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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.45
ACXM's Cash to Debt is ranked lower than
85% of the 1781 Companies
in the Global Information Technology Services industry.

( Industry Median: 20.60 vs. ACXM: 0.45 )
Ranked among companies with meaningful Cash to Debt only.
ACXM' s 10-Year Cash to Debt Range
Min: 0  Med: 0.07 Max: 1.32
Current: 0.45
0
1.32
Equity to Asset 0.54
ACXM's Equity to Asset is ranked lower than
61% of the 1579 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.61 vs. ACXM: 0.54 )
Ranked among companies with meaningful Equity to Asset only.
ACXM' s 10-Year Equity to Asset Range
Min: 0.29  Med: 0.48 Max: 0.63
Current: 0.54
0.29
0.63
Interest Coverage 4.14
ACXM's Interest Coverage is ranked lower than
91% of the 1164 Companies
in the Global Information Technology Services industry.

( Industry Median: 10000.00 vs. ACXM: 4.14 )
Ranked among companies with meaningful Interest Coverage only.
ACXM' s 10-Year Interest Coverage Range
Min: 0.79  Med: 4.70 Max: 16.68
Current: 4.14
0.79
16.68
F-Score: 4
Z-Score: 3.23
M-Score: -2.91
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 4/10

vs
industry
vs
history
Operating margin (%) 0.10
ACXM's Operating margin (%) is ranked lower than
67% of the 1748 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.11 vs. ACXM: 0.10 )
Ranked among companies with meaningful Operating margin (%) only.
ACXM' s 10-Year Operating margin (%) Range
Min: -2.16  Med: 9.34 Max: 16.99
Current: 0.1
-2.16
16.99
Net-margin (%) -0.46
ACXM's Net-margin (%) is ranked lower than
66% of the 1748 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.20 vs. ACXM: -0.46 )
Ranked among companies with meaningful Net-margin (%) only.
ACXM' s 10-Year Net-margin (%) Range
Min: -3.69  Med: 4.81 Max: 9.37
Current: -0.46
-3.69
9.37
ROE (%) -0.65
ACXM's ROE (%) is ranked lower than
67% of the 1703 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.27 vs. ACXM: -0.65 )
Ranked among companies with meaningful ROE (%) only.
ACXM' s 10-Year ROE (%) Range
Min: -5.67  Med: 8.35 Max: 27.04
Current: -0.65
-5.67
27.04
ROA (%) -0.34
ACXM's ROA (%) is ranked lower than
65% of the 1788 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.29 vs. ACXM: -0.34 )
Ranked among companies with meaningful ROA (%) only.
ACXM' s 10-Year ROA (%) Range
Min: -2.68  Med: 3.81 Max: 15.27
Current: -0.34
-2.68
15.27
ROC (Joel Greenblatt) (%) 0.14
ACXM's ROC (Joel Greenblatt) (%) is ranked lower than
67% of the 1761 Companies
in the Global Information Technology Services industry.

( Industry Median: 24.35 vs. ACXM: 0.14 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
ACXM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 1.55  Med: 30.76 Max: 79.76
Current: 0.14
1.55
79.76
Revenue Growth (3Y)(%) -0.50
ACXM's Revenue Growth (3Y)(%) is ranked lower than
67% of the 1315 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.30 vs. ACXM: -0.50 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
ACXM' s 10-Year Revenue Growth (3Y)(%) Range
Min: -6.1  Med: 2.50 Max: 22.2
Current: -0.5
-6.1
22.2
EBITDA Growth (3Y)(%) -3.10
ACXM's EBITDA Growth (3Y)(%) is ranked lower than
66% of the 1053 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.80 vs. ACXM: -3.10 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
ACXM' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -19.8  Med: 0.25 Max: 37.9
Current: -3.1
-19.8
37.9
» ACXM's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2014

ACXM Guru Trades in Q3 2014

Paul Tudor Jones 38,382 sh (+64.50%)
Mariko Gordon 4,736,052 sh (+51.94%)
Joel Greenblatt 1,338,933 sh (+19.59%)
Jim Simons 1,178,145 sh (+13.51%)
Louis Moore Bacon Sold Out
Chuck Royce Sold Out
RS Investment Management Sold Out
Ron Baron 1,742,241 sh (-27.88%)
» More
Q4 2014

ACXM Guru Trades in Q4 2014

Mariko Gordon 4,869,143 sh (+2.81%)
Mariko Gordon 4,869,143 sh (unchged)
RS Investment Management Sold Out
Ron Baron 1,707,425 sh (-2.00%)
Paul Tudor Jones 25,284 sh (-34.13%)
Jim Simons 643,045 sh (-45.42%)
Joel Greenblatt 248,090 sh (-81.47%)
» More
Q1 2015

ACXM Guru Trades in Q1 2015

Zeke Ashton 60,000 sh (New)
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
Ron Baron 1,675,424 sh (-1.87%)
Mariko Gordon 4,717,916 sh (-3.11%)
Jim Simons 307,745 sh (-52.14%)
» More
Q2 2015

ACXM Guru Trades in Q2 2015

Paul Tudor Jones 18,639 sh (New)
Jim Simons 615,834 sh (+100.11%)
Mariko Gordon 4,803,289 sh (+1.81%)
Ron Baron 1,697,998 sh (+1.35%)
Zeke Ashton Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with ACXM

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Guru Investment Theses on Acxiom Corp

Baron Funds Comments on Acxiom Corp. - Nov 21, 2013

As mentioned above, Acxiom Corp. (NASDAQ:ACXM) is the leading provider of database marketing solutions to large enterprise customers. Shares of Acxiom were up 25.2% during the third quarter in anticipation of the company's unveiling of its new technology platform, Audience Operating System (AOS). AOS enables advertisers to achieve one-to-one marketing at scale, by empowering marketers to combine disparate data sets (i.e., linking internal customer records with online activity), develop a single view of the customer, and target relevant advertising messages to their actual customers across multiple channels. AOS is expected to help the company drive incremental high-margin software and media related revenues going forward. (Ashim Mehra)

From Ron Baron’s Baron Funds third quarter 2013 report.


Check out Ron Baron latest stock trades

Ratios

vs
industry
vs
history
Forward P/E 43.48
ACXM's Forward P/E is ranked lower than
80% of the 528 Companies
in the Global Information Technology Services industry.

( Industry Median: 19.16 vs. ACXM: 43.48 )
Ranked among companies with meaningful Forward P/E only.
N/A
P/B 2.28
ACXM's P/B is ranked higher than
54% of the 1572 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.63 vs. ACXM: 2.28 )
Ranked among companies with meaningful P/B only.
ACXM' s 10-Year P/B Range
Min: 1.03  Med: 2.19 Max: 4.31
Current: 2.28
1.03
4.31
P/S 1.53
ACXM's P/S is ranked higher than
54% of the 1715 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.00 vs. ACXM: 1.53 )
Ranked among companies with meaningful P/S only.
ACXM' s 10-Year P/S Range
Min: 0.39  Med: 1.33 Max: 2.71
Current: 1.53
0.39
2.71
PFCF 31.43
ACXM's PFCF is ranked lower than
64% of the 815 Companies
in the Global Information Technology Services industry.

( Industry Median: 24.41 vs. ACXM: 31.43 )
Ranked among companies with meaningful PFCF only.
ACXM' s 10-Year PFCF Range
Min: 2.45  Med: 8.60 Max: 89.05
Current: 31.43
2.45
89.05
POCF 12.02
ACXM's POCF is ranked higher than
65% of the 1017 Companies
in the Global Information Technology Services industry.

( Industry Median: 17.74 vs. ACXM: 12.02 )
Ranked among companies with meaningful POCF only.
ACXM' s 10-Year POCF Range
Min: 1.68  Med: 7.44 Max: 18.35
Current: 12.02
1.68
18.35
EV-to-EBIT 4383.75
ACXM's EV-to-EBIT is ranked lower than
100% of the 1149 Companies
in the Global Information Technology Services industry.

( Industry Median: 16.13 vs. ACXM: 4383.75 )
Ranked among companies with meaningful EV-to-EBIT only.
ACXM' s 10-Year EV-to-EBIT Range
Min: -1108.6  Med: 17.30 Max: 1788.6
Current: 4383.75
-1108.6
1788.6
Shiller P/E 64.28
ACXM's Shiller P/E is ranked lower than
80% of the 699 Companies
in the Global Information Technology Services industry.

( Industry Median: 28.94 vs. ACXM: 64.28 )
Ranked among companies with meaningful Shiller P/E only.
ACXM' s 10-Year Shiller P/E Range
Min: 11.89  Med: 44.59 Max: 109.43
Current: 64.28
11.89
109.43
Current Ratio 1.59
ACXM's Current Ratio is ranked lower than
65% of the 1625 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.07 vs. ACXM: 1.59 )
Ranked among companies with meaningful Current Ratio only.
ACXM' s 10-Year Current Ratio Range
Min: 0.89  Med: 1.80 Max: 3.48
Current: 1.59
0.89
3.48
Quick Ratio 1.59
ACXM's Quick Ratio is ranked lower than
60% of the 1625 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.92 vs. ACXM: 1.59 )
Ranked among companies with meaningful Quick Ratio only.
ACXM' s 10-Year Quick Ratio Range
Min: 0.89  Med: 1.80 Max: 3.48
Current: 1.59
0.89
3.48
Days Sales Outstanding 50.79
ACXM's Days Sales Outstanding is ranked higher than
70% of the 1511 Companies
in the Global Information Technology Services industry.

( Industry Median: 69.32 vs. ACXM: 50.79 )
Ranked among companies with meaningful Days Sales Outstanding only.
ACXM' s 10-Year Days Sales Outstanding Range
Min: 52.84  Med: 70.88 Max: 89.45
Current: 50.79
52.84
89.45

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 14.91
ACXM's Price/Tangible Book is ranked lower than
87% of the 1327 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.00 vs. ACXM: 14.91 )
Ranked among companies with meaningful Price/Tangible Book only.
ACXM' s 10-Year Price/Tangible Book Range
Min: 2.67  Med: 8.25 Max: 675.67
Current: 14.91
2.67
675.67
Price/Projected FCF 1.00
ACXM's Price/Projected FCF is ranked higher than
75% of the 823 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.66 vs. ACXM: 1.00 )
Ranked among companies with meaningful Price/Projected FCF only.
ACXM' s 10-Year Price/Projected FCF Range
Min: 0.19  Med: 0.88 Max: 36.92
Current: 1
0.19
36.92
Price/Median PS Value 1.22
ACXM's Price/Median PS Value is ranked lower than
59% of the 1520 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.11 vs. ACXM: 1.22 )
Ranked among companies with meaningful Price/Median PS Value only.
ACXM' s 10-Year Price/Median PS Value Range
Min: 0.34  Med: 1.21 Max: 2.78
Current: 1.22
0.34
2.78
Forward Rate of Return (Yacktman) (%) -7.48
ACXM's Forward Rate of Return (Yacktman) (%) is ranked lower than
82% of the 694 Companies
in the Global Information Technology Services industry.

( Industry Median: 10.48 vs. ACXM: -7.48 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
ACXM' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -7.5  Med: 12.45 Max: 51
Current: -7.48
-7.5
51

Analyst Estimate

Mar16 Mar17
Revenue(Mil) 839 917
EPS($) 0.47 0.80
EPS without NRI($) 0.47 0.80

Business Description

Industry: Application Software » Information Technology Services
Compare:ACN, INFY, CTSH, IT, CIOXY » details
Traded in other countries:XIM.Germany,
Acxiom Corp was founded in 1969. The Company is an enterprise data, analytics and software-as-a-service company. It serves clients from locations in the United States, Europe, South America and the Asia-Pacific region. Its segments consists of Marketing and Data Services and IT Infrastructure Management. The Marketing and data services business helps clients connect and analyze online, offline, customer and partner data to help organizations know their customers; connect and personalize customer experiences - across channels and partners, and over time - to help organizations engage with the customers; and connect partners via a 'safe haven' (a privacy-compliant environment that allows advertisers and partners to responsibly shield sensitive information across multiple media channels) and create software to help organizations optimize customer value. The capabilities it provides includes: data sourcing; data activation via analytics, integration and enhancement; the building and managing of customer marketing databases; partner integration; and the application of insights to the range of business applications that itsclients' value.Its offerings span technology, applications and tools, analytics and consulting. The IT Infrastructure management segment provides mainframe, server hosting and cloud computing services. It has experience hosting complex, processing-intensive database environments and maintaining a secure IT environment. Its competitors for Data and Marketing Services have been database marketing services providers. In the IT Infrastructure Management market, the Company competes with managed IT and full-service cloud providers.
» More Articles for ACXM

Headlines

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"Thrift, fearlessness, resilience, hard work" - What Makes Mariko Gordon Our Newest Guru Dec 07 2013 
Baron Funds Comments on Acxiom Corp. Nov 21 2013 
Weekly Guru Bargains Highlights: CLWR, ACXM, FRO, TLAB, MTG Jun 13 2011 
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