Switch to:

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 1.32
ACXM's Cash to Debt is ranked lower than
52% of the 1672 Companies
in the Global Information Technology Services industry.

( Industry Median: 22.71 vs. ACXM: 1.32 )
ACXM' s 10-Year Cash to Debt Range
Min: 0.01   Max: 1.32
Current: 1.32

0.01
1.32
Equity to Asset 0.52
ACXM's Equity to Asset is ranked higher than
58% of the 1618 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.60 vs. ACXM: 0.52 )
ACXM' s 10-Year Equity to Asset Range
Min: 0.32   Max: 0.66
Current: 0.52

0.32
0.66
Interest Coverage 4.14
ACXM's Interest Coverage is ranked lower than
60% of the 1026 Companies
in the Global Information Technology Services industry.

( Industry Median: 690.23 vs. ACXM: 4.14 )
ACXM' s 10-Year Interest Coverage Range
Min: 0.79   Max: 16.68
Current: 4.14

0.79
16.68
F-Score: 6
Z-Score: 3.32
M-Score: -3.10
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 : 6/10

vs
industry
vs
history
Operating margin (%) 4.40
ACXM's Operating margin (%) is ranked higher than
66% of the 1586 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.71 vs. ACXM: 4.40 )
ACXM' s 10-Year Operating margin (%) Range
Min: -2.16   Max: 16.99
Current: 4.4

-2.16
16.99
Net-margin (%) 0.81
ACXM's Net-margin (%) is ranked higher than
57% of the 1585 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.83 vs. ACXM: 0.81 )
ACXM' s 10-Year Net-margin (%) Range
Min: -3.69   Max: 9.37
Current: 0.81

-3.69
9.37
ROE (%) 1.30
ACXM's ROE (%) is ranked higher than
56% of the 1548 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.84 vs. ACXM: 1.30 )
ACXM' s 10-Year ROE (%) Range
Min: -6.26   Max: 24.15
Current: 1.3

-6.26
24.15
ROA (%) 0.67
ACXM's ROA (%) is ranked higher than
57% of the 1603 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.56 vs. ACXM: 0.67 )
ACXM' s 10-Year ROA (%) Range
Min: -2.76   Max: 12.58
Current: 0.67

-2.76
12.58
ROC (Joel Greenblatt) (%) 19.87
ACXM's ROC (Joel Greenblatt) (%) is ranked higher than
65% of the 1584 Companies
in the Global Information Technology Services industry.

( Industry Median: 34.63 vs. ACXM: 19.87 )
ACXM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -4.9   Max: 40.07
Current: 19.87

-4.9
40.07
Revenue Growth (%) 0.90
ACXM's Revenue Growth (%) is ranked higher than
58% of the 1368 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.20 vs. ACXM: 0.90 )
ACXM' s 10-Year Revenue Growth (%) Range
Min: -7.4   Max: 22.2
Current: 0.9

-7.4
22.2
EBITDA Growth (%) -2.10
ACXM's EBITDA Growth (%) is ranked higher than
61% of the 1102 Companies
in the Global Information Technology Services industry.

( Industry Median: 7.70 vs. ACXM: -2.10 )
ACXM' s 10-Year EBITDA Growth (%) Range
Min: -20.6   Max: 37.9
Current: -2.1

-20.6
37.9
» ACXM's 10-Y Financials

Financials


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

» Details

Guru Trades

Q2 2013

ACXM Guru Trades in Q2 2013

Whitney Tilson 67,500 sh (New)
Zeke Ashton 110,000 sh (New)
Ron Baron 1,574,844 sh (+275.01%)
Jim Simons 281,145 sh (+118.45%)
RS Investment Management 6,680,202 sh (+0.75%)
Paul Tudor Jones Sold Out
Mariko Gordon 3,698,045 sh (-0.94%)
Joel Greenblatt 42,788 sh (-53.88%)
» More
Q3 2013

ACXM Guru Trades in Q3 2013

Chuck Royce 130,000 sh (New)
Jim Simons 488,345 sh (+73.7%)
Ron Baron 2,165,248 sh (+37.49%)
Whitney Tilson Sold Out
Joel Greenblatt Sold Out
Mariko Gordon 3,284,081 sh (-11.19%)
RS Investment Management 5,836,623 sh (-12.63%)
Zeke Ashton 71,000 sh (-35.45%)
» More
Q4 2013

ACXM Guru Trades in Q4 2013

Steven Cohen 8,140 sh (New)
Paul Tudor Jones 8,400 sh (New)
Ron Baron 2,322,968 sh (+7.28%)
Chuck Royce 130,000 sh (unchged)
Zeke Ashton Sold Out
Mariko Gordon 2,817,727 sh (-14.2%)
RS Investment Management 4,581,236 sh (-21.51%)
Jim Simons 249,900 sh (-48.83%)
» More
Q1 2014

ACXM Guru Trades in Q1 2014

Joel Greenblatt 108,666 sh (New)
Steven Cohen 48,479 sh (+495.57%)
Jim Simons 498,542 sh (+99.5%)
Paul Tudor Jones 11,522 sh (+37.17%)
Chuck Royce 162,000 sh (+24.62%)
Ron Baron 2,453,458 sh (+5.62%)
Mariko Gordon 2,647,903 sh (-6.03%)
RS Investment Management 1,907,356 sh (-58.37%)
» More
» Details

Insider Trades

Latest Guru Trades with ACXM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Mariko Gordon 2014-03-31 Reduce -6.03%0.26%$32.14 - $38.9 $ 19.65-46%2647903
Joel Greenblatt 2014-03-31 New Buy0.06%$32.14 - $38.9 $ 19.65-46%108666
Mariko Gordon 2013-12-31 Reduce -14.2%0.61%$28.85 - $38.45 $ 19.65-41%2817727
Mariko Gordon 2013-09-30 Reduce -11.19%0.46%$23.82 - $28.14 $ 19.65-23%3284081
Ron Baron 2013-09-30 Add 37.49%0.08%$23.82 - $28.14 $ 19.65-23%2165248
Joel Greenblatt 2013-09-30 Sold Out 0.04%$23.82 - $28.14 $ 19.65-23%0
Ron Baron 2013-06-30 Add 275.01%0.14%$18.72 - $22.91 $ 19.65-6%1574844
Joel Greenblatt 2013-06-30 Reduce -53.88%0.05%$18.72 - $22.91 $ 19.65-6%42788
Joel Greenblatt 2013-03-31 Reduce -22.1%0.03%$17.31 - $20.4 $ 19.656%92777
Ron Baron 2013-03-31 Add 38.23%0.01%$17.31 - $20.4 $ 19.656%419948
Joel Greenblatt 2012-12-31 Add 22.4%0.02%$16.34 - $18.39 $ 19.6512%119097
Joel Greenblatt 2012-09-30 Reduce -42.37%0.08%$15.31 - $18.65 $ 19.6517%97304
Ron Baron 2012-09-30 Add 66.26%0.01%$15.31 - $18.65 $ 19.6517%303812
Joel Greenblatt 2012-06-30 Add 71.32%0.08%$12.81 - $14.66 $ 19.6543%168836
Ron Baron 2012-06-30 New Buy0.02%$12.81 - $14.66 $ 19.6543%182734
Joel Greenblatt 2012-03-31 Add 124.47%0.07%$12.18 - $14.86 $ 19.6553%98552
Joel Greenblatt 2011-12-31 Add 42.92%0.02%$9.51 - $13.9 $ 19.6561%43905
George Soros 2011-12-31 Sold Out 0.0027%$9.51 - $13.9 $ 19.6561%0
Joel Greenblatt 2011-09-30 New Buy0.05%$9.21 - $13.98 $ 19.6574%30721
George Soros 2011-09-30 Add 48%$9.21 - $13.98 $ 19.6574%14800
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Acxiom Corp

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

As mentioned above, Acxiom Corp. (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

Top Ranked Articles about Acxiom Corp

Daruma Capital and Mariko Gordon's Fourth Quarter Buys Topped by Web-Based Companies
“Thrift, fearlessness, resilience, hard work, intellectual curiosity and an ability to take and avoid risk are in my blood—a perfect pedigree for a money manager.” - Mariko Gordon
Read more...
Baron Funds Comments on Acxiom Corp.
As mentioned above, Acxiom Corp. (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) Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 183.50
ACXM's P/E(ttm) is ranked higher than
61% of the 1820 Companies
in the Global Information Technology Services industry.

( Industry Median: 50.50 vs. ACXM: 183.50 )
ACXM' s 10-Year P/E(ttm) Range
Min: 13.5   Max: 358.5
Current: 183.5

13.5
358.5
P/B 2.20
ACXM's P/B is ranked higher than
73% of the 1820 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.00 vs. ACXM: 2.20 )
ACXM' s 10-Year P/B Range
Min: 1.03   Max: 4.79
Current: 2.2

1.03
4.79
P/S 1.38
ACXM's P/S is ranked higher than
75% of the 1820 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.42 vs. ACXM: 1.38 )
ACXM' s 10-Year P/S Range
Min: 0.39   Max: 2.69
Current: 1.38

0.39
2.69
PFCF 15.40
ACXM's PFCF is ranked higher than
88% of the 1820 Companies
in the Global Information Technology Services industry.

( Industry Median: 146.80 vs. ACXM: 15.40 )
ACXM' s 10-Year PFCF Range
Min: 2.45   Max: 29.28
Current: 15.4

2.45
29.28
EV-to-EBIT 29.08
ACXM's EV-to-EBIT is ranked higher than
70% of the 1820 Companies
in the Global Information Technology Services industry.

( Industry Median: 33.52 vs. ACXM: 29.08 )
ACXM' s 10-Year EV-to-EBIT Range
Min: 9.4   Max: 139.5
Current: 29.08

9.4
139.5
Shiller P/E 45.00
ACXM's Shiller P/E is ranked higher than
87% of the 1820 Companies
in the Global Information Technology Services industry.

( Industry Median: 9999.00 vs. ACXM: 45.00 )
ACXM' s 10-Year Shiller P/E Range
Min: 11.89   Max: 146.82
Current: 45

11.89
146.82
Current Ratio 2.67
ACXM's Current Ratio is ranked higher than
76% of the 1648 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.92 vs. ACXM: 2.67 )
ACXM' s 10-Year Current Ratio Range
Min: 0.89   Max: 3.48
Current: 2.67

0.89
3.48
Quick Ratio 2.67
ACXM's Quick Ratio is ranked higher than
78% of the 1648 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.80 vs. ACXM: 2.67 )
ACXM' s 10-Year Quick Ratio Range
Min: 0.89   Max: 3.48
Current: 2.67

0.89
3.48

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 5.60
ACXM's Price/Tangible Book is ranked higher than
68% of the 1820 Companies
in the Global Information Technology Services industry.

( Industry Median: 7.79 vs. ACXM: 5.60 )
ACXM' s 10-Year Price/Tangible Book Range
Min: 3.9   Max: 358.86
Current: 5.6

3.9
358.86
Price/DCF (Projected) 0.80
ACXM's Price/DCF (Projected) is ranked higher than
96% of the 1820 Companies
in the Global Information Technology Services industry.

( Industry Median: 9999.00 vs. ACXM: 0.80 )
ACXM' s 10-Year Price/DCF (Projected) Range
Min: 0.19   Max: 21.52
Current: 0.8

0.19
21.52
Price/Median PS Value 1.00
ACXM's Price/Median PS Value is ranked higher than
77% of the 1820 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.20 vs. ACXM: 1.00 )
ACXM' s 10-Year Price/Median PS Value Range
Min: 0.34   Max: 2.65
Current: 1

0.34
2.65
Price/Graham Number 6.50
ACXM's Price/Graham Number is ranked higher than
68% of the 1820 Companies
in the Global Information Technology Services industry.

( Industry Median: 11.00 vs. ACXM: 6.50 )
ACXM' s 10-Year Price/Graham Number Range
Min: 2.11   Max: 21.88
Current: 6.5

2.11
21.88
Earnings Yield (Greenblatt) 3.40
ACXM's Earnings Yield (Greenblatt) is ranked higher than
56% of the 1384 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.60 vs. ACXM: 3.40 )
ACXM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.7   Max: 10.6
Current: 3.4

0.7
10.6
Forward Rate of Return (Yacktman) 1.23
ACXM's Forward Rate of Return (Yacktman) is ranked higher than
64% of the 1188 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.80 vs. ACXM: 1.23 )
ACXM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -2.9   Max: 50.3
Current: 1.23

-2.9
50.3

Business Description

Industry: Application Software » Information Technology Services
Compare:ACN, INFY, CTSH, IT, CIOXY » details
Traded in other countries:XIM.Germany
Acxiom Corporation 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. It provides the following services: Marketing and data services is its largest business segment. In this business, it help clients: connect and analyze online, offline, customer and partner data to help organizations better know their customers; connect and personalize customer experiences - across channels and partners, and over time - to help organizations better engage their 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; 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; and Other services segment includes e-mail fulfillment - the execution of e-mail campaigns for its clients; its risk business - providing solutions that assist clients in predicting and managing risk (predominantly in the U.S.); and its U.K. fulfillment business - providing outsourced call-center operations.
» More Articles for ACXM

Headlines

Articles On GuruFocus.com
Mariko Gordon's First Quarter Top Five May 15 2014 
Daruma Capital and Mariko Gordon's Fourth Quarter Buys Topped by Web-Based Companies Feb 17 2014 
"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 
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 
Acxiom Corp. Reports Operating Results (10-Q) Aug 05 2010 
Acxiom Corp. (ACXM) CFO & Christopher W Wolf sells 1,822 Shares Jun 02 2010 

More From Other Websites
Acxiom to Discuss First Quarter Earnings Jul 21 2014
Acxiom Appoints Prominent Executive Kerry Hatch As Chief Operating Officer, Global Client Services Jul 15 2014
Acxiom to Drive Business Forward with Workday Jul 15 2014
Acxiom to Drive Business Forward With Workday Jul 15 2014
Acxiom Closes LiveRamp Acquisition for Connected Ecosystem Jul 02 2014
ACXIOM CORP Files SEC form 8-K, Completion of Acquisition or Disposition of Assets, Unregistered... Jul 02 2014
Data Brokers Defend Business, Hate Term 'Data Brokers' Jun 20 2014
Acxiom Gets Antitrust Clearance for LiveRamp Buy Jun 05 2014
ACXIOM CORP Financials Jun 04 2014
Acxiom Receives Antitrust Clearance under Hart-Scott-Rodino Act on LiveRamp Acquisition Jun 03 2014
Acxiom Divests Call Centre Biz Jun 02 2014
Acxiom Divests Its 2Touch Operation May 30 2014
ACXIOM CORP Files SEC form 10-K, Annual Report May 28 2014
Acxiom to Present at Stephens Spring Investment Conference May 28 2014
Steadfast Capital Management reports 5.1% passive stake in Acxiom May 27 2014
ACXIOM CORP Files SEC form 8-K, Change in Directors or Principal Officers, Financial Statements and... May 27 2014
Data Brokers Lack Transparency, Privacy Regulator Says May 27 2014
Will This Analyst Upgrade Help Acxiom (ACXM) Stock Today? (Update) May 20 2014
Acxiom upgraded to Outperform from Market Perform at Wells Fargo May 20 2014
Acxiom Shares Fall 21% on Concerns over LiveRamp Deal May 15 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

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
Email Hide