S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
MarketBeat Week in Review – 2/19 - 2/23
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Macron booed by French farmers who blame him for not doing enough to support agriculture
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
MarketBeat Week in Review – 2/19 - 2/23
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Macron booed by French farmers who blame him for not doing enough to support agriculture
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
MarketBeat Week in Review – 2/19 - 2/23
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Macron booed by French farmers who blame him for not doing enough to support agriculture
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
MarketBeat Week in Review – 2/19 - 2/23
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Macron booed by French farmers who blame him for not doing enough to support agriculture

International Business Machines (IBM) Competitors

$185.72
+1.51 (+0.82%)
(As of 02/23/2024 ET)

IBM vs. CSCO, ANET, QCOM, VZ, UBER, AMAT, NOW, INTU, TXN, and INTC

Should you be buying International Business Machines stock or one of its competitors? The main competitors of International Business Machines include Cisco Systems (CSCO), Arista Networks (ANET), QUALCOMM (QCOM), Verizon Communications (VZ), Uber Technologies (UBER), Applied Materials (AMAT), ServiceNow (NOW), Intuit (INTU), Texas Instruments (TXN), and Intel (INTC). These companies are all part of the "computer and technology" sector.

International Business Machines vs.

Cisco Systems (NASDAQ:CSCO) and International Business Machines (NYSE:IBM) are both large-cap computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their community ranking, risk, valuation, analyst recommendations, institutional ownership, profitability, media sentiment, dividends and earnings.

72.2% of Cisco Systems shares are held by institutional investors. Comparatively, 56.2% of International Business Machines shares are held by institutional investors. 0.0% of Cisco Systems shares are held by insiders. Comparatively, 0.1% of International Business Machines shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Cisco Systems has higher earnings, but lower revenue than International Business Machines. Cisco Systems is trading at a lower price-to-earnings ratio than International Business Machines, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cisco Systems$57.23B3.46$12.61B$3.2914.85
International Business Machines$61.86B2.74$7.50B$8.1322.84

In the previous week, International Business Machines had 7 more articles in the media than Cisco Systems. MarketBeat recorded 32 mentions for International Business Machines and 25 mentions for Cisco Systems. Cisco Systems' average media sentiment score of 0.70 beat International Business Machines' score of 0.63 indicating that International Business Machines is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cisco Systems
12 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
International Business Machines
20 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

Cisco Systems received 1304 more outperform votes than International Business Machines when rated by MarketBeat users. Likewise, 73.49% of users gave Cisco Systems an outperform vote while only 58.93% of users gave International Business Machines an outperform vote.

CompanyUnderperformOutperform
Cisco SystemsOutperform Votes
2409
73.49%
Underperform Votes
869
26.51%
International Business MachinesOutperform Votes
1105
58.93%
Underperform Votes
770
41.07%

Cisco Systems pays an annual dividend of $1.60 per share and has a dividend yield of 3.3%. International Business Machines pays an annual dividend of $6.64 per share and has a dividend yield of 3.6%. Cisco Systems pays out 48.6% of its earnings in the form of a dividend. International Business Machines pays out 81.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Cisco Systems has raised its dividend for 12 consecutive years and International Business Machines has raised its dividend for 28 consecutive years. International Business Machines is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Cisco Systems has a beta of 0.9, meaning that its stock price is 10% less volatile than the S&P 500. Comparatively, International Business Machines has a beta of 0.71, meaning that its stock price is 29% less volatile than the S&P 500.

Cisco Systems presently has a consensus price target of $56.36, suggesting a potential upside of 15.35%. International Business Machines has a consensus price target of $171.92, suggesting a potential downside of 7.43%. Given International Business Machines' higher possible upside, research analysts plainly believe Cisco Systems is more favorable than International Business Machines.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cisco Systems
2 Sell rating(s)
14 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.14
International Business Machines
1 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.42

Cisco Systems has a net margin of 23.49% compared to Cisco Systems' net margin of 12.13%. Cisco Systems' return on equity of 39.55% beat International Business Machines' return on equity.

Company Net Margins Return on Equity Return on Assets
Cisco Systems23.49% 33.01% 14.72%
International Business Machines 12.13%39.55%6.69%

Summary

International Business Machines beats Cisco Systems on 11 of the 21 factors compared between the two stocks.


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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding IBM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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IBM vs. The Competition

MetricInternational Business MachinesComputer & office equipment IndustryComputer SectorNYSE Exchange
Market Cap$169.58B$28.41B$20.13B$17.63B
Dividend Yield3.60%3.05%2.72%3.57%
P/E Ratio22.8418.82239.5624.33
Price / Sales2.747.56526.557.22
Price / Cash12.6813.4730.8217.54
Price / Book7.503.706.756.10
Net Income$7.50B$1.62B$605.07M$870.05M
7 Day Performance-1.02%-1.79%-1.34%-0.34%
1 Month Performance6.75%-5.20%2.93%2.47%
1 Year Performance42.24%-5.41%14.32%89.24%

International Business Machines Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSCO
Cisco Systems
4.934 of 5 stars
$48.28
-0.3%
$56.36
+16.7%
+0.8%$196.18B$57.00B14.6784,900
ANET
Arista Networks
4.5921 of 5 stars
$259.57
-0.8%
$271.38
+4.5%
+97.5%$81.15B$5.86B39.514,023
QCOM
QUALCOMM
4.7989 of 5 stars
$151.96
-0.5%
$148.71
-2.1%
+24.6%$169.59B$35.82B22.0250,000Analyst Revision
VZ
Verizon Communications
4.6151 of 5 stars
$40.50
+0.0%
$44.00
+8.6%
+5.0%$170.27B$133.97B14.67105,400Analyst Report
Insider Selling
UBER
Uber Technologies
4.635 of 5 stars
$76.62
-2.3%
$72.10
-5.9%
+134.1%$159.10B$37.28B89.0930,400Analyst Report
AMAT
Applied Materials
4.8028 of 5 stars
$189.14
-5.2%
$193.00
+2.0%
+77.1%$157.38B$26.52B22.2534,000Analyst Report
Analyst Revision
NOW
ServiceNow
4.5117 of 5 stars
$752.87
-1.6%
$750.93
-0.3%
+81.2%$154.34B$8.97B89.5222,668Insider Selling
Options Volume
INTU
Intuit
4.8665 of 5 stars
$645.91
-1.5%
$594.67
-7.9%
+57.2%$180.79B$14.37B70.5918,200Earnings Report
Dividend Announcement
Analyst Report
News Coverage
TXN
Texas Instruments
4.7877 of 5 stars
$162.74
+1.5%
$173.89
+6.9%
-3.2%$147.98B$17.52B23.0534,000
INTC
Intel
4.7329 of 5 stars
$44.52
+2.3%
$41.48
-6.8%
+71.0%$188.23B$54.23B114.16124,800Analyst Report
Options Volume

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This page (NYSE:IBM) was last updated on 2/25/2024 by MarketBeat.com Staff