Switch to:

Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M156,871Revenue $M99,751Net Margin (%)13.1Z-Score3.9
Enterprise Value $M193,143EPS $14.9Operating Margin %19.3F-Score5
P/E(ttm))13.0Cash Flow Per Share $17.8Pre-tax Margin (%)20.1Higher ROA y-yN
Price/Book11.010-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 %4.8ROA % (ttm)10.4Higher Current Ratio y-yN
Dividend Yield %2.7Insider Buy (3m)0ROE % (ttm)70.0Less 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: 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)
$ 157.68-17%Add 88908.3%1,068,100
IBMChris Davis 2014-09-30 Add1.39%$184.3 - $195.78
($190.65)
$ 157.68-17%Add 10934.4%2,389,948
IBMIrving Kahn 2014-09-30 Add0.12%$184.3 - $195.78
($190.65)
$ 157.68-17%Add 122.77%7,258
IBMJoel Greenblatt 2014-09-30 Add0.1%$184.3 - $195.78
($190.65)
$ 157.68-17%Add 34.69%197,782
IBMPrivate Capital 2014-09-30 Sold Out -0.06%$184.3 - $195.78
($190.65)
$ 157.68-17%Sold Out0
IBMKen Fisher 2014-09-30 Reduce-0.02%$184.3 - $195.78
($190.65)
$ 157.68-17%Reduce -54.59%46,796
IBMRobert Bruce 2014-06-30 Add1.05%$180.37 - $197.77
($188.37)
$ 157.68-16%Add 27.28%118,500
IBMBrian Rogers 2014-06-30 Buy 0.48%$180.37 - $197.77
($188.37)
$ 157.68-16%New holding, 750000 sh.750,000
IBMWarren Buffett 2014-06-30 Add0.31%$180.37 - $197.77
($188.37)
$ 157.68-16%Add 2.66%70,173,978
IBMJoel Greenblatt 2014-06-30 Add0.29%$180.37 - $197.77
($188.37)
$ 157.68-16%Add 712.29%146,846
IBMRay Dalio 2014-06-30 Add0.1%$180.37 - $197.77
($188.37)
$ 157.68-16%Add 55.18%209,520
IBMKen Fisher 2014-06-30 Reduce-1.26%$180.37 - $197.77
($188.37)
$ 157.68-16%Reduce -96.68%103,060
IBMJames Barrow 2014-06-30 Reduce-0.1%$180.37 - $197.77
($188.37)
$ 157.68-16%Reduce -60.76%242,484
IBMDavid Dreman 2014-06-30 Reduce-0.06%$180.37 - $197.77
($188.37)
$ 157.68-16%Reduce -25.5%11,540
IBMArnold Van Den Berg 2014-03-31 Add1.07%$172.84 - $195.04
($184.08)
$ 157.68-14%Add 4152.09%69,054
IBMRobert Bruce 2014-03-31 Add0.77%$172.84 - $195.04
($184.11)
$ 157.68-14%Add 19.21%93,100
IBMHOTCHKIS & WILEY 2014-03-31 Add0.11%$172.84 - $195.04
($184.11)
$ 157.68-14%Add 11.64%1,557,841
IBMDavid Dreman 2014-03-31 Add0.09%$172.84 - $195.04
($184.11)
$ 157.68-14%Add 60.77%15,489
IBMRichard Snow 2014-03-31 Buy 0.01%$172.84 - $195.04
($184.11)
$ 157.68-14%New holding, 1205 sh.1,205
IBMJohn Hussman 2014-03-31 Sold Out -0.8%$172.84 - $195.04
($184.08)
$ 157.68-14%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 2014-09-3070,478,0127.1212.4+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$191.71-21.02view
Rometty Virginia MChairman, Pres. and CEO 2014-08-27Sell10,819$191.86-21.08view
LeBlanc Robert J.Senior Vice President 2014-08-25Sell7,586$191.18-20.8view
ESKEW MICHAEL LDirector 2014-08-21Sell4,000$191.9-21.1view
KAVANAUGH JAMES JVP, Controller 2014-08-21Sell9,354$191.84-21.07view
KELLY JOHN E IIISenior Vice President 2014-08-15Sell23,321$188.16-19.53view
Gherson Diane JSenior Vice President 2014-08-04Sell1,750$189.81-20.23view
Rhodin Michael D.Senior Vice President 2014-07-30Sell5,100$194.06-21.98view
IWATA JON CSenior Vice President 2014-07-29Sell4,000$195.36-22.5view

Press Releases about IBM :

    Quarterly/Annual Reports about IBM:

    News about IBM:

    Articles On GuruFocus.com
    Cisco: SDN, Intercloud and India Will Help It Deliver More Upside Dec 16 2014 
    port1 Dec 10 2014 
    Guru Stocks at 52-Week Lows: RDS.A, CVX, VZ, T, IBM Dec 10 2014 
    Oracle Q4 Rather Dismal Dec 09 2014 
    My portfolio Dec 05 2014 
    Investment Journal Review, 2014 Dec 05 2014 
    Facebook Enroute To India Dec 04 2014 
    You Should Wait to Invest in Teradata Dec 04 2014 
    The Top 10 Teams From Extreme Tech Challenge Compete Live at CES for a Chance to Pitch Sir Richard B Dec 03 2014 
    Black Friday ... Or Red Friday? Dec 02 2014 


    More From Other Websites
    IBM’s Watson is now studying PTSD in veterans Dec 16 2014
    Rackspace to Reduce Intel Reliance With IBM-Led Group Dec 16 2014
    U.S. Department of Veterans Affairs Taps IBM Watson to Help Accelerate and Enhance Care Delivery Dec 16 2014
    Anne-Marie Baiynd On How IBM Could Go Down To $152 Dec 15 2014
    VA recruits IBM's Watson to aid doctors Dec 15 2014
    Riverbed Technology's $3.6B Buyout Is Thoma Bravo's Largest Deal Spurred By Elliott Management Dec 15 2014
    Technology Stock Roundup: Apps from IBM, Legal Probs for GOOGL Dec 15 2014
    Bears are chasing breakdown in IBM Dec 15 2014
    Bears Chase IBM as Shares Break Down Through Key Support Levels Dec 15 2014
    Sandvik and IBM attract students to the industry Dec 14 2014
    Stock Pops & Drops: COST, IBM, AAPL & ONVO Dec 12 2014
    Rackspace Downgraded As Growth Seen Factored In Dec 12 2014
    6 ways to play the sell-off Dec 12 2014
    The rout was on, as major averages post worst weekly loss since 2012 Dec 12 2014
    IBM Shares Break Below 52-Week Lows: A Technical Look Dec 12 2014
    Corporate America, you've been hacked. Now what? Dec 12 2014
    FMHR Final Trade: TRMB, EPI, IBM & UA Dec 12 2014
    The Zacks Analyst Blog Highlights: Apple, IBM, United Continental Holdings and Frontline Dec 12 2014
    Korea's Hancom Selects IBM Cloud to Securely Deploy SaaS Services Overseas Dec 12 2014
    Accenture & Backbase Tie for End-to-End Banking Solution Dec 11 2014

    Add Notes, Comments

    If you want to ask a question, or report a bug, please create a support ticket.

    User Comments

    Terry.tang.sc@google
    ReplyTerry.tang.sc@google - 6 months ago
    I don't see the 32.6B.
    SZoltan
    ReplySZoltan - 10 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.
    Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
    GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
    Free 7-day Trial
    FEEDBACK