IBM
US EQUITY
Information Technology
IT Consulting & Other Services
CIK: 51143
IBM (IBM) Quant Factor Diagnostic & Fair Value Model
IBM (Ticker: IBM) is listed in the Information Technology sector (IT Consulting & Other Services). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$253.56
+0.58%
Latest Close (2026-10-23)
Market Cap: $239.64B
P/E Ratio: 27.9
Momentum Strength
3M / 12M
+17.24%
1M: +11.67%
12M: -11.81%
Quality (ROE)
Point-in-Time
+25.07%
Trailing Return on Equity
Technical Trend
RSI 14
86.3
SMA50: $233.04
SMA200: $250.45
Valuation Multiplier
Trailing
27.9
Moderate Valuation Corridor (15x - 30x P/E)
📊
Valuation & Multi-Factor Diagnostic
Moderate Valuation Corridor (15x - 30x P/E)
IBM trades within a typical sector multiple band (27.9x P/E), broadly aligned with trailing earnings.
⚡
Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线整理 (MA20/50)
Piotroski F-Score: 6/9 (Moderate Financial Health)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 51143 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-06-30 | 2026-07-23 | $17.16B | $2.17B | $7.77B | $2.27 |
| 10-Q | 2025-12-31 | 2026-07-23 | - | - | - | - |
| 10-Q | 2025-06-30 | 2026-07-23 | $16.98B | $2.19B | $6.07B | $2.31 |
| 10-Q | 2026-03-31 | 2026-04-23 | $15.92B | $1.22B | $5.17B | $1.28 |
| 10-Q | 2025-03-31 | 2026-04-23 | $14.54B | $1.05B | $4.37B | $1.12 |
| 10-K | 2025-12-31 | 2026-02-24 | $67.53B | $10.59B | $13.19B | $11.17 |
| 10-K | 2024-12-31 | 2026-02-24 | $62.75B | $6.02B | $13.45B | $6.43 |
| 10-K | 2023-12-31 | 2026-02-24 | $61.86B | $7.50B | $13.93B | $8.14 |
💡 Methodology & Frequently Asked Questions
Key reference details regarding IBM (IBM) valuation multiples, momentum factors, and point-in-time filing conventions.
How should IBM's current valuation multiple be interpreted? ↓
IBM trades at a trailing P/E of 27.9x within the Information Technology sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are IBM's key momentum and technical factor indicators? ↓
As of the latest close, IBM shows a 1-month return of +11.67%, 3-month return of +17.24%, and 12-month return of -11.81%, with a 14-day RSI of 86.3. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for IBM? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can IBM be incorporated into systematic factor models? ↓
IBM can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.