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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M186,133Revenue $M99,751Net Margin (%)17.0Z-Score4.0
Enterprise Value $M220,542EPS $14.9Operating Margin %19.4F-Score6
P/E(ttm))12.9Cash Flow Per Share $17.8Pre-tax Margin (%)20.3Higher ROA y-yN
Price/Book11.710-y EBITDA Growth Rate %11.1Quick Ratio1.1Cash flow > EarningsY
Price/Sales2.05-y EBITDA Growth Rate %6.9Current Ratio1.2Lower Leverage y-yN
Price/Cash Flow10.8y-y EBITDA Growth Rate %-5.6ROA % (ttm)13.8Higher Current Ratio y-yY
Dividend Yield %2.2Insider Buy (3m)0ROE % (ttm)88.7Less 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)
$ 187.760%Add 2.66%70,173,978
IBMJoel Greenblatt 2014-06-30 Add0.29%$180.37 - $197.77
($188.37)
$ 187.760%Add 712.29%146,846
IBMRay Dalio 2014-06-30 Add0.1%$180.37 - $197.77
($188.37)
$ 187.760%Add 55.18%209,520
IBMJames Barrow 2014-06-30 Reduce-0.1%$180.37 - $197.77
($188.37)
$ 187.760%Reduce -60.76%242,484
IBMDavid Dreman 2014-06-30 Reduce-0.06%$180.37 - $197.77
($188.37)
$ 187.760%Reduce -25.5%11,540
IBMArnold Van Den Berg 2014-03-31 Add1.07%$172.84 - $195.04
($184.08)
$ 187.762%Add 4152.09%69,054
IBMDavid Dreman 2014-03-31 Add0.09%$172.84 - $195.04
($184.11)
$ 187.762%Add 60.77%15,489
IBMJohn Hussman 2014-03-31 Sold Out -0.8%$172.84 - $195.04
($184.08)
$ 187.762%Sold Out0
IBMTom Gayner 2014-03-31 Sold Out -0.14%$172.84 - $195.04
($184.11)
$ 187.762%Sold Out0
IBMJohn Hussman 2013-12-31 Add0.79%$172.8 - $186.97
($180.17)
$ 187.764%Add 5900%60,000
IBMRay Dalio 2013-12-31 Add0.07%$172.8 - $186.97
($180.17)
$ 187.764%Add 36.31%167,820
IBMRonald Muhlenkamp 2013-12-31 Add0.04%$172.8 - $186.97
($180.17)
$ 187.764%Add 25.65%6,050
IBMArnold Van Den Berg 2013-12-31 Buy 0.03%$172.8 - $186.97
($180.17)
$ 187.764%New holding, 1624 sh.1,624
IBMTom Gayner 2013-12-31 Add0.02%$172.8 - $186.97
($180.17)
$ 187.764%Add 20.4%24,200
IBMJoel Greenblatt 2013-12-31 Add0.02%$172.8 - $186.97
($180.17)
$ 187.764%Add 31.02%21,369
IBMJohn Keeley 2013-12-31 Sold Out $172.8 - $186.97
($180.17)
$ 187.764%Sold Out0
IBMDavid Dreman 2013-12-31 Reduce-0.05%$172.8 - $186.97
($180.17)
$ 187.764%Reduce -22.18%9,634
IBMPRIMECAP Management 2013-12-31 Sold Out -0.05%$172.8 - $186.97
($180.17)
$ 187.764%Sold Out0
IBMDavid Dreman 2013-09-30 Buy 0.21%$182.16 - $197.99
($190.18)
$ 187.76-1%New holding, 12380 sh.12,380
IBMRay Dalio 2013-09-30 Add0.14%$182.16 - $197.99
($190.18)
$ 187.76-1%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
Rometty Virginia MChairman, Pres. and CEO 2014-08-27Sell10,819$191.86-0.69view
Rometty Virginia MChairman, Pres. and CEO 2014-08-27Sell10,518$191.71-0.61view
LeBlanc Robert J.Senior Vice President 2014-08-25Sell7,586$191.18-0.33view
ESKEW MICHAEL LDirector 2014-08-21Sell4,000$191.9-0.71view
KAVANAUGH JAMES JVP, Controller 2014-08-21Sell9,354$191.84-0.68view
KELLY JOHN E IIISenior Vice President 2014-08-15Sell23,321$188.161.26view
Gherson Diane JSenior Vice President 2014-08-04Sell1,750$189.810.38view
Rhodin Michael D.Senior Vice President 2014-07-30Sell5,100$194.06-1.81view
IWATA JON CSenior Vice President 2014-07-29Sell4,000$195.36-2.47view
Shaughnessy Timothy SSenior Vice President 2014-07-28Sell10,000$195.91-2.74view

Press Releases about IBM :

    Quarterly/Annual Reports about IBM:

    News about IBM:

    Articles On GuruFocus.com
    Market Indicators That Could Spell Trouble for Investors Sep 29 2014 
    Warren Buffett’s Concentration and 3 of His Top 5 holdings Sep 29 2014 
    IBM On the Right Track for Continued Growth Sep 26 2014 
    Accenture Remains A Promising Take Sep 25 2014 
    SAP Starts its Quest for Cloud 9 Sep 21 2014 
    Quickly Gain A Wealth Of Information From The GuruFocus Summary Page (Using Apple As An Example) Sep 17 2014 
    IBM Takes a Giant Leap to Promote Big Data Analysis Sep 17 2014 
    The Buyback Annoyance Sep 15 2014 
    Is Alibaba’s IPO Going To Create A New History? Sep 11 2014 
    BIG DATA can get Really Big Sep 11 2014 

    More From Our Partners
    Stocks Continue Lower On Merger Monday Sep 29 2014 - BENZINGA

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    Dell: Confident of future in Asia Sep 29 2014
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    [video] Lenovo Buys IBM's Server Segment, Expansion Outside PC Next Sep 29 2014
    USA TODAY Tech Person of the Quarter: Tim Cook Sep 29 2014
    IBM Teams With Swiss Startup For Solar 'Sunflower' Sep 29 2014
    Tibco Going Private; Software M&A Pace Picks Up Sep 29 2014
    How Will IBM (IBM) Stock React to the Closing of Its Server Business Sale to Lenovo? Sep 29 2014
    Five Forces that Will Shape the 21st Century Sep 29 2014
    IBM-Lenovo server deal nearly done Sep 29 2014
    Lenovo looks to expand after IBM acquisition Sep 29 2014
    Lenovo looks to expand after IBM acquisition Sep 29 2014
    Lenovo says $2.1 bln IBM x86 server deal to close Wednesday Sep 29 2014
    [$$] Lenovo Set to Close IBM Deal Sep 29 2014
    Lenovo set to close $2.1 billion server deal with IBM Sep 29 2014

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    User Comments

    Terry.tang.sc@google
    ReplyTerry.tang.sc@google - 4 months ago
    I don't see the 32.6B.
    SZoltan
    ReplySZoltan - 8 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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