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Also traded in: Germany

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 0.93
ACXM's Cash to Debt is ranked lower than
75% of the 1832 Companies
in the Global Information Technology Services industry.

( Industry Median: 13.14 vs. ACXM: 0.93 )
Ranked among companies with meaningful Cash to Debt only.
ACXM' s Cash to Debt Range Over the Past 10 Years
Min: 0  Med: 0.08 Max: 1.32
Current: 0.93
0
1.32
Equity to Asset 0.61
ACXM's Equity to Asset is ranked higher than
52% of the 1735 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.61 vs. ACXM: 0.61 )
Ranked among companies with meaningful Equity to Asset only.
ACXM' s Equity to Asset Range Over the Past 10 Years
Min: 0.29  Med: 0.48 Max: 0.63
Current: 0.61
0.29
0.63
Interest Coverage 1.58
ACXM's Interest Coverage is ranked lower than
93% of the 1205 Companies
in the Global Information Technology Services industry.

( Industry Median: 61.34 vs. ACXM: 1.58 )
Ranked among companies with meaningful Interest Coverage only.
ACXM' s Interest Coverage Range Over the Past 10 Years
Min: 0.79  Med: 4.32 Max: 7.96
Current: 1.58
0.79
7.96
F-Score: 8
Z-Score: 4.10
M-Score: -2.76
WACC vs ROIC
9.98%
0.88%
WACC
ROIC
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 (%) 1.52
ACXM's Operating margin (%) is ranked lower than
62% of the 1784 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.77 vs. ACXM: 1.52 )
Ranked among companies with meaningful Operating margin (%) only.
ACXM' s Operating margin (%) Range Over the Past 10 Years
Min: -0.06  Med: 7.42 Max: 11.38
Current: 1.52
-0.06
11.38
Net-margin (%) 0.21
ACXM's Net-margin (%) is ranked lower than
64% of the 1783 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.28 vs. ACXM: 0.21 )
Ranked among companies with meaningful Net-margin (%) only.
ACXM' s Net-margin (%) Range Over the Past 10 Years
Min: -2.08  Med: 3.50 Max: 6.83
Current: 0.21
-2.08
6.83
ROE (%) 0.32
ACXM's ROE (%) is ranked lower than
65% of the 1736 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.09 vs. ACXM: 0.32 )
Ranked among companies with meaningful ROE (%) only.
ACXM' s ROE (%) Range Over the Past 10 Years
Min: -3.99  Med: 7.87 Max: 12.91
Current: 0.32
-3.99
12.91
ROA (%) 0.18
ACXM's ROA (%) is ranked lower than
62% of the 1830 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.08 vs. ACXM: 0.18 )
Ranked among companies with meaningful ROA (%) only.
ACXM' s ROA (%) Range Over the Past 10 Years
Min: -1.73  Med: 2.95 Max: 6.09
Current: 0.18
-1.73
6.09
ROC (Joel Greenblatt) (%) 5.94
ACXM's ROC (Joel Greenblatt) (%) is ranked lower than
62% of the 1802 Companies
in the Global Information Technology Services industry.

( Industry Median: 21.85 vs. ACXM: 5.94 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
ACXM' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: -0.74  Med: 30.01 Max: 41.96
Current: 5.94
-0.74
41.96
Revenue Growth (3Y)(%) -2.00
ACXM's Revenue Growth (3Y)(%) is ranked lower than
69% of the 1413 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.90 vs. ACXM: -2.00 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
ACXM' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -7.4  Med: 1.00 Max: 22.2
Current: -2
-7.4
22.2
EBITDA Growth (3Y)(%) -17.70
ACXM's EBITDA Growth (3Y)(%) is ranked lower than
84% of the 1146 Companies
in the Global Information Technology Services industry.

( Industry Median: 7.50 vs. ACXM: -17.70 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
ACXM' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -20.6  Med: -1.80 Max: 38
Current: -17.7
-20.6
38
» ACXM's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-05-21)


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

» Details

Guru Trades

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
Q3 2015

ACXM Guru Trades in Q3 2015

Paul Tudor Jones Sold Out
Ron Baron 1,694,299 sh (-0.22%)
Mariko Gordon 3,565,888 sh (-25.76%)
Jim Simons 273,945 sh (-55.52%)
» More
Q4 2015

ACXM Guru Trades in Q4 2015

Ron Baron 1,688,235 sh (-0.36%)
Mariko Gordon 3,258,246 sh (-8.63%)
Jim Simons 53,545 sh (-80.45%)
» 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 10, 2015

Acxiom Corp. (NASDAQ:ACXM) is a leader in identity management and marketing data services for small and large enterprises. The company’s technology platform weaves an intricate web of customer data, business intelligence and deep analysis that empowers 7,000+ global brands across many industries. Shares of Acxiom appreciated in the quarter based on the rapid growth in its cloud-based connectivity and identity business, which almost doubled from a year ago. We believe that Acxiom is positioned to be the rails over which all marketing data is moved for the marketing software and digital advertising ecosystem.



From Baron Opportunity Fund's third quarter 2015 letter.



Check out Ron Baron latest stock trades

Top Ranked Articles about Acxiom Corp

Baron Funds Comments on Acxiom Corp Guru stock highlight
Acxiom Corp. (NASDAQ:ACXM) is a leader in identity management and marketing data services for small and large enterprises. The company’s technology platform weaves an intricate web of customer data, business intelligence and deep analysis that empowers 7,000+ global brands across many industries. Shares of Acxiom appreciated in the quarter based on the rapid growth in its cloud-based connectivity and identity business, which almost doubled from a year ago. We believe that Acxiom is positioned to be the rails over which all marketing data is moved for the marketing software and digital advertising ecosystem. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 732.33
ACXM's P/E(ttm) is ranked lower than
99% of the 1202 Companies
in the Global Information Technology Services industry.

( Industry Median: 23.82 vs. ACXM: 732.33 )
Ranked among companies with meaningful P/E(ttm) only.
ACXM' s P/E(ttm) Range Over the Past 10 Years
Min: 13.5  Med: 29.48 Max: 757
Current: 732.33
13.5
757
Forward P/E 33.78
ACXM's Forward P/E is ranked lower than
83% of the 309 Companies
in the Global Information Technology Services industry.

( Industry Median: 18.18 vs. ACXM: 33.78 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 2197.00
ACXM's PE(NRI) is ranked lower than
100% of the 1205 Companies
in the Global Information Technology Services industry.

( Industry Median: 23.86 vs. ACXM: 2197.00 )
Ranked among companies with meaningful PE(NRI) only.
ACXM' s PE(NRI) Range Over the Past 10 Years
Min: 13.4  Med: 30.59 Max: 2271
Current: 2197
13.4
2271
Price/Owner Earnings (ttm) 21.33
ACXM's Price/Owner Earnings (ttm) is ranked higher than
50% of the 715 Companies
in the Global Information Technology Services industry.

( Industry Median: 21.79 vs. ACXM: 21.33 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
ACXM' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 1.97  Med: 9.03 Max: 56.56
Current: 21.33
1.97
56.56
P/B 2.43
ACXM's P/B is ranked higher than
53% of the 1693 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.63 vs. ACXM: 2.43 )
Ranked among companies with meaningful P/B only.
ACXM' s P/B Range Over the Past 10 Years
Min: 1.03  Med: 2.19 Max: 4.3
Current: 2.43
1.03
4.3
P/S 1.63
ACXM's P/S is ranked higher than
56% of the 1748 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.03 vs. ACXM: 1.63 )
Ranked among companies with meaningful P/S only.
ACXM' s P/S Range Over the Past 10 Years
Min: 0.39  Med: 1.31 Max: 2.82
Current: 1.63
0.39
2.82
PFCF 24.66
ACXM's PFCF is ranked lower than
55% of the 642 Companies
in the Global Information Technology Services industry.

( Industry Median: 22.35 vs. ACXM: 24.66 )
Ranked among companies with meaningful PFCF only.
ACXM' s PFCF Range Over the Past 10 Years
Min: 2.46  Med: 8.58 Max: 90.28
Current: 24.66
2.46
90.28
POCF 11.87
ACXM's POCF is ranked higher than
64% of the 830 Companies
in the Global Information Technology Services industry.

( Industry Median: 16.06 vs. ACXM: 11.87 )
Ranked among companies with meaningful POCF only.
ACXM' s POCF Range Over the Past 10 Years
Min: 1.69  Med: 7.52 Max: 22.17
Current: 11.87
1.69
22.17
EV-to-EBIT 111.17
ACXM's EV-to-EBIT is ranked lower than
92% of the 1169 Companies
in the Global Information Technology Services industry.

( Industry Median: 16.29 vs. ACXM: 111.17 )
Ranked among companies with meaningful EV-to-EBIT only.
ACXM' s EV-to-EBIT Range Over the Past 10 Years
Min: -859  Med: 17.10 Max: 206.7
Current: 111.17
-859
206.7
EV-to-EBITDA 12.05
ACXM's EV-to-EBITDA is ranked higher than
52% of the 1263 Companies
in the Global Information Technology Services industry.

( Industry Median: 12.58 vs. ACXM: 12.05 )
Ranked among companies with meaningful EV-to-EBITDA only.
ACXM' s EV-to-EBITDA Range Over the Past 10 Years
Min: 2.8  Med: 6.90 Max: 37
Current: 12.05
2.8
37
Shiller P/E 58.82
ACXM's Shiller P/E is ranked lower than
74% of the 279 Companies
in the Global Information Technology Services industry.

( Industry Median: 33.81 vs. ACXM: 58.82 )
Ranked among companies with meaningful Shiller P/E only.
ACXM' s Shiller P/E Range Over the Past 10 Years
Min: 13.84  Med: 40.59 Max: 77.82
Current: 58.82
13.84
77.82
Current Ratio 1.88
ACXM's Current Ratio is ranked lower than
52% of the 1671 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.95 vs. ACXM: 1.88 )
Ranked among companies with meaningful Current Ratio only.
ACXM' s Current Ratio Range Over the Past 10 Years
Min: 0.89  Med: 1.80 Max: 3.48
Current: 1.88
0.89
3.48
Quick Ratio 1.88
ACXM's Quick Ratio is ranked higher than
51% of the 1671 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.84 vs. ACXM: 1.88 )
Ranked among companies with meaningful Quick Ratio only.
ACXM' s Quick Ratio Range Over the Past 10 Years
Min: 0.89  Med: 1.80 Max: 3.48
Current: 1.88
0.89
3.48
Days Sales Outstanding 49.12
ACXM's Days Sales Outstanding is ranked higher than
72% of the 1461 Companies
in the Global Information Technology Services industry.

( Industry Median: 70.19 vs. ACXM: 49.12 )
Ranked among companies with meaningful Days Sales Outstanding only.
ACXM' s Days Sales Outstanding Range Over the Past 10 Years
Min: 52.84  Med: 56.04 Max: 74.79
Current: 49.12
52.84
74.79
Days Payable 13.90
ACXM's Days Payable is ranked lower than
85% of the 1330 Companies
in the Global Information Technology Services industry.

( Industry Median: 44.91 vs. ACXM: 13.90 )
Ranked among companies with meaningful Days Payable only.
ACXM' s Days Payable Range Over the Past 10 Years
Min: 10.37  Med: 16.27 Max: 19.74
Current: 13.9
10.37
19.74

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 12.45
ACXM's Price/Tangible Book is ranked lower than
82% of the 1425 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.09 vs. ACXM: 12.45 )
Ranked among companies with meaningful Price/Tangible Book only.
ACXM' s Price/Tangible Book Range Over the Past 10 Years
Min: 2.67  Med: 8.46 Max: 750.74
Current: 12.45
2.67
750.74
Price/Projected FCF 1.17
ACXM's Price/Projected FCF is ranked higher than
71% of the 776 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.73 vs. ACXM: 1.17 )
Ranked among companies with meaningful Price/Projected FCF only.
ACXM' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.19  Med: 0.90 Max: 36.92
Current: 1.17
0.19
36.92
Price/Median PS Value 1.24
ACXM's Price/Median PS Value is ranked lower than
59% of the 1500 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.10 vs. ACXM: 1.24 )
Ranked among companies with meaningful Price/Median PS Value only.
ACXM' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.34  Med: 1.22 Max: 2.82
Current: 1.24
0.34
2.82
Price/Graham Number 34.88
ACXM's Price/Graham Number is ranked lower than
99% of the 1021 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.96 vs. ACXM: 34.88 )
Ranked among companies with meaningful Price/Graham Number only.
ACXM' s Price/Graham Number Range Over the Past 10 Years
Min: 2.02  Med: 3.87 Max: 33.21
Current: 34.88
2.02
33.21
Earnings Yield (Greenblatt) (%) 0.90
ACXM's Earnings Yield (Greenblatt) (%) is ranked lower than
61% of the 1769 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.60 vs. ACXM: 0.90 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
ACXM' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 0.5  Med: 5.20 Max: 10.9
Current: 0.9
0.5
10.9
Forward Rate of Return (Yacktman) (%) -7.59
ACXM's Forward Rate of Return (Yacktman) (%) is ranked lower than
83% of the 705 Companies
in the Global Information Technology Services industry.

( Industry Median: 11.18 vs. ACXM: -7.59 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
ACXM' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -10.9  Med: 8.60 Max: 52.1
Current: -7.59
-10.9
52.1

More Statistics

Revenue(Mil) $1046
EPS $ 0.03
Beta1.28
Short Percentage of Float7.11%
52-Week Range $15.78 - 23.42
Shares Outstanding(Mil)77.72

Analyst Estimate

Mar16 Mar17
Revenue(Mil) 839 896
EPS($) 0.36 0.65
EPS without NRI($) 0.36 0.65

Business Description

Industry: Application Software » Information Technology Services
Compare:BOM:532755, NAS:CDW, TSE:6701, HKSE:00696, NYSE:CSC, SZSE:300182 » 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

Articles On GuruFocus.com
Baron Funds Comments on Acxiom Corp Nov 10 2015 
Five Speculative and Overvalued Companies to Avoid – August 2015 Aug 20 2015 
Mariko Gordon: Investment Detective When it Comes to Buying Stocks Nov 17 2014 
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 

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