International Business Machines Corporation logo

International Business Machines Corporation (IBM)

Common Stock · Currency in USD · XNYS

Incorporated in 1911, International Business Machines, or IBM, is one of the oldest technology companies in the world. It provides software, IT consulting services, and hardware to help business customers modernize their technology workflows. IBM operates in 175 countries and employs approximately 300,000 people. The company has a robust roster of business partners to service its clients, which includes 95% of all Fortune 500 companies. IBMs products, including Red Hat, watsonx, and mainframes, handle some of the worlds most important data workloads in areas like finance and retail.

Company Info

SIC3570
Composite FIGIBBG000BLNNH6
CIK0000051143
IPOJan 28, 1949
Sectorcomputer & office equipment

Highlights

Market Cap$232.88B
EPS$9.44
P/E Ratio26.54
Revenue$63.04B
Gross Profit$39.91B
Net Income$8.78B
Employees287,000
WSO938,409,072
Phone(914) 499-1900

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in International Business Machines Corporation, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

International Business Machines Corporation (IBM) has returned -16.60% so far this year and 13.19% over the past 12 months. Looking at the last ten years, IBM has achieved an annualized return of 5.47%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

IBM

1M-0.47%
6M-14.02%
YTD-16.60%
1Y13.19%
5Y13.97%
10Y5.47%

Benchmark (SPY)

1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of International Business Machines Corporation (IBM) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
20263.07%-21.89%2.84%2.49%
202515.27%0.02%-2.38%-2.50%7.30%14.32%-14.06%-3.15%17.13%9.71%0.19%-3.36%
202412.79%0.76%2.95%-12.53%0.70%3.85%10.78%4.83%9.49%-6.30%9.45%-3.37%
2023-4.51%-3.86%1.70%-3.48%1.77%4.18%8.06%1.79%-4.73%3.28%9.35%3.24%
2022-0.37%-8.41%5.99%1.97%4.39%1.09%-7.24%-1.76%-7.47%15.09%7.70%-6.06%
2021-5.36%-0.81%10.73%6.07%-0.05%1.10%-4.08%-0.78%-0.75%-11.28%-2.05%13.03%
20206.47%-9.77%-15.16%18.05%1.39%-3.10%2.22%-0.15%-0.96%-8.74%9.65%1.60%
201920.01%2.34%1.28%-0.88%-9.65%8.50%6.19%-8.98%7.84%-8.15%-0.04%-0.30%
20185.95%-4.51%-1.35%-5.46%-2.31%-1.92%4.81%1.19%3.58%-23.91%7.59%-9.55%
20174.50%2.75%-3.51%-7.78%-4.64%0.67%-5.80%-1.36%1.47%5.99%-0.08%-0.63%
2016-3.04%4.90%-0.80%5.54%-1.10%0.33%-2.76%5.68%2.49%

Performance Indicators

The charts below present risk-adjusted performance metrics for International Business Machines Corporation (IBM) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00IBM: 0.15SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00IBM: 0.19SPY: 1.40

Omega ratio

0.501.001.502.00IBM: 1.03SPY: 1.22

Calmar ratio

0.002.004.006.00IBM: -0.00SPY: 1.20

Martin ratio

0.001.003.00IBM: 0.03SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of IBM compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current International Business Machines Corporation volatility is 1.83%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

202520242023202220212020201920182017201620152014201320122011
Liabilities And Equity (USD)151.88B137.18B135.24B127.24B132.00B155.97B152.19B123.38B125.36B117.47B110.50B117.53B126.22B119.21B116.43B
Equity Attributable To Parent (USD)32.65B27.31B22.53B21.94B18.90B20.60B20.84B16.80B17.59B18.25B14.26B11.87B22.79B18.86B20.14B
Equity Attributable To Noncontrolling Interest (USD)93.00M86.00M80.00M77.00M95.00M129.00M144.00M134.00M131.00M146.00M162.00M146.00M137.00M124.00M97.00M
Equity (USD)32.74B27.39B22.61B22.02B19.00B20.73B20.99B16.93B17.73B18.39B14.42B12.01B22.93B18.98B20.24B
Other Non-current Liabilities (USD)-------25.57B25.22B21.91B23.10B26.24B26.43B26.92B26.91B
Long-term Debt (USD)-------42.66B45.05B40.89B38.70B39.68B36.71B29.68B27.16B
Noncurrent Liabilities (USD)80.48B76.64B78.51B73.72B79.39B95.38B93.50B68.23B70.27B62.80B61.80B65.92B63.14B56.60B54.07B
Other Current Liabilities (USD)29.79B25.51B26.49B23.97B26.46B31.52B29.40B28.36B27.27B26.49B28.24B32.74B32.69B35.67B33.61B
Wages (USD)4.11B3.61B3.50B3.48B3.20B3.44B3.41B3.31B3.64B3.58B-----
Accounts Payable (USD)4.76B4.03B4.13B4.05B3.96B4.91B4.90B6.56B6.45B6.21B6.03B6.86B7.46B7.95B8.52B
Current Liabilities (USD)38.66B33.14B34.12B31.51B33.62B39.87B37.70B38.23B37.36B36.28B34.27B39.60B40.15B43.63B42.12B
Liabilities (USD)119.14B109.78B112.63B105.22B113.01B135.24B131.20B106.45B107.63B99.08B96.07B105.52B103.29B100.23B96.20B
Other Non-current Assets (USD)---92.79B96.77B106.77B103.76B63.44B64.51B62.75B53.78B54.24B57.18B52.00B48.23B
Intangible Assets (USD)----------3.49B3.10B3.87B3.79B3.39B
Fixed Assets (USD)---5.33B5.69B10.04B10.01B10.79B11.12B10.83B10.73B10.77B13.82B14.00B13.88B
Noncurrent Assets (USD)114.94B102.69B102.33B98.13B102.46B116.81B113.77B74.24B75.62B73.58B67.99B68.11B74.87B69.78B65.51B
Other Current Assets (USD)35.72B33.19B31.75B27.57B27.89B37.33B36.80B47.46B48.15B42.34B40.95B47.32B49.04B47.15B48.33B
Inventory (USD)1.22B1.29B1.16B1.55B1.65B1.84B1.62B1.68B1.58B1.55B1.55B2.10B2.31B2.29B2.60B
Current Assets (USD)36.94B34.48B32.91B29.12B29.54B39.17B38.42B49.15B49.74B43.89B42.50B49.42B51.35B49.43B50.93B
Assets (USD)151.88B137.18B135.24B127.24B132.00B155.97B152.19B123.38B125.36B117.47B110.50B117.53B126.22B119.21B116.43B

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