Botfet / Company detail
IBM
rejectedIBM
AI/compute
Moat scoreNot available: not scored quality failout of 100
Rejectionquality_fail
The numbers
Financial metrics
Roic10.4%
Gross Margin58.2%
Revenue Cagr4.2%
Fcf Conversion114.3%
Fcf Yield5.0%
Interest Coverage8.9x
Market Cap B$240.7B
Pe21.3
Quality PassFail
Founder LedNo
Thesis AlignedYes
Moat QuantNot available: not scored quality fail
Why it may endure
Moat breakdown
Market Share StabilityNot available: not scored quality fail
Network EffectsNot available: not scored quality fail
Pricing PowerNot available: not scored quality fail
Regulatory MoatNot available: not scored quality fail
Switching CostsNot available: not scored quality fail
ConvictionNot available: not scored quality fail
LeadershipNot available: not scored quality fail
VisionNot available: not scored quality fail