International Business Machines's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of International Business Machines (IBM) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: International Business Machines vs Its Competitors
- TTM: Trailing 12-month revenue of 69,868M vs 1,930,027M combined for its competitors (3.5% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-2.1% annualized vs trailing 12 months), vs holding steady (+1.4%) for its tracked peer group.
- Growth: International Business Machines generated 4.7% revenue growth year over year in Q3 2026, vs 13.5% for its competitors combined.
- Profitability: Its 12.8% net margin compares with 20.9% for the peer group.
- Scale: International Business Machines ranks #2 of 15 companies by market capitalization in the Computer Hardware industry, holding 3.9% of industry market cap.
- Peer revenue share: International Business Machines accounted for 3.4% of combined revenue among its tracked peer group, down from 3.7% a year earlier.
- Peer differentiation: Revenue per employee of $0.23M compares with $0.59M for the peer group (0.4x).
- Structure: International Business Machines operates in the following segments: Software, Consulting, Infrastructure, Financing.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
IBM Sales vs. its Competitors, Q3 2026
International Business Machines reported revenue growth of 4.73 % year on year in Q3 2026, below its competitors' combined revenue growth of 13.53 %.
With a net margin of 12.80 %, International Business Machines reported lower profitability than its competitors (20.93 %).
International Business Machines generated 3.38 % of the combined sales of its peer group, down from 3.65 % a year earlier.
API endpoints for this dataset
International Business Machines vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in International Business Machines reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across International Business Machines and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| International Business Machines Corporation | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (22) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across International Business Machines's competitor groups requires a Commercial License.
For context: the Computer Hardware industry grew revenue 27.7% year over year, combined, vs 4.7% for International Business Machines. International Business Machines's share of combined industry revenue moved from 8.65% to 7.09%, a loss of 1.56 percentage points.
International Business Machines's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| International Business Machines Corporation | Yes | Yes | No | No |
| Competitors combined (110) | ||||
| High-Confidence Competitors (76) | ||||
| Similar-Size Competitors (6) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
IBM Stock Performance relative to its Competitors
IBM Stock Performance relative to High-Confidence Competitors
IBM Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Premier Inc | 282.9% | Outperformed |
| 2 | Dell Technologies Inc | 282.9% | Outperformed |
| 3 | Jfrog Ltd | 282.9% | Outperformed |
| 4 | Fastly Inc | 282.9% | Outperformed |
| 5 | Okta Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for International Business Machines's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
International Business Machines's Comment on Competition and Industry Peers
The principal methods of competition for IBM include technology innovation, performance, pricing, quality, brand recognition, breadth of capabilities, products, and services, talent acquisition, client relationships and trust, ability to deliver business value, and service and support. To maintain leadership, IBM optimizes its portfolio through both organic and inorganic innovations and effective resource allocation. These investments not only drive current performance but also extend IBM's innovation leadership into the future.
IBM's breadth and depth of expertise enable it to integrate various technologies to address the most pressing business challenges of its clients. The company differentiates itself from other providers by leveraging its incumbency with enterprises, deep expertise in technology, industries, and business processes, a broad go-to-market reach including an ecosystem of partners and alliances, and a strong focus on innovation. These attributes position IBM for accelerated growth and prepare it for future business opportunities, such as quantum computing.
Overall, IBM holds a leadership position or ranks among the leaders in each of its business segments. A summary of the competitive environment for each business segment is provided below:
In the software segment, IBM's depth, breadth, and innovation of software offerings, coupled with its global reach, industry expertise, and research capabilities, differentiate its offerings from competitors. Principal competitors include Alphabet (Google), Amazon, BMC, Broadcom, Cisco Systems, Informatica, Microsoft, Oracle, Palo Alto Networks, Salesforce, SAP, Splunk, and VMware.
In the consulting segment, IBM competes in a dynamic market against companies such as Accenture, Capgemini, India-based service providers, management consulting firms, public accounting firms' consulting practices, engineering service providers, and companies focusing on local markets or niche service areas.
In the infrastructure segment, IBM is well positioned in the growing hybrid cloud infrastructure market, offering on-premises and cloud-based server and storage solutions. Principal competitors include Dell Technologies, Hewlett-Packard Enterprise (HPE), Intel, NetApp, Pure Storage, and original device manufacturers (ODMs).
In the financing segment, IBM provides client and commercial financing, competing primarily with non-captive financing entities and financial institutions. Key competitive factors include interest rates, IT product experience, client service, contract flexibility, ease of doing business, global capabilities, and residual values.
Publicly Traded Peers of International Business Machines Corporation
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 International Business Machines Corporation |
233,613.25 | 69,868.00 |
 Apple Inc |
5,039,791.17 | 478,834.00 |
 Microsoft Corporation |
3,950,922.06 | 346,445.00 |
 Amazon com Inc |
2,833,889.70 | 798,097.00 |
 Broadcom Inc |
1,435,263.03 | 89,104.00 |
 Advanced Micro Devices Inc |
744,957.36 | 40,524.00 |
| SUBTOTAL | 17,018,387.76 | 2,897,491.33 |
Sign in to see all competitors of International Business Machines Corporation.
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on International Business Machines Corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
International Business Machines's Competitors Named by the Company
Competitive relationships identified from International Business Machines reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Pagerduty Inc | Company report | 85% |
| Quantum Corp | Company report | 85% |
| Jfrog Ltd | Company report | 85% |
| Vmware Inc | Company report | 85% |
| Nutanix Inc | Company report | 85% |
| Domo Inc | Company report | 85% |
| Sify Technologies Ltd | Company report | 85% |
| Mongodb Inc | Company report | 85% |
| Leidos Holdings Inc | Company report | 85% |
| Everpure Inc | Company report | 85% |
| Aeries Technology Inc | Company report | 85% |
| Sailpoint Inc | Company report | 85% |
| Cid Holdco Inc | Company report | 85% |
| Couchbase Inc | Company report | 85% |
| Micromet, Inc. | Company report | 85% |
| Wns holdings Limited | Company report | 85% |
| Dlh Holdings Corp | Company report | 85% |
| Aptiv Plc | Company report | 85% |
| Churchill Capital Corp X | Company report | 85% |
| Csp inc | Company report | 85% |
| Oculus Inc | Company report | 85% |
| Maximus Inc | Company report | 85% |
| Pegasystems Inc | Company report | 85% |
| Digitalocean Holdings Inc | Company report | 85% |
| Alternus Clean Energy Inc | Company report | 85% |
| Iqvia Holdings Inc | Company report | 85% |
| Cognizant Technology Solutions Corporation | Company report | 85% |
| Health Catalyst Inc | Company report | 85% |
| Manhattan Associates Inc | Company report | 85% |
| Veritone Inc | Company report | 85% |
| Hashicorp Inc | Company report | 85% |
| Solarwinds Corporation | Company report | 85% |
| Ionq Inc | Company report | 85% |
| PSTG | Company report | 85% |
| Commvault Systems Inc | Company report | 85% |
| Atlassian Corporation | Company report | 85% |
| BMP AI Technologies, Inc. | Company report | 85% |
| Pc Connection Inc | Company report | 85% |
| Plum Acquisition Corp I | Company report | 85% |
| Jamf Holding Corp | Company report | 85% |
| Firefly Neuroscience Inc | Company report | 85% |
| Rigetti Computing Inc | Company report | 85% |
| Sps Commerce Inc | Company report | 85% |
| Bubblr Inc. | Company report | 85% |
| Value Exchange International Inc | Company report | 85% |
| Axon Enterprise Inc | Company report | 85% |
| Ncr Voyix Corporation | Company report | 85% |
| Datadog Inc | Company report | 85% |
| One Stop Systems Inc | Company report | 85% |
| Quantum Computing Inc | Company report | 85% |
| New Relic Inc | Company report | 85% |
| Microsoft Corporation | Company report | 85% |
| Altair Engineering Inc | Company report | 85% |
| Cloudera Inc | Company report | 85% |
| MSTR | Company report | 85% |
| Duck Creek Technologies Inc | Company report | 85% |
| Amdocs Limited | Company report | 85% |
| Gbt Technologies Inc | Company report | 85% |
| Appian Corporation | Company report | 85% |
| Cognyte Software Ltd | Company report | 85% |
| Ptc Inc | Company report | 85% |
| Digital Turbine Inc | Company report | 85% |
| Strategy Inc | Company report | 85% |
| Informatica Inc | Company report | 85% |
| Splunk Inc | Company report | 85% |
| Tenable Holdings Inc | Company report | 85% |
| Netapp Inc | Company report | 85% |
| Cubic Corp | Company report | 85% |
| Qualys Inc | Company report | 85% |
| Nic Inc | Company report | 85% |
| Talend S a | Company report | 85% |
| Aiadvertising Inc | Company report | 85% |
| Epam Systems Inc | Company report | 85% |
| Magic Software Enterprises Ltd | Company report | 85% |
| Data Storage Corporation | Company report | 85% |
| Palo Alto Networks | Company report | 85% |
| Dell Technologies | Company report | 85% |
| Cisco Systems | Company report | 85% |
| Open Text Corp | Company report | 85% |
| Broadcom Inc | Company report | 85% |
| Hub Cyber Security Ltd | Company report | 85% |
| Citrix Systems Inc. | Company report | 85% |
| Fastly Inc | Company report | 85% |
| Sap Se | Company report | 85% |
| Oracle Corporation | Company report | 85% |
| Unisys Corp | Company report | 85% |
| Samsung Electronics Co Ltd | Company report | 85% |
| Okta Inc | Company report | 85% |
| Rapid7 Inc | Company report | 85% |
| Cyberark Software Ltd | Company report | 85% |
| Genpact Limited | Company report | 85% |
| Kyndryl Holdings Inc | Company report | 85% |
| Secureworks Corp | Company report | 85% |
| Information Services Group Inc | Company report | 85% |
| Infosys Limited | Company report | 85% |
| Servicenow Inc | Company report | 85% |
| Xerox Holdings Corporation | Company report | 85% |
| Hewlett Packard Enterprise Company | Company report | 85% |
| Rackspace Technology Inc | Company report | 85% |
| Mandiant Inc. | Company report | 85% |
| Teradata Corporation | Company report | 85% |
| Liveperson Inc | Company report | 85% |
| Advanced Micro Devices Inc | Company report | 85% |
| D wave Quantum Inc | Company report | 85% |
| Fair Isaac Corp | Company report | 85% |
| Adobe Inc | Company report | 85% |
| Cerner Corporation | Company report | 85% |
| Sumo Logic Inc | Company report | 85% |
| Falconstor Software Inc | Company report | 85% |
| Salesforce Inc | Company report | 85% |
| Veradigm Inc | Company report | 85% |
| Amazon com Inc | Company report | 85% |
| Intel Corporation | Company report | 85% |
| Hp inc | Company report | 85% |
| C3 ai Inc | Company report | 85% |
| Confluent Inc | Company report | 85% |
| Varonis Systems Inc | Company report | 85% |
| F5 Inc | Company report | 85% |
| Accenture Plc | Company report | 85% |
| Qualcomm Inc | Company report | 85% |
| Alteryx Inc | Company report | 85% |
| Evolent Health Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for International Business Machines's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
International Business Machines's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| International Business Machines Corporation | Software 45.63 % |
| Apple Inc | Americas 41.84 % |
| Microsoft Corporation | Agents and Infra 83.22 % |
| Amazon com Inc | North America 55.86 % |
| Broadcom Inc | Semiconductor Solutions 64.81 % |
| Advanced Micro Devices Inc | Data Center 57.80 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Sign in to see all peers for International Business Machines Corporation.
International Business Machines's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| International Business Machines Corporation | 233,613 | 228,850 | 36,590 |
| Apple Inc | 5,039,791 | 2,867,269 | 791,467 |
| Microsoft Corporation | 3,950,922 | 1,553,565 | 639,601 |
| Amazon com Inc | 2,833,890 | 506,407 | 85,520 |
| Broadcom Inc | 1,435,263 | 2,700,121 | 1,159,545 |
| Advanced Micro Devices Inc | 744,957 | 1,307,226 | 207,548 |
| PEERS TOTAL | 16,784,775 | 585,504 | 112,824 |
Sign in to see all peers for International Business Machines Corporation.
International Business Machines's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| International Business Machines Corporation | Americas 50.14 % |
| Apple Inc | Other countries 47.76 % |
| Microsoft Corporation | US 53.60 % |
| Broadcom Inc | Asia Pacific 60.15 % |
| Oracle Corporation | Americas 63.46 % |
| Dell Technologies Inc | United States 55.61 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Sign in to see all peers for International Business Machines Corporation.
International Business Machines's Position in Industry Market Structure
Market-capitalization share and concentration across all 15 companies in International Business Machines's industry classification, broader than the peer set above. Market cap in millions of $.International Business Machines ranks #2 of 15 companies by market capitalization in its industry, holding 3.91 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 7,163, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Apple Inc | 5,037,864 | 84.39 % |
| 2 | International Business Machines Corporation | 233,550 | 3.91 % |
| 3 | Dell Technologies Inc | 214,202 | 3.59 % |
| 4 | Sandisk Corporation | 129,434 | 2.17 % |
| 5 | Seagate Technology Holdings Plc | 1,234 | 5.2% |
| 6 | Western Digital Corporation | 1,234 | 5.2% |
| 7 | Hewlett Packard Enterprise Company | 1,234 | 5.2% |
| 8 | Netapp Inc | 1,234 | 5.2% |
| 9 | Hp inc | 1,234 | 5.2% |
| 10 | Super Micro Computer Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of International Business Machines's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
International Business Machines's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Apple Inc | 5,037,864 | 25.65 % |
| 2 | International Business Machines Corporation | 233,550 | -21.14 % |
| 3 | Dell Technologies Inc | 214,202 | 128.10 % |
| 4 | Sandisk Corporation | 1,234 | 12.3% |
| 5 | Seagate Technology Holdings Plc | 1,234 | 12.3% |
| 6 | Western Digital Corporation | 1,234 | 12.3% |
| 7 | Hewlett Packard Enterprise Company | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of International Business Machines's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
International Business Machines's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Computer Hardware industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (25 companies). See the full Computer Hardware industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 57.97 % | 27.50 % (avg) | +30.5 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | 23.97 % | 8.85 % (avg) | +15.1 pp |
| Capital Intensity (Capex / Revenue) | 1.68 % | 2.21 % (avg) | -0.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
International Business Machines's Valuation vs Competitive Position
Valuation multiples vs the Computer Hardware industry average (25 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Computer Hardware industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 20.2x | 30.5x | -10.3x |
| EV / EBITDA | 19.6x | 19.0x | +0.5x |
| P/B | 6.6x | 7.4x | -0.8x |
| Return on Equity | 32.73 % | industry aggregate | -76.76 % |
| Return on Invested Capital | - | 6.53 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
International Business Machines's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 0.57 % | -3.07 % | -4.57 % | -3.84 % | -14.50 % | 2.20 % | 1.44 % | 7.62 % |
| Operating Margin | 15.16 % | 14.92 % | 8.05 % | 8.46 % | 3.92 % | 16.64 % | 14.95 % | 17.50 % |
| Return on Invested Capital | 11.48 % | 9.07 % | 4.36 % | 4.66 % | 2.03 % | 7.72 % | 5.75 % | 6.64 % |
| P/E | 12.2x | 12.3x | 19.7x | 19.8x | 82.4x | 18.6x | 34.6x | 26.8x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
International Business Machines's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
International Business Machines falls in the Dog quadrant: relative market share of 0.05x vs its largest competitor, in an industry growing revenue 9.9% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Apple Inc alone holds 84% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
International Business Machines's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 7,163 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 1.68 % vs industry average 2.21 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on International Business Machines's dedicated Suppliers and Customers pages, not here.
International Business Machines's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
International Business Machines falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
International Business Machines's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Return on equity 76.8 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-2.1% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.05x).
Opportunities
No rule matched.
Threats
- Industry dominated by Apple Inc , holding 84.39 % of industry market cap.
- Losing revenue share to the broader industry (-1.6 points over the past year).
Methodology: see Methodology: SWOT Analysis.
International Business Machines's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| International Business Machines Corporation | 0.27 | 0.85 | 3.27 |
| Apple Inc | 0.27 | 1.02 | 0.88 |
| Microsoft Corporation | 0.16 | 1.27 | 0.10 |
| Amazon com Inc | 0.35 | 1.06 | 0.25 |
| Broadcom Inc | 0.99 | 2.05 | 0.75 |
| Advanced Micro Devices Inc | 0.48 | 2.61 | 0.05 |
Sign in to see all peers for International Business Machines Corporation.
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
International Business Machines's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| International Business Machines Corporation | Q3 2026 | +4.7 % | +25.6 % |
| Apple Inc | Q3 2026 | +11.7 % | +11.8 % |
| Microsoft Corporation | Q3 2026 | +18.8 % | +32.0 % |
| Amazon com Inc | Q3 2026 | +12.1 % | -2.4 % |
| Broadcom Inc | Q2 2026 | +85.5 % | +216.1 % |
| Advanced Micro Devices Inc | Q2 2026 | +55.4 % | +163.4 % |
| PEERS TOTAL | +15.8 % | +32.1 % |
Sign in to see all peers for International Business Machines Corporation.
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
International Business Machines's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| International Business Machines Corporation | Q3 2026 | +6.0 % | +30.2 % |
| Apple Inc | Q3 2026 | +10.2 % | -30.8 % |
| Microsoft Corporation | Q3 2026 | +23.6 % | +103.0 % |
| Amazon com Inc | Q3 2026 | +6.7 % | +20.1 % |
| Broadcom Inc | Q2 2026 | +74.0 % | +274.6 % |
| Advanced Micro Devices Inc | Q2 2026 | +138.3 % | +186.5 % |
Sign in to see all peers for International Business Machines Corporation.
International Business Machines's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| International Business Machines Corporation | 7.26% | 7.21% | 32.73% |
| Apple Inc | 34.37% | 57.35% | 127.61% |
| Microsoft Corporation | 20.01% | 23.87% | 34.15% |
| Amazon com Inc | 13.23% | 18.74% | 26.71% |
| Broadcom Inc | 21.57% | 24.07% | 43.74% |
| Advanced Micro Devices Inc | 8.10% | 9.43% | 10.07% |
Sign in to see all peers for International Business Machines Corporation.
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
International Business Machines's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| International Business Machines Corporation | 20.85 | 3.34 |
| Apple Inc | 38.21 | 10.53 |
| Microsoft Corporation | 27.71 | 11.40 |
| Amazon com Inc | 20.95 | 3.55 |
| Broadcom Inc | 37.41 | 16.11 |
| Advanced Micro Devices Inc | 115.43 | 18.38 |
| PEERS AVERAGE | 30.61 | 5.87 |
Sign in to see all peers for International Business Machines Corporation.
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.