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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

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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 : 3/10

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» BMC's 10-Y Financials

Financials


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

» Details

Guru Trades

BMC Guru Trades in

BMC Guru Trades in

Q2 2013

BMC Guru Trades in Q2 2013

First Eagle Investment 112,460 sh (New)
Paul Tudor Jones 6,800 sh (New)
Joel Greenblatt 34,608 sh (New)
Mario Gabelli 98,200 sh (New)
David Abrams 1,230,000 sh (New)
Jeremy Grantham 614,016 sh (+381.60%)
Louis Moore Bacon 200,000 sh (+15.29%)
Paul Singer 13,697,300 sh (unchged)
Ray Dalio Sold Out
George Soros Sold Out
Steven Cohen Sold Out
Larry Robbins Sold Out
David Dreman 68,675 sh (-4.35%)
John Hussman 500,000 sh (-23.08%)
Jim Simons 867,400 sh (-65.00%)
Dodge & Cox 261,667 sh (-97.91%)
» More
Q3 2013

BMC Guru Trades in Q3 2013

Jim Simons Sold Out
Joel Greenblatt Sold Out
Mario Gabelli Sold Out
Jeremy Grantham Sold Out
David Dreman Sold Out
Paul Tudor Jones Sold Out
Dodge & Cox Sold Out
Louis Moore Bacon Sold Out
John Hussman Sold Out
Paul Singer Sold Out
David Abrams Sold Out
First Eagle Investment Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with BMC

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

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Guru Investment Theses on BMC Software, Inc.

Bill Nygren Comments on BMC Software - Oct 08, 2013

We have discussed our thoughts on the Discovery and Dell sales in past letters, but we did receive a worthy update on BMC (BMC) since we sold it in the fourth quarter of 2012. Recall that BMC management conducted a strategic review during the second quarter that we owned the stock and decided to remain an independent company. Given the lack of a compelling purchase offer for BMC during the review, we exited our position because we no longer believed it was selling at a significant discount to private market value. Our opinion has since been validated. On September 10, 2013, BMC management sold the company for $46.25 per share—roughly 12% above our average sale price. During that same time, the Oakmark Select Fund and the S&P 500 returned 25% and 20%, respectively—both well in excess of BMC’s modest price increase.

From Bill Nygren's Oakmark Select Fund third quarter 2013 commentary.
Check out Bill Nygren latest stock trades

Ratios

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Valuation & Return

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Business Description

Industry: Application Software » Software - Application
Compare:CRM, SQI, RHT, INTU, ADBE » details
Traded in other countries:BMS.Germany,
BMC Software, Inc., was organized as a Texas corporation in 1980 and was reincorporated in Delaware in July 1988. It is a software company which provides IT management solutions for large, mid-sized and small enterprises and public sector organizations around the world. The Company's portfolios of IT management software solutions simplifies and automates the management of IT processes, mainframe, distributed, virtualized and cloud computing environments, as well as applications and databases. It also provides its customers with maintenance and support services for its products and assist customers with software implementation, integration, IT process and organizational transformation, and education services. The Company is organized into two business segments, Enterprise Service Management (ESM) and Mainframe Service Management (MSM). The Company's ESM segment consists of its solutions and related professional services in the following IT management areas: Service Assurance; Service Automation; Service Support; and BMC Atrium. The Company's MSM segment addresses IT requirements for mainframe data and performance management, middleware management, job scheduling and enterprise workload automation. The Company's customers include manufacturers, telecommunication companies, financial service providers, educational institutions, retailers, distributors, hospitals, service providers, government agencies and channel partners including resellers, distributors and system integrators. Its competitors are International Business Machines Corporation (IBM), CA, Inc. (CA) and Hewlett-Packard Company (HP). The Company's solutions are used by some of the largest, demanding IT organizations in the world including over 16,000 companies.
» More Articles for BMC

Headlines

Articles On GuruFocus.com
4 Factors That Could Drive Hewlett-Packard’s Q3 Aug 13 2014 
Bill Nygren Comments on BMC Software Oct 08 2013 
Bill Nygren's Oakmark Select Fund Third Quarter Commentary Oct 08 2013 
$84.2B Dodge & Cox Reduces 10, Sells JCP, DELL, NWSA, A in Second Quarter Aug 27 2013 
Weekly CEO Sells Highlight: EPAM Systems Inc., Pentair Ltd., American Tower Corp., BMC Software Inc. Jul 14 2013 
comment on BMC May 10 2013 
Singer's Elliott Management Bids for Compuware Corp in Continued Buy, Sell Tech Strategy Dec 18 2012 
Commentary on the Oakmark and Oakmark Select Funds Third Quarter Oct 08 2012 
Bill Nygren Comments on BMC Software Jul 10 2012 
Weekly CFO Sells Highlight: OSUR, BMC, EF, HAIN, GCI, VRSK, FIO May 21 2012 

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[video] Software Is Redefining How We Do Our Jobs: BMC CEO Oct 29 2014
BMC Hosts Private Briefing for Eligible Investors Oct 16 2014
Scaling Agile Software Development for Digital Transformation Sep 08 2014
APM for distributed and cloud environments Aug 22 2014
Cloud Computing Gets Real For The Enterprise Jul 15 2014
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Cloud software firm BMC sold for $6.9 bn May 06 2013

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