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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M151,279Revenue $M92,793Net Margin (%)12.9Z-Score4.0
Enterprise Value $M183,753EPS $11.9Operating Margin %18.7F-Score4
P/E(ttm))12.9Cash Flow Per Share $17.8Pre-tax Margin (%)21.0Higher ROA y-yN
Price/Book12.810-y EBITDA Growth Rate %8.5Quick Ratio1.2Cash flow > EarningsN
Price/Sales1.75-y EBITDA Growth Rate %1.3Current Ratio1.3Lower Leverage y-yN
Price/Cash Flow10.8y-y EBITDA Growth Rate %-10.7ROA % (ttm)9.9Higher Current Ratio y-yN
Dividend Yield %2.8Insider Buy (3m)0ROE % (ttm)72.5Less Shares Outstanding y-yY
Payout Ratio %26.0Shares Outstanding M990ROI % (ttm)29.8Gross Margin Increase y-yY

Gurus Latest Trades with IBM

Number of guru portfolios checked: 85. (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
IBMBrian Rogers 2014-12-31 Add0.44%$151.41 - $189.36
($166.21)
$ 153.67-8%Add 100%1,500,000
IBMArnold Van Den Berg 2014-12-31 Sold Out -1.4%$151.41 - $189.36
($166.21)
$ 153.67-8%Sold Out0
IBMPrem Watsa 2014-09-30 Add13.68%$184.3 - $195.78
($190.65)
$ 153.67-19%Add 88908.3%1,068,100
IBMChris Davis 2014-09-30 Add1.39%$184.3 - $195.78
($190.65)
$ 153.67-19%Add 10934.4%2,389,948
IBMIrving Kahn 2014-09-30 Add0.12%$184.3 - $195.78
($190.65)
$ 153.67-19%Add 122.77%7,258
IBMJoel Greenblatt 2014-09-30 Add0.1%$184.3 - $195.78
($190.65)
$ 153.67-19%Add 34.69%197,782
IBMPrivate Capital 2014-09-30 Sold Out -0.06%$184.3 - $195.78
($190.65)
$ 153.67-19%Sold Out0
IBMKen Fisher 2014-09-30 Reduce-0.02%$184.3 - $195.78
($190.65)
$ 153.67-19%Reduce -54.59%46,796
IBMRobert Bruce 2014-06-30 Add1.05%$180.37 - $197.77
($188.37)
$ 153.67-18%Add 27.28%118,500
IBMBrian Rogers 2014-06-30 Buy 0.48%$180.37 - $197.77
($188.37)
$ 153.67-18%New holding, 750000 sh.750,000
IBMWarren Buffett 2014-06-30 Add0.31%$180.37 - $197.77
($188.37)
$ 153.67-18%Add 2.66%70,173,978
IBMJoel Greenblatt 2014-06-30 Add0.29%$180.37 - $197.77
($188.37)
$ 153.67-18%Add 712.29%146,846
IBMRay Dalio 2014-06-30 Add0.1%$180.37 - $197.77
($188.37)
$ 153.67-18%Add 55.18%209,520
IBMKen Fisher 2014-06-30 Reduce-1.26%$180.37 - $197.77
($188.37)
$ 153.67-18%Reduce -96.68%103,060
IBMJames Barrow 2014-06-30 Reduce-0.1%$180.37 - $197.77
($188.37)
$ 153.67-18%Reduce -60.76%242,484
IBMDavid Dreman 2014-06-30 Reduce-0.06%$180.37 - $197.77
($188.37)
$ 153.67-18%Reduce -25.5%11,540
IBMArnold Van Den Berg 2014-03-31 Add1.07%$172.84 - $195.04
($184.08)
$ 153.67-16%Add 4152.09%69,054
IBMRobert Bruce 2014-03-31 Add0.77%$172.84 - $195.04
($184.11)
$ 153.67-16%Add 19.21%93,100
IBMHOTCHKIS & WILEY 2014-03-31 Add0.11%$172.84 - $195.04
($184.11)
$ 153.67-16%Add 11.64%1,557,841
IBMDavid Dreman 2014-03-31 Add0.09%$172.84 - $195.04
($184.11)
$ 153.67-16%Add 60.77%15,489
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 Brian Rogers 2014-12-311,500,0000.150.87+100%
IBM Arnold Van Den Berg 2014-12-31000Sold Out
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 John Rogers 2014-09-3051,2820.010.13+1.79%
IBM James Barrow 2014-09-30244,6540.020.06+0.89%
IBM Warren Buffett 2014-09-3070,478,0127.1212.4+0.43%
IBM David Dreman 2014-09-3011,54700.18+0.06%
IBM Robert Bruce 2014-09-30118,5000.016.2
IBM Richard Snow 2014-09-301,20500.01
IBM Ronald Muhlenkamp 2014-09-305,17000.18
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$191.71-18.44view
Rometty Virginia MChairman, Pres. and CEO 2014-08-27Sell10,819$191.86-18.5view
LeBlanc Robert J.Senior Vice President 2014-08-25Sell7,586$191.18-18.21view
ESKEW MICHAEL LDirector 2014-08-21Sell4,000$191.9-18.52view
KAVANAUGH JAMES JVP, Controller 2014-08-21Sell9,354$191.84-18.49view
KELLY JOHN E IIISenior Vice President 2014-08-15Sell23,321$188.16-16.9view
Gherson Diane JSenior Vice President 2014-08-04Sell1,750$189.81-17.62view
Rhodin Michael D.Senior Vice President 2014-07-30Sell5,100$194.06-19.43view
IWATA JON CSenior Vice President 2014-07-29Sell4,000$195.36-19.96view

Press Releases about IBM :

Quarterly/Annual Reports about IBM:

News about IBM:

Articles On GuruFocus.com
Analysts Have Mixed Ratings on IBM Following Q4 Results Jan 22 2015 
SAP Focusing On Cloud-Based Software Delivery To Pave The Road Into Future Jan 22 2015 
Uphill Drive For IBM Jan 22 2015 
Small Scale U.S. Companies Guaranteeing Excellent Returns Jan 22 2015 
IBM Posts Mixed Bag Of Numbers, Sends Stock On A Slide Jan 21 2015 
Will International Business Machines See Better Days Ahead? Jan 20 2015 
Fourth Quarter 2014 Earnings Outlook for IBM Jan 19 2015 
Looking Ahead of Wall Street: IBM, Netflix, eBay Jan 19 2015 
An Analysis of the Stocks With the Highest Weight Percentage in Warren Buffett's Portfolio Jan 16 2015 
Innovation Leaders Of 2014 Jan 16 2015 


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User Comments

Terry.tang.sc@google
ReplyTerry.tang.sc@google - 8 months ago
I don't see the 32.6B.
SZoltan
ReplySZoltan - 1 year 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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