Competition & Peer Data API & CSV Delivery

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.

Peer Data As of Q2 2026
Competitors Tracked
111
Publicly traded peers
Peer Group Market Share
2.63 %
vs 3.07 % a year ago
Revenue Growth Y/Y
1.09 %
Peers: 18.67 %
Net Margin
12.62 %
Peers: 23.36 %

Key Findings: International Business Machines vs Its Competitors

  • TTM: Trailing 12-month revenue of 69,096M vs 2,420,640M combined for tracked competitors (2.8% combined share).
  • Trending: Latest-quarter revenue run-rate is holding steady (-0.6% annualized vs trailing 12 months), vs accelerating (+5.1%) for its tracked peer group.
  • Growth: International Business Machines generated 1.1% revenue growth year over year in Q2 2026, vs 18.7% for its tracked competitors combined.
  • Profitability: Its 12.6% net margin compares with 23.4% for the peer group.
  • Scale: International Business Machines ranks #4 of 15 companies by market capitalization in the Computer Hardware industry, holding 3.3% of industry market cap.
  • Peer revenue share: International Business Machines accounted for 2.6% of combined revenue among its tracked peer group, down from 3.1% a year earlier.
  • Peer differentiation: Revenue per employee of $0.23M compares with $0.58M for the peer group (0.4x).

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, Q2 2026

International Business Machines reported revenue growth of 1.09 % year on year in Q2 2026, below its competitors' combined revenue growth of 18.67 %.

With a net margin of 12.62 %, International Business Machines reported lower profitability than its competitors (23.36 %).

International Business Machines generated 2.63 % of the combined sales of its peer group, down from 3.07 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/IBM/competitors
https://api.csimarket.com/api/v1/companies/IBM/relationships
https://api.csimarket.com/api/v1/companies/IBM/similar
Programmatic access for models, analytics, and integration workflows.

International Business Machines vs. its Competitors, Q2 2026

Revenue growth, year on year

International Business Machines +1.1 %
Competitors combined +18.7 %

Net income growth, year on year

International Business Machines -1.3 %
Competitors combined +52.4 %

Net margin

International Business Machines +12.6 %
Competitors combined +23.4 %

Revenue run-rate vs trailing 12 months

International Business Machines -0.6 %
Competitors combined +5.1 %

TTM net margin

International Business Machines +15.5 %
Competitors combined +20.0 %

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 an SEC filing; 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.

Competitor Financial Benchmarking - TTM Commercial

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 Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
International Business Machines Corporation $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (50) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (8) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

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 29.2% year over year, combined, vs 1.1% for International Business Machines. International Business Machines's share of combined industry revenue moved from 9.42% to 7.37%, a loss of 2.05 percentage points.

International Business Machines's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
International Business Machines Corporation Yes Yes No No
Competitors combined (110) 64% 78% 51% 20%
High-Confidence Competitors (72) 57% 84% 64% 25%
Similar-Size Competitors (8) 100% 88% 75% 0%

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.

Market Share of the Peer Group, Q2 2026

2.6%market share
  • International Business Machines2.6%
  • Competitors combined97.4%

Share of combined quarterly revenue of International Business Machines and its 111 tracked competitors.

See International Business Machines's full market share breakdown »

IBM Stock Performance relative to its Competitors

IBM Competitors (weighted) Percent change over the selected range

International Business Machines's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
27.9%beat U.S.A. 500
Competitors Combined
(29 of 104)
33.9%beat U.S.A. 500
High-Confidence
(19 of 56)
87.5%beat U.S.A. 500
Similar-Size
(7 of 8)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
International Business Machines Corporation -21.70 % Underperformed
Competitors combined (104) 40.4% 63.2%
High-Confidence Competitors (56) 40.4% 63.2%
Similar-Size Competitors (8) 40.4% 63.2%
Similar Growth & Profitability (0) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for International Business Machines's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

IBM Stock Performance relative to High-Confidence Competitors

IBM High-Confidence Competitors (equal-weighted, 76) Percent change over the selected range

IBM Stock Performance relative to Similar-Size Competitors

IBM Similar-Size Competitors (equal-weighted, 8) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Dell Technologies Inc 282.9% Outperformed
2 Digitalocean Holdings Inc 282.9% Outperformed
3 Advanced Micro Devices Inc 282.9% Outperformed
4 Intel Corporation 282.9% Outperformed
5 Quantum Corp 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for International Business Machines's best-performing tracked competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

International Business Machines's Comment on Competition and Industry Peers

IBM operates as a globally integrated enterprise within a highly competitive landscape. The company's competitors span various industry segments, ranging from large multinational corporations to smaller, more specialized entities. Across its business divisions, IBM identifies hundreds of competitors worldwide, and as it executes its hybrid cloud and AI strategy, it regularly encounters new competitors.

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 Income Employees
International Business Machines Corporation 210,356.66 69,096.00 10,725.00 305,300
Apple Inc 4,979,446.36 466,823.00 128,930.00 166,000
Microsoft Corporation 3,795,216.66 331,839.00 133,749.00 223,000
Amazon com Inc 2,683,773.45 776,231.00 135,281.00 1,576,000
Broadcom Inc 1,708,348.59 89,104.00 38,265.00 33,000
Advanced Micro Devices Inc 1,008,456.33 40,524.00 6,434.00 31,000
SUBTOTAL 17,795,309.67 2,842,208.32 513,706.62 5,100,225
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Sources: International Business Machines Corporation's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
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 SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Quantum Corp Named by the company 85% 2022 to 2026 3
Sailpoint Inc Named by the company 85% 2022 to 2026 3
Gbt Technologies Inc Named by the company 85% 2022 to 2026 3
Altair Engineering Inc Named by the company 85% 2022 to 2026 3
Strategy Inc Named by the company 85% 2022 to 2026 3
Bubblr Inc. Named by the company 85% 2022 to 2026 3
Veritone Inc Named by the company 85% 2022 to 2026 3
Leidos Holdings Inc Named by the company 85% 2022 to 2026 3
Maximus Inc Named by the company 85% 2022 to 2026 3
Aiadvertising Inc Named by the company 85% 2022 to 2026 3
Nutanix Inc Named by the company 85% 2022 to 2026 3
Commvault Systems Inc Named by the company 85% 2022 to 2026 3
Plum Acquisition Corp I Named by the company 85% 2022 to 2026 3
Digitalocean Holdings Inc Named by the company 85% 2022 to 2026 3
Quantum Computing Inc Named by the company 85% 2022 to 2026 3
Epam Systems Inc Named by the company 85% 2022 to 2026 3
Firefly Neuroscience Inc Named by the company 85% 2022 to 2026 3
Splunk Inc Named by the company 85% 2022 to 2026 3
Axon Enterprise Inc Named by the company 85% 2022 to 2026 3
Tenable Holdings Inc Named by the company 85% 2022 to 2026 3
Iqvia Holdings Inc Named by the company 85% 2022 to 2026 3
Magic Software Enterprises Ltd Named by the company 85% 2022 to 2026 3
Cognyte Software Ltd Named by the company 85% 2022 to 2026 3
Wns holdings Limited Named by the company 85% 2022 to 2026 3
New Relic Inc Named by the company 85% 2022 to 2026 3
Cognizant Technology Solutions Corporation Named by the company 85% 2022 to 2026 3
Everpure Inc Named by the company 85% 2022 to 2026 3
Datadog Inc Named by the company 85% 2022 to 2026 3
Qualys Inc Named by the company 85% 2022 to 2026 3
Data Storage Corporation Named by the company 85% 2022 to 2026 3
Sify Technologies Ltd Named by the company 85% 2022 to 2026 3
Health Catalyst Inc Named by the company 85% 2022 to 2026 3
Appian Corporation Named by the company 85% 2022 to 2026 3
Solarwinds Corporation Named by the company 85% 2022 to 2026 3
Informatica Inc Named by the company 85% 2022 to 2026 3
Manhattan Associates Inc Named by the company 85% 2022 to 2026 3
BMP AI Technologies, Inc. Named by the company 85% 2022 to 2026 3
Vmware Inc Named by the company 85% 2022 to 2026 3
Microsoft Corporation Named by the company 85% 2022 to 2026 3
Pc Connection Inc Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for International Business Machines's named competitors require a Commercial License.

Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.

International Business Machines's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
International Business Machines Corporation 210,357 226,322 35,129
Apple Inc 4,979,446 2,812,187 776,687
Microsoft Corporation 3,795,217 1,488,067 599,771
Amazon com Inc 2,683,773 492,532 85,838
Broadcom Inc 1,708,349 2,700,121 1,159,545
Advanced Micro Devices Inc 1,008,456 1,307,226 207,548
PEERS TOTAL 17,584,953 578,343 104,899
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International Business Machines's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
International Business Machines Corporation Americas 49.04 % EMEA 32.82 % Asia Pacific 18.13 %
Microsoft Corporation US 51.47 % Non Us 48.53 % -
Broadcom Inc Asia Pacific 60.15 % Americas 26.31 % EMEA 13.54 %
Oracle Corporation Americas 63.46 % EMEA 22.14 % Asia Pacific 10.42 %
Dell Technologies Inc United States 55.61 % Non-US 44.39 % -
Marvell Technology Inc China 43.75 % Other Countries 27.70 % Taiwan 21.49 %

Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

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International Business Machines's Business Segment Mix vs Peers

Revenue by operating segment, 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 2nd Segment 3rd Segment
International Business Machines Corporation Software 45.22 % Consulting 31.04 % Infrastructure 22.35 %
Apple Inc Americas 41.84 % Europe 26.87 % Greater China 17.20 %
Microsoft Corporation Productivity and Business Processes 42.19 % Intelligent Cloud 41.52 % More Personal Computing 16.29 %
Amazon com Inc North America 57.75 % Amazon Web Services 20.99 % International 20.98 %
Broadcom Inc Semiconductor Solutions 64.81 % Infrastructure Software 35.19 % -
Advanced Micro Devices Inc Data Center 57.80 % Client and Gaming 36.08 % Embedded 8.74 %

Source: operating segment revenue as reported in each company's SEC filings (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).

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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 #4 of 15 companies by market capitalization in its industry, holding 3.26 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 6,194, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).

Rank Company Market Cap Industry Share
1 Apple Inc 5,038,673 78.20 %
2 Dell Technologies Inc 357,518 5.55 %
3 Sandisk Corporation 266,499 4.14 %
4 International Business Machines Corporation 210,099 3.26 %
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 Super Micro Computer Inc 1,234 5.2%
10 Hp inc 1,234 5.2%
Full Industry Market Structure

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 2026-09-28.

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 3M Momentum Beta Sharpe (1Y)
1 Apple Inc 5,038,673 33.31 % 10.95 % 1.07 1.15
2 Dell Technologies Inc 357,518 318.71 % 39.06 % 1.96 2.20
3 Sandisk Corporation 266,499 1,723.47 % -1.47 % 2.09 3.07
4 International Business Machines Corporation 210,099 -21.69 % -23.87 % 0.76 -0.35
5 Seagate Technology Holdings Plc 1,234 12.3% 4.5% 1.10 0.80
6 Western Digital Corporation 1,234 12.3% 4.5% 1.10 0.80
7 Hewlett Packard Enterprise Company 1,234 12.3% 4.5% 1.10 0.80
8 Netapp Inc 1,234 12.3% 4.5% 1.10 0.80
9 Super Micro Computer Inc 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

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 2026-09-28. 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 (21 companies).
Metric Company Industry Difference
Gross Margin 58.10 % 43.10 % (avg) +15.0 pp
Operating Margin - industry median -
EBITDA Margin 24.73 % 10.35 % (avg) +14.4 pp
Capital Intensity (Capex / Revenue) 1.59 % 2.38 % (avg) -0.8 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 (21 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.
Metric Company Industry Average Difference
P/E 22.4x 33.7x -11.3x
EV / EBITDA 20.0x 20.6x -0.6x
P/B 7.5x 9.0x -1.5x
Return on Equity 33.43 % industry aggregate -70.48 %
Return on Invested Capital - 10.31 % (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 SEC filings.
Metric 20182019202020212022202320242025
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 %8.44 %5.75 %6.64 %
P/E 12.2x12.3x19.7x19.8x82.4x20.1x34.7x27.1x

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

Relative market share (vs International Business Machines's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) — a common framework, not a precision instrument.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) International Business Machines

International Business Machines falls in the Dog quadrant: relative market share of 0.04x vs its largest competitor, in an industry growing revenue 9.0% (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 78% 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 6,194 (see Industry Market Structure & Concentration above)
Barriers to Entry Lower than typical for the industry Capital intensity (capex / revenue) of 1.59 % vs industry average 2.38 % (see Profitability & Cost Structure above)
Supplier Power Not covered on this page See International Business Machines's dedicated suppliers page for concentration and dependency data
Buyer Power Not covered on this page See International Business Machines's dedicated customers page for concentration and dependency data
Threat of Substitutes - No systematic data source for cross-product substitution exists in this system; not estimated

Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.

International Business Machines's Industry Attractiveness & Competitive Strength

A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective International Business Machines
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest

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 70.5 points below the industry aggregate.
  • Underperforming the U.S.A. 500 over the trailing 12 months.
  • Low relative market share vs the industry leader (0.04x).

Opportunities

No rule matched.

Threats

  • Industry dominated by Apple Inc , holding 78.20 % of industry market cap.
  • Losing revenue share to the broader industry (-2.1 points over the past year).

Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.

International Business Machines's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
International Business Machines Corporation 0.29 0.87 3.47 0.46
Apple Inc 0.26 0.96 0.99 1.27
Microsoft Corporation 0.13 1.31 0.11 0.49
Amazon com Inc 0.38 1.07 0.21 0.87
Broadcom Inc 0.99 2.05 0.75 0.50
Advanced Micro Devices Inc 0.48 2.61 0.05 0.51
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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
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
International Business Machines CorporationQ2 2026+1.1 %+7.8 %-1.3 %+78.0 %
Apple Inc Q2 2026+16.4 %-1.6 %+27.1 %+0.7 %
Microsoft CorporationQ2 2026+17.7 %+8.6 %+31.3 %+12.5 %
Amazon com Inc Q2 2026+19.9 %+10.8 %+244.9 %+107.1 %
Broadcom Inc Q2 2026+85.5 %+33.4 %+216.1 %+40.6 %
Advanced Micro Devices IncQ2 2026+55.4 %+15.5 %+163.4 %+66.1 %
PEERS TOTAL+18.2 %+6.3 %+53.1 %+35.5 %
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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
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
International Business Machines CorporationQ2 2026+3.6 %+4.1 %+9.0 %-1.3 %
Apple Inc Q2 2026+8.6 %-3.1 %-29.1 %-
Microsoft CorporationQ2 2026+22.9 %+10.1 %+109.6 %+129.6 %
Amazon com Inc Q2 2026+18.5 %+9.5 %+300.3 %+191.4 %
Broadcom Inc Q2 2026+74.0 %+34.9 %+274.6 %-
Advanced Micro Devices IncQ2 2026+138.3 %+127.4 %+186.5 %+107.7 %
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International Business Machines's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
International Business Machines Corporation7.07%7.03%33.43%10.5619.83
Apple Inc 35.02%60.14%142.67%13.2232.75
Microsoft Corporation19.76%22.48%34.22%5.0390.84
Amazon com Inc 15.21%23.40%30.50%10.619.88
Broadcom Inc 21.57%24.07%43.74%9.188.31
Advanced Micro Devices Inc8.10%9.43%10.07%6.282.98
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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
CompanyP/EPrice / SalesPEGP/CFPrice / Book
International Business Machines Corporation19.553.040.21-6.09
Apple Inc 38.9010.671.091,520.4446.31
Microsoft Corporation28.3711.440.73-8.58
Amazon com Inc 19.793.460.1955.764.87
Broadcom Inc 44.5319.170.23128.8617.14
Advanced Micro Devices Inc156.2624.890.841,565.9315.00
PEERS AVERAGE34.646.26189.589.63
106 more Peers available

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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.