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 : 8/10

vs
industry
vs
history
Cash to Debt No Debt
MCRS's Cash to Debt is ranked higher than
98% of the 1700 Companies
in the Global Software - Application industry.

( Industry Median: 19.19 vs. MCRS: No Debt )
MCRS' s 10-Year Cash to Debt Range
Min: 0.21   Max: No Debt
Current: No Debt

Equity to Asset 0.69
MCRS's Equity to Asset is ranked higher than
75% of the 1653 Companies
in the Global Software - Application industry.

( Industry Median: 0.59 vs. MCRS: 0.69 )
MCRS' s 10-Year Equity to Asset Range
Min: 0.4   Max: 0.73
Current: 0.69

0.4
0.73
Interest Coverage 677.64
MCRS's Interest Coverage is ranked higher than
66% of the 1081 Companies
in the Global Software - Application industry.

( Industry Median: 554.09 vs. MCRS: 677.64 )
MCRS' s 10-Year Interest Coverage Range
Min: 4.14   Max: 677.64
Current: 677.64

4.14
677.64
F-Score: 5
Z-Score: 8.32
M-Score: -2.61
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 : 8/10

vs
industry
vs
history
Operating margin (%) 17.90
MCRS's Operating margin (%) is ranked higher than
90% of the 1664 Companies
in the Global Software - Application industry.

( Industry Median: 5.60 vs. MCRS: 17.90 )
MCRS' s 10-Year Operating margin (%) Range
Min: 1.23   Max: 21.18
Current: 17.9

1.23
21.18
Net-margin (%) 13.52
MCRS's Net-margin (%) is ranked higher than
88% of the 1663 Companies
in the Global Software - Application industry.

( Industry Median: 3.69 vs. MCRS: 13.52 )
MCRS' s 10-Year Net-margin (%) Range
Min: -0.22   Max: 15.08
Current: 13.52

-0.22
15.08
ROE (%) 15.37
MCRS's ROE (%) is ranked higher than
88% of the 1622 Companies
in the Global Software - Application industry.

( Industry Median: 6.80 vs. MCRS: 15.37 )
MCRS' s 10-Year ROE (%) Range
Min: -0.44   Max: 22.88
Current: 15.37

-0.44
22.88
ROA (%) 10.79
MCRS's ROA (%) is ranked higher than
91% of the 1683 Companies
in the Global Software - Application industry.

( Industry Median: 3.56 vs. MCRS: 10.79 )
MCRS' s 10-Year ROA (%) Range
Min: -0.26   Max: 12.95
Current: 10.79

-0.26
12.95
ROC (Joel Greenblatt) (%) 514.45
MCRS's ROC (Joel Greenblatt) (%) is ranked higher than
97% of the 1665 Companies
in the Global Software - Application industry.

( Industry Median: 30.29 vs. MCRS: 514.45 )
MCRS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 6.17   Max: 747.77
Current: 514.45

6.17
747.77
Revenue Growth (%) 11.80
MCRS's Revenue Growth (%) is ranked higher than
80% of the 1399 Companies
in the Global Software - Application industry.

( Industry Median: 5.80 vs. MCRS: 11.80 )
MCRS' s 10-Year Revenue Growth (%) Range
Min: -0.3   Max: 35.4
Current: 11.8

-0.3
35.4
EBITDA Growth (%) 10.50
MCRS's EBITDA Growth (%) is ranked higher than
74% of the 1147 Companies
in the Global Software - Application industry.

( Industry Median: 6.90 vs. MCRS: 10.50 )
MCRS' s 10-Year EBITDA Growth (%) Range
Min: -29.4   Max: 81.7
Current: 10.5

-29.4
81.7
EPS Growth (%) 14.80
MCRS's EPS Growth (%) is ranked higher than
77% of the 1069 Companies
in the Global Software - Application industry.

( Industry Median: 7.60 vs. MCRS: 14.80 )
MCRS' s 10-Year EPS Growth (%) Range
Min: -26   Max: 119
Current: 14.8

-26
119
» MCRS's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2013

MCRS Guru Trades in Q3 2013

Ray Dalio 11,200 sh (New)
Jean-Marie Eveillard 8,000 sh (unchged)
Jeff Ubben 6,697,308 sh (unchged)
Columbia Wanger 3,554,000 sh (-4.62%)
Jim Simons 528,800 sh (-5.76%)
Manning & Napier Advisors, Inc 1,646,910 sh (-14.3%)
Robert Olstein 159,000 sh (-16.32%)
Jeremy Grantham 32,000 sh (-36.51%)
Joel Greenblatt 77,078 sh (-53.24%)
Steven Cohen 6,746 sh (-53.89%)
Ron Baron 189,375 sh (-65.66%)
Chuck Royce 55,100 sh (-65.68%)
» More
Q4 2013

MCRS Guru Trades in Q4 2013

Steven Cohen 11,494 sh (+70.38%)
Ray Dalio 14,300 sh (+27.68%)
Chuck Royce 59,300 sh (+7.62%)
Jean-Marie Eveillard 8,000 sh (unchged)
Jeff Ubben 6,697,308 sh (unchged)
Columbia Wanger 3,294,000 sh (-7.32%)
Jeremy Grantham 29,400 sh (-8.13%)
Joel Greenblatt 68,396 sh (-11.26%)
Robert Olstein 131,000 sh (-17.61%)
Jim Simons 91,500 sh (-82.7%)
Manning & Napier Advisors, Inc 72,790 sh (-95.58%)
Ron Baron 3,076 sh (-98.38%)
» More
Q1 2014

MCRS Guru Trades in Q1 2014

Paul Tudor Jones 15,759 sh (New)
Steven Cohen 48,639 sh (+323.17%)
Jeremy Grantham 124,000 sh (+321.77%)
Joel Greenblatt 227,954 sh (+233.29%)
Ray Dalio 26,200 sh (+83.22%)
Chuck Royce 71,280 sh (+20.2%)
Jean-Marie Eveillard 8,000 sh (unchged)
Ron Baron 3,076 sh (unchged)
Jim Simons Sold Out
Manning & Napier Advisors, Inc Sold Out
Robert Olstein 119,800 sh (-8.55%)
Columbia Wanger 2,019,700 sh (-38.69%)
Jeff Ubben 2,272,552 sh (-66.07%)
» More
Q2 2014

MCRS Guru Trades in Q2 2014

Eric Mindich 1,585,644 sh (New)
Mario Gabelli 349,000 sh (New)
Jeremy Grantham 125,700 sh (+1.37%)
Robert Olstein Sold Out
Paul Tudor Jones Sold Out
Jean-Marie Eveillard Sold Out
Ron Baron Sold Out
Ray Dalio Sold Out
Joel Greenblatt Sold Out
Jeff Ubben Sold Out
Chuck Royce 36,740 sh (-48.46%)
Columbia Wanger 672,300 sh (-66.71%)
» More
» Details

Insider Trades

Latest Guru Trades with MCRS

(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
Jeff Ubben 2014-06-30 Sold Out 0.91%$50.78 - $67.98 $ 67.8324%0
Joel Greenblatt 2014-06-30 Sold Out 0.18%$50.78 - $67.98 $ 67.8324%0
Mario Gabelli 2014-06-30 New Buy0.12%$50.78 - $67.98 $ 67.8324%349000
Ray Dalio 2014-06-30 Sold Out 0.01%$50.78 - $67.98 $ 67.8324%0
Ron Baron 2014-06-30 Sold Out $50.78 - $67.98 $ 67.8324%0
Jean-Marie Eveillard 2014-06-30 Sold Out $50.78 - $67.98 $ 67.8324%0
Jeff Ubben 2014-03-31 Reduce -66.07%2.11%$51.97 - $59.32 $ 67.8322%2272552
Joel Greenblatt 2014-03-31 Add 233.29%0.13%$51.97 - $59.32 $ 67.8322%227954
Ray Dalio 2014-03-31 Add 83.22%$51.97 - $59.32 $ 67.8322%26200
Ron Baron 2013-12-31 Reduce -98.38%0.04%$48.28 - $57.08 $ 67.8327%3076
Ray Dalio 2013-12-31 Add 27.68%$48.28 - $57.08 $ 67.8327%14300
Joel Greenblatt 2013-09-30 Reduce -53.24%0.16%$43.68 - $50.87 $ 67.8340%77078
Ron Baron 2013-09-30 Reduce -65.66%0.08%$43.68 - $50.87 $ 67.8340%189375
Ray Dalio 2013-09-30 New Buy$43.68 - $50.87 $ 67.8340%11200
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Micros Systems Inc

Baron Funds Comments on MICROS Systems Inc. - Dec 14, 2012

Shares of technology systems provider MICROS Systems, Inc. (MCRS) fell 4.0% in the third quarter due to uncertainty around how iPads could impact sales of point-of-sale (POS) terminals.We believe that MICROS Systems's proprietary hardware offers restaurant customers key advantages, including durability, extended useful life, and best-in-class support. We view iPads as a feasible solution only at the low end of the POS market. MICROS Systems's proprietary software and services are hardware-agnostic, so customers can purchase licenses regardless of the POS terminal being used. (Neal Rosenberg)

From Baron Funds’ third quarter 2012 letter.


Check out Ron Baron latest stock trades

Ratios

vs
industry
vs
history
P/E(ttm) 31.10
MCRS's P/E(ttm) is ranked higher than
70% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 47.80 vs. MCRS: 31.10 )
MCRS' s 10-Year P/E(ttm) Range
Min: 11.12   Max: 42.72
Current: 31.1

11.12
42.72
P/B 4.30
MCRS's P/B is ranked higher than
50% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 2.90 vs. MCRS: 4.30 )
MCRS' s 10-Year P/B Range
Min: 1.74   Max: 5.54
Current: 4.3

1.74
5.54
P/S 3.94
MCRS's P/S is ranked lower than
62% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 2.25 vs. MCRS: 3.94 )
MCRS' s 10-Year P/S Range
Min: 1.21   Max: 4.38
Current: 3.94

1.21
4.38
PFCF 26.70
MCRS's PFCF is ranked higher than
72% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 104.07 vs. MCRS: 26.70 )
MCRS' s 10-Year PFCF Range
Min: 7.84   Max: 39.97
Current: 26.7

7.84
39.97
EV-to-EBIT 18.83
MCRS's EV-to-EBIT is ranked higher than
76% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 33.95 vs. MCRS: 18.83 )
MCRS' s 10-Year EV-to-EBIT Range
Min: 5.6   Max: 47.1
Current: 18.83

5.6
47.1
PEG 2.70
MCRS's PEG is ranked higher than
84% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 9999.00 vs. MCRS: 2.70 )
MCRS' s 10-Year PEG Range
Min: 0.45   Max: 2.7
Current: 2.7

0.45
2.7
Shiller P/E 36.80
MCRS's Shiller P/E is ranked higher than
83% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 9999.00 vs. MCRS: 36.80 )
MCRS' s 10-Year Shiller P/E Range
Min: 16.69   Max: 79.95
Current: 36.8

16.69
79.95
Current Ratio 2.24
MCRS's Current Ratio is ranked higher than
70% of the 1130 Companies
in the Global Software - Application industry.

( Industry Median: 1.98 vs. MCRS: 2.24 )
MCRS' s 10-Year Current Ratio Range
Min: 1.16   Max: 3.05
Current: 2.24

1.16
3.05
Quick Ratio 2.11
MCRS's Quick Ratio is ranked higher than
71% of the 1130 Companies
in the Global Software - Application industry.

( Industry Median: 1.85 vs. MCRS: 2.11 )
MCRS' s 10-Year Quick Ratio Range
Min: 0.89   Max: 2.93
Current: 2.11

0.89
2.93

Valuation & Return

vs
industry
vs
history
Price/Net Cash 40.40
MCRS's Price/Net Cash is ranked higher than
80% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 9999.00 vs. MCRS: 40.40 )
MCRS' s 10-Year Price/Net Cash Range
Min: 10.34   Max: 1333
Current: 40.4

10.34
1333
Price/Net Current Asset Value 14.10
MCRS's Price/Net Current Asset Value is ranked higher than
80% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 9999.00 vs. MCRS: 14.10 )
MCRS' s 10-Year Price/Net Current Asset Value Range
Min: 6.4   Max: 283.33
Current: 14.1

6.4
283.33
Price/Tangible Book 7.90
MCRS's Price/Tangible Book is ranked higher than
51% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 7.00 vs. MCRS: 7.90 )
MCRS' s 10-Year Price/Tangible Book Range
Min: 1.95   Max: 10.88
Current: 7.9

1.95
10.88
Price/DCF (Projected) 1.60
MCRS's Price/DCF (Projected) is ranked higher than
81% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 9999.00 vs. MCRS: 1.60 )
MCRS' s 10-Year Price/DCF (Projected) Range
Min: 0.68   Max: 4.84
Current: 1.6

0.68
4.84
Price/Median PS Value 1.30
MCRS's Price/Median PS Value is ranked higher than
55% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 1.20 vs. MCRS: 1.30 )
MCRS' s 10-Year Price/Median PS Value Range
Min: 0.26   Max: 1.41
Current: 1.3

0.26
1.41
Price/Peter Lynch Fair Value 2.50
MCRS's Price/Peter Lynch Fair Value is ranked higher than
86% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 9999.00 vs. MCRS: 2.50 )
MCRS' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.52   Max: 3.18
Current: 2.5

0.52
3.18
Price/Graham Number 3.30
MCRS's Price/Graham Number is ranked higher than
69% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 7.90 vs. MCRS: 3.30 )
MCRS' s 10-Year Price/Graham Number Range
Min: 1.29   Max: 7.48
Current: 3.3

1.29
7.48
Earnings Yield (Greenblatt) 5.30
MCRS's Earnings Yield (Greenblatt) is ranked higher than
62% of the 1440 Companies
in the Global Software - Application industry.

( Industry Median: 5.60 vs. MCRS: 5.30 )
MCRS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.1   Max: 17.9
Current: 5.3

2.1
17.9
Forward Rate of Return (Yacktman) 14.83
MCRS's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 1246 Companies
in the Global Software - Application industry.

( Industry Median: 6.02 vs. MCRS: 14.83 )
MCRS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 1.7   Max: 35.6
Current: 14.83

1.7
35.6

Business Description

Industry: Application Software » Software - Application
Compare:CRM, SQI, RHT, INTU, ADBE » details
Traded in other countries:MS6.Germany
MICROS Systems, Inc. was incorporated in the State of Maryland in 1977 as Picos Manufacturing, Inc. and, in 1978, changed its name to MICROS Systems, Inc. It is a designer, manufacturer, marketer, and servicer of enterprise applications solutions for the food and beverage, hotel and retail industries. The Company's solutions consist of application specific software and hardware systems, supplemented by various services. The food and beverage and hotel industries (sometimes referred to collectively as the hospitality industry) include numerous defined markets such as lodging (including individual hotel sites and hotel chains), table service restaurants, quick service restaurants, entertainment venues such as stadiums and arenas, business food service operations, casinos, transportation food service, government operations, and cruise ships. The retail industry consists of retail operations selling to consumers both general and specific products, such as clothing, shoes, food, hardware, jewelry, and other specialty items. The enterprise application information solutions comprise of the food and beverage information systems, hotel information systems, and retail information systems. The food and beverage information systems consist of hardware and software for point-of-sale and operational applications, ecommerce, back office applications, including inventory, labor and financial management, gift cards, and certain centrally hosted enterprise applications. The hotel information systems consist of software encompassing room reservation management systems, sales and catering, revenue management, ecommerce, business analytics, central reservations, and interfaces to third party applications. The retail information systems consist of software encompassing point-of-sale, loss prevention, ecommerce, business analytics, customer gift cards, electronic payments and enterprise applications. It markets its products and services internationally. It also sells hardware to its clients and provides field and remote support.
» More Articles for MCRS

Headlines

Articles On GuruFocus.com
A Leader in the Global Security Software Aug 20 2014 
Mario Gabelli's Top New Buys Aug 06 2014 
Value-Oriented Funds from Dodge & Cox – Is Symantec a Right Pick? Dec 16 2013 
Two Attractive Mid-Cap Investment Options in the Application Software Industry Oct 29 2013 
Two Software Companies That Still Offer Upside Sep 03 2013 
Icahn's Pick at the Software Industry (and Other Investment Options) Aug 31 2013 
Manning & Napier New Buys of Q1 Apr 19 2013 
Magic Formula Formulator Joel Greenblatt’s Top 5 New Stock Picks Feb 14 2013 
comment on MCRS Jan 04 2013 
comment on MCRS Dec 27 2012 

More From Other Websites
Nasdaq stocks posting largest volume increases Aug 19 2014
EU mergers and takeovers (Aug 19) Aug 19 2014
Expiration Date of Tender Offer for MICROS Systems, Inc. Shares Extended to September 2, 2014 Aug 13 2014
Expiration Date of Tender Offer for MICROS Systems, Inc. Shares Extended to September 2, 2014 Aug 13 2014
Expiration Date of Tender Offer for MICROS Systems, Inc. Shares Extended to August 15, 2014 Jul 29 2014
[$$] Oracle Extends Tender Offer for Micros Jul 29 2014
Expiration Date of Tender Offer for MICROS Systems, Inc. Shares Extended to August 15, 2014 Jul 29 2014
EU regulators to decide on Oracle, Micros deal by Aug. 29 Jul 25 2014
Oracle May One Day Be Your Software Superstore, On The Ground If Not From The Cloud Jul 15 2014
INVESTOR ALERT: Levi & Korsinsky, LLP Announces Class Action Against MICROS Systems, Inc. and Its... Jul 08 2014
MICROS SYSTEMS INC Files SEC form 8-K/A, Financial Statements and Exhibits Jul 03 2014
[$$] Highly Rated Corporate Debt Sales Set Record in First Half Jul 02 2014
SHAREHOLDER ALERT: Brower Piven Announces the Investigation of MICROS Systems, Inc. in Connection... Jul 02 2014
Why Oracle (ORCL) Stock Is Gaining Today Jul 02 2014
Will MICROS (MCRS) Continue to Surge Higher? Jul 02 2014
INVESTOR ALERT – MICROS Systems, Inc.: The Law Offices of Vincent Wong Investigates the Sale of... Jul 01 2014
Did Oracle Get A Good Deal By Acquiring MICROS Systems? Jul 01 2014
Oracle Plans Bond Offering to Help Acquisition of Micros Jun 30 2014
INVESTOR ALERT – MICROS Systems, Inc.: The Law Offices of Vincent Wong Investigates the Sale of... Jun 27 2014
[video] Oracle Snags Micros Systems, Vertex Soars & America Exports Oil Jun 26 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

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
Email Hide