IBM (IBM) is a it consulting & other services company in the Information Technology sector. Listed on the NASDAQ, IBM is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $272.36.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $272.36 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 20.34% |
| Risk / Std Dev (Annualized) | 27.18% |
| Sharpe Ratio (rf=4.5%) | 0.58 |
S&P 500 Context
- Sector: Information Technology
- Sub-Industry: IT Consulting & Other Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 20.34% with an annualized volatility of 27.18%. The Sharpe ratio of 0.58 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 255.99B |
| Enterprise Value | 314.09B |
| Trailing P/E | 24.12 |
| Forward P/E | 20.29 |
| Price to Book | 7.76 |
| Price to Sales | 3.71 |
| EV/Revenue | 4.56 |
| EV/EBITDA | 18.91 |
| Profitability | | | Profit Margin | 15.61% | | Operating Margin | 13.81% | | ROE | 35.77% | | ROA | 5.37% |
| Growth | | | Revenue Growth | 9.5% | | Earnings Growth | 14.2% |
| Dividend | | | Dividend Yield | 248.0% | | Payout Ratio | 59.47% | | 5Y Avg Yield | 391.0% |
| Financial Health | | | Total Revenue | 68.91B | | Total Debt | 69.8B | | Total Cash | 11.78B | | Free Cash Flow | 13.08B | | Operating Cash Flow | 13.99B |
| Price & Technical | | | 52W High | $332.46$ | | 52W Low | $212.34$ | | 50-Day Avg | $247.22$ | | 200-Day Avg | $272.59$ | | Beta | 0.67 | | Shares Outstanding | 0.94B | | Float Shares | 0.94B | | Insider Holdings | 0.12% | | Institutional Holdings | 65.6% | | Short Ratio | 3.41 | | Short % of Float | 3.61% |
| Analyst Targets | | | Target High | $390.0$ | | Target Low | $195.0$ | | Target Mean | $290.89$ | | Target Median | $290.0$ | | # of Analysts | 21 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.