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Stocks B / Berkshire Hathaway


Subject:  Re: IBM the lost decade Date:  1/3/2020  12:36 PM
Author:  dividends20 Number:  246783 of 253140

Here are the numbers and the reason why I am accumulating IBM shares.

Metric		IBM	Accenture	Workday		Salesforce	Oracle
Market Cap 	$118B	$133B		$38B		$147B		$173B
Revenue: 	*$77B	$43B		$2.8B		$13.2B		$38B
PE Ratio(F): 	10	26		93		57		13
Net Income: 	*$8.7B	$4.7B		-0.4B		$1.11B		$11B
Dividends: 	4.78%	1%		0		0		1.7%
Debt:		$45B	$22B		$1.2B		$3.17B		$56B
Retired Shares: -31%	-4%		18%		24%		-17%	
* Revenue and Income don't have Redhat numbers

IBM and Accenture compete in Consulting
Oracle and IBM compete in Cloud - similar boat, similar story
Workday, Salesforce are SaaS providers - 
this is for reference to show that these "hot" companies would kill for IBM's revenue and profit numbers.

I agree that Amazon, Microsoft and Google are in a different league.

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