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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 No Debt
LNKD's Cash to Debt is ranked higher than
78% of the 362 Companies
in the Global Internet Content & Information industry.

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

Equity to Asset 0.78
LNKD's Equity to Asset is ranked higher than
83% of the 343 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.66 vs. LNKD: 0.78 )
LNKD' s 10-Year Equity to Asset Range
Min: 0.06   Max: 0.78
Current: 0.78

0.06
0.78
Interest Coverage No Debt
LNKD's Interest Coverage is ranked higher than
73% of the 274 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4266.18 vs. LNKD: No Debt )
LNKD' s 10-Year Interest Coverage Range
Min: 9999.99   Max: 9999.99
Current: No Debt

F-Score: 4
Z-Score: 18.85
M-Score: -2.65
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 : 5/10

vs
industry
vs
history
Operating margin (%) 3.13
LNKD's Operating margin (%) is ranked higher than
62% of the 346 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.35 vs. LNKD: 3.13 )
LNKD' s 10-Year Operating margin (%) Range
Min: -2.79   Max: 5.85
Current: 3.13

-2.79
5.85
Net-margin (%) 1.75
LNKD's Net-margin (%) is ranked higher than
62% of the 348 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.10 vs. LNKD: 1.75 )
LNKD' s 10-Year Net-margin (%) Range
Min: -3.31   Max: 2.28
Current: 1.75

-3.31
2.28
ROE (%) 1.02
LNKD's ROE (%) is ranked higher than
58% of the 341 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.68 vs. LNKD: 1.02 )
LNKD' s 10-Year ROE (%) Range
Min: -43.75   Max: 2.38
Current: 1.02

-43.75
2.38
ROA (%) 0.80
LNKD's ROA (%) is ranked higher than
60% of the 349 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.96 vs. LNKD: 0.80 )
LNKD' s 10-Year ROA (%) Range
Min: -2.67   Max: 1.56
Current: 0.8

-2.67
1.56
ROC (Joel Greenblatt) (%) 13.22
LNKD's ROC (Joel Greenblatt) (%) is ranked higher than
60% of the 345 Companies
in the Global Internet Content & Information industry.

( Industry Median: 56.06 vs. LNKD: 13.22 )
LNKD' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -13.04   Max: 30.46
Current: 13.22

-13.04
30.46
» LNKD's 10-Y Financials

Financials


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

» Details

Guru Trades

Q2 2013

LNKD Guru Trades in Q2 2013

John Griffin 250,000 sh (New)
John Burbank 164,508 sh (New)
Paul Tudor Jones 2,400 sh (New)
Caxton Associates 43,000 sh (+207.14%)
Pioneer Investments 46,100 sh (+119.52%)
RS Investment Management 40,200 sh (+5.07%)
Tom Russo Sold Out
George Soros Sold Out
Ron Baron 245,293 sh (-0.42%)
Manning & Napier Advisors, Inc 254,675 sh (-12.22%)
Jim Simons 459,400 sh (-54.19%)
Steven Cohen 6,987 sh (-93.54%)
» More
Q3 2013

LNKD Guru Trades in Q3 2013

Jeremy Grantham 19,600 sh (New)
George Soros 5,000 sh (New)
Frank Sands 1,161,455 sh (New)
Paul Tudor Jones 160,600 sh (+6591.67%)
Jim Simons 803,900 sh (+74.99%)
Ron Baron 247,891 sh (+1.06%)
John Griffin 250,000 sh (unchged)
Pioneer Investments 44,950 sh (-2.49%)
Manning & Napier Advisors, Inc 235,700 sh (-7.45%)
Steven Cohen 5,790 sh (-17.13%)
Caxton Associates 34,000 sh (-20.93%)
RS Investment Management 29,199 sh (-27.37%)
John Burbank 85,718 sh (-47.89%)
» More
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)
RS Investment Management Sold Out
George Soros Sold Out
Caxton Associates 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

Manning & Napier Advisors, Inc 70,489 sh (-69.2%)
» More
» Details

Insider Trades

Latest Guru Trades with LNKD

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Frank Sands 2013-12-31 Add 172.78%1.14%$209.28 - $251.19 $ 175.71-23%3168247
John Burbank 2013-12-31 Sold Out 0.68%$209.28 - $251.19 $ 175.71-23%0
George Soros 2013-12-31 Sold Out 0.01%$209.28 - $251.19 $ 175.71-23%0
Ray Dalio 2013-12-31 New Buy$209.28 - $251.19 $ 175.71-23%1900
Frank Sands 2013-09-30 New Buy0.8%$182.3 - $256.14 $ 175.71-22%1161455
John Burbank 2013-09-30 Reduce -47.89%0.46%$182.3 - $256.14 $ 175.71-22%85718
George Soros 2013-09-30 New Buy0.01%$182.3 - $256.14 $ 175.71-22%5000
John Burbank 2013-06-30 New Buy0.97%$162.46 - $201.67 $ 175.71-1%164508
John Griffin 2013-06-30 New Buy0.54%$162.46 - $201.67 $ 175.71-1%250000
George Soros 2013-06-30 Sold Out 0.12%$162.46 - $201.67 $ 175.71-1%0
George Soros 2013-03-31 New Buy0.12%$111.17 - $181.48 $ 175.7119%60000
Premium More recent guru trades are included for Premium Members only!!
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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.



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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.


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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

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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...
Baron Funds Comments on LinkedIn
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. Read more...
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Baron Funds Comments on LinkedIn Corp.
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. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 741.30
LNKD's P/E(ttm) is ranked lower than
76% of the 238 Companies
in the Global Internet Content & Information industry.

( Industry Median: 31.10 vs. LNKD: 741.30 )
LNKD' s 10-Year P/E(ttm) Range
Min: 477.29   Max: 2184.42
Current: 741.3

477.29
2184.42
P/B 7.70
LNKD's P/B is ranked lower than
66% of the 333 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.35 vs. LNKD: 7.70 )
LNKD' s 10-Year P/B Range
Min: 7.53   Max: 26.69
Current: 7.7

7.53
26.69
P/S 13.10
LNKD's P/S is ranked lower than
82% of the 362 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.64 vs. LNKD: 13.10 )
LNKD' s 10-Year P/S Range
Min: 10.52   Max: 25.4
Current: 13.1

10.52
25.4
PFCF 127.20
LNKD's PFCF is ranked lower than
73% of the 195 Companies
in the Global Internet Content & Information industry.

( Industry Median: 30.17 vs. LNKD: 127.20 )
LNKD' s 10-Year PFCF Range
Min: 88.47   Max: 845.92
Current: 127.2

88.47
845.92
EV-to-EBIT 333.30
LNKD's EV-to-EBIT is ranked lower than
81% of the 270 Companies
in the Global Internet Content & Information industry.

( Industry Median: 22.29 vs. LNKD: 333.30 )
LNKD' s 10-Year EV-to-EBIT Range
Min: 207   Max: 721.2
Current: 333.3

207
721.2

Valuation & Return

vs
industry
vs
history
Price/Net Cash 13.06
LNKD's Price/Net Cash is ranked higher than
59% of the 149 Companies
in the Global Internet Content & Information industry.

( Industry Median: 14.60 vs. LNKD: 13.06 )
LNKD' s 10-Year Price/Net Cash Range
Min: 16.12   Max: 45.75
Current: 13.06

16.12
45.75
Price/Net Current Asset Value 11.45
LNKD's Price/Net Current Asset Value is ranked higher than
58% of the 185 Companies
in the Global Internet Content & Information industry.

( Industry Median: 12.00 vs. LNKD: 11.45 )
LNKD' s 10-Year Price/Net Current Asset Value Range
Min: 14.13   Max: 29.37
Current: 11.45

14.13
29.37
Price/Tangible Book 8.61
LNKD's Price/Tangible Book is ranked lower than
62% of the 293 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.23 vs. LNKD: 8.61 )
LNKD' s 10-Year Price/Tangible Book Range
Min: 10.57   Max: 16.57
Current: 8.61

10.57
16.57
Price/Median PS Value 0.81
LNKD's Price/Median PS Value is ranked higher than
81% of the 325 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.10 vs. LNKD: 0.81 )
LNKD' s 10-Year Price/Median PS Value Range
Min: 0.63   Max: 1
Current: 0.81

0.63
1
Price/Graham Number 17.33
LNKD's Price/Graham Number is ranked lower than
82% of the 209 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.90 vs. LNKD: 17.33 )
LNKD' s 10-Year Price/Graham Number Range
Min: 15.87   Max: 21.38
Current: 17.33

15.87
21.38
Earnings Yield (Greenblatt) 0.30
LNKD's Earnings Yield (Greenblatt) is ranked lower than
74% of the 280 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.20 vs. LNKD: 0.30 )
LNKD' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 0.5
Current: 0.3

0.1
0.5

Business Description

Industry: Online Media » Internet Content & Information
Compare: » details
Traded in other countries:LKI.Germany
LinkedIn Corp incorporated in Delaware on March 6, 2003, under the name LinkedIn, Ltd. and changed its name to LinkedIn Corporation in January 2005. It has a professional network on the Internet with more than 225 million members in over 200 countries and territories. Through its proprietary platform, members are able to create, manage and share their professional identity online, build and engage with their professional network, access shared knowledge and insights, and find business opportunities, enabling them to be more productive and successful. 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. Its competitive strengths are: exclusive focus on professionals, large and growing global member base, business model with powerful network effects, robust and trusted source of relevant professional data, large customer base, and proprietary technology platform. Its business is subject to numerous risks and uncertainties. Some of these risks include that the company has a short operating history in a new and unproven market, which makes it difficult to evaluate its future prospects and may increase the risk that company will not be successful. Also, it may not timely and effectively scale and adapt its existing technology and network infrastructure to ensure that the website is accessible at all times with short or no perceptible load times; if its security measures are compromised, or if its website is subject to attacks that degrade or deny the ability of members to access their solutions, members and customers may curtail or stop the use of its solutions. 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.

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