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 : 5/10

vs
industry
vs
history
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 : 2/10

vs
industry
vs
history
» 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

David Abrams 1,230,000 sh (New)
Jean-Marie Eveillard 112,460 sh (New)
Paul Tudor Jones 6,800 sh (New)
Joel Greenblatt 34,608 sh (New)
Mario Gabelli 98,200 sh (New)
Jeremy Grantham 614,016 sh (+381.60%)
Louis Moore Bacon 200,000 sh (+15.29%)
Paul Singer 13,697,300 sh (unchged)
Larry Robbins Sold Out
Ray Dalio Sold Out
George Soros Sold Out
Steven Cohen 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

Paul Singer Sold Out
David Abrams Sold Out
Jean-Marie Eveillard Sold Out
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
» 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%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

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

vs
industry
vs
history

Valuation & Return

vs
industry
vs
history

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.

Personalized Checklist

Checklist has been moved to "Checklist" tab.

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)
FEEDBACK