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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 : 5/10

vs
industry
vs
history
Cash-to-Debt 0.30
ROVI's Cash-to-Debt is ranked lower than
88% of the 1921 Companies
in the Global Software - Application industry.

( Industry Median: 10.13 vs. ROVI: 0.30 )
Ranked among companies with meaningful Cash-to-Debt only.
ROVI' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.15  Med: 1.72 Max: 10098.82
Current: 0.3
0.15
10098.82
Equity-to-Asset 0.57
ROVI's Equity-to-Asset is ranked lower than
53% of the 1830 Companies
in the Global Software - Application industry.

( Industry Median: 0.60 vs. ROVI: 0.57 )
Ranked among companies with meaningful Equity-to-Asset only.
ROVI' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.45  Med: 0.69 Max: 0.95
Current: 0.57
0.45
0.95
Interest Coverage 0.11
ROVI's Interest Coverage is ranked lower than
99% of the 1467 Companies
in the Global Software - Application industry.

( Industry Median: 173.79 vs. ROVI: 0.11 )
Ranked among companies with meaningful Interest Coverage only.
ROVI' s Interest Coverage Range Over the Past 10 Years
Min: 0.11  Med: 1.44 Max: 6.34
Current: 0.11
0.11
6.34
Piotroski F-Score: 6
Altman Z-Score: 0.54
Beneish M-Score: -1.91
WACC vs ROIC
-2.52%
2.46%
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 % 0.64
ROVI's Operating Margin % is ranked lower than
56% of the 1862 Companies
in the Global Software - Application industry.

( Industry Median: 4.84 vs. ROVI: 0.64 )
Ranked among companies with meaningful Operating Margin % only.
ROVI' s Operating Margin % Range Over the Past 10 Years
Min: 0.64  Med: 14.54 Max: 30.94
Current: 0.64
0.64
30.94
Net Margin % 2.13
ROVI's Net Margin % is ranked higher than
58% of the 1863 Companies
in the Global Software - Application industry.

( Industry Median: 3.19 vs. ROVI: 2.13 )
Ranked among companies with meaningful Net Margin % only.
ROVI' s Net Margin % Range Over the Past 10 Years
Min: -34.56  Med: -6.8 Max: 39.31
Current: 2.13
-34.56
39.31
ROE % 1.01
ROVI's ROE % is ranked lower than
60% of the 1803 Companies
in the Global Software - Application industry.

( Industry Median: 6.16 vs. ROVI: 1.01 )
Ranked among companies with meaningful ROE % only.
ROVI' s ROE % Range Over the Past 10 Years
Min: -11.87  Med: -2.25 Max: 13.03
Current: 1.01
-11.87
13.03
ROA % 0.54
ROVI's ROA % is ranked lower than
57% of the 1927 Companies
in the Global Software - Application industry.

( Industry Median: 2.92 vs. ROVI: 0.54 )
Ranked among companies with meaningful ROA % only.
ROVI' s ROA % Range Over the Past 10 Years
Min: -6.38  Med: -1.32 Max: 9.24
Current: 0.54
-6.38
9.24
ROC (Joel Greenblatt) % 3.54
ROVI's ROC (Joel Greenblatt) % is ranked higher than
55% of the 1883 Companies
in the Global Software - Application industry.

( Industry Median: 23.13 vs. ROVI: 3.54 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
ROVI' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 3.54  Med: 55.96 Max: 184.36
Current: 3.54
3.54
184.36
3-Year Revenue Growth Rate 8.30
ROVI's 3-Year Revenue Growth Rate is ranked higher than
60% of the 1454 Companies
in the Global Software - Application industry.

( Industry Median: 5.30 vs. ROVI: 8.30 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
ROVI' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -7.2  Med: 14.3 Max: 27.5
Current: 8.3
-7.2
27.5
3-Year EBITDA Growth Rate -5.20
ROVI's 3-Year EBITDA Growth Rate is ranked lower than
71% of the 1210 Companies
in the Global Software - Application industry.

( Industry Median: 8.40 vs. ROVI: -5.20 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
ROVI' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -6.6  Med: 8.95 Max: 50.5
Current: -5.2
-6.6
50.5
3-Year EPS without NRI Growth Rate 22.10
ROVI's 3-Year EPS without NRI Growth Rate is ranked higher than
70% of the 1098 Companies
in the Global Software - Application industry.

( Industry Median: 7.70 vs. ROVI: 22.10 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
ROVI' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -52.6  Med: 9.1 Max: 50
Current: 22.1
-52.6
50
GuruFocus has detected 3 Warning Signs with Rovi Corp $ROVI.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» ROVI's 30-Y Financials

Financials (Next Earnings Date: 2017-08-03 Est.)


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

» Details

Guru Trades

Q1 2016

ROVI Guru Trades in Q1 2016

David Dreman 428 sh (New)
Joel Greenblatt 22,725 sh (New)
Barrow, Hanley, Mewhinney & Strauss 180,113 sh (+5.82%)
First Eagle Investment 184 sh (unchged)
George Soros Sold Out
Diamond Hill Capital 380,292 sh (-0.66%)
Paul Tudor Jones 27,211 sh (-7.72%)
» More
Q2 2016

ROVI Guru Trades in Q2 2016

George Soros 4,066,666 sh (New)
Jim Simons 180,900 sh (New)
David Dreman 1,022 sh (+138.79%)
First Eagle Investment 184 sh (unchged)
Diamond Hill Capital 380,292 sh (unchged)
Joel Greenblatt Sold Out
Paul Tudor Jones Sold Out
Barrow, Hanley, Mewhinney & Strauss 179,428 sh (-0.38%)
» More
Q3 2016

ROVI Guru Trades in Q3 2016

Joel Greenblatt 147,622 sh (New)
First Eagle Investment Sold Out
Diamond Hill Capital Sold Out
David Dreman Sold Out
Barrow, Hanley, Mewhinney & Strauss Sold Out
Jim Simons Sold Out
George Soros Sold Out
» More
Q4 2016

ROVI Guru Trades in Q4 2016

Joel Greenblatt Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with NAS:ROVI

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Business Description

Industry: Application Software » Software - Application    NAICS: 541512    SIC: 7372
Compare:NAS:SYNA, OTCPK:AGTEF, NAS:DSGX, NYSE:DBD, NAS:TTD, NAS:EBIX, NAS:STMP, OTCPK:AVEVF, NAS:CSOD, NAS:MSTR, NAS:MDRX, NYSE:LXFT, OTCPK:KXSCF, NAS:IMPV, OTCPK:ISMAY, NAS:QLYS, NAS:PCTY, NYSE:TWLO, NAS:ALRM, NAS:MANT » details
Traded in other countries:3T3.Germany,
Headquarter Location:USA
TiVo Corp is engaged in the of discovery, delivery, display and monetization of digital entertainment by providing a broad set of integrated solutions.

TiVo, formerly known as Rovi, is a digital entertainment company that provides intellectual property, entertainment discovery hardware, media guides, entertainment metadata, cloud services, analytics, and advertising. TiVo's clients include entertainment companies, consumer electronics manufacturers, advertisers, service providers, and retailers. The company has about 1,800 employees and 6,000 issued and pending patents worldwide. Its headquarters are in Santa Clara, California.

Guru Investment Theses on Rovi Corp

George Soros Buys Rovi Corp - Sep 08, 2016

During the second quarter, George Soros (Trades, Portfolio) purchased a 4,066,666 stake in Rovi Corp. (NASDAQ:ROVI) at an average price of $16.86. The trade has a 1.97% impact on Soros's portfolio. Since the trade, Rovi Corp.’s stock price has gained an estimated 33% in market value.



Rovi Corp. has a market cap of $1.87 billion, an enterprise value of $2.48 billion, a P/B ratio of 1.83 and a P/S ratio of 1.83.



Rovi Corp. was originally founded in Delaware in 2007. The company is engaged in the discovery and personalization of digital entertainment. The company has a broad portfolio of licensable technology patents, which covers many aspects of content discovery, digital video recording (“DVR”), video on demand (“VOD”), over-the-top (“OTT”) including multi-screen functionality and personalization, as well as interactive applications and advertising.



According to the company’s most recent 10-K filing, it has expanded its licensing into connected televisions, multiple screen devices such as tablets, smartphones, personal computers and game consoles, as well as media streaming devices. GuruFocus gives Rovi Corp. a 7 of 10 profitability and growth rating with an operating margin of 13.23%, ranking it above 77% of the 1835 companies in the global software application industry.



According to one of the company's employees, Sanjay Chandra, three things are changing in the global software application industry:





  1. Who is consuming content




  2. How they are consuming it




  3. Where they are consuming it





“It’s critical we stay ahead of that curve. And that’s why we need to innovate," Chandra said. "We’ve got content explosion, we’ve got phenomenal machine learning techniques, and we’ve got virtual reality. I think an explosive combination of these three is going to define the future. We have an exciting opportunity to be in the forefront of this constantly evolving entertainment technology industry, and to make a big impact, it's beautiful”.



George Soros (Trades, Portfolio) may have decided to establish a position in Rovi Corp. because the company has nearly a decade of operating experience, is expanding its license agreements into multiple devices and is an innovator in machine technology, as well as virtual reality. The company has reported strong revenue growth per share over the previous 10 years, at an annual rate of 11.90%. The company also has a high Piotroski F-Score of 7, which indicates that the company is in a very healthy situation financially.



George Soros (Trades, Portfolio) is a multibillionaire who founded Soros Fund Management and the Open Society Foundations. His fund currently owns 154 stocks with an estimated total value of $3,229 million.



Disclosure: Author does not own any shares of this company.



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Check out George Soros latest stock trades

Top Ranked Articles about Rovi Corp

George Soros Buys Rovi Corp Company has a broad range of patents and is expanding its license agreements
During the second quarter, George Soros (Trades, Portfolio) purchased a 4,066,666 stake in Rovi Corp. (NASDAQ:ROVI) at an average price of $16.86. The trade has a 1.97% impact on Soros's portfolio. Since the trade, Rovi Corp.’s stock price has gained an estimated 33% in market value. Read more...
George Soros’ 2nd Quarter Buys Liberty Broadband, Rovi are guru’s top 2 new holdings
In the second quarter, George Soros (Trades, Portfolio) of Soros Fund Management LLC acquired two new holdings. They are Liberty Broadband Corp. (NASDAQ:LBRDK) and Rovi Corp. (NASDAQ:ROVI). Read more...

Ratios

vs
industry
vs
history
PE Ratio 72.50
ROVI's PE Ratio is ranked lower than
80% of the 1245 Companies
in the Global Software - Application industry.

( Industry Median: 25.80 vs. ROVI: 72.50 )
Ranked among companies with meaningful PE Ratio only.
ROVI' s PE Ratio Range Over the Past 10 Years
Min: 7.11  Med: 39.78 Max: 89.77
Current: 72.5
7.11
89.77
Forward PE Ratio 10.09
ROVI's Forward PE Ratio is ranked higher than
90% of the 535 Companies
in the Global Software - Application industry.

( Industry Median: 20.20 vs. ROVI: 10.09 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 59.07
ROVI's PE Ratio without NRI is ranked lower than
76% of the 1229 Companies
in the Global Software - Application industry.

( Industry Median: 26.21 vs. ROVI: 59.07 )
Ranked among companies with meaningful PE Ratio without NRI only.
ROVI' s PE Ratio without NRI Range Over the Past 10 Years
Min: 15.85  Med: 58.58 Max: 2257
Current: 59.07
15.85
2257
Price-to-Owner-Earnings 257.26
ROVI's Price-to-Owner-Earnings is ranked lower than
83% of the 724 Companies
in the Global Software - Application industry.

( Industry Median: 22.94 vs. ROVI: 257.26 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
ROVI' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 6.59  Med: 37.54 Max: 518.75
Current: 257.26
6.59
518.75
PB Ratio 1.01
ROVI's PB Ratio is ranked higher than
83% of the 1789 Companies
in the Global Software - Application industry.

( Industry Median: 2.97 vs. ROVI: 1.01 )
Ranked among companies with meaningful PB Ratio only.
ROVI' s PB Ratio Range Over the Past 10 Years
Min: 0.57  Med: 1.76 Max: 4.16
Current: 1.01
0.57
4.16
PS Ratio 2.27
ROVI's PS Ratio is ranked lower than
53% of the 1780 Companies
in the Global Software - Application industry.

( Industry Median: 2.34 vs. ROVI: 2.27 )
Ranked among companies with meaningful PS Ratio only.
ROVI' s PS Ratio Range Over the Past 10 Years
Min: 1.55  Med: 4.55 Max: 16.75
Current: 2.27
1.55
16.75
Price-to-Free-Cash-Flow 13.94
ROVI's Price-to-Free-Cash-Flow is ranked higher than
72% of the 677 Companies
in the Global Software - Application industry.

( Industry Median: 24.32 vs. ROVI: 13.94 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
ROVI' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 6.45  Med: 15.99 Max: 38.12
Current: 13.94
6.45
38.12
Price-to-Operating-Cash-Flow 12.12
ROVI's Price-to-Operating-Cash-Flow is ranked higher than
67% of the 856 Companies
in the Global Software - Application industry.

( Industry Median: 17.68 vs. ROVI: 12.12 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
ROVI' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 5.64  Med: 14.02 Max: 32.36
Current: 12.12
5.64
32.36
EV-to-EBIT 1233.34
ROVI's EV-to-EBIT is ranked lower than
95% of the 1770 Companies
in the Global Software - Application industry.

( Industry Median: 17.68 vs. ROVI: 1233.34 )
Ranked among companies with meaningful EV-to-EBIT only.
ROVI' s EV-to-EBIT Range Over the Past 10 Years
Min: 9.9  Med: 45.7 Max: 1429
Current: 1233.34
9.9
1429
EV-to-EBITDA 17.49
ROVI's EV-to-EBITDA is ranked lower than
68% of the 1910 Companies
in the Global Software - Application industry.

( Industry Median: 13.76 vs. ROVI: 17.49 )
Ranked among companies with meaningful EV-to-EBITDA only.
ROVI' s EV-to-EBITDA Range Over the Past 10 Years
Min: 7  Med: 19.3 Max: 43.2
Current: 17.49
7
43.2
PEG Ratio 45.46
ROVI's PEG Ratio is ranked lower than
96% of the 567 Companies
in the Global Software - Application industry.

( Industry Median: 1.98 vs. ROVI: 45.46 )
Ranked among companies with meaningful PEG Ratio only.
ROVI' s PEG Ratio Range Over the Past 10 Years
Min: 1.32  Med: 14.34 Max: 408.14
Current: 45.46
1.32
408.14
Current Ratio 1.84
ROVI's Current Ratio is ranked lower than
54% of the 1750 Companies
in the Global Software - Application industry.

( Industry Median: 1.94 vs. ROVI: 1.84 )
Ranked among companies with meaningful Current Ratio only.
ROVI' s Current Ratio Range Over the Past 10 Years
Min: 1.07  Med: 4.61 Max: 15.77
Current: 1.84
1.07
15.77
Quick Ratio 1.80
ROVI's Quick Ratio is ranked lower than
51% of the 1750 Companies
in the Global Software - Application industry.

( Industry Median: 1.79 vs. ROVI: 1.80 )
Ranked among companies with meaningful Quick Ratio only.
ROVI' s Quick Ratio Range Over the Past 10 Years
Min: 1.07  Med: 4.61 Max: 15.76
Current: 1.8
1.07
15.76
Days Inventory 14.75
ROVI's Days Inventory is ranked higher than
56% of the 1086 Companies
in the Global Software - Application industry.

( Industry Median: 18.20 vs. ROVI: 14.75 )
Ranked among companies with meaningful Days Inventory only.
ROVI' s Days Inventory Range Over the Past 10 Years
Min: 0.81  Med: 8.25 Max: 15.69
Current: 14.75
0.81
15.69
Days Sales Outstanding 86.65
ROVI's Days Sales Outstanding is ranked lower than
61% of the 1492 Companies
in the Global Software - Application industry.

( Industry Median: 68.98 vs. ROVI: 86.65 )
Ranked among companies with meaningful Days Sales Outstanding only.
ROVI' s Days Sales Outstanding Range Over the Past 10 Years
Min: 53.03  Med: 72.23 Max: 103.92
Current: 86.65
53.03
103.92
Days Payable 17.49
ROVI's Days Payable is ranked higher than
65% of the 1330 Companies
in the Global Software - Application industry.

( Industry Median: 43.37 vs. ROVI: 17.49 )
Ranked among companies with meaningful Days Payable only.
ROVI' s Days Payable Range Over the Past 10 Years
Min: 7.9  Med: 24.27 Max: 130.03
Current: 17.49
7.9
130.03

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -7.10
ROVI's 3-Year Average Share Buyback Ratio is ranked lower than
70% of the 1148 Companies
in the Global Software - Application industry.

( Industry Median: -2.60 vs. ROVI: -7.10 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
ROVI' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -26.5  Med: -2.25 Max: 7.2
Current: -7.1
-26.5
7.2

Valuation & Return

vs
industry
vs
history
Price-to-Intrinsic-Value-DCF (Earnings Based) 5.52
ROVI's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked lower than
94% of the 124 Companies
in the Global Software - Application industry.

( Industry Median: 1.45 vs. ROVI: 5.52 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
N/A
Earnings Yield (Greenblatt) % 0.08
ROVI's Earnings Yield (Greenblatt) % is ranked lower than
65% of the 2521 Companies
in the Global Software - Application industry.

( Industry Median: 3.23 vs. ROVI: 0.08 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
ROVI' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 0.08  Med: 2.2 Max: 10.1
Current: 0.08
0.08
10.1
Forward Rate of Return (Yacktman) % 8.90
ROVI's Forward Rate of Return (Yacktman) % is ranked lower than
53% of the 773 Companies
in the Global Software - Application industry.

( Industry Median: 10.33 vs. ROVI: 8.90 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
ROVI' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 1  Med: 10.4 Max: 24.3
Current: 8.9
1
24.3

More Statistics

Revenue (TTM) (Mil) $508.1
EPS (TTM) $ -0.24
Short Percentage of Float9.94%
52-Week Range $8.01 - 23.70
Shares Outstanding (Mil)83.37
» More Articles for NAS:ROVI

Headlines

Articles On GuruFocus.com
CORRECTING and REPLACING -- TiVo Corporation (Nasdaq: TIVO) to Ring The Nasdaq Stock Market Opening Mar 21 2017 
TiVo Corporation (Nasdaq: TIVO) to Ring The Nasdaq Stock Market Opening Bell Mar 20 2017 
Top Insider Buys of the Week Dec 24 2016 
George Soros Buys Rovi Corp Sep 08 2016 
George Soros’ 2nd Quarter Buys Aug 17 2016 
Weekly CEO Buys Highlight: CLMS, OPK, ROVI, LPG, GAM Jul 13 2015 
Thomas Carson, President & CEO of Rovi Corp. (ROVI), bought 10,000 shares of the company at an avera Jul 10 2015 
27% Upside potentially in Rovi Corporation Mar 17 2015 
Two Seth Klarman Stocks in His Top-Weighted Tech Sector Soar to Five-Year Highs Mar 25 2014 
Rovi Corp: Profitability in Times of Change Feb 19 2014 

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Rovi Corporation (ROVI) in Focus: Stock Moves 6.7% Higher Aug 23 2016
Why These 5 Stocks Are Surging Today: Rovi, Cheetah Mobile, StemCells, More Aug 22 2016
Rovi Signs 10-Year Intellectual Property License Agreement with DISH Aug 22 2016
How Rovi Corp. Gained 20% in July Aug 11 2016
ETF’s with exposure to Rovi Corp. : August 4, 2016 Aug 04 2016
Rovi Corp. :ROVI-US: Earnings Analysis: Q2, 2016 By the Numbers : August 3, 2016 Aug 03 2016
Rovi Introduces Advanced i-Guide to Enhance Entertainment User Experience Aug 02 2016
Edited Transcript of ROVI earnings conference call or presentation 28-Jul-16 9:00pm GMT Jul 28 2016
Rovi Corporation Reports Second Quarter 2016 Financial Results Jul 28 2016

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