Following IBM's early earnings announcement on July 14, which was defined by an underwhelming 1% growth in total revenue, other parts of IBM's second-quarter results largely met expectations. Software annual recurring revenue expanded 8% year over year, and consulting signings grew 6% to $5 billion.
IBM’s leadership in hybrid cloud can cater to enterprise customers’ demand of keeping sensitive, mission-critical workflows on-premises, especially for regulated industries.
IBM’s rich legacy can make it a slow adopter of the latest technology trends, such as general-purpose cloud computing and artificial intelligence.
|
Metric
|
IBM
|
ACN
|
ORCL
|
|---|---|---|---|
Price/Earnings (Normalized) | 19.05 | 12.41 | 19.22 |
Price/Book Value | 6.26 | 3.53 | 11.25 |
Price/Sales | 3.15 | 1.45 | 6.34 |
Price/Cash Flow | 12.99 | 8.35 | 15.35 |
|
Metric
|
IBM
|
ACN
|
ORCL
|
|---|---|---|---|
Quick Ratio | 0.59 | 1.21 | 1.01 |
Current Ratio | 0.79 | 1.34 | 1.12 |
Interest Coverage | 6.14 | 39.69 | 5.08 |
|
Metric
|
IBM
|
ACN
|
ORCL
|
|---|---|---|---|
Return on Assets (Normalized) | 7.57% | 15.46% | 10.48% |
Return on Equity (Normalized) | 36.78% | 35.59% | 76.33% |
Return on Invested Capital (Normalized) | 12.81% | 24.86% | 15.95% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Accenture PLC Class A
ACN
| LOCK|c?PX?WS | LOCK|&v<b | $104B | |||
| Infosys Ltd ADR
INFY
| LOCK|m<Q@R& | LOCK|L^#?w | $48B | |||
| Fiserv Inc
FISV
| LOCK|VY!$Wf^ | LOCK|QF^dH | $28B | |||
| Cognizant Technology Solutions Corp Class A
CTSH
| LOCK|?mwPNsk | LOCK|<?<&B | $25B | |||
| Fidelity National Information Services Inc
FIS
| LOCK|F&b#!l | LOCK|c?FWR | $21B | |||
| Broadridge Financial Solutions Inc
BR
| LOCK|$J&s^^n | LOCK|$r^ | $19B | |||
| Wipro Ltd ADR
WIT
| LOCK|xs$#JDh | LOCK|%$ | $19B | |||
| CGI Inc Class A
GIB
| LOCK|x^zP&% | LOCK|<p$^ | $15B | |||
| Gartner Inc
IT
| LOCK|qwBgl!! | LOCK|>^ | $11B |
United States