Switch to:
Also traded in: Germany

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 0.42
ACXM's Cash-to-Debt is ranked lower than
83% of the 1995 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.27 vs. ACXM: 0.42 )
Ranked among companies with meaningful Cash-to-Debt only.
ACXM' s Cash-to-Debt Range Over the Past 10 Years
Min: 0  Med: 0.08 Max: 1.32
Current: 0.42
0
1.32
Equity-to-Asset 0.62
ACXM's Equity-to-Asset is ranked higher than
54% of the 1912 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.60 vs. ACXM: 0.62 )
Ranked among companies with meaningful Equity-to-Asset only.
ACXM' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.29  Med: 0.5 Max: 0.66
Current: 0.62
0.29
0.66
Debt-to-Equity 0.32
ACXM's Debt-to-Equity is ranked lower than
55% of the 1183 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.27 vs. ACXM: 0.32 )
Ranked among companies with meaningful Debt-to-Equity only.
ACXM' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.22  Med: 0.6 Max: 1.7
Current: 0.32
0.22
1.7
Debt-to-EBITDA 2.32
ACXM's Debt-to-EBITDA is ranked lower than
64% of the 1040 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.30 vs. ACXM: 2.32 )
Ranked among companies with meaningful Debt-to-EBITDA only.
ACXM' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 1.17  Med: 2.34 Max: 5.92
Current: 2.32
1.17
5.92
Interest Coverage 1.73
ACXM's Interest Coverage is ranked lower than
94% of the 1497 Companies
in the Global Information Technology Services industry.

( Industry Median: 138.02 vs. ACXM: 1.73 )
Ranked among companies with meaningful Interest Coverage only.
ACXM' s Interest Coverage Range Over the Past 10 Years
Min: 0.77  Med: 4.4 Max: 8.1
Current: 1.73
0.77
8.1
Piotroski F-Score: 7
Altman Z-Score: 6.38
Beneish M-Score: -2.70
WACC vs ROIC
13.64%
34.01%
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 : 5/10

vs
industry
vs
history
Operating Margin % 1.97
ACXM's Operating Margin % is ranked lower than
61% of the 1940 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.13 vs. ACXM: 1.97 )
Ranked among companies with meaningful Operating Margin % only.
ACXM' s Operating Margin % Range Over the Past 10 Years
Min: -1.25  Med: 6.35 Max: 10.26
Current: 1.97
-1.25
10.26
Net Margin % 2.34
ACXM's Net Margin % is ranked lower than
56% of the 1940 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.84 vs. ACXM: 2.34 )
Ranked among companies with meaningful Net Margin % only.
ACXM' s Net Margin % Range Over the Past 10 Years
Min: -2.08  Med: 1.83 Max: 6.83
Current: 2.34
-2.08
6.83
ROE % 2.90
ACXM's ROE % is ranked lower than
59% of the 1869 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.75 vs. ACXM: 2.90 )
Ranked among companies with meaningful ROE % only.
ACXM' s ROE % Range Over the Past 10 Years
Min: -3.99  Med: 2.26 Max: 12.91
Current: 2.9
-3.99
12.91
ROA % 1.80
ACXM's ROA % is ranked lower than
56% of the 2005 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.19 vs. ACXM: 1.80 )
Ranked among companies with meaningful ROA % only.
ACXM' s ROA % Range Over the Past 10 Years
Min: -1.73  Med: 1.32 Max: 6.09
Current: 1.8
-1.73
6.09
ROC (Joel Greenblatt) % 6.60
ACXM's ROC (Joel Greenblatt) % is ranked lower than
62% of the 1965 Companies
in the Global Information Technology Services industry.

( Industry Median: 23.66 vs. ACXM: 6.60 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
ACXM' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -12.92  Med: 8.85 Max: 38.89
Current: 6.6
-12.92
38.89
3-Year Revenue Growth Rate 2.50
ACXM's 3-Year Revenue Growth Rate is ranked lower than
61% of the 1650 Companies
in the Global Information Technology Services industry.

( Industry Median: 6.00 vs. ACXM: 2.50 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
ACXM' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -9.5  Med: 3.7 Max: 33.3
Current: 2.5
-9.5
33.3
3-Year EBITDA Growth Rate 25.30
ACXM's 3-Year EBITDA Growth Rate is ranked higher than
74% of the 1466 Companies
in the Global Information Technology Services industry.

( Industry Median: 8.90 vs. ACXM: 25.30 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
ACXM' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -39.4  Med: 10.5 Max: 41.9
Current: 25.3
-39.4
41.9
GuruFocus has detected 4 Warning Signs with Acxiom Corp ACXM.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» ACXM's 30-Y Financials

Financials (Next Earnings Date: 2018-11-01 Est.)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2017

ACXM Guru Trades in Q3 2017

Jim Simons 570,745 sh (+59.90%)
Ron Baron 2,863,312 sh (+28.36%)
Chuck Royce 48,000 sh (unchged)
Mariko Gordon Sold Out
Barrow, Hanley, Mewhinney & Strauss 85,537 sh (-0.36%)
» More
Q4 2017

ACXM Guru Trades in Q4 2017

Pioneer Investments 141,700 sh (New)
Paul Tudor Jones 8,002 sh (New)
Barrow, Hanley, Mewhinney & Strauss 85,997 sh (+0.54%)
Chuck Royce 48,000 sh (unchged)
Ron Baron 2,681,591 sh (-6.35%)
Jim Simons 179,745 sh (-68.51%)
» More
Q1 2018

ACXM Guru Trades in Q1 2018

Barrow, Hanley, Mewhinney & Strauss 172,150 sh (+100.18%)
Paul Tudor Jones 12,278 sh (+53.44%)
Pioneer Investments 171,050 sh (+20.71%)
Jim Simons 181,845 sh (+1.17%)
Chuck Royce 48,000 sh (unchged)
Ron Baron 2,158,061 sh (-19.52%)
» More
Q2 2018

ACXM Guru Trades in Q2 2018

Paul Tudor Jones 16,491 sh (+34.31%)
Ron Baron 2,345,821 sh (+8.70%)
Chuck Royce 48,000 sh (unchged)
Jim Simons Sold Out
Barrow, Hanley, Mewhinney & Strauss 171,816 sh (-0.19%)
Pioneer Investments 4,298 sh (-97.49%)
» More
» Details

Insider Trades

Latest Guru Trades with ACXM

(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
Ron Baron 2018-06-30 Add 8.70%0.02%$21.64 - $30.37 $ 44.8564%2,345,821
Barrow, Hanley, Mewhinney & Strauss 2018-06-30 Reduce -0.19%$21.64 - $30.37 $ 44.8564%171,816
Ron Baron 2018-03-31 Reduce -19.52%0.07%$22.71 - $32.34 $ 44.8557%2,158,061
Barrow, Hanley, Mewhinney & Strauss 2018-03-31 Add 100.18%0.01%$22.71 - $32.34 $ 44.8557%172,150
Ron Baron 2017-12-31 Reduce -6.35%0.02%$24.65 - $27.64 $ 44.8571%2,681,591
Barrow, Hanley, Mewhinney & Strauss 2017-12-31 Add 0.54%$24.65 - $27.64 $ 44.8571%85,997
Ron Baron 2017-09-30 Add 28.36%0.07%$21.85 - $27.14 $ 44.8582%2,863,312
Barrow, Hanley, Mewhinney & Strauss 2017-09-30 Reduce -0.36%$21.85 - $27.14 $ 44.8582%85,537
Mariko Gordon 2017-09-30 Sold Out 2.72%$21.85 - $27.14 $ 44.8582%0
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Application Software » Information Technology Services    NAICS: 518210    SIC: 7374
Compare:SZSE:002368, NSE:LTTS, LSE:CCC, XTER:COK, TSE:8056, SZSE:300170, SZSE:300010, SZSE:300287, BOM:532129, LSE:SCT, SZSE:300297, SHSE:600797, SZSE:000676, SHSE:600728, MIL:REY, XKLS:0138, HKSE:00354, NAS:SYNT, SZSE:000555, SZSE:300271 » details
Traded in other countries:XIM.Germany,
Headquarter Location:USA
Acxiom Corp is an enterprise data, analytics and software-as-a-service company. Its business segments include Marketing Services, Audience Solutions and Connectivity.

Acxiom Corp is a technology and services company which provides enterprise data, analytics and software services. The company serves clients in various industries including financial, insurance and investment services, automotive, retail, telecommunications, high tech, healthcare, travel, entertainment, nonprofit, and government. Acxiom's clients span the United States, Europe and the Asia-pacific region. The company generates revenue via three segments. Connectivity enables clients to activate offline data for their marketing platforms. Audience solutions validates, enhances and updates data. Marketing services offers marketing database services, strategy and analytics, and email platforms.

Guru Investment Theses on Acxiom Corp

Baron Funds Comments on Acxiom Corp - Oct 25, 2016

Acxiom Corporation (NASDAQ:ACXM) is a critical player in the data-driven, people-based advertising industry, whose technology, data, and connections help advertisers significantly improve the targeting and productivity of their digital advertising spend. Shares of Acxiom were up in the third quarter, driven by rapid growth in the company’s cloud-based connectivity and identity business, branded LiveRamp. LiveRamp’s products enable advertisers to resolve the hundreds of different identifiers for consumers used on devices (smart phone, tablet, computer, TV), marketing platforms (such as Facebook or Instagram) and their own internal systems to a real person in a privacy-compliant manner. (Ashim Mehra)







From Baron Opportunity Fund third-quarter 2016 commentary.



Check out Ron Baron latest stock trades

Top Ranked Articles about Acxiom Corp

Report: Developing Opportunities within Acxiom, BofI Holding, On Assignment, Marriot Vacations Worldwide, Bio-Rad Laboratories, and Dime Community Bancshares — Future Expectations, Projections Moving into 2018
LiveRamp and Sonobi Collaboration Gives Marketers Unique Direct Access to Addressable Consumers
Fluent, Inc. Makes Health-Interest Data Available for Programmatic Targeting
LiveRamp and ADARA to Power People-based Marketing for Travel, Tourism Industries
Kiip Launches Signal-Based Mobile Audiences via LiveRamp IdentityLink Data Store
Detailed Research: Economic Perspectives on Xylem, SEACOR, Acxiom, Stepan, Citi Trends, and Saul Centers — What Drives Growth in Today's Competitive Landscape
Research Report Identifies CIRCOR International, Acxiom, Engility, Innophos, XO Group, and Cohen & Steers with Renewed Outlook — Fundamental Analysis, Calculating Forward Movement
Talkdesk Launches the Enterprise Contact Center Platform
PlaceIQ Expands Partnership with LiveRamp, Offering Seamless Access to Thousands of Location-based Audiences for People-Based Marketing
New Research: Key Drivers of Growth for Paylocity Holding, Acxiom, Goldfield, Tennant, TIER REIT, and TFS Financial — Factors of Influence, Major Initiatives and Sustained Production

Ratios

vs
industry
vs
history
PE Ratio 166.12
ACXM's PE Ratio is ranked lower than
94% of the 1281 Companies
in the Global Information Technology Services industry.

( Industry Median: 27.75 vs. ACXM: 166.12 )
Ranked among companies with meaningful PE Ratio only.
ACXM' s PE Ratio Range Over the Past 10 Years
Min: 13.31  Med: 37.65 Max: 757
Current: 166.12
13.31
757
Forward PE Ratio 48.54
ACXM's Forward PE Ratio is ranked lower than
75% of the 343 Companies
in the Global Information Technology Services industry.

( Industry Median: 25.00 vs. ACXM: 48.54 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 166.12
ACXM's PE Ratio without NRI is ranked lower than
94% of the 1278 Companies
in the Global Information Technology Services industry.

( Industry Median: 27.79 vs. ACXM: 166.12 )
Ranked among companies with meaningful PE Ratio without NRI only.
ACXM' s PE Ratio without NRI Range Over the Past 10 Years
Min: 13.79  Med: 31.52 Max: 99999999.99
Current: 166.12
13.79
99999999.99
PB Ratio 4.77
ACXM's PB Ratio is ranked lower than
65% of the 1858 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.12 vs. ACXM: 4.77 )
Ranked among companies with meaningful PB Ratio only.
ACXM' s PB Ratio Range Over the Past 10 Years
Min: 1.03  Med: 2.2 Max: 4.75
Current: 4.77
1.03
4.75
PS Ratio 3.83
ACXM's PS Ratio is ranked lower than
63% of the 1840 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.60 vs. ACXM: 3.83 )
Ranked among companies with meaningful PS Ratio only.
ACXM' s PS Ratio Range Over the Past 10 Years
Min: 0.39  Med: 1.39 Max: 3.82
Current: 3.83
0.39
3.82
Price-to-Free-Cash-Flow 52.52
ACXM's Price-to-Free-Cash-Flow is ranked lower than
70% of the 750 Companies
in the Global Information Technology Services industry.

( Industry Median: 30.05 vs. ACXM: 52.52 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
ACXM' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 2.45  Med: 15.89 Max: 55.14
Current: 52.52
2.45
55.14
Price-to-Operating-Cash-Flow 29.00
ACXM's Price-to-Operating-Cash-Flow is ranked lower than
60% of the 923 Companies
in the Global Information Technology Services industry.

( Industry Median: 21.70 vs. ACXM: 29.00 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
ACXM' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 1.68  Med: 9.76 Max: 28.88
Current: 29
1.68
28.88
EV-to-EBIT 299.21
ACXM's EV-to-EBIT is ranked lower than
97% of the 1311 Companies
in the Global Information Technology Services industry.

( Industry Median: 19.89 vs. ACXM: 299.21 )
Ranked among companies with meaningful EV-to-EBIT only.
ACXM' s EV-to-EBIT Range Over the Past 10 Years
Min: -1316.1  Med: 16.45 Max: 1869.1
Current: 299.21
-1316.1
1869.1
EV-to-EBITDA 36.48
ACXM's EV-to-EBITDA is ranked lower than
75% of the 1413 Companies
in the Global Information Technology Services industry.

( Industry Median: 15.96 vs. ACXM: 36.48 )
Ranked among companies with meaningful EV-to-EBITDA only.
ACXM' s EV-to-EBITDA Range Over the Past 10 Years
Min: -65.8  Med: 7.6 Max: 2168.2
Current: 36.48
-65.8
2168.2
EV-to-Revenue 3.86
ACXM's EV-to-Revenue is ranked lower than
60% of the 1910 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.65 vs. ACXM: 3.86 )
Ranked among companies with meaningful EV-to-Revenue only.
ACXM' s EV-to-Revenue Range Over the Past 10 Years
Min: 0.7  Med: 1.55 Max: 3.8
Current: 3.86
0.7
3.8
Shiller PE Ratio 151.98
ACXM's Shiller PE Ratio is ranked lower than
93% of the 434 Companies
in the Global Information Technology Services industry.

( Industry Median: 37.98 vs. ACXM: 151.98 )
Ranked among companies with meaningful Shiller PE Ratio only.
ACXM' s Shiller PE Ratio Range Over the Past 10 Years
Min: 11.49  Med: 38.85 Max: 151.36
Current: 151.98
11.49
151.36
Current Ratio 1.92
ACXM's Current Ratio is ranked higher than
50% of the 1957 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.93 vs. ACXM: 1.92 )
Ranked among companies with meaningful Current Ratio only.
ACXM' s Current Ratio Range Over the Past 10 Years
Min: 0.89  Med: 1.87 Max: 3.48
Current: 1.92
0.89
3.48
Quick Ratio 1.92
ACXM's Quick Ratio is ranked higher than
53% of the 1957 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.79 vs. ACXM: 1.92 )
Ranked among companies with meaningful Quick Ratio only.
ACXM' s Quick Ratio Range Over the Past 10 Years
Min: 0.89  Med: 1.87 Max: 3.48
Current: 1.92
0.89
3.48
Days Sales Outstanding 64.15
ACXM's Days Sales Outstanding is ranked higher than
54% of the 1879 Companies
in the Global Information Technology Services industry.

( Industry Median: 68.11 vs. ACXM: 64.15 )
Ranked among companies with meaningful Days Sales Outstanding only.
ACXM' s Days Sales Outstanding Range Over the Past 10 Years
Min: 52.84  Med: 56.83 Max: 72.86
Current: 64.15
52.84
72.86
Days Payable 37.04
ACXM's Days Payable is ranked lower than
59% of the 1720 Companies
in the Global Information Technology Services industry.

( Industry Median: 45.50 vs. ACXM: 37.04 )
Ranked among companies with meaningful Days Payable only.
ACXM' s Days Payable Range Over the Past 10 Years
Min: 10.37  Med: 20.42 Max: 37.04
Current: 37.04
10.37
37.04

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -0.40
ACXM's 3-Year Average Share Buyback Ratio is ranked higher than
75% of the 1387 Companies
in the Global Information Technology Services industry.

( Industry Median: -3.30 vs. ACXM: -0.40 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
ACXM' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -19.9  Med: -0.4 Max: 3.9
Current: -0.4
-19.9
3.9

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 61.44
ACXM's Price-to-Tangible-Book is ranked lower than
97% of the 1555 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.26 vs. ACXM: 61.44 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
ACXM' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 1.2  Med: 7.01 Max: 750.74
Current: 61.44
1.2
750.74
Price-to-Intrinsic-Value-Projected-FCF 2.76
ACXM's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
62% of the 840 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.11 vs. ACXM: 2.76 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
ACXM' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.19  Med: 1.49 Max: 187
Current: 2.76
0.19
187
Price-to-Median-PS-Value 2.76
ACXM's Price-to-Median-PS-Value is ranked lower than
91% of the 1656 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.09 vs. ACXM: 2.76 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
ACXM' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.33  Med: 1.18 Max: 2.76
Current: 2.76
0.33
2.76
Price-to-Graham-Number 21.14
ACXM's Price-to-Graham-Number is ranked lower than
99% of the 974 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.25 vs. ACXM: 21.14 )
Ranked among companies with meaningful Price-to-Graham-Number only.
ACXM' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.79  Med: 3.08 Max: 39
Current: 21.14
0.79
39
Earnings Yield (Greenblatt) % 0.34
ACXM's Earnings Yield (Greenblatt) % is ranked lower than
63% of the 2008 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.11 vs. ACXM: 0.34 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
ACXM' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -5.1  Med: 2 Max: 9.8
Current: 0.34
-5.1
9.8
Forward Rate of Return (Yacktman) % -13.79
ACXM's Forward Rate of Return (Yacktman) % is ranked lower than
88% of the 833 Companies
in the Global Information Technology Services industry.

( Industry Median: 9.82 vs. ACXM: -13.79 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
ACXM' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -26.9  Med: -0.15 Max: 49.2
Current: -13.79
-26.9
49.2

More Statistics

Revenue (TTM) (Mil) $931.85
EPS (TTM) $ 0.27
Beta1.12
Volatility46.70%
52-Week Range $18.60 - 45.72
Shares Outstanding (Mil)77.35

Analyst Estimate

Mar19 Mar20
Revenue (Mil $)
EBIT (Mil $)
EBITDA (Mil $)
EPS ($) -0.21 -0.11
EPS without NRI ($) -0.21 -0.11
EPS Growth Rate
(Future 3Y To 5Y Estimate)
N/A
Dividends per Share ($)

Piotroski F-Score Details

Piotroski F-Score: 77
Positive ROAY
Positive CFROAY
Higher ROA yoyY
CFROA > ROAY
Lower Leverage yoyY
Higher Current Ratio yoyN
Less Shares Outstanding yoyY
Higher Gross Margin yoyY
Higher Asset Turnover yoyN

Personalized Checklist

Checklist has been moved to "Checklist" tab.

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)

GF Chat

{{numOfNotice}}