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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M189,952Revenue $M99,751Net Margin (%)16.5Z-Score3.9
Enterprise Value $M226,838EPS $14.9Operating Margin %18.8F-Score6
P/E(ttm))12.0Cash Flow Per Share $17.8Pre-tax Margin (%)19.6Higher ROA y-yY
Price/Book11.110-y EBITDA Growth Rate %11.1Quick Ratio1.1Cash flow > EarningsY
Price/Sales2.15-y EBITDA Growth Rate %6.9Current Ratio1.1Lower Leverage y-yN
Price/Cash Flow10.8y-y EBITDA Growth Rate %4.3ROA % (ttm)13.1Higher Current Ratio y-yN
Dividend Yield %2.2Insider Buy (3m)0ROE % (ttm)72.3Less Shares Outstanding y-yY
Payout Ratio %25.0Shares Outstanding M1,012ROI % (ttm)29.8Gross Margin Increase y-yY

Gurus Latest Trades with IBM

Number of guru portfolios checked: 56. (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
IBMWarren Buffett 2014-06-30 Add0.31%$180.37 - $197.77
($188.37)
$ 191.232%Add 2.66%70,173,978
IBMJoel Greenblatt 2014-06-30 Add0.29%$180.37 - $197.77
($188.37)
$ 191.232%Add 712.29%146,846
IBMRay Dalio 2014-06-30 Add0.1%$180.37 - $197.77
($188.37)
$ 191.232%Add 55.18%209,520
IBMJames Barrow 2014-06-30 Reduce-0.1%$180.37 - $197.77
($188.37)
$ 191.232%Reduce -60.76%242,484
IBMDavid Dreman 2014-06-30 Reduce-0.06%$180.37 - $197.77
($188.37)
$ 191.232%Reduce -25.5%11,540
IBMArnold Van Den Berg 2014-03-31 Add1.07%$172.84 - $195.04
($184.08)
$ 191.234%Add 4152.09%69,054
IBMDavid Dreman 2014-03-31 Add0.09%$172.84 - $195.04
($184.11)
$ 191.234%Add 60.77%15,489
IBMJohn Hussman 2014-03-31 Sold Out -0.8%$172.84 - $195.04
($184.08)
$ 191.234%Sold Out0
IBMTom Gayner 2014-03-31 Sold Out -0.14%$172.84 - $195.04
($184.11)
$ 191.234%Sold Out0
IBMJohn Hussman 2013-12-31 Add0.79%$172.8 - $186.97
($180.17)
$ 191.236%Add 5900%60,000
IBMRay Dalio 2013-12-31 Add0.07%$172.8 - $186.97
($180.17)
$ 191.236%Add 36.31%167,820
IBMRonald Muhlenkamp 2013-12-31 Add0.04%$172.8 - $186.97
($180.17)
$ 191.236%Add 25.65%6,050
IBMArnold Van Den Berg 2013-12-31 Buy 0.03%$172.8 - $186.97
($180.17)
$ 191.236%New holding, 1624 sh.1,624
IBMTom Gayner 2013-12-31 Add0.02%$172.8 - $186.97
($180.17)
$ 191.236%Add 20.4%24,200
IBMJoel Greenblatt 2013-12-31 Add0.02%$172.8 - $186.97
($180.17)
$ 191.236%Add 31.02%21,369
IBMJohn Keeley 2013-12-31 Sold Out $172.8 - $186.97
($180.17)
$ 191.236%Sold Out0
IBMDavid Dreman 2013-12-31 Reduce-0.05%$172.8 - $186.97
($180.17)
$ 191.236%Reduce -22.18%9,634
IBMPRIMECAP Management 2013-12-31 Sold Out -0.05%$172.8 - $186.97
($180.17)
$ 191.236%Sold Out0
IBMDavid Dreman 2013-09-30 Buy 0.21%$182.16 - $197.99
($190.18)
$ 191.231%New holding, 12380 sh.12,380
IBMRay Dalio 2013-09-30 Add0.14%$182.16 - $197.99
($190.18)
$ 191.231%Add 282.12%123,120
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 Joel Greenblatt 2014-06-30146,8460.010.33+712.29%
IBM Ray Dalio 2014-06-30209,5200.020.28+55.18%
IBM Warren Buffett 2014-06-3070,173,9786.9311.8+2.66%
IBM Mario Gabelli 2014-06-3035,37000.03+0.78%
IBM Prem Watsa 2014-06-301,20000.02
IBM Ruane Cunniff 2014-06-301,468,3910.151.4-0.55%
IBM Arnold Van Den Berg 2014-06-3068,4590.011.1-0.86%
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 David Dreman 2014-06-3011,54000.16-25.5%
IBM James Barrow 2014-06-30242,4840.020.06-60.76%
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
KELLY JOHN E IIISenior Vice President 2014-08-15Sell23,321$188.161.63view
Gherson Diane JSenior Vice President 2014-08-04Sell1,750$189.810.75view
Rhodin Michael D.Senior Vice President 2014-07-30Sell5,100$194.06-1.46view
IWATA JON CSenior Vice President 2014-07-29Sell4,000$195.36-2.11view
Shaughnessy Timothy SSenior Vice President 2014-07-28Sell10,000$195.91-2.39view
OWENS JAMES WDirector 2014-07-23Sell1,718$193.8-1.33view
Weber Robert CSenior Vice President 2014-07-23Sell2,000$194.1-1.48view
Arnold Colleen F.Senior Vice President 2014-05-05Sell5,460$191.070.08view
KELLY JOHN E IIISenior Vice President 2014-05-02Sell7,431$192.7-0.76view
KELLY JOHN E IIISenior Vice President 2014-05-02Sell12,742$193.16-1view

Press Releases about IBM :

    Quarterly/Annual Reports about IBM:

    News about IBM:

    Articles On GuruFocus.com
    New Feature: Peter Lynch Below-Earnings-Line Screen; Screening Stocks That Are Traded Below Peter Ly Aug 20 2014 
    IBM's Investments and Move to Higher-Growth Business Make It a Smart Choice Aug 20 2014 
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    Berkshire Hathaway Buys Charter Communications, IBM, Verizon, Sells ConocoPhillips Aug 15 2014 
    4 Factors That Could Drive Hewlett-Packard’s Q3 Aug 13 2014 
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    Will NVIDIA’s Second Quarter Be A Mixed Bag? Aug 06 2014 
    Berkshire Hathaway: 10% Above Warren's Buy Price Aug 02 2014 
    Mairs & Power Balanced Fund Second Quarter 2014 Commentary Jul 31 2014 
    Is Hewlett-Packard's Turnaround Real? Jul 30 2014 

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    Add Notes, Comments or Ask Questions

    User Comments

    Terry.tang.sc@google
    ReplyTerry.tang.sc@google - 3 months ago
    I don't see the 32.6B.
    SZoltan
    ReplySZoltan - 6 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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