International Business Machines (IBM)vsVerra Mobility Corp (VRRM)
IBM
International Business Machines
$241.39
+0.33%
TECHNOLOGY · Cap: $225.77B
VRRM
Verra Mobility Corp
$14.28
+0.28%
TECHNOLOGY · Cap: $2.27B
Smart Verdict
WallStSmart Research — data-driven comparison
International Business Machines generates 6798% more annual revenue ($67.53B vs $979.08M). IBM leads profitability with a 15.7% profit margin vs 14.0%. VRRM trades at a lower P/E of 16.8x. IBM earns a higher WallStSmart Score of 70/100 (B-).
IBM
Strong Buy70
out of 100
Grade: B-
VRRM
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.7%
Fair Value
$521.35
Current Price
$241.39
$279.96 discount
Margin of Safety
+53.3%
Fair Value
$39.78
Current Price
$14.28
$25.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Earnings expanding 89.9% YoY
Strong operational efficiency at 24.8%
Generating 3.1B in free cash flow
Every $100 of equity generates 49 in profit
Attractively priced relative to earnings
Strong operational efficiency at 20.3%
16.4% revenue growth
Earnings expanding 38.1% YoY
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IBM
The strongest argument for IBM centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 15.7% and operating margin at 24.8%. Revenue growth of 12.2% demonstrates continued momentum.
Bull Case : VRRM
The strongest argument for VRRM centers on Return on Equity, P/E Ratio, Operating Margin. Revenue growth of 16.4% demonstrates continued momentum.
Bear Case : IBM
The primary concerns for IBM are PEG Ratio, Piotroski F-Score, Debt/Equity. Debt-to-equity of 2.06 is elevated, increasing financial risk.
Bear Case : VRRM
The primary concerns for VRRM are Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
IBM profiles as a mature stock while VRRM is a growth play — different risk/reward profiles.
IBM carries more volatility with a beta of 0.71 — expect wider price swings.
VRRM is growing revenue faster at 16.4% — sustainability is the question.
IBM generates stronger free cash flow (3.1B), providing more financial flexibility.
Bottom Line
IBM scores higher overall (70/100 vs 63/100), backed by strong 15.7% margins and 12.2% revenue growth. VRRM offers better value entry with a 53.3% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
International Business Machines
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
International Business Machines Corporation (IBM) is an American multinational technology company headquartered in Armonk, New York, with operations in over 170 countries. The company began in 1911, founded in Endicott, New York, as the Computing-Tabulating-Recording Company (CTR) and was renamed International Business Machines in 1924. IBM is incorporated in New York. IBM produces and sells computer hardware, middleware and software, and provides hosting and consulting services in areas ranging from mainframe computers to nanotechnology. IBM is also a major research organization, holding the record for most annual U.S. patents generated by a business (as of 2020) for 28 consecutive years. Inventions by IBM include the automated teller machine (ATM), the floppy disk, the hard disk drive, the magnetic stripe card, the relational database, the SQL programming language, the UPC barcode, and dynamic random-access memory (DRAM). The IBM mainframe, exemplified by the System/360, was the dominant computing platform during the 1960s and 1970s.
Visit Website →Verra Mobility Corp
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Verra Mobility Corporation provides smart mobility technology solutions and services in the United States, Canada, and Europe. The company is headquartered in Mesa, Arizona.
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