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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 2.56
PLCM's Cash to Debt is ranked higher than
53% of the 524 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.26 vs. PLCM: 2.56 )
Ranked among companies with meaningful Cash to Debt only.
PLCM' s 10-Year Cash to Debt Range
Min: 0.15  Med: 10000.00 Max: No Debt
Current: 2.56
Equity to Asset 0.58
PLCM's Equity to Asset is ranked lower than
53% of the 491 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.59 vs. PLCM: 0.58 )
Ranked among companies with meaningful Equity to Asset only.
PLCM' s 10-Year Equity to Asset Range
Min: 0.54  Med: 0.76 Max: 0.87
Current: 0.58
0.54
0.87
Interest Coverage 7.88
PLCM's Interest Coverage is ranked lower than
79% of the 332 Companies
in the Global Communication Equipment industry.

( Industry Median: 487.69 vs. PLCM: 7.88 )
Ranked among companies with meaningful Interest Coverage only.
PLCM' s 10-Year Interest Coverage Range
Min: 5  Med: 10000.00 Max: 9999.99
Current: 7.88
5
9999.99
F-Score: 8
Z-Score: 2.42
M-Score: -2.87
WACC vs ROIC
7.75%
12.11%
WACC
ROIC
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 : 7/10

vs
industry
vs
history
Operating margin (%) 7.15
PLCM's Operating margin (%) is ranked higher than
68% of the 518 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.82 vs. PLCM: 7.15 )
Ranked among companies with meaningful Operating margin (%) only.
PLCM' s 10-Year Operating margin (%) Range
Min: -28.76  Med: 7.85 Max: 18.56
Current: 7.15
-28.76
18.56
Net-margin (%) 5.88
PLCM's Net-margin (%) is ranked higher than
66% of the 519 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.49 vs. PLCM: 5.88 )
Ranked among companies with meaningful Net-margin (%) only.
PLCM' s 10-Year Net-margin (%) Range
Min: -27.97  Med: 6.02 Max: 13.35
Current: 5.88
-27.97
13.35
ROE (%) 7.69
PLCM's ROE (%) is ranked higher than
58% of the 511 Companies
in the Global Communication Equipment industry.

( Industry Median: 4.89 vs. PLCM: 7.69 )
Ranked among companies with meaningful ROE (%) only.
PLCM' s 10-Year ROE (%) Range
Min: -49.03  Med: 6.14 Max: 38.89
Current: 7.69
-49.03
38.89
ROA (%) 4.35
PLCM's ROA (%) is ranked higher than
59% of the 527 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.51 vs. PLCM: 4.35 )
Ranked among companies with meaningful ROA (%) only.
PLCM' s 10-Year ROA (%) Range
Min: -34.72  Med: 4.66 Max: 25.62
Current: 4.35
-34.72
25.62
ROC (Joel Greenblatt) (%) 91.33
PLCM's ROC (Joel Greenblatt) (%) is ranked higher than
91% of the 523 Companies
in the Global Communication Equipment industry.

( Industry Median: 7.89 vs. PLCM: 91.33 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
PLCM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -82.35  Med: 71.09 Max: 223.33
Current: 91.33
-82.35
223.33
Revenue Growth (3Y)(%) 7.00
PLCM's Revenue Growth (3Y)(%) is ranked higher than
58% of the 400 Companies
in the Global Communication Equipment industry.

( Industry Median: 4.40 vs. PLCM: 7.00 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
PLCM' s 10-Year Revenue Growth (3Y)(%) Range
Min: -2.1  Med: 14.30 Max: 50.1
Current: 7
-2.1
50.1
EBITDA Growth (3Y)(%) -9.30
PLCM's EBITDA Growth (3Y)(%) is ranked lower than
66% of the 300 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.90 vs. PLCM: -9.30 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
PLCM' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -22.3  Med: 7.90 Max: 95.7
Current: -9.3
-22.3
95.7
EPS Growth (3Y)(%) -24.20
PLCM's EPS Growth (3Y)(%) is ranked lower than
73% of the 269 Companies
in the Global Communication Equipment industry.

( Industry Median: -3.10 vs. PLCM: -24.20 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
PLCM' s 10-Year EPS Growth (3Y)(%) Range
Min: -24.2  Med: 9.20 Max: 111.8
Current: -24.2
-24.2
111.8
» PLCM's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2014

PLCM Guru Trades in Q3 2014

Joel Greenblatt 734,984 sh (New)
Julian Robertson 34,000 sh (New)
George Soros 11,472,120 sh (+4.22%)
Chuck Royce 165,000 sh (unchged)
Pioneer Investments 1,590,041 sh (unchged)
Manning & Napier Advisors, Inc 889,510 sh (-27.46%)
Jim Simons 575,622 sh (-47.04%)
» More
Q4 2014

PLCM Guru Trades in Q4 2014

Ray Dalio 10,900 sh (New)
Paul Tudor Jones 19,839 sh (New)
Joel Greenblatt 2,855,941 sh (+288.57%)
Julian Robertson 89,050 sh (+161.91%)
Pioneer Investments 1,917,952 sh (+20.62%)
Jim Simons 634,122 sh (+10.16%)
Manning & Napier Advisors, Inc 897,540 sh (+0.90%)
Chuck Royce 165,000 sh (unchged)
George Soros 10,602,786 sh (unchged)
George Soros 10,602,786 sh (-7.58%)
» More
Q1 2015

PLCM Guru Trades in Q1 2015

Paul Tudor Jones 35,268 sh (+77.77%)
Manning & Napier Advisors, Inc 1,233,970 sh (+37.48%)
Jim Simons 773,622 sh (+22.00%)
George Soros 10,802,786 sh (+1.89%)
Chuck Royce 165,000 sh (unchged)
Julian Robertson 89,050 sh (unchged)
Ray Dalio Sold Out
Joel Greenblatt 2,545,523 sh (-10.87%)
Pioneer Investments 1,667,891 sh (-13.04%)
» More
Q2 2015

PLCM Guru Trades in Q2 2015

Manning & Napier Advisors, Inc 1,448,880 sh (+17.42%)
» More
» Details

Insider Trades

Latest Guru Trades with PLCM

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

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Ratios

vs
industry
vs
history
P/E(ttm) 19.63
PLCM's P/E(ttm) is ranked lower than
52% of the 332 Companies
in the Global Communication Equipment industry.

( Industry Median: 23.50 vs. PLCM: 19.63 )
Ranked among companies with meaningful P/E(ttm) only.
PLCM' s 10-Year P/E(ttm) Range
Min: 14.55  Med: 34.96 Max: 225.49
Current: 19.63
14.55
225.49
Forward P/E 11.25
PLCM's Forward P/E is ranked higher than
75% of the 166 Companies
in the Global Communication Equipment industry.

( Industry Median: 16.23 vs. PLCM: 11.25 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 19.70
PLCM's PE(NRI) is ranked higher than
50% of the 328 Companies
in the Global Communication Equipment industry.

( Industry Median: 23.60 vs. PLCM: 19.70 )
Ranked among companies with meaningful PE(NRI) only.
PLCM' s 10-Year PE(NRI) Range
Min: 14.79  Med: 35.60 Max: 96.61
Current: 19.7
14.79
96.61
P/B 1.47
PLCM's P/B is ranked higher than
56% of the 501 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.73 vs. PLCM: 1.47 )
Ranked among companies with meaningful P/B only.
PLCM' s 10-Year P/B Range
Min: 1.06  Med: 1.92 Max: 4.44
Current: 1.47
1.06
4.44
P/S 1.14
PLCM's P/S is ranked higher than
51% of the 513 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.21 vs. PLCM: 1.14 )
Ranked among companies with meaningful P/S only.
PLCM' s 10-Year P/S Range
Min: 1.04  Med: 2.29 Max: 4.71
Current: 1.14
1.04
4.71
PFCF 11.36
PLCM's PFCF is ranked higher than
75% of the 236 Companies
in the Global Communication Equipment industry.

( Industry Median: 18.83 vs. PLCM: 11.36 )
Ranked among companies with meaningful PFCF only.
PLCM' s 10-Year PFCF Range
Min: 9.01  Med: 17.35 Max: 58.6
Current: 11.36
9.01
58.6
POCF 8.15
PLCM's POCF is ranked higher than
78% of the 319 Companies
in the Global Communication Equipment industry.

( Industry Median: 15.16 vs. PLCM: 8.15 )
Ranked among companies with meaningful POCF only.
PLCM' s 10-Year POCF Range
Min: 6.27  Med: 13.82 Max: 31.82
Current: 8.15
6.27
31.82
EV-to-EBIT 11.10
PLCM's EV-to-EBIT is ranked higher than
56% of the 335 Companies
in the Global Communication Equipment industry.

( Industry Median: 17.04 vs. PLCM: 11.10 )
Ranked among companies with meaningful EV-to-EBIT only.
PLCM' s 10-Year EV-to-EBIT Range
Min: -182.6  Med: 21.40 Max: 211.2
Current: 11.1
-182.6
211.2
Shiller P/E 34.06
PLCM's Shiller P/E is ranked lower than
64% of the 218 Companies
in the Global Communication Equipment industry.

( Industry Median: 25.19 vs. PLCM: 34.06 )
Ranked among companies with meaningful Shiller P/E only.
PLCM' s 10-Year Shiller P/E Range
Min: 18.82  Med: 43.76 Max: 105.09
Current: 34.06
18.82
105.09
Current Ratio 2.46
PLCM's Current Ratio is ranked higher than
59% of the 502 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.16 vs. PLCM: 2.46 )
Ranked among companies with meaningful Current Ratio only.
PLCM' s 10-Year Current Ratio Range
Min: 1.91  Med: 2.78 Max: 5.39
Current: 2.46
1.91
5.39
Quick Ratio 2.21
PLCM's Quick Ratio is ranked higher than
65% of the 502 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.64 vs. PLCM: 2.21 )
Ranked among companies with meaningful Quick Ratio only.
PLCM' s 10-Year Quick Ratio Range
Min: 1.32  Med: 2.46 Max: 4.66
Current: 2.21
1.32
4.66
Days Inventory 65.47
PLCM's Days Inventory is ranked higher than
55% of the 495 Companies
in the Global Communication Equipment industry.

( Industry Median: 70.23 vs. PLCM: 65.47 )
Ranked among companies with meaningful Days Inventory only.
PLCM' s 10-Year Days Inventory Range
Min: 48.35  Med: 66.35 Max: 144.2
Current: 65.47
48.35
144.2
Days Sales Outstanding 44.16
PLCM's Days Sales Outstanding is ranked higher than
77% of the 474 Companies
in the Global Communication Equipment industry.

( Industry Median: 72.05 vs. PLCM: 44.16 )
Ranked among companies with meaningful Days Sales Outstanding only.
PLCM' s 10-Year Days Sales Outstanding Range
Min: 37.19  Med: 50.71 Max: 88.86
Current: 44.16
37.19
88.86

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 7.08
PLCM's Price/Net Current Asset Value is ranked lower than
67% of the 347 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.66 vs. PLCM: 7.08 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
PLCM' s 10-Year Price/Net Current Asset Value Range
Min: 2.78  Med: 7.52 Max: 31.37
Current: 7.08
2.78
31.37
Price/Tangible Book 3.36
PLCM's Price/Tangible Book is ranked lower than
65% of the 484 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.01 vs. PLCM: 3.36 )
Ranked among companies with meaningful Price/Tangible Book only.
PLCM' s 10-Year Price/Tangible Book Range
Min: 1.19  Med: 4.12 Max: 22.62
Current: 3.36
1.19
22.62
Price/Projected FCF 0.65
PLCM's Price/Projected FCF is ranked higher than
83% of the 224 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.21 vs. PLCM: 0.65 )
Ranked among companies with meaningful Price/Projected FCF only.
PLCM' s 10-Year Price/Projected FCF Range
Min: 0.5  Med: 1.11 Max: 4.71
Current: 0.65
0.5
4.71
Price/Median PS Value 0.50
PLCM's Price/Median PS Value is ranked higher than
92% of the 451 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.06 vs. PLCM: 0.50 )
Ranked among companies with meaningful Price/Median PS Value only.
PLCM' s 10-Year Price/Median PS Value Range
Min: 0.48  Med: 1.15 Max: 7.09
Current: 0.5
0.48
7.09
Price/Graham Number 1.69
PLCM's Price/Graham Number is ranked lower than
58% of the 286 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.49 vs. PLCM: 1.69 )
Ranked among companies with meaningful Price/Graham Number only.
PLCM' s 10-Year Price/Graham Number Range
Min: 1.35  Med: 2.99 Max: 13.74
Current: 1.69
1.35
13.74
Earnings Yield (Greenblatt) (%) 9.04
PLCM's Earnings Yield (Greenblatt) (%) is ranked higher than
72% of the 517 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.10 vs. PLCM: 9.04 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
PLCM' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 0.5  Med: 4.20 Max: 12.6
Current: 9.04
0.5
12.6
Forward Rate of Return (Yacktman) (%) 0.21
PLCM's Forward Rate of Return (Yacktman) (%) is ranked lower than
71% of the 200 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.18 vs. PLCM: 0.21 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
PLCM' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -10.9  Med: 14.70 Max: 41.8
Current: 0.21
-10.9
41.8

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 1,280 1,308 1,349
EPS($) 0.90 0.97 1.10
EPS without NRI($) 0.90 0.97 1.10

Business Description

Industry: Communication Equipment » Communication Equipment
Compare:PTFRY, QCOM, CSCO, ERIC, NOK » details
Traded in other countries:PLY.Germany,
Polycom Inc was incorporated in December 1990 in Delaware. The Company provides an open, standards-based unified communications and collaboration (UC&C) solutions for voice, video and content collaboration solutions. Its solutions are powered by the Polycom RealPresence Platform, comprehensive software infrastructure and rich application programming interfaces (APIs) that interoperate with a set of communication, business, mobile, and cloud applications and devices to deliver secure face-to-face video collaboration across different environments. The Company sells its solutions through a high-touch sales model that leverages its network of channel partners, including distributors, value-added resellers, system integrators, communications services providers, and retailers. The Company serves in three geographical segments; Americas, EMEA and APAC. Its products and solutions are; UC Group Systems, which includes immersive telepresence, group video and group voice systems. UC Platform, which includes collaboration servers, virtualization management "distributed media optimization", resource management, recording and streaming, open API's and remote access technologies that constitute the RealPresence Platform, and UC Personal Devices, which includes desktop video devices and desktop voice products. The Company markets and sells its products through a network of strategic, service provider, and channel partners, including Anixter, AT&T, BT, Digital China Holdings Limited, Dimension Data Holdings plc, Imago Group plc, Nanjing Southern Telecom Co., NETXUSA, ScanSource Communications, Westcon, and many others. It also sells with several partners including; Microsoft, BroadSoft and IBM and ecosystem of technology partners. It competes in the UC&C market with products and solutions that enable voice, video and content collaboration on-premises, across intranets, extranets, mobile devices, and the Internet via its customer premises-based RealPresence Platform, web-based social-collaboration business platforms, and video collaboration-as-a-service offerings delivered from the cloud. These competitors include but are not limited to Cisco Systems, Inc., Logitech International S.A., Avaya Inc., Vidyo, Inc., Blue Jeans Networks, Inc., Huawei Technologies Co., Ltd., ZTE Corporation, ClearOne, Aastra Technologies Limited, Snom, Yealink, and others. The Company relies on a combination of patent, copyright, trademark and trade secret laws and confidentiality procedures to protect its proprietary rights. Its products and services are subject to various federal, state, local, and foreign laws and regulations.
» More Articles for PLCM

Headlines

Articles On GuruFocus.com
Polycom Is Struggling On Top-Line Growth May 18 2015 
George Soros Buys New Holding: Polycom Inc. Feb 04 2014 
Polycom's Reduction in Work Force: George Soros Searching for Better Profit Margin Feb 04 2014 
Value Alert - Polycom, Inc. May 08 2013 
comment on PLCM Mar 26 2013 
Leon Cooperman - Is Polycom a Risk? Mar 19 2013 
ClearOne Communications: An Undiscovered Gem? Jun 05 2012 
Weekly Guru Bargains Highlights: PLCM, ITT, NOK, IAG, EDMC Apr 23 2012 
Baron Opportunity Fund Commentary on: PLCM, PPO, PEGA, CRR, EQIX, WBMD, NILE, RATE, VLT, EW Sep 07 2011 
Polycom Inc. Reports Operating Results (10-Q) Nov 02 2010 

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