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NYSE:IBMIBM Competitors & Alternatives

$119.70
+1.16 (+0.98 %)
(As of 07/3/2020 04:00 PM ET)
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Today's Range
$119.26
Now: $119.70
$121.42
50-Day Range
$116.42
MA: $122.51
$135.75
52-Week Range
$90.56
Now: $119.70
$158.75
Volume3.75 million shs
Average Volume5.79 million shs
Market Capitalization$106.28 billion
P/E Ratio11.85
Dividend Yield5.45%
Beta1.22

Competitors

IBM (NYSE:IBM) Vs. ACN, CTSH, EPAM, LDOS, BAH, and IT

Should you be buying IBM stock or one of its competitors? Companies in the sub-industry of "it consulting & other services" are considered alternatives and competitors to IBM, including Accenture (ACN), Cognizant Technology Solutions (CTSH), EPAM Systems (EPAM), Leidos (LDOS), Booz Allen Hamilton (BAH), and Gartner (IT).

IBM (NYSE:IBM) and Accenture (NYSE:ACN) are both large-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, risk, valuation, earnings, profitability, institutional ownership and dividends.

Volatility and Risk

IBM has a beta of 1.22, meaning that its stock price is 22% more volatile than the S&P 500. Comparatively, Accenture has a beta of 1.07, meaning that its stock price is 7% more volatile than the S&P 500.

Dividends

IBM pays an annual dividend of $6.52 per share and has a dividend yield of 5.4%. Accenture pays an annual dividend of $3.20 per share and has a dividend yield of 1.5%. IBM pays out 50.9% of its earnings in the form of a dividend. Accenture pays out 43.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. IBM has increased its dividend for 20 consecutive years and Accenture has increased its dividend for 9 consecutive years. IBM is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Profitability

This table compares IBM and Accenture's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
IBM11.78%57.55%7.26%
Accenture11.11%31.51%15.06%

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for IBM and Accenture, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
IBM012502.29
Accenture171702.64

IBM currently has a consensus target price of $134.6429, indicating a potential upside of 12.48%. Accenture has a consensus target price of $220.3462, indicating a potential upside of 2.14%. Given IBM's higher possible upside, analysts plainly believe IBM is more favorable than Accenture.

Earnings and Valuation

This table compares IBM and Accenture's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
IBM$77.15 billion1.38$9.43 billion$12.819.34
Accenture$43.22 billion3.18$4.78 billion$7.3629.31

IBM has higher revenue and earnings than Accenture. IBM is trading at a lower price-to-earnings ratio than Accenture, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

56.8% of IBM shares are owned by institutional investors. Comparatively, 73.6% of Accenture shares are owned by institutional investors. 0.2% of IBM shares are owned by company insiders. Comparatively, 0.1% of Accenture shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

IBM beats Accenture on 10 of the 17 factors compared between the two stocks.

IBM (NYSE:IBM) and Cognizant Technology Solutions (NASDAQ:CTSH) are both large-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, risk, valuation, earnings, profitability, institutional ownership and dividends.

Earnings and Valuation

This table compares IBM and Cognizant Technology Solutions' gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
IBM$77.15 billion1.38$9.43 billion$12.819.34
Cognizant Technology Solutions$16.78 billion1.81$1.84 billion$3.9914.06

IBM has higher revenue and earnings than Cognizant Technology Solutions. IBM is trading at a lower price-to-earnings ratio than Cognizant Technology Solutions, indicating that it is currently the more affordable of the two stocks.

Dividends

IBM pays an annual dividend of $6.52 per share and has a dividend yield of 5.4%. Cognizant Technology Solutions pays an annual dividend of $0.88 per share and has a dividend yield of 1.6%. IBM pays out 50.9% of its earnings in the form of a dividend. Cognizant Technology Solutions pays out 22.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. IBM has increased its dividend for 20 consecutive years and Cognizant Technology Solutions has increased its dividend for 1 consecutive years. IBM is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Volatility and Risk

IBM has a beta of 1.22, meaning that its stock price is 22% more volatile than the S&P 500. Comparatively, Cognizant Technology Solutions has a beta of 1.15, meaning that its stock price is 15% more volatile than the S&P 500.

Insider & Institutional Ownership

56.8% of IBM shares are owned by institutional investors. Comparatively, 90.4% of Cognizant Technology Solutions shares are owned by institutional investors. 0.2% of IBM shares are owned by company insiders. Comparatively, 0.3% of Cognizant Technology Solutions shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Profitability

This table compares IBM and Cognizant Technology Solutions' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
IBM11.78%57.55%7.26%
Cognizant Technology Solutions10.46%20.90%13.79%

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for IBM and Cognizant Technology Solutions, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
IBM012502.29
Cognizant Technology Solutions68602.00

IBM currently has a consensus target price of $134.6429, indicating a potential upside of 12.48%. Cognizant Technology Solutions has a consensus target price of $62.1667, indicating a potential upside of 10.85%. Given IBM's stronger consensus rating and higher possible upside, analysts plainly believe IBM is more favorable than Cognizant Technology Solutions.

Summary

IBM beats Cognizant Technology Solutions on 10 of the 17 factors compared between the two stocks.

EPAM Systems (NYSE:EPAM) and IBM (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 dividends, analyst recommendations, valuation, profitability, earnings, institutional ownership and risk.

Profitability

This table compares EPAM Systems and IBM's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
EPAM Systems11.79%18.45%13.32%
IBM11.78%57.55%7.26%

Insider and Institutional Ownership

93.4% of EPAM Systems shares are owned by institutional investors. Comparatively, 56.8% of IBM shares are owned by institutional investors. 4.8% of EPAM Systems shares are owned by company insiders. Comparatively, 0.2% of IBM shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Risk & Volatility

EPAM Systems has a beta of 1.31, meaning that its share price is 31% more volatile than the S&P 500. Comparatively, IBM has a beta of 1.22, meaning that its share price is 22% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of recent ratings for EPAM Systems and IBM, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
EPAM Systems04902.69
IBM012502.29

EPAM Systems presently has a consensus target price of $248.4167, indicating a potential downside of 0.70%. IBM has a consensus target price of $134.6429, indicating a potential upside of 12.48%. Given IBM's higher possible upside, analysts clearly believe IBM is more favorable than EPAM Systems.

Earnings and Valuation

This table compares EPAM Systems and IBM's top-line revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
EPAM Systems$2.29 billion6.07$261.06 million$4.9150.95
IBM$77.15 billion1.38$9.43 billion$12.819.34

IBM has higher revenue and earnings than EPAM Systems. IBM is trading at a lower price-to-earnings ratio than EPAM Systems, indicating that it is currently the more affordable of the two stocks.

Summary

EPAM Systems beats IBM on 9 of the 14 factors compared between the two stocks.

IBM (NYSE:IBM) and Leidos (NYSE:LDOS) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, dividends, institutional ownership and earnings.

Insider and Institutional Ownership

56.8% of IBM shares are owned by institutional investors. Comparatively, 75.4% of Leidos shares are owned by institutional investors. 0.2% of IBM shares are owned by insiders. Comparatively, 1.5% of Leidos shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares IBM and Leidos' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
IBM11.78%57.55%7.26%
Leidos5.20%22.56%7.73%

Valuation and Earnings

This table compares IBM and Leidos' gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
IBM$77.15 billion1.38$9.43 billion$12.819.34
Leidos$11.09 billion1.20$667 million$5.1718.11

IBM has higher revenue and earnings than Leidos. IBM is trading at a lower price-to-earnings ratio than Leidos, indicating that it is currently the more affordable of the two stocks.

Volatility & Risk

IBM has a beta of 1.22, suggesting that its stock price is 22% more volatile than the S&P 500. Comparatively, Leidos has a beta of 1.13, suggesting that its stock price is 13% more volatile than the S&P 500.

Dividends

IBM pays an annual dividend of $6.52 per share and has a dividend yield of 5.4%. Leidos pays an annual dividend of $1.36 per share and has a dividend yield of 1.5%. IBM pays out 50.9% of its earnings in the form of a dividend. Leidos pays out 26.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. IBM has raised its dividend for 20 consecutive years and Leidos has raised its dividend for 1 consecutive years. IBM is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for IBM and Leidos, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
IBM012502.29
Leidos041002.71

IBM presently has a consensus price target of $134.6429, suggesting a potential upside of 12.48%. Leidos has a consensus price target of $115.9167, suggesting a potential upside of 23.79%. Given Leidos' stronger consensus rating and higher possible upside, analysts plainly believe Leidos is more favorable than IBM.

Summary

IBM beats Leidos on 9 of the 17 factors compared between the two stocks.

IBM (NYSE:IBM) and Booz Allen Hamilton (NYSE:BAH) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, dividends, institutional ownership and earnings.

Insider and Institutional Ownership

56.8% of IBM shares are owned by institutional investors. Comparatively, 89.9% of Booz Allen Hamilton shares are owned by institutional investors. 0.2% of IBM shares are owned by insiders. Comparatively, 2.6% of Booz Allen Hamilton shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares IBM and Booz Allen Hamilton's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
IBM11.78%57.55%7.26%
Booz Allen Hamilton6.47%53.41%9.70%

Valuation and Earnings

This table compares IBM and Booz Allen Hamilton's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
IBM$77.15 billion1.38$9.43 billion$12.819.34
Booz Allen Hamilton$7.46 billion1.47$482.60 million$3.1825.02

IBM has higher revenue and earnings than Booz Allen Hamilton. IBM is trading at a lower price-to-earnings ratio than Booz Allen Hamilton, indicating that it is currently the more affordable of the two stocks.

Volatility & Risk

IBM has a beta of 1.22, suggesting that its stock price is 22% more volatile than the S&P 500. Comparatively, Booz Allen Hamilton has a beta of 0.81, suggesting that its stock price is 19% less volatile than the S&P 500.

Dividends

IBM pays an annual dividend of $6.52 per share and has a dividend yield of 5.4%. Booz Allen Hamilton pays an annual dividend of $1.24 per share and has a dividend yield of 1.6%. IBM pays out 50.9% of its earnings in the form of a dividend. Booz Allen Hamilton pays out 39.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. IBM has raised its dividend for 20 consecutive years and Booz Allen Hamilton has raised its dividend for 7 consecutive years. IBM is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for IBM and Booz Allen Hamilton, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
IBM012502.29
Booz Allen Hamilton04702.64

IBM presently has a consensus price target of $134.6429, suggesting a potential upside of 12.48%. Booz Allen Hamilton has a consensus price target of $83.00, suggesting a potential upside of 4.32%. Given IBM's higher possible upside, analysts plainly believe IBM is more favorable than Booz Allen Hamilton.

Summary

IBM beats Booz Allen Hamilton on 9 of the 17 factors compared between the two stocks.

Gartner (NYSE:IT) and IBM (NYSE:IBM) are both large-cap business services companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, dividends, profitability, analyst recommendations, valuation, risk and institutional ownership.

Insider & Institutional Ownership

93.5% of Gartner shares are held by institutional investors. Comparatively, 56.8% of IBM shares are held by institutional investors. 4.0% of Gartner shares are held by company insiders. Comparatively, 0.2% of IBM shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Valuation & Earnings

This table compares Gartner and IBM's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Gartner$4.25 billion2.53$233.29 million$3.9030.85
IBM$77.15 billion1.38$9.43 billion$12.819.34

IBM has higher revenue and earnings than Gartner. IBM is trading at a lower price-to-earnings ratio than Gartner, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Gartner and IBM's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Gartner6.70%44.23%5.99%
IBM11.78%57.55%7.26%

Analyst Recommendations

This is a summary of recent recommendations and price targets for Gartner and IBM, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Gartner04102.20
IBM012502.29

Gartner currently has a consensus price target of $126.60, indicating a potential upside of 5.21%. IBM has a consensus price target of $134.6429, indicating a potential upside of 12.48%. Given IBM's stronger consensus rating and higher possible upside, analysts clearly believe IBM is more favorable than Gartner.

Risk & Volatility

Gartner has a beta of 1.47, indicating that its stock price is 47% more volatile than the S&P 500. Comparatively, IBM has a beta of 1.22, indicating that its stock price is 22% more volatile than the S&P 500.

Summary

IBM beats Gartner on 9 of the 14 factors compared between the two stocks.

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
Accenture logo
ACN
Accenture
1.9$215.72+0.5%$137.37 billion$43.22 billion28.24Insider Selling
Cognizant Technology Solutions logo
CTSH
Cognizant Technology Solutions
2.2$56.08+0.6%$30.32 billion$16.78 billion17.58Analyst Upgrade
Heavy News Reporting
EPAM Systems logo
EPAM
EPAM Systems
1.7$250.16+1.1%$13.92 billion$2.29 billion50.64
Leidos logo
LDOS
Leidos
1.9$93.64+0.4%$13.30 billion$11.09 billion22.84Analyst Downgrade
Unusual Options Activity
Booz Allen Hamilton logo
BAH
Booz Allen Hamilton
2.0$79.56+0.1%$10.99 billion$7.46 billion23.40
Gartner logo
IT
Gartner
1.1$120.33+0.2%$10.73 billion$4.25 billion37.96
Amdocs logo
DOX
Amdocs
2.4$60.02+1.8%$8.09 billion$4.09 billion16.44Analyst Downgrade
Caci International logo
CACI
Caci International
1.8$219.43+0.4%$5.50 billion$4.99 billion20.15Analyst Downgrade
Heavy News Reporting
Mantech International logo
MANT
Mantech International
1.8$68.99+0.5%$2.78 billion$2.22 billion23.00Analyst Downgrade
Teradata logo
TDC
Teradata
1.9$20.80+1.0%$2.26 billion$1.90 billion15.07
Virtusa logo
VRTU
Virtusa
1.9$31.97+2.1%$963.35 million$1.31 billion23.00
Unisys logo
UIS
Unisys
1.5$10.60+0.8%$667.48 million$2.95 billion0.65
Forrester Research logo
FORR
Forrester Research
1.7$31.91+1.5%$598.63 million$461.70 million199.45
The Hackett Group logo
HCKT
The Hackett Group
2.4$13.38+0.1%$401.08 million$282.47 million19.97Analyst Downgrade
Servicesource International logo
SREV
Servicesource International
1.9$1.69+1.8%$160.78 million$216.13 million-8.45Analyst Upgrade
Insider Buying
This page was last updated on 7/4/2020 by MarketBeat.com Staff

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