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21.74 (1y: +64%)
Market Cap 1.59 B P/E(ttm) 29.10
Enterprise Value 1.66 B P/B
ACXM- NAS (USA)
Acxiom Corporation
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$21.74
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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 : 6/10

vs
industry		 vs
history
Cash to Debt No Debt
ACXM's Cash to Debt is ranked lower than
84% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 10000.00 vs. ACXM: No Debt )
ACXM' s 10-Year Cash to Debt Range
Min: 0.01   Max: No Debt
Current: No Debt
Interest Coverage 8
ACXM's Interest Coverage is ranked lower than
72% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 10000.00 vs. ACXM: 8 )
ACXM' s 10-Year Interest Coverage Range
Min: 1   Max: 8
Current: 8
1
8
F-Score: 8
Z-Score: 3.76
M-Score: -2.75
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 : 5/10

vs
industry		 vs
history
Operating margin (%) 9.40
ACXM's Operating margin (%) is ranked higher than
70% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.40 vs. ACXM: 9.40 )
ACXM' s 10-Year Operating margin (%) Range
Min: -2.2   Max: 17
Current: 9.4
-2.2
17
Net-margin (%) 8.2
ACXM's Net-margin (%) is ranked higher than
65% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.50 vs. ACXM: 8.2 )
ACXM' s 10-Year Net-margin (%) Range
Min: -3.7   Max: 9.4
Current: 8.2
-3.7
9.4
Revenue Growth (%) 0.7
ACXM's Revenue Growth (%) is ranked higher than
64% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.20 vs. ACXM: 0.7 )
ACXM' s 10-Year Revenue Growth (%) Range
Min: -5   Max: 10.6
Current: 0.7
-5
10.6
EBITDA Growth (%) -3.6
ACXM's EBITDA Growth (%) is ranked higher than
76% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.90 vs. ACXM: -3.6 )
ACXM' s 10-Year EBITDA Growth (%) Range
Min: -13.9   Max: 30
Current: -3.6
-13.9
30
EPS Growth (%) 20.7
ACXM's EPS Growth (%) is ranked higher than
91% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.85 vs. ACXM: 20.7 )
ACXM' s 10-Year EPS Growth (%) Range
Min: -30   Max: 73.9
Current: 20.7
-30
73.9
» ACXM's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

ACXM Guru Trades in Q2 2012

Ron Baron 182,734 sh (New)
Jim Simons 813,445 sh (+92.35%)
Joel Greenblatt 168,836 sh (+71.32%)
Steven Cohen 27,313 sh (+70.82%)
RS Investment Management 8,343,852 sh (-5.44%)
» More
Q3 2012

ACXM Guru Trades in Q3 2012

Ron Baron 303,812 sh (+66.26%)
Steven Cohen 27,713 sh (+1.46%)
RS Investment Management 6,626,267 sh (-20.59%)
Jim Simons 529,245 sh (-34.94%)
Joel Greenblatt 97,304 sh (-42.37%)
» More
Q4 2012

ACXM Guru Trades in Q4 2012

Paul Tudor Jones 19,700 sh (New)
Steven Cohen 46,027 sh (+66.08%)
Joel Greenblatt 119,097 sh (+22.4%)
Ron Baron 303,812 sh (unchged)
RS Investment Management 6,247,312 sh (-5.72%)
Jim Simons 287,645 sh (-45.65%)
» More
Q1 2013

ACXM Guru Trades in Q1 2013

Ron Baron 419,948 sh (+38.23%)
RS Investment Management 6,630,466 sh (+6.13%)
Steven Cohen Sold Out
Joel Greenblatt 92,777 sh (-22.1%)
Paul Tudor Jones 15,300 sh (-22.34%)
Jim Simons 128,700 sh (-55.26%)
» More
» Details

Insider Trades

Latest Guru Trades with ACXM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2013-03-31 Reduce -22.1%0.03%$17.31 - $20.4 $ 21.717%92777
Ron Baron 2013-03-31 Add 38.23%0.01%$17.31 - $20.4 $ 21.717%419948
Joel Greenblatt 2012-12-31 Add 22.4%0.02%$16.34 - $18.39 $ 21.723%119097
Joel Greenblatt 2012-09-30 Reduce -42.37%0.08%$15.31 - $18.65 $ 21.729%97304
Ron Baron 2012-09-30 Add 66.26%0.01%$15.31 - $18.65 $ 21.729%303812
Joel Greenblatt 2012-06-30 Add 71.32%0.08%$12.81 - $14.66 $ 21.758%168836
Ron Baron 2012-06-30 New Buy0.02%$12.81 - $14.66 $ 21.758%182734
Joel Greenblatt 2012-03-31 Add 124.47%0.07%$12.18 - $14.86 $ 21.769%98552
Joel Greenblatt 2011-12-31 Add 42.92%0.02%$9.51 - $13.9 $ 21.778%43905
George Soros 2011-12-31 Sold Out 0.0027%$9.51 - $13.9 $ 21.778%0
Joel Greenblatt 2011-09-30 New Buy0.05%$9.21 - $13.98 $ 21.792%30721
George Soros 2011-09-30 Add 48%$9.21 - $13.98 $ 21.792%14800
Meridian Funds 2011-03-31 Sold Out $13.5 - $18.56 $ 21.727%0
George Soros 2011-03-31 New Buy$13.5 - $18.56 $ 21.727%11900
George Soros 2010-12-31 Sold Out $15.59 - $18.64 $ 21.723%0
Jean-Marie Eveillard 2010-12-31 Sold Out $15.59 - $18.64 $ 21.723%0
Meridian Funds 2010-09-30 Add 37.33%0.2%$12.395 - $16.58 $ 21.748%1142000
George Soros 2010-09-30 Reduce -37.85%$12.395 - $16.58 $ 21.748%20200
Jean-Marie Eveillard 2010-09-30 New Buy$12.395 - $16.58 $ 21.748%5491
Edward Lampert 2010-06-30 Sold Out 0.15%$14.64 - $19.96 $ 21.724%0
George Soros 2010-06-30 New Buy0.01%$14.64 - $19.96 $ 21.724%32500
Meridian Funds 2010-03-31 New Buy0.61%$13.43 - $18.52 $ 21.735%831600
Edward Lampert 2010-03-31 Reduce -60.12%0.09%$13.43 - $18.52 $ 21.735%1000000
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 29.10
ACXM's P/E(ttm) is ranked higher than
80% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 25.05 vs. ACXM: 29.10 )
ACXM' s 10-Year P/E(ttm) Range
Min: 12.34   Max: 90.23
Current: 29.1
12.34
90.23
P/S 1.50
ACXM's P/S is ranked higher than
55% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.40 vs. ACXM: 1.50 )
ACXM' s 10-Year P/S Range
Min: 0.38   Max: 3.95
Current: 1.5
0.38
3.95
PFCF 18.00
ACXM's PFCF is ranked higher than
73% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 18.41 vs. ACXM: 18.00 )
ACXM' s 10-Year PFCF Range
Min: 2.07   Max: 517.72
Current: 18
2.07
517.72
EV-to-EBIT 16.1
ACXM's EV-to-EBIT is ranked higher than
77% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 18.35 vs. ACXM: 16.1 )
ACXM' s 10-Year EV-to-EBIT Range
Min: 9.1   Max: 91.6
Current: 16.1
9.1
91.6
Shiller P/E 55.2
ACXM's Shiller P/E is ranked higher than
82% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 22.91 vs. ACXM: 55.2 )
ACXM' s 10-Year Shiller P/E Range
Min: 11.69   Max: 109.86
Current: 55.2
11.69
109.86

Valuation & Return

vs
industry		 vs
history
Price/DCF (Projected) 0.8
ACXM's Price/DCF (Projected) is ranked higher than
80% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.40 vs. ACXM: 0.8 )
ACXM' s 10-Year Price/DCF (Projected) Range
Min: 0.2   Max: 1.7
Current: 0.8
0.2
1.7
Price/Median PS Value 1.1
ACXM's Price/Median PS Value is ranked higher than
81% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.80 vs. ACXM: 1.1 )
ACXM' s 10-Year Price/Median PS Value Range
Min: 0.3   Max: 2.3
Current: 1.1
0.3
2.3
Earnings Yield (Greenblatt) 6.20
ACXM's Earnings Yield (Greenblatt) is ranked higher than
86% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.80 vs. ACXM: 6.20 )
ACXM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.1   Max: 11
Current: 6.2
1.1
11
Forward Rate of Return (Yacktman) -1.23
ACXM's Forward Rate of Return (Yacktman) is ranked higher than
81% of the 835 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.38 vs. ACXM: -1.23 )
ACXM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -0.9   Max: 52
Current: -1.23
-0.9
52

Business Description

Acxiom Corporation is a Delaware Corporation. It was founded in 1969. The Company provides marketing technology and services that enable marketers to successfully manage audiences, personalize consumer experiences and create profitable customer relationships. Its consultative approach combines consumer data and analytics, databases, data integration and consulting solutions for personalized, multichannel marketing strategies. The Company's segments are the Marketing and Data Services segment, the IT Infrastructure Management segment, and the Other Services segment. Marketing and Data Services is its largest business segment. In this business, it refines data to help global marketing leaders make better business decisions and achieve stronger results. The range of capabilities it provide 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 its clients' value. Its offering spans technology, applications and tools, and consulting and analytics. It's IT Infrastructure Management business provides mainframe, server hosting and cloud computing services. The Other Services segment includes e-mail fulfillment - the execution of email campaigns for its clients; its risk business - providing solutions that combine proprietary, public and third-party information, analytics and advanced technology to assist clients in evaluating, predicting and managing risk and improving operational effectiveness (predominantly in the US); and its UK fulfillment business - providing outsourced call-center operations.
Company Website
SEC Reports
Industry: Information Technology Services
Compare:ACN, INFY, CTSH, IT, CIOXY
Traded in other countries:XIM.Germany
» More Articles for ACXM

Headlines

Articles On GuruFocus.com
Weekly Guru Bargains Highlights: CLWR, ACXM, FRO, TLAB, MTG Jun 13 2011 
Weekly Guru Bargains Highlights: MTOR, TX, ACXM, ASIA, SPLS Jun 05 2011 
Acxiom Corp. Reports Operating Results (10-Q) Feb 04 2011 
Acxiom Corp. Reports Operating Results (10-Q) Nov 05 2010 
George Soros’ New Buys: Akamai Technologies, Newmont Mining, Arena Resources Inc., Vulcan Material Aug 18 2010 
Acxiom Corp. Reports Operating Results (10-Q) Aug 05 2010 
Acxiom Corp. (ACXM) CFO & Christopher W Wolf sells 1,822 Shares Jun 02 2010 
Acxiom Corp. (ACXM) COO & John A Adams sells 6,429 Shares May 27 2010 
Acxiom Corp. (ACXM) CEO John A Meyer sells 10,052 Shares May 27 2010 
Acxiom Corp. (ACXM) CFO & Christopher W Wolf sells 8,379 Shares May 27 2010 


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