%$172.84 - $195.04
($184.08)
$ 160.92-13%Sold Out0
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 Prem Watsa 2014-09-301,068,1000.1113.7+88908.3%
IBM Chris Davis 2014-09-302,389,9480.241.4+10934.4%
IBM Irving Kahn 2014-09-307,25800.22+122.77%
IBM Joel Greenblatt 2014-09-30197,7820.020.37+34.69%
IBM Arnold Van Den Berg 2014-09-3072,2520.011.4+5.54%
IBM John Rogers 2014-09-3051,2820.010.13+1.79%
IBM James Barrow 2014-09-30244,6540.020.06+0.89%
IBM Warren Buffett 2014-09-3070,478,0127.0612.4+0.43%
IBM David Dreman 2014-09-3011,54700.18+0.06%
IBM Ronald Muhlenkamp 2014-09-305,17000.18
IBM Richard Snow 2014-09-301,20500.01
IBM Brian Rogers 2014-09-30750,0000.080.53
IBM Robert Bruce 2014-09-30118,5000.016.2
IBM Jean-Marie Eveillard 2014-09-3010,25200-1.69%
IBM Dodge & Cox 2014-09-30125,1650.010.02-1.77%
IBM Mario Gabelli 2014-09-3034,58500.04-2.22%
IBM HOTCHKIS & WILEY 2014-09-301,615,9470.161.1-2.27%
IBM Ruane Cunniff 2014-09-301,415,6030.141.4-3.59%
IBM Ray Dalio 2014-09-30171,2400.020.25-18.27%
IBM Ken Fisher 2014-09-3046,79600.02-54.59%
IBM Private Capital 2014-09-30000Sold Out
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
JETTER MARTINSenior Vice President 2014-11-03Sell0$0view
Rometty Virginia MChairman, Pres. and CEO 2014-08-27Sell10,518$191.71-16.21view
Rometty Virginia MChairman, Pres. and CEO 2014-08-27Sell10,819$191.86-16.27view
LeBlanc Robert J.Senior Vice President 2014-08-25Sell7,586$191.18-15.97view
ESKEW MICHAEL LDirector 2014-08-21Sell4,000$191.9-16.29view
KAVANAUGH JAMES JVP, Controller 2014-08-21Sell9,354$191.84-16.26view
KELLY JOHN E IIISenior Vice President 2014-08-15Sell23,321$188.16-14.63view
Gherson Diane JSenior Vice President 2014-08-04Sell1,750$189.81-15.37view
Rhodin Michael D.Senior Vice President 2014-07-30Sell5,100$194.06-17.22view
IWATA JON CSenior Vice President 2014-07-29Sell4,000$195.36-17.77view

Press Releases about IBM :

Quarterly/Annual Reports about IBM:

News about IBM:

Articles On GuruFocus.com
Will SalesForce Earnings Be A Decent One? Nov 19 2014 
Dividend Investors Should Focus On Stocks, Not The Market Nov 18 2014 
IBM Is Offering Potential Investors A 10% Pretax Return Nov 18 2014 
Guru Stocks at 52-Week Lows: IBM, BBL, SAN, ABEV, RIO Nov 17 2014 
Prem Watsa Buys IBM, Bally Technologies, Rayonier Advanced Materials, Sells Idenix Pharmaceuticals, Nov 14 2014 
Irving Kahn Buys Stake in GlaxoSmithKline During Q3 2014 Nov 12 2014 
Pzena's Top Three Positions; Should You Follow Him? Nov 12 2014 
Let's Understand the Coca-Cola Company – Part I Nov 12 2014 
New Feature: Interactive Charts with Projected Peter Lynch Earnings, Analysts’ Estimates, Forward Nov 11 2014 
Berkshire Hathaway: Buyback Limit to $114 Per "B" Share Nov 10 2014 

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User Comments

Terry.tang.sc@google
ReplyTerry.tang.sc@google - 6 months ago
I don't see the 32.6B.
SZoltan
ReplySZoltan - 9 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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