IBM Cloud Authors: Elizabeth White, Liz McMillan, Roger Strukhoff, Pat Romanski, Sematext Blog

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Research and Markets: IBM - EPS Growth to Disappoint: 2013

Research and Markets (http://www.researchandmarkets.com/research/v33gsd/ibm_eps_growth) has announced the addition of the "IBM - EPS Growth to Disappoint" company profile to their offering.

Investment thesis - exceptional performance, but EPS growth is slowing.

IBM has clear competitive advantages in providing leading technology services and complete IT solutions to large corporates, in a manner that positions it to be indispensable to its customers. In our opinion, growth will slow further as key drivers lose steam.

Mediocre 2012 Q4 results - Revenues remain soft but improved sequentially.

Revenues remain soft but improved sequentially suggesting that the downturn is over. However, EPS growth may still disappoint.

Independent, buy-side, fundamental, financial analysis.

Key Topics Covered:

Investment Thesis & SWOT Analysis

News Flow - Significant Recent Events

Industry & Company Analysis

Key IT Trends Relevant to IBM

IBM - Company Overview

Strategy, Acquisitions & Share Repurchases

Management, Executive Compensation & Board

Key Divisions

Brief History of IBM

Business Model - Snapshot of the last 12 Months

SWOT Analysis

Financial Results Analysis

Profit & Loss Summary

Revenue by Region Analysis

Backlog, Signings Analysis & Deferred Revenue

Revenue Analysis

Gross Profit Analysis

Pre-Tax Profit Analysis

Cost Analysis

Cash Flow Analysis

Balance Sheet Analysis

Return Analysis

Unusual Items


Share Price Performance & Valuation Multiples

Historical Valuation Multiples

Fundamental Valuation of IBM

DCF Valuation & Sensitivity Analysis

Industry Analysis

Overview of the IT Industry

IT Industry - Key Trends Impacting IBM

Financial Tables

Quarterly Financial Accounts

Annual Financial Accounts

Group Revenue Data

Global Services Revenue Data

Hardware & Software Revenue Data

Backlog, Signings & Deferred Revenues

Gross Profit Data

Pre-Tax Profit Data

Explanations and Definitions

Legal and Important Information

List of Tables

List of Figures

For more information visit http://www.researchandmarkets.com/research/v33gsd/ibm_eps_growth

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