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10.8 (1y: +0%)
Market Cap 1.86 B P/E(ttm) 170.80
Enterprise Value 1.18 B P/B 1.30
PLCM- NAS (USA)
Polycom, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star (On Watch)
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$10.80
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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 : 9/10

vs
industry		 vs
history
Cash to Debt No Debt
PLCM's Cash to Debt is ranked lower than
233100% of the 429 Companies
in the Global Communication Equipment industry.

( Industry Median: 10.17 vs. PLCM: No Debt )
PLCM' s 10-Year Cash to Debt Range
Min: 5.1   Max: No Debt
Current: No Debt
Equity to Asset 0.429
PLCM's Equity to Asset is ranked lower than
249376% of the 401 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.57 vs. PLCM: 0.429 )
PLCM' s 10-Year Equity to Asset Range
Min: 0.32   Max: 0.83
Current: 0.43
0.32
0.83
Interest Coverage 1.6
PLCM's Interest Coverage is ranked lower than
316455% of the 316 Companies
in the Global Communication Equipment industry.

( Industry Median: 10000.00 vs. PLCM: 1.6 )
PLCM' s 10-Year Interest Coverage Range
Min: 2   Max: No Debt
Current: 1.6
F-Score: 3
Z-Score: 3.65
M-Score: -3.06
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 (%) 0.50
PLCM's Operating margin (%) is ranked lower than
97% of the 299 Companies
in the Global Communication Equipment industry.

( Industry Median: 5.80 vs. PLCM: 0.50 )
PLCM' s 10-Year Operating margin (%) Range
Min: -5.7   Max: 21.9
Current: 0.5
-5.7
21.9
Net-margin (%) 0.7
PLCM's Net-margin (%) is ranked lower than
93% of the 293 Companies
in the Global Communication Equipment industry.

( Industry Median: 6.10 vs. PLCM: 0.7 )
PLCM' s 10-Year Net-margin (%) Range
Min: -7.2   Max: 14.9
Current: 0.7
-7.2
14.9
ROE (%) 0.7
PLCM's ROE (%) is ranked lower than
97% of the 291 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.40 vs. PLCM: 0.7 )
PLCM' s 10-Year ROE (%) Range
Min: -4.3   Max: 25.9
Current: 0.7
-4.3
25.9
ROA (%) 0.5
PLCM's ROA (%) is ranked lower than
96% of the 293 Companies
in the Global Communication Equipment industry.

( Industry Median: 5.10 vs. PLCM: 0.5 )
PLCM' s 10-Year ROA (%) Range
Min: -3.4   Max: 17.8
Current: 0.5
-3.4
17.8
ROC (Joel Greenblatt) (%) 3.60
PLCM's ROC (Joel Greenblatt) (%) is ranked lower than
89% of the 283 Companies
in the Global Communication Equipment industry.

( Industry Median: 17.50 vs. PLCM: 3.60 )
PLCM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -27.3   Max: 1997.8
Current: 3.6
-27.3
1997.8
Revenue Growth (%) 8.6
PLCM's Revenue Growth (%) is ranked higher than
52% of the 169 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.20 vs. PLCM: 8.6 )
PLCM' s 10-Year Revenue Growth (%) Range
Min: -0.6   Max: 19.7
Current: 8.6
-0.6
19.7
EBITDA Growth (%) -8.7
PLCM's EBITDA Growth (%) is ranked lower than
1098900% of the 91 Companies
in the Global Communication Equipment industry.

( Industry Median: 14.80 vs. PLCM: -8.7 )
PLCM' s 10-Year EBITDA Growth (%) Range
Min: -13.6   Max: 153
Current: -8.7
-13.6
153
EPS Growth (%) -32.6
PLCM's EPS Growth (%) is ranked lower than
1176469% of the 85 Companies
in the Global Communication Equipment industry.

( Industry Median: 15.80 vs. PLCM: -32.6 )
PLCM' s 10-Year EPS Growth (%) Range
Min: -32.6   Max: 36.6
Current: -32.6
-32.6
36.6
» PLCM's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

PLCM Guru Trades in Q2 2012

Lee Ainslie 5,771,123 sh (New)
Manning & Napier Advisors, Inc 982,630 sh (New)
Joel Greenblatt 139,838 sh (+952.13%)
Jim Simons 2,484,822 sh (+78.13%)
Paul Tudor Jones 26,900 sh (+21.17%)
Columbia Wanger Sold Out
Chuck Royce Sold Out
Steven Cohen 279,501 sh (-45.95%)
» More
Q3 2012

PLCM Guru Trades in Q3 2012

Leon Cooperman 3,882,000 sh (New)
Chuck Royce 110,000 sh (New)
Lee Ainslie 10,055,159 sh (+74.23%)
Manning & Napier Advisors, Inc 1,017,420 sh (+3.54%)
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
Steven Cohen 199,232 sh (-28.72%)
Jim Simons 88,822 sh (-96.43%)
» More
Q4 2012

PLCM Guru Trades in Q4 2012

Paul Tudor Jones 23,100 sh (New)
Joel Greenblatt 31,104 sh (New)
Jim Simons 846,322 sh (+852.83%)
Leon Cooperman 5,662,325 sh (+45.86%)
Chuck Royce 133,000 sh (+20.91%)
Manning & Napier Advisors, Inc 937,360 sh (-7.87%)
Lee Ainslie 8,236,587 sh (-18.09%)
Steven Cohen 11,673 sh (-94.14%)
» More
Q1 2013

PLCM Guru Trades in Q1 2013

Ray Dalio 184,126 sh (New)
Steven Cohen 364,148 sh (+3019.58%)
Chuck Royce 259,700 sh (+95.26%)
Leon Cooperman 9,808,699 sh (+73.23%)
Manning & Napier Advisors, Inc 946,270 sh (+0.95%)
Jim Simons Sold Out
Joel Greenblatt Sold Out
Lee Ainslie Sold Out
Paul Tudor Jones 17,400 sh (-24.68%)
» More
» Details

Insider Trades

Latest Guru Trades with PLCM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Lee Ainslie 2013-03-31 Sold Out 1.3%$9.12 - $11.68 $ 10.782%0
Leon Cooperman 2013-03-31 Add 73.23%0.72%$9.12 - $11.68 $ 10.782%9808699
Joel Greenblatt 2013-03-31 Sold Out 0.02%$9.12 - $11.68 $ 10.782%0
Ray Dalio 2013-03-31 New Buy0.02%$9.12 - $11.68 $ 10.782%184126
Leon Cooperman 2012-12-31 Add 45.86%0.35%$9.21 - $10.73 $ 10.787%5662325
Joel Greenblatt 2012-12-31 New Buy0.02%$9.21 - $10.73 $ 10.787%31104
Leon Cooperman 2012-09-30 New Buy0.77%$8.03 - $12.02 $ 10.788%3882000
Lee Ainslie 2012-09-30 Add 74.23%0.55%$8.03 - $12.02 $ 10.788%10055159
Joel Greenblatt 2012-09-30 Sold Out 0.11%$8.03 - $12.02 $ 10.788%0
Lee Ainslie 2012-06-30 New Buy0.89%$9.97 - $18.98 $ 10.78-12%5771123
Joel Greenblatt 2012-06-30 Add 952.13%0.1%$9.97 - $18.98 $ 10.78-12%139838
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about Polycom, Inc.

Leon Cooperman - Is Polycom a Risk?
March 19, 2013
Chairman of Omega Advisors, Leon Cooperman, increased his position in Polycom, Inc. (PLCM) by 69.7% on March 6, 2013. Polycom is a global provider of teleconferencing and other communications solutions for government, education and healthcare customers that enhance networking via voice and video. Cooperman’s latest add brings his current PLCM shares to 9,608,699. The current PLCM price is $10.28, with a change from average up 8%. Guru Cooperman bought PLCM for the first time in quarter ending Sept. 30, 2012. With 76 offices around the world, Polycom Inc. claims 415,000 customers and 7,000 partners worldwide. Polycom Inc. has a market cap of $1.89 billion. It has a P/E ratio of 169.9, a P/B ratio of 1.3 and a P/S ratio of 1.348. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 171.40
PLCM's P/E(ttm) is ranked lower than
337838% of the 296 Companies
in the Global Communication Equipment industry.

( Industry Median: 19.90 vs. PLCM: 171.40 )
PLCM' s 10-Year P/E(ttm) Range
Min: 14.62   Max: 286
Current: 171.4
14.62
286
P/B 1.30
PLCM's P/B is ranked lower than
242131% of the 413 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.50 vs. PLCM: 1.30 )
PLCM' s 10-Year P/B Range
Min: 0.76   Max: 36.52
Current: 1.3
0.76
36.52
P/S 1.30
PLCM's P/S is ranked lower than
232018% of the 431 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.03 vs. PLCM: 1.30 )
PLCM' s 10-Year P/S Range
Min: 1.01   Max: 21.1
Current: 1.3
1.01
21.1
PFCF 13.80
PLCM's PFCF is ranked lower than
409836% of the 244 Companies
in the Global Communication Equipment industry.

( Industry Median: 14.76 vs. PLCM: 13.80 )
PLCM' s 10-Year PFCF Range
Min: 8.76   Max: 120.37
Current: 13.8
8.76
120.37
EV-to-EBIT 111.1
PLCM's EV-to-EBIT is ranked lower than
311526% of the 321 Companies
in the Global Communication Equipment industry.

( Industry Median: 16.40 vs. PLCM: 111.1 )
PLCM' s 10-Year EV-to-EBIT Range
Min: 7.9   Max: 787.1
Current: 111.1
7.9
787.1
PEG 2.1
PLCM's PEG is ranked lower than
1111110% of the 90 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.70 vs. PLCM: 2.1 )
PLCM' s 10-Year PEG Range
Min: 0.52   Max: 151.56
Current: 2.1
0.52
151.56
Shiller P/E 27.4
PLCM's Shiller P/E is ranked lower than
100% of the Companies
in the Global Communication Equipment industry.

( Industry Median: vs. PLCM: 27.4 )
PLCM' s 10-Year Shiller P/E Range
Min: 18.82   Max: 105.09
Current: 27.4
18.82
105.09

Valuation & Return

vs
industry		 vs
history
Price/Net Cash 10.1
PLCM's Price/Net Cash is ranked lower than
813007% of the 123 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.90 vs. PLCM: 10.1 )
PLCM' s 10-Year Price/Net Cash Range
Min: 9.8   Max: 135.1
Current: 10.1
9.8
135.1
Price/Net Current Asset Value 9.3
PLCM's Price/Net Current Asset Value is ranked lower than
269542% of the 371 Companies
in the Global Communication Equipment industry.

( Industry Median: 8.00 vs. PLCM: 9.3 )
PLCM' s 10-Year Price/Net Current Asset Value Range
Min: 8.4   Max: 44.4
Current: 9.3
8.4
44.4
Price/Tangible Book 2.3
PLCM's Price/Tangible Book is ranked lower than
251256% of the 398 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.80 vs. PLCM: 2.3 )
PLCM' s 10-Year Price/Tangible Book Range
Min: 1.7   Max: 9.9
Current: 2.3
1.7
9.9
Price/DCF (Projected) 0.8
PLCM's Price/DCF (Projected) is ranked lower than
862068% of the 116 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.20 vs. PLCM: 0.8 )
PLCM' s 10-Year Price/DCF (Projected) Range
Min: 0.5   Max: 1.7
Current: 0.8
0.5
1.7
Price/Median PS Value 0.5
PLCM's Price/Median PS Value is ranked lower than
241546% of the 414 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.10 vs. PLCM: 0.5 )
PLCM' s 10-Year Price/Median PS Value Range
Min: 0.4   Max: 2.6
Current: 0.5
0.4
2.6
Price/Graham Number 4.5
PLCM's Price/Graham Number is ranked lower than
359712% of the 278 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.40 vs. PLCM: 4.5 )
PLCM' s 10-Year Price/Graham Number Range
Min: 1.4   Max: 4.4
Current: 4.5
1.4
4.4
Earnings Yield (Greenblatt) 0.90
PLCM's Earnings Yield (Greenblatt) is ranked lower than
91% of the 341 Companies
in the Global Communication Equipment industry.

( Industry Median: 5.70 vs. PLCM: 0.90 )
PLCM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 12.6
Current: 0.9
0.1
12.6
Forward Rate of Return (Yacktman) 4.49
PLCM's Forward Rate of Return (Yacktman) is ranked lower than
819671% of the 122 Companies
in the Global Communication Equipment industry.

( Industry Median: 6.00 vs. PLCM: 4.49 )
PLCM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -14.4   Max: 74.1
Current: 4.49
-14.4
74.1

Business Description

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
Company Website
SEC Reports
Industry: Communication Equipment
Compare:PTFRY, QCOM, CSCO, ERIC, NOK
Traded in other countries:PLY.Germany
» More Articles for PLCM

Headlines

Articles On GuruFocus.com
Leon Cooperman’s Bullish Buys: Linn Energy, Chimera Investment, Occidental Petroleum, Qualcomm, Me May 15 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 
Baron Funds Buys MCP, DEI, ISRG, TRGP, NYT, ARB, PLCM, Sells DLR, XRAY, BLUD, GET, WWE Feb 17 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 
Polycom Inc. Reports Operating Results (10-Q) Jul 30 2010 
Polycom Inc. (PLCM) EVP, Finance & Admin. and CFO Michael R Kourey sells 49,000 Shares Jul 22 2010 

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