Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

International Business Machines Corporation

NYSE:IBM

Information Technology Services · benchmarked against Technology Services inside the CIBR constituent company universe.

Active tabFinancial reports

Current readWeak

Last close204.97

1M return-31.57%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report Jul 22, 7:46 PM GMT+8.

Sample and caveat28 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest Jul 22, 7:46 PM GMT+8

Distinct report rows12

Sections4

Metrics28

Coverage100%

CompanyInternational Business Machines Corporation

Overview scoring

Fundamental overview

54/100 blended · 98/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 62/100; Cash flow 63/100; Balance sheet 31/100; Valuation 57/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 53/100; Information Technology Services 58/100; Technology Services 55/100; CIBR constituent company universe 56/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #8 of 13; Information Technology Services #3 of 4; Technology Services #9 of 18; CIBR constituent company universe #10 of 24.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 62/100; Cash flow 61/100; Balance sheet 31/100; Valuation 54/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration7/24

Revenue quarter has the largest second-order move at -39.69%. 7 metrics are accelerating favorably and 17 are decelerating.

Fundamental PM review

Growth and cash quality3/5

EPS TTM is 11.31 with +1.45% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review4 watch items

Debt / Equity is 2.12 with +6.97% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 67.5B; Revenue quarter 15.9B; Revenue next quarter 17.5B; Operating income TTM 14.5B.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue -3.26%; Revenue quarter -39.69%; Operating income TTM -5.15%; Operating margin -1.70%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 31/100; Cash 54/100; Quality 34/100; Balance 9/100; Valuation 74/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	67.5B	Flat+1M	-3.26%-2.1B	decelerating	11
Revenue quarterRevenue	15.9B	-19.15%-3.8B	-39.69%-7.1B	decelerating	11
Revenue next quarterRevenue	17.5B	-2.09%-373.2M	Need 3 reportsNeed 3 reports	deteriorating	2
Operating income TTMEarnings	14.5B	+4.08%+570M	-5.15%-610M	decelerating	11
Operating marginProfitability	+21.52%	+4.08%+0.84 pts	-1.70%-0.29 pts	decelerating	11
EPS TTMEarnings	11.31	+1.45%+0.16	-31.90%-2.63	decelerating	8
EPS next quarterEarnings	2.95	-2.53%-0.08	Need 3 reportsNeed 3 reports	deteriorating	2
Gross marginQuality	+57.80%	+0.37%+0.21 pts	-0.28%-0.16 pts	stable	11
Net marginQuality	+15.57%	-0.49%-0.08 pts	-29.77%-3.62 pts	decelerating	11
Gross-to-net conversionQuality	+26.95%	-0.86%-0.23 pts	-29.31%-6.25 pts	decelerating	11

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Oct 2, 2023	61.2B	14.8B	—	8.9B	+14.60%	—	—	+53.91%	+11.60%	+21.52%
Jan 2, 2024	61.9B	17.4B	—	9.9B	+16.00%	—	—	+54.62%	+12.15%	+22.24%
Apr 1, 2024	62.1B	14.5B	—	10.3B	+16.53%	—	—	+54.81%	+13.14%	+23.97%
Jul 1, 2024	62.4B	15.8B	—	10.9B	+17.50%	9.07	—	+55.05%	+13.48%	+24.48%
Oct 7, 2024	62.6B	15B	—	10.8B	+17.33%	6.87	—	+55.45%	+10.18%	+18.36%
Jan 6, 2025	62.8B	17.6B	—	10.7B	+17.05%	6.42	—	+55.56%	+9.59%	+17.25%
Apr 7, 2025	62.8B	14.5B	—	11.1B	+17.72%	5.81	—	+55.95%	+8.74%	+15.63%
Jul 7, 2025	64B	17B	—	11.9B	+18.53%	6.17	—	+56.94%	+9.15%	+16.06%
Oct 6, 2025	65.4B	16.3B	—	12.8B	+19.54%	8.36	—	+57.22%	+12.11%	+21.16%
Jan 5, 2026	67.5B	19.7B	—	14B	+20.68%	11.15	—	+57.59%	+15.65%	+27.18%
May 23, 2026	67.5B	15.9B	17.8B	14.5B	+21.52%	11.31	3.02	+57.80%	+15.57%	+26.95%
Jul 22, 2026	67.5B	15.9B	17.5B	14.5B	+21.52%	11.31	2.95	+57.80%	+15.57%	+26.95%