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 No Debt
LNKD's Cash to Debt is ranked higher than
99% of the 480 Companies
in the Global Internet Content & Information industry.

( Industry Median: 16.45 vs. LNKD: No Debt )
LNKD' s 10-Year Cash to Debt Range
Min: No Debt   Max: No Debt
Current: No Debt

Equity to Asset 0.77
LNKD's Equity to Asset is ranked higher than
82% of the 454 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.64 vs. LNKD: 0.77 )
LNKD' s 10-Year Equity to Asset Range
Min: 0.15   Max: 0.81
Current: 0.77

0.15
0.81
Interest Coverage No Debt
LNKD's Interest Coverage is ranked higher than
68% of the 326 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10000.00 vs. LNKD: No Debt )
LNKD' s 10-Year Interest Coverage Range
Min: 9999.99   Max: 9999.99
Current: No Debt

F-Score: 3
Z-Score: 20.37
M-Score: -2.27
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 : 4/10

vs
industry
vs
history
Operating margin (%) 1.65
LNKD's Operating margin (%) is ranked higher than
64% of the 478 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.21 vs. LNKD: 1.65 )
LNKD' s 10-Year Operating margin (%) Range
Min: -2.79   Max: 8.05
Current: 1.65

-2.79
8.05
Net-margin (%) -0.74
LNKD's Net-margin (%) is ranked higher than
61% of the 478 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.58 vs. LNKD: -0.74 )
LNKD' s 10-Year Net-margin (%) Range
Min: -3.31   Max: 6.33
Current: -0.74

-3.31
6.33
ROE (%) -0.54
LNKD's ROE (%) is ranked higher than
61% of the 462 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.09 vs. LNKD: -0.54 )
LNKD' s 10-Year ROE (%) Range
Min: 1.51   Max: 67.88
Current: -0.54

1.51
67.88
ROA (%) -0.42
LNKD's ROA (%) is ranked higher than
62% of the 485 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.43 vs. LNKD: -0.42 )
LNKD' s 10-Year ROA (%) Range
Min: 1.13   Max: 7.96
Current: -0.42

1.13
7.96
ROC (Joel Greenblatt) (%) 7.81
LNKD's ROC (Joel Greenblatt) (%) is ranked higher than
64% of the 480 Companies
in the Global Internet Content & Information industry.

( Industry Median: 26.50 vs. LNKD: 7.81 )
LNKD' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 17.44   Max: 69
Current: 7.81

17.44
69
» LNKD's 10-Y Financials

Financials


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

» Details

Guru Trades

Q4 2013

LNKD Guru Trades in Q4 2013

Ray Dalio 1,900 sh (New)
Steven Cohen 122,867 sh (+2022.06%)
Frank Sands 3,168,247 sh (+172.78%)
Jeremy Grantham 28,472 sh (+45.27%)
Ron Baron 251,462 sh (+1.44%)
John Griffin 250,000 sh (unchged)
Caxton Associates Sold Out
George Soros Sold Out
RS Investment Management Sold Out
John Burbank Sold Out
Manning & Napier Advisors, Inc 228,862 sh (-2.9%)
Pioneer Investments 42,952 sh (-4.44%)
Jim Simons 270,200 sh (-66.39%)
Paul Tudor Jones 1,939 sh (-98.79%)
» More
Q1 2014

LNKD Guru Trades in Q1 2014

RS Investment Management 697 sh (New)
Paul Tudor Jones 91,700 sh (+4629.24%)
Ray Dalio 13,800 sh (+626.32%)
Frank Sands 5,221,883 sh (+64.82%)
John Griffin 250,000 sh (unchged)
Pioneer Investments Sold Out
Ron Baron 227,470 sh (-9.54%)
Manning & Napier Advisors, Inc 70,489 sh (-69.2%)
Jeremy Grantham 2,900 sh (-89.81%)
Jim Simons 22,000 sh (-91.86%)
Steven Cohen 3,602 sh (-97.07%)
» More
Q2 2014

LNKD Guru Trades in Q2 2014

George Soros 75,000 sh (New)
John Burbank 33,904 sh (New)
Pioneer Investments 33,933 sh (New)
RS Investment Management 21,742 sh (+3019.37%)
Manning & Napier Advisors, Inc 391,522 sh (+455.44%)
John Griffin 475,000 sh (+90%)
Frank Sands 7,290,050 sh (+39.61%)
Ron Baron 236,463 sh (+3.95%)
Steven Cohen 75,000 sh (unchged)
Paul Tudor Jones Sold Out
Jim Simons Sold Out
Jeremy Grantham Sold Out
Ray Dalio 2,300 sh (-83.33%)
» More
Q3 2014

LNKD Guru Trades in Q3 2014

Jim Simons 135,300 sh (New)
John Griffin 685,000 sh (+44.21%)
John Burbank 35,675 sh (+5.22%)
Ray Dalio 2,400 sh (+4.35%)
Steven Cohen Sold Out
Ron Baron 234,273 sh (-0.93%)
RS Investment Management 21,180 sh (-2.58%)
Pioneer Investments 32,954 sh (-2.89%)
Frank Sands 6,873,049 sh (-5.72%)
George Soros 42,222 sh (-43.7%)
Manning & Napier Advisors, Inc 2,480 sh (-99.37%)
» More
» Details

Insider Trades

Latest Guru Trades with LNKD

(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
John Griffin 2014-09-30 Add 44.21%0.52%$156.31 - $231 $ 234.6117%685000
Frank Sands 2014-09-30 Reduce -5.72%0.18%$156.31 - $231 $ 234.6117%6873049
George Soros 2014-09-30 Reduce -43.7%0.04%$156.31 - $231 $ 234.6117%42222
Frank Sands 2014-06-30 Add 39.61%0.88%$142.33 - $187.96 $ 234.6145%7290050
John Griffin 2014-06-30 Add 90%0.38%$142.33 - $187.96 $ 234.6145%475000
John Burbank 2014-06-30 New Buy0.1%$142.33 - $187.96 $ 234.6145%33904
George Soros 2014-06-30 New Buy0.1%$142.33 - $187.96 $ 234.6145%75000
Ray Dalio 2014-06-30 Reduce -83.33%0.02%$142.33 - $187.96 $ 234.6145%2300
Frank Sands 2014-03-31 Add 64.82%0.98%$184.33 - $230.56 $ 234.6114%5221883
Ray Dalio 2014-03-31 Add 626.32%0.02%$184.33 - $230.56 $ 234.6114%13800
Frank Sands 2013-12-31 Add 172.78%1.14%$209.28 - $251.19 $ 234.613%3168247
John Burbank 2013-12-31 Sold Out 0.68%$209.28 - $251.19 $ 234.613%0
George Soros 2013-12-31 Sold Out 0.01%$209.28 - $251.19 $ 234.613%0
Ray Dalio 2013-12-31 New Buy$209.28 - $251.19 $ 234.613%1900
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on LinkedIn Corp

Baron Funds Comments on LinkedIn Corp - Feb 20, 2014

LinkedIn Corp. (LNKD) is the leading online professional networking platform with more than 250 million registered members. After rising significantly earlier in 2013, shares fell during the quarter in reaction to a slight deceleration in revenue growth in its most recent earnings results. We were not overly troubled by this deceleration. We continue to own shares in LinkedIn because we believe it is a unique Internet platform asset that still has many ways to capture revenues in the approximately $27 billion talent acquisition market and the approximately $25 billion business to business advertising market. Furthermore, we believe that the company's profit margins will eventually be much higher than they are today.



From Baron Funds' fourth quarter letter 2013 to shareholders.



Check out Ron Baron latest stock trades

Baron Funds Comments on LinkedIn - Nov 06, 2013

LinkedIn Corp. (LNKD) is the largest online professional network with more than 200 million registered members. One of the business's defining characteristics is the attractive demographics of its white-collar professional user base, making the network of particular interest to both corporate recruiters and advertisers. We believe that LinkedIn is addressing multiple large markets (including the global markets for talent acquisition and business to business advertising) with a disruptive and highly-scalable business model. We also like the fact that more than half the company's revenues derive from annual subscription fees, where we believe the company has ongoing pricing flexibility. The stock has performed well since its 2011 IPO, and it rose again, partly on the strength of its quarterly results. LinkedIn beat Wall Street's expectations and reported accelerating user engagement metrics. In addition, investors were pleased by the progress LinkedIn has made in monetizing the traffic that flows to its sites from mobile devices.

From Ron Baron's Baron Funds third quarter 2013 report.


Check out Ron Baron latest stock trades

Baron Funds Comments on LinkedIn Corp. - May 01, 2013

LinkedIn Corp. (LNKD) is the leading online professional network with more than 200 million registered members. Members utilize the network to connect with professional contacts and to create an "online professional identity;" professional recruiters use the network to locate talent; and, advertisers come to the network to target users with particularly attractive demographics. Its shares rose during the quarter as the company exceeded its earnings expectations and issued strong forward earnings guidance. In addition, the company showed encouraging improvements in various metrics that indicate its users are spending more time engaged with its network. Although LinkedIn appears expensive based on its near-term results, we hold the shares because we believe it is a unique platform asset, which has significant opportunity to capture a greater share of a $27 billion global market for talent acquisition and a $25 billion market for business to business advertising.

From Baron Funds’ first quarter 2013 letter.


Check out Ron Baron latest stock trades

Top Ranked Articles about LinkedIn Corp

Weekly Guru Bargains Highlights: VOD, LNKD
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Read more...
Mental Model Application - Reward and Punishment Super-Response Tendency (Incentives)
“I think I’ve been in the top 5 percent of my age cohort almost all my adult life in understanding the power of incentives and all my life I have always underestimated that power.” Read more...
Baron Funds Comments on LinkedIn Corp
LinkedIn Corp. (LNKD) is the leading online professional networking platform with more than 250 million registered members. After rising significantly earlier in 2013, shares fell during the quarter in reaction to a slight deceleration in revenue growth in its most recent earnings results. We were not overly troubled by this deceleration. We continue to own shares in LinkedIn because we believe it is a unique Internet platform asset that still has many ways to capture revenues in the approximately $27 billion talent acquisition market and the approximately $25 billion business to business advertising market. Furthermore, we believe that the company's profit margins will eventually be much higher than they are today. Read more...

Ratios

vs
industry
vs
history
P/B 9.72
LNKD's P/B is ranked higher than
56% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.71 vs. LNKD: 9.72 )
LNKD' s 10-Year P/B Range
Min: 6.48   Max: 26.69
Current: 9.72

6.48
26.69
P/S 14.24
LNKD's P/S is ranked higher than
50% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.55 vs. LNKD: 14.24 )
LNKD' s 10-Year P/S Range
Min: 10.22   Max: 23.5
Current: 14.24

10.22
23.5
PFCF 183.29
LNKD's PFCF is ranked higher than
70% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 219.58 vs. LNKD: 183.29 )
LNKD' s 10-Year PFCF Range
Min: 88.47   Max: 999.73
Current: 183.29

88.47
999.73
EV-to-EBIT 810.86
LNKD's EV-to-EBIT is ranked higher than
66% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 69.31 vs. LNKD: 810.86 )
LNKD' s 10-Year EV-to-EBIT Range
Min: 207   Max: 970.2
Current: 810.86

207
970.2
Current Ratio 3.67
LNKD's Current Ratio is ranked higher than
82% of the 468 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.32 vs. LNKD: 3.67 )
LNKD' s 10-Year Current Ratio Range
Min: 1.53   Max: 4.71
Current: 3.67

1.53
4.71
Quick Ratio 3.67
LNKD's Quick Ratio is ranked higher than
83% of the 468 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.31 vs. LNKD: 3.67 )
LNKD' s 10-Year Quick Ratio Range
Min: 1.53   Max: 4.71
Current: 3.67

1.53
4.71

Valuation & Return

vs
industry
vs
history
Price/Net Cash 21.51
LNKD's Price/Net Cash is ranked higher than
81% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9999.00 vs. LNKD: 21.51 )
LNKD' s 10-Year Price/Net Cash Range
Min: 13.82   Max: 67.28
Current: 21.51

13.82
67.28
Price/Net Current Asset Value 18.07
LNKD's Price/Net Current Asset Value is ranked higher than
78% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9999.00 vs. LNKD: 18.07 )
LNKD' s 10-Year Price/Net Current Asset Value Range
Min: 11.8   Max: 44.46
Current: 18.07

11.8
44.46
Price/Tangible Book 11.65
LNKD's Price/Tangible Book is ranked higher than
64% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9.32 vs. LNKD: 11.65 )
LNKD' s 10-Year Price/Tangible Book Range
Min: 8.26   Max: 22.92
Current: 11.65

8.26
22.92
Price/Median PS Value 0.90
LNKD's Price/Median PS Value is ranked higher than
82% of the 525 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.09 vs. LNKD: 0.90 )
LNKD' s 10-Year Price/Median PS Value Range
Min: 0.67   Max: 1.29
Current: 0.9

0.67
1.29
Earnings Yield (Greenblatt) 0.10
LNKD's Earnings Yield (Greenblatt) is ranked higher than
63% of the 470 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.50 vs. LNKD: 0.10 )
LNKD' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 0.5
Current: 0.1

0.1
0.5

Business Description

Industry: Online Media » Internet Content & Information
Compare: » details
Traded in other countries:LKI.Germany, LNKD.Mexico,
LinkedIn Corp was incorporated in Delaware on March 6, 2003, under the name LinkedIn, Ltd. and changed its name to LinkedIn Corporation in January 2005. The Company operates an online professional network on the Internet through which the Company's members are able to create, manage and share their professional identities online, build and engage with their professional networks, access shared knowledge and insights, and find business opportunities, enabling them to be more productive and successful. The Company currently has approximately 277 million members in over 200 countries and territories. Its comprehensive platform provides members with solutions, including applications and tools, to search, connect and communicate with business contacts, learn about attractive career opportunities, join industry groups, research organizations and share information. The Company provides the following key benefits to their members: ability to manage their professional identity, enhanced ability to build and engage with their professional network, access to knowledge, insights and opportunities, aid in matching talent with opportunity, an efficient marketing channel, targeted advertising, and an increase in employee productivity. In addition, its core value of putting members first may conflict with the short-term interests of its business, the number of its registered members is higher than the number of actual members, and a substantial majority of its page views are generated by a minority of its members. Finally, it expects to face increasing competition in the market for online professional networks. The Company is subject to a number of foreign and domestic laws and regulations that affect companies conducting business online, many of which are still evolving and could be interpreted in ways that could harm its business.

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)
Free 7-day Trial
FEEDBACK