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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 1.27
ACXM's Cash to Debt is ranked higher than
55% of the 1738 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.49 vs. ACXM: 1.27 )
ACXM' s 10-Year Cash to Debt Range
Min: 0   Max: 1.32
Current: 1.27

0
1.32
Equity to Asset 0.53
ACXM's Equity to Asset is ranked higher than
59% of the 1710 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.59 vs. ACXM: 0.53 )
ACXM' s 10-Year Equity to Asset Range
Min: 0.29   Max: 0.66
Current: 0.53

0.29
0.66
Interest Coverage 4.14
ACXM's Interest Coverage is ranked lower than
60% of the 1136 Companies
in the Global Information Technology Services industry.

( Industry Median: 704.34 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: 4
Z-Score: 3.20
M-Score: -3.26
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 (%) 1.84
ACXM's Operating margin (%) is ranked higher than
58% of the 1732 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.56 vs. ACXM: 1.84 )
ACXM' s 10-Year Operating margin (%) Range
Min: -2.16   Max: 16.99
Current: 1.84

-2.16
16.99
Net-margin (%) -1.11
ACXM's Net-margin (%) is ranked higher than
55% of the 1732 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.80 vs. ACXM: -1.11 )
ACXM' s 10-Year Net-margin (%) Range
Min: -3.69   Max: 9.37
Current: -1.11

-3.69
9.37
ROE (%) -1.81
ACXM's ROE (%) is ranked higher than
54% of the 1695 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.72 vs. ACXM: -1.81 )
ACXM' s 10-Year ROE (%) Range
Min: -5.67   Max: 27.04
Current: -1.81

-5.67
27.04
ROA (%) -0.95
ACXM's ROA (%) is ranked higher than
55% of the 1746 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.73 vs. ACXM: -0.95 )
ACXM' s 10-Year ROA (%) Range
Min: -2.68   Max: 15.27
Current: -0.95

-2.68
15.27
ROC (Joel Greenblatt) (%) 7.60
ACXM's ROC (Joel Greenblatt) (%) is ranked higher than
59% of the 1740 Companies
in the Global Information Technology Services industry.

( Industry Median: 29.64 vs. ACXM: 7.60 )
ACXM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -4.79   Max: 56.16
Current: 7.6

-4.79
56.16
Revenue Growth (%) 0.90
ACXM's Revenue Growth (%) is ranked higher than
59% of the 1461 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.40 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 1181 Companies
in the Global Information Technology Services industry.

( Industry Median: 8.50 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

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

Paul Tudor Jones 8,400 sh (New)
Steven Cohen 8,140 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
Q2 2014

ACXM Guru Trades in Q2 2014

Louis Moore Bacon 150,000 sh (New)
Joel Greenblatt 1,119,622 sh (+930.33%)
Jim Simons 1,037,945 sh (+108.2%)
Paul Tudor Jones 23,333 sh (+102.51%)
Mariko Gordon 3,117,013 sh (+17.72%)
Chuck Royce 162,000 sh (unchged)
Ron Baron 2,415,758 sh (-1.54%)
RS Investment Management 694,805 sh (-63.57%)
» More
» Details

Insider Trades

Latest Guru Trades with ACXM

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Mariko Gordon 2014-06-30 Add 17.72%0.42%$20.61 - $35.29 $ 16.52-36%3117013
Joel Greenblatt 2014-06-30 Add 930.33%0.27%$20.61 - $35.29 $ 16.52-36%1119622
Mariko Gordon 2014-03-31 Reduce -6.03%0.26%$32.14 - $38.9 $ 16.52-54%2647903
Joel Greenblatt 2014-03-31 New Buy0.06%$32.14 - $38.9 $ 16.52-54%108666
Mariko Gordon 2013-12-31 Reduce -14.2%0.61%$28.85 - $38.45 $ 16.52-51%2817727
Whitney Tilson 2013-09-30 Sold Out 1.5%$23.82 - $28.14 $ 16.52-36%0
Mariko Gordon 2013-09-30 Reduce -11.19%0.46%$23.82 - $28.14 $ 16.52-36%3284081
Ron Baron 2013-09-30 Add 37.49%0.08%$23.82 - $28.14 $ 16.52-36%2165248
Joel Greenblatt 2013-09-30 Sold Out 0.04%$23.82 - $28.14 $ 16.52-36%0
Whitney Tilson 2013-06-30 New Buy1.5%$18.72 - $22.91 $ 16.52-21%67500
Ron Baron 2013-06-30 Add 275.01%0.14%$18.72 - $22.91 $ 16.52-21%1574844
Joel Greenblatt 2013-06-30 Reduce -53.88%0.05%$18.72 - $22.91 $ 16.52-21%42788
Joel Greenblatt 2013-03-31 Reduce -22.1%0.03%$17.31 - $20.4 $ 16.52-11%92777
Ron Baron 2013-03-31 Add 38.23%0.01%$17.31 - $20.4 $ 16.52-11%419948
Joel Greenblatt 2012-12-31 Add 22.4%0.02%$16.34 - $18.39 $ 16.52-6%119097
Joel Greenblatt 2012-09-30 Reduce -42.37%0.08%$15.31 - $18.65 $ 16.52-2%97304
Ron Baron 2012-09-30 Add 66.26%0.01%$15.31 - $18.65 $ 16.52-2%303812
Joel Greenblatt 2012-06-30 Add 71.32%0.08%$12.81 - $14.66 $ 16.5220%168836
Ron Baron 2012-06-30 New Buy0.02%$12.81 - $14.66 $ 16.5220%182734
Joel Greenblatt 2012-03-31 Add 124.47%0.07%$12.18 - $14.86 $ 16.5229%98552
Joel Greenblatt 2011-12-31 Add 42.92%0.02%$9.51 - $13.9 $ 16.5236%43905
George Soros 2011-12-31 Sold Out 0.0027%$9.51 - $13.9 $ 16.5236%0
Joel Greenblatt 2011-09-30 New Buy0.05%$9.21 - $13.98 $ 16.5246%30721
George Soros 2011-09-30 Add 48%$9.21 - $13.98 $ 16.5246%14800
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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/B 1.87
ACXM's P/B is ranked higher than
75% of the 1860 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.60 vs. ACXM: 1.87 )
ACXM' s 10-Year P/B Range
Min: 1.03   Max: 4.79
Current: 1.87

1.03
4.79
P/S 1.19
ACXM's P/S is ranked higher than
76% of the 1860 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.17 vs. ACXM: 1.19 )
ACXM' s 10-Year P/S Range
Min: 0.39   Max: 2.71
Current: 1.19

0.39
2.71
PFCF 16.52
ACXM's PFCF is ranked higher than
88% of the 1860 Companies
in the Global Information Technology Services industry.

( Industry Median: 9999.00 vs. ACXM: 16.52 )
ACXM' s 10-Year PFCF Range
Min: 2.45   Max: 29.28
Current: 16.52

2.45
29.28
EV-to-EBIT 60.68
ACXM's EV-to-EBIT is ranked higher than
64% of the 1860 Companies
in the Global Information Technology Services industry.

( Industry Median: 30.16 vs. ACXM: 60.68 )
ACXM' s 10-Year EV-to-EBIT Range
Min: 9.4   Max: 139.5
Current: 60.68

9.4
139.5
Shiller P/E 41.34
ACXM's Shiller P/E is ranked higher than
83% of the 1860 Companies
in the Global Information Technology Services industry.

( Industry Median: 9999.00 vs. ACXM: 41.34 )
ACXM' s 10-Year Shiller P/E Range
Min: 11.89   Max: 146.82
Current: 41.34

11.89
146.82
Current Ratio 2.84
ACXM's Current Ratio is ranked higher than
78% of the 1735 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.90 vs. ACXM: 2.84 )
ACXM' s 10-Year Current Ratio Range
Min: 0.89   Max: 3.48
Current: 2.84

0.89
3.48
Quick Ratio 2.84
ACXM's Quick Ratio is ranked higher than
80% of the 1735 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.78 vs. ACXM: 2.84 )
ACXM' s 10-Year Quick Ratio Range
Min: 0.89   Max: 3.48
Current: 2.84

0.89
3.48

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 4.87
ACXM's Price/Tangible Book is ranked higher than
70% of the 1860 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.81 vs. ACXM: 4.87 )
ACXM' s 10-Year Price/Tangible Book Range
Min: 2.15   Max: 358.86
Current: 4.87

2.15
358.86
Price/DCF (Projected) 0.70
ACXM's Price/DCF (Projected) is ranked higher than
94% of the 1860 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.24 vs. ACXM: 0.70 )
ACXM' s 10-Year Price/DCF (Projected) Range
Min: 0.19   Max: 36.92
Current: 0.7

0.19
36.92
Price/Median PS Value 0.91
ACXM's Price/Median PS Value is ranked higher than
80% of the 1860 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.09 vs. ACXM: 0.91 )
ACXM' s 10-Year Price/Median PS Value Range
Min: 0.35   Max: 2.84
Current: 0.91

0.35
2.84
Earnings Yield (Greenblatt) 1.60
ACXM's Earnings Yield (Greenblatt) is ranked lower than
51% of the 1496 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.10 vs. ACXM: 1.60 )
ACXM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.7   Max: 10.6
Current: 1.6

0.7
10.6
Forward Rate of Return (Yacktman) 1.13
ACXM's Forward Rate of Return (Yacktman) is ranked higher than
64% of the 1331 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.70 vs. ACXM: 1.13 )
ACXM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -2.9   Max: 50.3
Current: 1.13

-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
Weekly CEO Buys Highlight: FSFR, FSIC, OPK, EPE, ACXM Aug 23 2014 
Weekly CEO Buys Highlight: FSIC, NLY, OPK, GPC, ACXM Aug 17 2014 
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 

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