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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 : 6/10

vs
industry
vs
history
Cash to Debt 2.24
PLCM's Cash to Debt is ranked higher than
70% of the 651 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.09 vs. PLCM: 2.24 )
PLCM' s 10-Year Cash to Debt Range
Min: 0.15   Max: No Debt
Current: 2.24

Equity to Asset 0.56
PLCM's Equity to Asset is ranked higher than
63% of the 638 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.57 vs. PLCM: 0.56 )
PLCM' s 10-Year Equity to Asset Range
Min: 0.54   Max: 0.87
Current: 0.56

0.54
0.87
F-Score: 3
Z-Score: 2.28
M-Score: -3.33
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 : 6/10

vs
industry
vs
history
Operating margin (%) 1.77
PLCM's Operating margin (%) is ranked higher than
64% of the 646 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.47 vs. PLCM: 1.77 )
PLCM' s 10-Year Operating margin (%) Range
Min: -28.76   Max: 18.56
Current: 1.77

-28.76
18.56
Net-margin (%) 1.46
PLCM's Net-margin (%) is ranked higher than
63% of the 646 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.12 vs. PLCM: 1.46 )
PLCM' s 10-Year Net-margin (%) Range
Min: -27.97   Max: 13.35
Current: 1.46

-27.97
13.35
ROE (%) 1.83
PLCM's ROE (%) is ranked higher than
62% of the 639 Companies
in the Global Communication Equipment industry.

( Industry Median: 5.72 vs. PLCM: 1.83 )
PLCM' s 10-Year ROE (%) Range
Min: -49.03   Max: 38.89
Current: 1.83

-49.03
38.89
ROA (%) 1.06
PLCM's ROA (%) is ranked higher than
62% of the 652 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.12 vs. PLCM: 1.06 )
PLCM' s 10-Year ROA (%) Range
Min: -34.72   Max: 25.62
Current: 1.06

-34.72
25.62
ROC (Joel Greenblatt) (%) 20.07
PLCM's ROC (Joel Greenblatt) (%) is ranked higher than
81% of the 652 Companies
in the Global Communication Equipment industry.

( Industry Median: 9.66 vs. PLCM: 20.07 )
PLCM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -82.35   Max: 223.33
Current: 20.07

-82.35
223.33
Revenue Growth (%) 8.90
PLCM's Revenue Growth (%) is ranked higher than
78% of the 538 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.50 vs. PLCM: 8.90 )
PLCM' s 10-Year Revenue Growth (%) Range
Min: -2.1   Max: 50.1
Current: 8.9

-2.1
50.1
EBITDA Growth (%) -22.30
PLCM's EBITDA Growth (%) is ranked higher than
53% of the 397 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.10 vs. PLCM: -22.30 )
PLCM' s 10-Year EBITDA Growth (%) Range
Min: -22.3   Max: 95.7
Current: -22.3

-22.3
95.7
» PLCM's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2013

PLCM Guru Trades in Q3 2013

Joel Greenblatt 32,353 sh (New)
Steven Cohen 166,374 sh (+423.24%)
Manning & Napier Advisors, Inc 1,722,920 sh (+57.44%)
Leon Cooperman 9,424,548 sh (+23.32%)
Chuck Royce 65,000 sh (-74.97%)
» More
Q4 2013

PLCM Guru Trades in Q4 2013

Paul Tudor Jones 33,600 sh (New)
Jim Simons 347,722 sh (New)
George Soros 5,477,575 sh (New)
Steven Cohen 1,197,171 sh (+619.57%)
Chuck Royce 165,000 sh (+153.85%)
Manning & Napier Advisors, Inc 1,755,570 sh (+1.9%)
Leon Cooperman Sold Out
Joel Greenblatt Sold Out
» More
Q1 2014

PLCM Guru Trades in Q1 2014

Jim Simons 656,313 sh (+88.75%)
George Soros 9,457,036 sh (+72.65%)
Chuck Royce 165,000 sh (unchged)
Paul Tudor Jones Sold Out
Steven Cohen 1,152,749 sh (-3.71%)
Manning & Napier Advisors, Inc 1,256,810 sh (-28.41%)
» More
Q2 2014

PLCM Guru Trades in Q2 2014

Jim Simons 1,086,821 sh (+65.59%)
George Soros 11,007,120 sh (+16.39%)
Chuck Royce 165,000 sh (unchged)
Manning & Napier Advisors, Inc 1,226,180 sh (-2.44%)
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
George Soros 2014-06-30 Add 16.39%0.14%$12.09 - $13.91 $ 12.771%11007120
George Soros 2014-03-31 Add 72.65%0.55%$11.16 - $13.53 $ 12.772%9457036
Leon Cooperman 2013-12-31 Sold Out 1.6%$10.38 - $11.24 $ 12.7718%0
George Soros 2013-12-31 New Buy0.52%$10.38 - $11.24 $ 12.7718%5477575
Joel Greenblatt 2013-12-31 Sold Out 0.01%$10.38 - $11.24 $ 12.7718%0
Leon Cooperman 2013-09-30 Add 23.32%0.3%$9.495 - $11.65 $ 12.7723%9424548
Joel Greenblatt 2013-09-30 New Buy0.01%$9.495 - $11.65 $ 12.7723%32353
Leon Cooperman 2013-06-30 Reduce -22.08%0.38%$10.1 - $11.55 $ 12.7717%7642520
Ray Dalio 2013-06-30 Sold Out 0.02%$10.1 - $11.55 $ 12.7717%0
Lee Ainslie 2013-03-31 Sold Out 1.3%$9.12 - $11.68 $ 12.7720%0
Leon Cooperman 2013-03-31 Add 73.23%0.72%$9.12 - $11.68 $ 12.7720%9808699
Ray Dalio 2013-03-31 New Buy0.02%$9.12 - $11.68 $ 12.7720%184126
Joel Greenblatt 2013-03-31 Sold Out 0.02%$9.12 - $11.68 $ 12.7720%0
Leon Cooperman 2012-12-31 Add 45.86%0.35%$9.21 - $10.73 $ 12.7727%5662325
Joel Greenblatt 2012-12-31 New Buy0.02%$9.21 - $10.73 $ 12.7727%31104
Leon Cooperman 2012-09-30 New Buy0.77%$8.03 - $12.02 $ 12.7728%3882000
Lee Ainslie 2012-09-30 Add 74.23%0.55%$8.03 - $12.02 $ 12.7728%10055159
Joel Greenblatt 2012-09-30 Sold Out 0.11%$8.03 - $12.02 $ 12.7728%0
Lee Ainslie 2012-06-30 New Buy0.89%$9.97 - $18.98 $ 12.774%5771123
Joel Greenblatt 2012-06-30 Add 952.13%0.1%$9.97 - $18.98 $ 12.774%139838
Joel Greenblatt 2012-03-31 New Buy0.02%$15.79 - $21.79 $ 12.77-30%13291
Ron Baron 2011-12-31 Sold Out 0.21%$15.5 - $22.63 $ 12.77-28%0
Ron Baron 2011-09-30 Reduce -30.63%0.13%$18.65 - $33.53 $ 12.77-49%1616554
Premium More recent guru trades are included for Premium Members only!!
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Ratios

vs
industry
vs
history
P/B 1.74
PLCM's P/B is ranked higher than
70% of the 700 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.10 vs. PLCM: 1.74 )
PLCM' s 10-Year P/B Range
Min: 1.06   Max: 4.44
Current: 1.74

1.06
4.44
P/S 1.42
PLCM's P/S is ranked higher than
68% of the 700 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.53 vs. PLCM: 1.42 )
PLCM' s 10-Year P/S Range
Min: 1.04   Max: 5.69
Current: 1.42

1.04
5.69
PFCF 17.03
PLCM's PFCF is ranked higher than
88% of the 700 Companies
in the Global Communication Equipment industry.

( Industry Median: 9999.00 vs. PLCM: 17.03 )
PLCM' s 10-Year PFCF Range
Min: 9.01   Max: 58.6
Current: 17.03

9.01
58.6
EV-to-EBIT -81.91
PLCM's EV-to-EBIT is ranked higher than
60% of the 700 Companies
in the Global Communication Equipment industry.

( Industry Median: 64.37 vs. PLCM: -81.91 )
PLCM' s 10-Year EV-to-EBIT Range
Min: -182.6   Max: 211.2
Current: -81.91

-182.6
211.2
Shiller P/E 42.53
PLCM's Shiller P/E is ranked higher than
82% of the 700 Companies
in the Global Communication Equipment industry.

( Industry Median: 9999.00 vs. PLCM: 42.53 )
PLCM' s 10-Year Shiller P/E Range
Min: 18.82   Max: 108.05
Current: 42.53

18.82
108.05
Current Ratio 2.31
PLCM's Current Ratio is ranked higher than
71% of the 648 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.05 vs. PLCM: 2.31 )
PLCM' s 10-Year Current Ratio Range
Min: 1.91   Max: 5.39
Current: 2.31

1.91
5.39
Quick Ratio 2.04
PLCM's Quick Ratio is ranked higher than
75% of the 648 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.65 vs. PLCM: 2.04 )
PLCM' s 10-Year Quick Ratio Range
Min: 1.32   Max: 4.66
Current: 2.04

1.32
4.66

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 4.23
PLCM's Price/Tangible Book is ranked higher than
59% of the 700 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.07 vs. PLCM: 4.23 )
PLCM' s 10-Year Price/Tangible Book Range
Min: 1.19   Max: 26.54
Current: 4.23

1.19
26.54
Price/DCF (Projected) 0.81
PLCM's Price/DCF (Projected) is ranked higher than
91% of the 700 Companies
in the Global Communication Equipment industry.

( Industry Median: 14.52 vs. PLCM: 0.81 )
PLCM' s 10-Year Price/DCF (Projected) Range
Min: 0.5   Max: 7.12
Current: 0.81

0.5
7.12
Price/Median PS Value 0.56
PLCM's Price/Median PS Value is ranked higher than
95% of the 700 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.06 vs. PLCM: 0.56 )
PLCM' s 10-Year Price/Median PS Value Range
Min: 0.44   Max: 6.51
Current: 0.56

0.44
6.51
Earnings Yield (Greenblatt) -1.20
PLCM's Earnings Yield (Greenblatt) is ranked higher than
54% of the 628 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.80 vs. PLCM: -1.20 )
PLCM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.5   Max: 12.6
Current: -1.2

0.5
12.6
Forward Rate of Return (Yacktman) -11.75
PLCM's Forward Rate of Return (Yacktman) is ranked higher than
50% of the 488 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.33 vs. PLCM: -11.75 )
PLCM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -11.1   Max: 41
Current: -11.75

-11.1
41

Business Description

Industry: Communication Equipment » Communication Equipment
Compare:PTFRY, QCOM, CSCO, ERIC, NOK » details
Traded in other countries:PLY.Germany
Polycom, Inc. is incorporated in Delaware. It is a global provider of high-quality, easy-to-use communications solutions that enable enterprise, government, education and healthcare customers to more effectively collaborate over distance, time zones and organizational boundaries. Its solutions are built on architectures that enable unified voice, video and content communications. Polycom uses open standards and removes distance and organizational barriers to enable dispersed work teams to easily meet and collaborate via the video or voice communications devices they choose, bringing people together efficiently and increasing productivity. Its business operates in three segments: Video Communications Solutions, Voice Communications Solutions, and Services. Its Video Communications Solutions segment is comprised of video communications products (such as telepresence, room, desktop, and personal video conferencing products) and network systems products (such as UC media servers, network management, security, streaming, and recording solutions). Its Voice Communications Solutions segment includes its conference phone products, wired desktop voice products, and wireless handset voice products. Its Services segment encompasses maintenance contracts for its products, as well as a wide range of professional service and support offerings for its customers, channels, and strategic partners. The Company sells its products globally through a broad network of channel partners that includes distributors, value-added resellers, systems integrators, communications service providers, and retailers. The Company manufactures its products through a low-cost, outsourced model optimized for quality, reliability, and fulfillment agility. Its Video Communications Solutions products offer customers a unified, end-to-end visual communication capability that enables geographically-dispersed individuals to communicate as naturally as if they were in the same room. Its Voice Communications Solutions products enhance business communications in the conference room, on the desktop and in enterprise mobility applications. Polycom voice solutions deliver clear voice communications in telephone conversations and conference calls, a critical communications element in any business or public sector organization. The Company's HD voice solutions on the desktop and in the conference room provide over twice the clarity and fidelity for more productive voice communications. Polycom offers a comprehensive line of professional and support services to its customers on a global basis. These services are offered directly by it and through its worldwide channel partner network. The Company markets and sells its products through a worldwide network of channel partners, which includes distributors, value-added resellers, strategic partners, service providers, and retailers. In some cases, it markets and sells its products directly to communications solutions providers. For its v
» More Articles for PLCM

Headlines

Articles On GuruFocus.com
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 
Polycom Inc. (PLCM) EVP, Finance & Admin. and CFO Michael R Kourey sells 49,000 Shares Oct 28 2010 

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Insider Trading Alert - CNMD, RSG And PLCM Traded By Insiders Aug 01 2014

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