Using Portfolio Visualizer to Test Allocation Strategies
A website that offers a simple way to compare projected results of various portfolio scenarios.
Sam Levine
Stock Evaluator: International Business Machines Corporation (IBM)
3,117 followersInternational Business Machines Corporation IBM
$227.13
0.52
0.23%
October 9, 2026 4:00:03 PM
EST
Volume: 3,349,189
After Hours: $120.37
0.15
|
0.12%
November 10, 2021 7:59 PM
EST
Volume: 72,713
USD
NYSE | DELAYED PRICE
| SECTOR | INDUSTRY |
| Information Technology | IT Services |
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
COMPANY SUMMARY
International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers hybrid cloud and AI platforms that allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment delivers strategy and technology services and intelligent operations, providing business transformation, technology implementation, managed services, application modernization, and AI-powered solutions. The Infrastructure segment provides on-premises and cloud-based server, and storage solutions, as well as life-cycle services for hybrid cloud infrastructure deployment. The Financing segment offers client and commercial financing, and facilitates IBM clients’ acquisition of hardware, software, and services. It operates a data streaming platform. The company has strategic partnerships with various companies, including hyperscalers, service providers, global system integrators, and software and hardware vendors that include Adobe, Amazon Web Services, Microsoft, Oracle, Salesforce, Samsung Electronics and SAP, and others. It also has a strategic collaboration with Arm Holdings plc for the development of new dual-architecture hardware that helps enterprises run future AI and data intensive workloads; strategic partnership with three.ws to advance ai-powered 3d agent technology; and collaboration with Lightwell to help strengthen open source software supply chain. Additionally, it offers operational resilience, logistics, and future-ready technology to the UK Ministry of Defence through Team ORION. The company was formerly known as Computing-Tabulating-Recording Co. and changed its name to International Business Machines Corporation in 1924. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.
Commentary & Analysis
What You Need to Know About International Business Machines Corporation's Q3 Earnings
International Business Machines Corporation's fiscal Q3 earnings report was released on Wednesday, July 22. Let's dive in to see if (IBM) missed or beat analyst's expectations.Rosalio Madrigal
Is International Business Machines Corporation (IBM) Overvalued?
We dive into why International Business Machines Corporation (IBM) could be considered overvalued on 2026-07-14, based on AAII’s Value Score and Grade.Rosalio Madrigal
Is International Business Machines Corporation (IBM) Overvalued?
We dive into why International Business Machines Corporation (IBM) could be considered overvalued on 2026-07-13, based on AAII’s Value Score and Grade.Tudor Pop
Why International Business Machines Corporation’s (IBM) Stock Is Down 23.26%
As of Tuesday, July 14, International Business Machines Corporation’s IBM share price has dipped by 23.26%, which has investors questioning if this is right time to buy.Rosalio Madrigal
Financial Summary
| Share Statistics | IBM | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $213,987.0 | $994.0 | 99% |
|
| Shares Out (Mil) | 953.3 | 46.1 | 93% |
|
| Institutional Ownership | 99.9% | 74.5% | 96% |
|
| Float (Mil) | 940.2 | 40.5 | 90% |
|
| Beta | 0.72 | 0.92 | 42% |
|
| Avg Daily Volume (000s) | 5,669 | 675 | 93% |
|
| Price Change (52-week) |
(21.5%) | 52.9% | 35% |
|
| Growth | IBM | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 4.1% | 8.3% | 32% |
|
| Net Income (5yr) | 13.6% | 4.7% | 61% |
|
| EPS (5yr) | 12.4% | 10.8% | 51 |
|
| Dividends (5yr) | 0.6% | 0.0% | 99% |
|
| Cash Flow (5yr) | (15.9%) | (16.1%) | 46% |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | 20 | 24 | 24 | |
| Current EPS | $2.870 | $12.313 | $13.152 | |
| Month Ago EPS | $2.888 | $12.321 | $13.162 | |
| # Rev Up | 0 | 0 | 0 | |
| # Rev Down | 1 | 1 | 1 | |
| Three Months Ago EPS | $2.945 | $12.468 | $13.469 | |
| Year/Year Chg | 26.4% | 10.5% | 28.7% | |
| Financials | IBM | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $69,095 | $541 | 98% |
|
| Net Income (TTM) (Mil) | $10,725 | ($1) | 99% |
|
| EPS (TTM) | $11.439 | $0.000 | 95% |
|
| Operating Cash Flow (TTM) (Mil) | $14,888 | $50 | 99% |
|
| Net Cash Flow (TTM) (Mil) | ($4,809) | $1 | 1% |
|
| Long-Term Debt (Q1) (Mil) | $58,727 | $82 | 98% |
|
| Enterprise Value (Q1) (Mil) | $270,726 | $1,258 | 99% |
|
| Valuation | IBM | Industry Median |
Percentile (All Stocks) |
|
| P/B | 6.21 | 2.05 | 84% |
|
| P/E | 20.2 | 19.1 | 54% |
|
| Dividend Yield | 3.0% | 0.0% | 84% |
|
| PEG (5yr hist) | 1.0 | 1.7 | 46% |
|
| Ratios | IBM | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 58.1% | 34.7% | 71% |
|
| Net Margin | 15.5% | (0.2%) | 73% |
|
| ROA | 7.1% | (0.2%) | 79% |
|
| ROE | 34.6% | 3.8% | 89% |
|
| Liabilities to Assets | 77.3% | 51.3% | 73% |
|
| F-Score | 7 | 4 | 82% |
|
Passing Stock Screens
As of 10/9/2026, from a list of 60 stock screening strategies,
FACTOR STRATEGY
Dogs of the Dow Screen
Factors: Yield, Value
Identifying contrarian plays among the Dow Jones industrial stocks.
| Performance Since Inception: | 4.1% |
| +/- S&P 500: | -3.4 |
