Summary

Other Scenarios:

Buyer: CA, Inc. (CA) Last Price: 26.72 Market Cap.: 13.48B
Target: BMC Software, Inc. (BMC) Last Price: 39.25 Market Cap.: 6.89B

Lines of Business Summary:

Product Summary:

Overlap & Complementary Sectors

Sector Buyer Target # of Focused Companies
Technology 806
Information Technology (IT) Services   104
Enterprise and Technology Consulting   60
Software 248
Design/Engineering 22
Enterprise Management 66
Home/Office   37
IT Infrastructure 40
Industry-Specific   81

- Focused. Denotes that the company is considered focused in this area. In general, Focused Companies draw the majority of their earnings in the sector/product area specified.

- Sector Pure-Plays. Denotes that the company is focused in the selected sector and generates nearly all earnings in the sector/product area specified.

- Sector Participation. Denotes that the company develops products in this line of business.

Sample Products in Similar Lines of Business

Sample Products in Complementary Lines of Business
Buyer (Total: 196)
  • CA NetMaster File Transfer Management
  • CA XCOM Data Transport
  • CA eHealth for Voice
  • CA Bind Analyzer for DB2 UDB for z/OS
Target (Total: 48)
  • BMC SQL Performance for DB2
  • BMC SmartDBA Database Performance for DB2
  • BMC Data Administration for DB2
  • BMC CONTROL-O
Buyer
  • CA Clarity PPM
  • CA InterTest
  • CA Datamacs
  • CA ADS
Target
  • Aeroprise - BMC Mobility for IT Service Management
  • StreamStep, Inc.
  • BMC IT Business Management Suite
  • ADDM

Business Relationship Summary:

Top Key Suppliers

Top Key Customers
Buyer (Total: 8)
  • Microsoft Corporation (MSFT)
  • International Business Machines Corp. (IBM)
  • Verizon Communications Inc (VZ)
  • salesforce.com, inc. (CRM)
Target (Total: 2)
  • salesforce.com, inc. (CRM)
  • Computer Sciences Corporation (CSC)
Buyer (Total: 22)
  • Lockheed Martin Corporation (LMT)
  • Hitachi, Ltd. (ADR) (HIT)
  • Rackspace Hosting, Inc. (RAX)
  • Amdocs Limited (DOX)
Target (Total: 25)
  • AT&T Inc. (T)
  • Intel Corp (INTC)
  • Texas Instruments Inc (TXN)
  • Dell Inc. (DELL)

Key Financial Summary:

Key Metrics

  Buyer Target
Number of Employees 13,400 6,200
Revenue Per Employee 348,117.9 325,019.5
Total Revenue 1,263.0 548.2
Total Expenses 850.0 386.4
Other Revenue n/a n/a
Cost of Revenue 160.0 137.6
SG&A Expense 455.0 204.5
Research & Development 126.0 n/a
Other Operating Expense n/a n/a
Operating Income 413.0 161.8
Unusual Income -6.0 n/a
LT Debt to Capital n/a n/a
Fwd P/E 12.74 14.27
Fwd P/Rev 2.85 3.20
Book Value 5,728.0 1,465.3
Curr Portion of LTD/Cap Lease 18.0 n/a

Individual Company Summary

Focused

Buyer

Focused (): Technology > Software > IT Infrastructure

Target

Focused (): Technology > Software > IT Infrastructure

Business Description

Buyer

CA, Inc. (CA) is an independent enterprise information technology (IT) management software and solutions company. CA is engaged in the design, development, marketing, licensing and support of IT management software products that operate on a wide range of hardware platforms and operating systems. It develops and delivers software and services that help organizations manage, secure and automate their IT infrastructures. CA has a range of portfolio of software solutions that address customer needs, including mainframe; service assurance; security (identity and access management); project and portfolio management; service management; virtualization and service automation, and cloud computing. In June 2010, the Company sold its Information Governance business, which consisted primarily of the CA Records Manager and CA Message Manager software offerings, to Autonomy Corporation plc. On January 25, 2011, it acquired Torokina Networks. On April 6, 2011, it acquired Base Technologies.

Target

BMC Software, Inc. (BMC) is a software company. BMC provides information technology (IT) management solutions primarily for large enterprises. Its portfolio of IT management software solutions automates the management of IT processes, mainframe, distributed, virtualized and cloud computing environments, as well as applications and databases. BMC also provides its customers with maintenance and support services for its products and assists customers with software implementation, integration, IT process and organizational transformation, and education services. The Company operates in two segments: Enterprise Service Management (ESM) and Mainframe Service Management (MSM). In October 2010, BMC acquired Neptuny S.r.l.?s software business, a Europe-based capacity management and information technology performance optimization solution. In November 2010, the Company acquired GridApp Systems, Inc. In April 2011, the Company acquired Coradiant Inc. In July 2011, it acquired Aeroprise.

Deal Summary

Key Ratios

  Buyer Target
Gross Margin % 86.79 74.98
Operating Margin % 29.18 26.72
Quick Ratio 0.92 1.3
Current Ratio 1.09 1.43
Coverage Ratio n/a n/a
Total Assets 11,791.0 4,088.2
Return on Equity % 63.83 123.61
Return on Assets % 31.01 44.3
Cash+ ST Inv. Per Share 5.06 7.71
Total Debt 1,309.0 385.7
Total Debt to Equity % 22.85 26.32
Total Debt to Tangible Equity % n/a 31.23
Debt to Asset % 11.10 9.43

Product Summary

Sector Buyer Target
Technology
Information Technology (IT) Services  
Enterprise and Technology Consulting
Information technology related to consulting services designed to improve a client company's operating efficiency, and business capabilities through the expert application of information technology resources and best practices. These services can be delivered on a project-by-project basis, or via an on-going relationship.
  
Software
Design/Engineering
Software used in professional design and development applications, including the design of integrated circuits, creating/editing multimedia productions, and creating web-based or stand-alone software applications.
Enterprise Management
Software designed to maximize the efficiency and productivity with which the enterprise is run. Includes Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software.
Home/Office
Personal productivity and entertainment software targeted toward consumer and business users.
  
IT Infrastructure
Software, employed typically by the IT department of an enterprise, which ensures that computer based systems perform efficiently and securely.
Industry-Specific
Software that has functionality specific to a vertical industry.
  

- Focused. Denotes that the company is considered focused in this area. In general, Focused Companies draw the majority of their earnings in the sector/product area specified.

- Sector Pure-Plays. Denotes that the company is focused in the selected sector and generates nearly all earnings in the sector/product area specified.

- Sector Participation. Denotes that the company develops products in this line of business.

Product Details

Sector Buyer Target
Technology
Information Technology (IT) Services  
Enterprise and Technology Consulting  
Information Technology (IT) Consulting  
Enterprise Solutions  
Enterprise Resource Planning (ERP)
Design/Implementation of application-based solutions that facilitate the flow of information between all functions within a company such as manufacturing, logistics, enterprise content/document management, finance, and human resources.

Target Products:

  • Aeroprise - BMC Mobility for IT Service Management
  
Software
Design/Engineering
Software Development
Administrative Tools  
Planning/Design
Software tools used to streamline the planning and design of large scale software development efforts.

Buyer Products:

  • CA Clarity PPM
  
Testing
Software used to test various features or functions during software design.

Buyer Products:

  • CA InterTest
  • CA Datamacs
  • CA ADS
  • CA SymDump Batch
  • Interactive TKO, Inc. - LISA Platform
  
Development Environments  
General  
Component-based
Computer aided software engineering (CASE) tools that assemble applications from models using pre-built components.

Buyer Products:

  • CA 2E
  
Standard Programming Languages
Software development environments that permit programming using any number of widely-used standard programming languages such as Basic, C, C++, Java, COBOL, and Fortran.

Buyer Products:

  • CA Ideal
  • CA Plex
  
Specialized  
Business Rules
Software development tools that develop applications based off of a set of defined business rules.

Buyer Products:

  • CA Aion Business Rules Expert
  
Support Utilities  
Optimization
Software development tools that help improve software development speed and quality.

Target Products:

  • StreamStep, Inc.
  
Website Development  
Web Analytics
Software that tracks visitor statistics such as number, length of stay, and navigation patterns.

Buyer Products:

  • CA Wily Introscope PowerPack Series
  • CA Wily Introscope ErrorDetector
  
Enterprise Management
Asset Management
Information Technology
Software that inventories, tracks, and monitors the use of IT assets, such as software applications and hardware.

Buyer Products:

  • CA IT Asset Manager
  • CA Asset Intelligence
  • CA Asset Portfolio Management
  • Nimsoft Monitoring Solution

Target Products:

  • BMC IT Business Management Suite
  • ADDM
Business Intelligence  
Data Mining
Software that uses algorithms to discern patterns in large data sets. Similar to OLAP (Online Analytical Processing ), however data mining uses pre-defined algorithms to discover relationships, whereas OLAP requires the user to direct the software to analyze specific variables.

Buyer Products:

  • CleverPath Predictive Analysis Server
  
Data Warehouse  
Extraction/Transformation/Load (ETL)
Software that can extract data from existing sources, reformat the data as necessary, and/or move the data into a central repository.

Buyer Products:

  • CA InfoRefiner
  
Query/Report
Software that allows users to make simple queries and also provide the results in report form.

Buyer Products:

  • CA Sort
  • CA Culprit
  • CA Bundl
  
Content Management  
Copyright Protection  
Digital Watermarking
Software that can imprint and read digital watermarks. Digital watermarks are digital signatures that identify the file owner and help prevent unauthorized use.

Buyer Products:

  • CA Arcot WebFort
  • CA Arcot RiskFort
  
Digital Media Management
Software that inventories, tracks, and helps manage the use of digital assets, such as video clips, documents, and images.

Buyer Products:

  • CA Repository
  
Document Management  
Creation/Management
Software which creates electronic forms/documents, either from multiple data sources, or independently. Includes routing/distribution, search, viewing, and storage capabilities.

Buyer Products:

  • CA Dispatch
  • CA File System Manager
  • CA File Master Plus
  • CA Easytrieve
  • CA Deliver
  • CA FileAge
  • CA Report Facility
  
Information Portals
Enterprise Content Management software, designed to enable sharing of and access to, corporate information across the enterprise.

Buyer Products:

  • CleverPath Collaboration Option
  • CA Output Management Web Viewer
  • CleverPath Portal
  • CleverPath Dashboard Option
  • CleverPath Forest & Trees
  • CA Wily Portal Manager Series
  
Customer Relationship Management (CRM)  
Service  
Analytics
Tools used for measuring service effectiveness and to ensure efficient use of a service organization's resources.

Buyer Products:

  • CA Service Accounting
  • CA Spectrum Service Assurance
  • CA Wily Customer Experience Manager
  
Automation/Management
Enterprise applications that perform the core functions associated with customer service, including service level compliance and complaint management.

Buyer Products:

  • CA Wily Customer Experience Manager
  • CA Service Desk On Demand
  • CA Service Desk Manager
  • CA Oblicore Guarantee
  
Enterprise Resource Planning (ERP)  
Business Planning/Control  
Business Process Automation/Monitoring
Software used to identify bottlenecks and to streamline business processes.

Buyer Products:

  • CA Job Management
  • CA Process Automation
  • CA Clarity PPM
  • CA Service Desk
  • CA CMDB
  • CA Compliance Manager
  • CA Balancing Report Control
  • CA Workload Automation
  • CA Jobtrac Job Management
  
Project Management
Software that is designed specifically to manage project workflow and organization. Includes functions such as task assignment, progress reporting, information dissemination, and project costing.

Buyer Products:

  • CA Clarity PPM
  • CA Agile Vision
  • CA Open Space
  
Sustainability
Software which assists companies to manage corporate level sustainability and governance.

Buyer Products:

  • CA ecoGovernance
  • CA ecoMeter
  
Financial/Compliance  
Compliance
Software which assists companies in complying with various compliance requirements, including, local, national, international, sector specific, and internal. Examples Include Sarbanes Oxley financial reporting compliance, and ISO quality standards.

Buyer Products:

  • CA Conflicts Manager
  • CA Compliance Manager
  • CA Log Manager
  • CA Software Compliance Manager
  
Financial Management/Automation
ERP Software used for financial management tasks such as budgeting, strategic planning, and reporting. Includes enterprise procurement software.

Buyer Products:

  • CA Service Accounting
  • CA MICS Resource Management
  • CA VISION
  
Home/Office  
System Software  
Desktop Utilities
Software that adds functionality to the GUI or file management capabilities of desktop operating systems, including memory management, operation automation, virus checking and removal, and diagnostics.

Buyer Products:

  • PC Protection Bundle
  • PC MacLan
  • PC Pitstop Optimize
  • PC Pitstop Erase
  
IT Infrastructure
Communications  
Data  
File Transfer
Communications software that controls and manages the transfer of digital files over network connections, often using File-Transfer Protocol (FTP).

Buyer Products:

  • CA NetMaster File Transfer Management
  • CA XCOM Data Transport
  
Voice  
Private Branch Exchange (PBX) Systems
Software used for the maintenance and administration of Private Branch exchange (PBX) voice communication systems.

Buyer Products:

  • CA eHealth for Voice
  
Voice over Internet Protocol (VoIP) Systems
Software that works with corresponding hardware technologies allowing for voice communications over Internet Protocol (IP) networks.

Buyer Products:

  • CA eHealth for Voice
  
Data Storage
Database
Database Administration
Performance Optimization/Support
Performance optimization and general support software performing functions such as: change management, file management, structural mapping and analysis, and data synchronization.

Buyer Products:

  • CA Bind Analyzer for DB2 UDB for z/OS
  • CA View
  • CA Insight Database Performance Manager
  • CA APAS Insight Monitor for Adabas
  • CA JMR
  • CA RC/Extract for DB2 UDB for z/OS
  • CA RC/Compare for DB2 UDB for z/OS
  • CA Partition Expert for DB2 UDB for z/OS
  • CA Fast Unload for DB2 UDB for z/OS
  • CA Fast Load for DB2 UDB for z/OS
  • CA Fast Index for DB2 UDB for z/OS
  • CA Rapid Reorg for DB2 UDB for z/OS
  • CA Plan Analyzer for DB2 UDB for z/OS
  • CA Index Expert for DB2 UDB for z/OS
  • CA Detector for DB2 UDB for z/OS
  • CA Database Analyzer for DB2 UDB for z/OS

Target Products:

  • BMC SQL Performance for DB2
  • BMC SmartDBA Database Performance for DB2
  • BMC Data Administration for DB2
  • BMC CONTROL-O
  • BMC MAINVIEW AutoOPERATOR for z/OS
System Management
Software that provides standard database system management features, such as activity monitoring, system control, and troubleshooting.

Buyer Products:

  • CA ERwin Data Modeler
  • CA Database Analyzer for IMS for z/OS
  • CA Database Organizer for IMS for z/OS
  • CA Database Performance Management Suite
  • CA RC/Migrator for DB2 UDB for z/OS
  • CA Database Command Center
  • CA Fast Unload for Distributed RDBMS
  • CA Automation Point
  • CA Storage Resource Manager
  • CA VM:Manager VM Management Suite for Mainframe Linux
  • CA RC/Query for DB2 UDB for z/OS
  • CA Database Administration Suite for DB2 for z/OS
  • CA MIM Resource Sharing
  • CA InfoTransport

Target Products:

  • BMC SmartDBA System Performance for DB2
  • BMC Data Administration for DB2
  • BMC System Performance for IMS
  • NEON IMS Database Solutions
  • BMC CONTROL-O
Database Management Systems (DBMS)  
Relational
System software that stores data in a relational table. Includes Client/Server, Embedded, and Mainframe systems.

Buyer Products:

  • CA Datacom Relational Database
  • CA IDMS Mainframe Relational Database
  
Storage Administration
Data Availability
Software designed to ensure availability of information stored on either a single system or a storage network. Includes protection, replication, mirroring, backup, restoration and clustering software.

Buyer Products:

  • CA CREWS Catalog Recovery
  • CA FAVER VSAM Data Protection
  • CA ASM2 Backup and Restore
  • CA 1 Tape Management
  • CA Disk Backup and Restore
  • CA Instant Recovery On Demand
  • CA ARCserve Replication
  • CA ARCserve D2D
  • CA Quick Copy for DB2 for z/OS
  • CA Database Copier for IMS for z/OS
  • CA ARCserve Backup Series
  • CA ARCserve High Availability
  • CA VM:Backup
  • CA VM:Archiver

Target Products:

  • BMC MAINVIEW SRM StopX37/II
  • BMC Recovery Manager for IMS
  • BMC Recovery Management for DB2
Media Device Management
Software used to manage storage media via various technologies such as computer output to laser disc (COLD), direct access storage device (DASD), and Redundant Array of Inexpensive Disks (RAID).

Buyer Products:

  • CA Tape Encryption
  • CA Vtape Virtual Tape System
  • CA Dynam

Target Products:

  • BMC Topology Discovery
  • BMC MAINVIEW SRM Reporting
  • BMC Data Administration for DB2
Performance Optimization/Support
Software that enhances or monitors and enhances the performance of enterprise storage systems.

Buyer Products:

  • CA Mainframe Program Restart Manager
  • CA Data Compressor for DB2 UDB for z/OS
  • CA Log Analyzer for DB2 for z/OS
  • CA Allocate DASD Space and Placement
  • CA Compress Data Compression
  • CA Mainframe Extended Terminal Manager

Target Products:

  • BMC SQL Performance for DB2
  • BMC SmartDBA Database Performance for DB2
  • BladeLogic Orchestration Manager
  • BMC CONTROL-O
  • BMC Data Administration for DB2
Policy/Resource Management
Software that manages the protection, access, and sharing policies of large scale data networks.

Buyer Products:

  • CA PMA Chargeback
  • CA SMF Director
  • CA JARS Resource Accounting
  • CA 1 Tape Management
  • CA Vantage Storage Resource Manager
  • CA MICS Resource Management
  • CA Encryption Key Manager

Target Products:

  • BMC Identity Discovery
  • BMC MAINVIEW SRM Allocation
  • ADDM
Enterprise Application Integration (EAI)/Middleware  
Application Servers
Server software that comprises the middle tier of a three-tier architecture. Application servers execute all application logic and then output the information to thin clients.

Target Products:

  • BMC Middleware Management
  
Network
Internet  
Cache/Service Enhancement Applications
Caching software stores frequently accessed content locally, improving performance and reducing network usage. This product level also includes software designed to enhance the core capabilities of an enterprise's Internet infrastructure.

Buyer Products:

  • CA Wily Introscope PowerPack Series
  
Web Servers
Software that transmits Web content to requesting browsers.

Buyer Products:

  • CA Wily Web Services Manager
  
Network Administration
Network Management
Software that performs one or more of the many functions involved in managing a network, such as configuration, provisioning, and trouble management.

Buyer Products:

  • CA Server Automation
  • CA Automation Suite
  • CA NetMaster Series
  • CA Virtual Assurance for Infrastructure Managers
  • CA NSM
  • CA Spectrum Infrastructure Manager
  • CA Mainframe Software Manager
  • CA Mainframe Chorus
  • CA Client Automation
  • CA Infrastructure Management
  • CA Console Manager
  • CA Capacity Manager
  • CA Data Manager
  • CA TCPaccess Server

Target Products:

  • BMC MAINVIEW for Network Management
  • BMC MAINVIEW for Web Enablement
  • BMC MAINVIEW for Infrastructure Management
  • BMC MAINVIEW for CICS TS
  • I/O Concepts Software Corp., - ioEnterprise
  • BMC Capacity Management
  • ProactiveNet Business Services Management Solutions
Software Deployment/Configuration
System software that provide functions allowing system administrators to distribute and maintain applications, and to configure user profiles.

Buyer Products:

  • CA 3Tera AppLogic
  • CA Configuration Automation
  • CA Desktop Migration Manager
  • CA CMDB
  • CA Software Delivery
  • CA Patch Manager
  • CA Agile Vision
  • CA Endevor Software Change Manager
  • CA Virtual Configuration
  • CA Gen
  • CA PanAPT
  • CA Librarian
  • CA Panvalet
  • CA Change Manager Enterprise Workbench

Target Products:

  • GridApp Systems, Inc. - GridApp Clarity
  • BMC BladeLogic Application Release Automation
  • BMC CONTROL-M for z/OS
Traffic Management/Load Balancing
Software that can monitor and adjust network data flows in order to optimize bandwidth usage. Includes Virtual LANs (VLANs)

Buyer Products:

  • CA eHealth Performance Manager
  • CA NetMaster Network Management
  
Usage/Performance Monitoring
Software that monitors or tests software and system availability, load, and performance; recording the data for future or real-time analysis.

Buyer Products:

  • CA NetMaster Network Management
  • CA NetQoS SuperAgent
  • CA Wily Introscope ErrorDetector
  • CA Wily Introscope LeakHunter
  • CA Wily Introscope ChangeDetector
  • CA System Watchdog for OpenVMS
  • CA eHealth Performance Manager
  • Nimsoft Monitoring Solution
  • WatchMouse
  • CA Wily Introscope for SAP NetWeaver

Target Products:

  • ProactiveNet Business Services Management Solutions
  • Coradiant TrueSight
  • BMC AppSight
Network Security  
Access Policy  
Policy Management
Software that manages the security policy for enterprises and networks, including authentication and administration of hardware and software resource access.

Buyer Products:

  • CA Arcot WebFort
  • CA Arcot RiskFort
  • CA Vman Session Management
  • CA Teleview Session Management
  • CA Identity Manager
  • CA Embedded Entitlements Manager
  • CA SiteMinder
  • CA Federation Manager
  • CA SOA Security Manager
  • CA Compliance Manager
  • CA DLP
  • CA Access Control
  • CA Single Sign-On
  
Transaction Security/Encryption
Software that authenticates the identity of each party involved in an electronic transaction through the use of digital certificates or some other secure method. Also include software tools used to encrypt and secure data for storage or transmission.

Buyer Products:

  • CA Cleanup
  • CA Internet Security Suite
  • CA Auditor for zOS
  • CA VM:Secure
  • CA Top Secret
  • CA Wily Introscope PowerPack Series
  • CA DLP
  • CA ACF2
  
Virtual Private Network
Software that enables network participants to send and receive data across a shared or public internetwork in a manner that emulates the security properties of a private link.

Buyer Products:

  • CA Remote Control
  
Filtering  
Anti-Virus
Filtering software that searches for and neutralizes computer viruses in files. Includes anti-Spyware software.

Buyer Products:

  • CA Anti Virus
  • CA Anti Spyware
  
Support Utilities
File/Print
Software that can perform the file and print needs of a networked environment. Print services include job spooling, printer management, and job cancellation. File services include file search, access, and security.

Buyer Products:

  • CA Spool
  
System Performance/User Productivity Enhancement
Miscellaneous IT infrastructure support utilities used to improve system capabilities and/or user efficiency.

Buyer Products:

  • CA JCLCheck Workload Automation
  • CA Scheduler Job Management
  • CA SupportBridge Self Healing Automation
  • CA Service Catalog
  • CA FAQS
  • CA SYSVIEW Performance Management
  • CA Desktop Management Suite
  • CA Service Desk
  • CA NSM
  • CA Spectrum Service Assurance
  • CA Process Automation
  • CA Jobtrac Job Management
  • CA Job Management
  • CA PMO Runtime Performance Optimizer
  • CA SOLVE Access Session Management
  • CA OPS/MVS Event Management and Automation
  • CA NetSpy Network Performance
  • CA Mainframe Application Tuner

Target Products:

  • BMC CONTROL-D
  • BladeLogic Orchestration Manager
  • BMC CONTROL-M/Restart
  • BMC CONTROL-M for z/OS
  • BMC Batch Impact Manager
  • BMC Impact Integration for z/OS
  • BMC MAINVIEW Transaction Analyzer
  • BMC Transaction Management Application Response Time
  • BMC CONTROL-M/Tape
Virtualization
Virtualization is a technology that creates an external, often more simplified and intuitive interface for accessing computing resources, while hiding the underlying technical detail. Virtualization can allow for more efficient, expansive, and improved ease of use of computing resources.

Buyer Products:

  • CA Virtual Automation
  • CA Virtual Configuration
  • CA Virtual Assurance

Target Products:

  • BMC Solutions for Virtualization
Operating Systems  
Mainframe
Operating systems designed to operate mainframe-class computers.

Target Products:

  • BMC Performance Manager for Business Applications
  • BMC Performance Assurance Suite for Mainframes
  • BMC MAINVIEW AutoOPERATOR for z/OS
  
Industry-Specific  
Finance  
Commercial Bank/Credit Union
Software designed specifically for consumer/commercial banks and credit unions.

Target Products:

  • Loan-Score Decisioning Systems PDA Pricer
  • Loan-Score Decisioning Systems Best X Pricer
  • Loan-Score Decisioning Systems Enterprise AUS
  • Loan-Score Decisioning Systems Turnkey AUS
  • Loan-Score Decisioning Systems Power Pricer
  

- Focused. Denotes that the company is considered focused in this area. In general, Focused Companies draw the majority of their earnings in the sector/product area specified.

- Sector Pure-Plays. Denotes that the company is focused in the selected sector and generates nearly all earnings in the sector/product area specified.

- Sector Participation. Denotes that the company develops products in this line of business.

Relationship Details

Key Competitors

  Name Dir Rel. Revenue % Market Cap. P/E Ratio (TTM) Fwd P/E P/R Ratio (TTM) Fwd P/Rev Price To Tang. Book Value
Overlap
  Microsoft Corporation n/a 255,495.222 10.93 11.48 3.55 3.49 6.10
International Business Machines Corp. n/a 229,802.973 14.78 12.98 2.15 2.12 n/a
Oracle Corporation n/a 144,341.850 15.50 12.84 3.93 3.91 11.00
Hewlett-Packard Company n/a 59,528.277 9.08 6.51 0.47 0.48 n/a
SolarWinds, Inc. n/a 2,716.896 43.26 37.45 13.70 10.87 28.27
Compuware Corporation n/a 1,901.796 19.90 21.70 1.91 1.89 17.91
Quest Software, Inc. n/a 1,829.529 31.38 14.82 2.21 2.03 934.87
Keynote Systems, Inc. n/a 321.829 6.73 26.57 2.89 2.65 2.72
Datawatch Corporation n/a 64.628 135.71 114.78 3.24 n/a 11.01
Buyer
  Microsoft Corporation n/a 255,495.222 10.93 11.48 3.55 3.49 6.10
International Business Machines Corp. n/a 229,802.973 14.78 12.98 2.15 2.12 n/a
Oracle Corporation n/a 144,341.850 15.50 12.84 3.93 3.91 11.00
Target
  Microsoft Corporation n/a 255,495.222 10.93 11.48 3.55 3.49 6.10
International Business Machines Corp. n/a 229,802.973 14.78 12.98 2.15 2.12 n/a
Oracle Corporation n/a 144,341.850 15.50 12.84 3.93 3.91 11.00
SAP AG (ADR) n/a 77,219.122 29.23 15.69 4.51 3.76 39.20
Hewlett-Packard Company n/a 59,528.277 9.08 6.51 0.47 0.48 n/a
CA, Inc. n/a 13,482.959 21.12 12.74 2.84 2.85 n/a
Red Hat, Inc. n/a 9,259.285 64.28 60.22 8.57 8.35 13.01
SolarWinds, Inc. n/a 2,716.896 43.26 37.45 13.70 10.87 28.27
Compuware Corporation n/a 1,901.796 19.90 21.70 1.91 1.89 17.91
Quest Software, Inc. n/a 1,829.529 31.38 14.82 2.21 2.03 934.87
Rightnow Technologies Inc n/a 1,429.735 55.12 n/a 6.61 n/a 43.20
Keynote Systems, Inc. n/a 321.829 6.73 26.57 2.89 2.65 2.72
Datawatch Corporation n/a 64.628 135.71 114.78 3.24 n/a 11.01

- Defined by the Company - Defined by Others

Dependent Suppliers

  Name Dir Rel. Revenue % Market Cap. P/E Ratio (TTM) Fwd P/E P/R Ratio (TTM) Fwd P/Rev Price To Tang. Book Value
Overlap
  salesforce.com, inc. n/a 17,198.116 5,661.86 299.07 8.22 5.79 30.34
Buyer
  Microsoft Corporation n/a 255,495.222 10.93 11.48 3.55 3.49 6.10
International Business Machines Corp. n/a 229,802.973 14.78 12.98 2.15 2.12 n/a
Verizon Communications Inc n/a 106,684.598 44.44 15.17 0.96 0.93 n/a
salesforce.com, inc. n/a 17,198.116 5,661.86 299.07 8.22 5.79 30.34
Harris Corporation n/a 5,365.262 10.93 8.25 0.90 0.90 n/a
NetSuite Inc. n/a 3,051.682 n/a -116.13 12.91 10.44 34.57
Brandywine Realty Trust n/a 1,566.538 n/a 8.23 2.67 2.70 0.88
Actuate Corporation n/a 286.874 23.31 15.17 2.13 2.03 n/a
Target
  salesforce.com, inc. n/a 17,198.116 5,661.86 299.07 8.22 5.79 30.34
Computer Sciences Corporation n/a 5,034.448 n/a 8.98 0.32 0.31 n/a

- Defined by the Company - Defined by Others

Key Customers

  Name Dir Rel. Revenue % Market Cap. P/E Ratio (TTM) Fwd P/E P/R Ratio (TTM) Fwd P/Rev Price To Tang. Book Value
Overlap
  Neurones n/a n/a n/a n/a n/a n/a n/a
Devoteam n/a n/a n/a n/a n/a n/a n/a
Buyer
  Lockheed Martin Corporation n/a 29,370.325 9.69 11.20 0.51 0.65 n/a
Hitachi, Ltd. (ADR) n/a 24,797.548 0.29 8.51 0.01 n/a 0.03
Target
  AT&T Inc. n/a 176,831.840 45.16 12.76 1.40 1.38 n/a
Intel Corp n/a 140,175.445 11.16 11.01 2.60 2.49 4.61
Texas Instruments Inc n/a 38,541.509 17.60 18.37 2.81 2.82 11.29
Dell Inc. n/a 32,383.313 9.16 8.90 0.52 0.52 42.44
Wipro Ltd n/a 27,706.376 0.98 23.58 0.14 3.61 0.14
BT Group plc (ADR) n/a 26,173.405 1.74 9.61 1.03 0.86 n/a
Volkswagen AG (ADR) n/a 15,611.763 1.61 7.35 0.08 n/a 0.36
Commerzbank AG (ADR) n/a 13,755.985 2.24 7.84 0.74 n/a 0.65
Infineon Technologies AG n/a 10,617.508 7.90 15.87 2.15 2.10 3.20
Informatica Corporation n/a 4,947.865 42.14 33.29 6.31 5.53 n/a
CGI Group Inc. (USA) n/a 4,679.911 7.14 12.34 0.73 1.09 n/a
Ingram Micro Inc. n/a 3,119.105 13.22 9.99 0.09 0.09 n/a
Brasil Telecom SA (ADR) n/a 473.410 n/a n/a 0.08 n/a 0.09
Coldwater Creek Inc. n/a 96.243 n/a -1.73 0.12 0.13 0.74
Agfa-Gevaert NV n/a n/a n/a n/a n/a n/a n/a
BlueCross BlueShield of Tennessee, Inc. n/a n/a n/a n/a n/a n/a n/a
Mutual of Omaha Insurance Company n/a n/a n/a n/a n/a n/a n/a
TeliaSonera AB n/a n/a n/a 10.07 n/a n/a n/a
Amadeus IT Group SA n/a n/a n/a n/a n/a n/a n/a
Logica n/a n/a n/a n/a n/a n/a n/a
GFI Informatique SA n/a n/a n/a n/a n/a n/a n/a

- Defined by the Company - Defined by Others

Key Partners

  Name Dir Rel. Revenue % Market Cap. P/E Ratio (TTM) Fwd P/E P/R Ratio (TTM) Fwd P/Rev Price To Tang. Book Value
Overlap
  Microsoft Corporation n/a 255,495.222 10.93 11.48 3.55 3.49 6.10
International Business Machines Corp. n/a 229,802.973 14.78 12.98 2.15 2.12 n/a
Cisco Systems, Inc. n/a 109,426.181 23.05 12.66 2.44 2.38 n/a
SAP AG (ADR) n/a 77,219.122 29.23 15.69 4.51 3.76 39.20
EMC Corporation n/a 54,101.585 22.47 18.58 2.70 2.46 10.74
Infosys Ltd n/a 31,830.137 19.23 18.96 4.66 4.60 5.60
NetApp Inc. n/a 14,778.281 23.95 18.77 2.60 2.47 5.64
Citrix Systems, Inc. n/a 13,454.982 38.07 31.71 6.10 5.40 11.72
Fujitsu Limited (ADR) n/a 10,482.571 0.48 n/a 0.00 n/a 0.02
Red Hat, Inc. n/a 9,259.285 64.28 60.22 8.57 8.35 13.01
Unisys Corporation n/a 824.488 7.42 6.42 0.21 0.22 n/a
Neurones n/a n/a n/a n/a n/a n/a n/a
Devoteam n/a n/a n/a n/a n/a n/a n/a
Cap Gemini SA n/a n/a n/a n/a n/a n/a n/a
Buyer
  Microsoft Corporation n/a 255,495.222 10.93 11.48 3.55 3.49 6.10
International Business Machines Corp. n/a 229,802.973 14.78 12.98 2.15 2.12 n/a
Target
  Microsoft Corporation n/a 255,495.222 10.93 11.48 3.55 3.49 6.10
International Business Machines Corp. n/a 229,802.973 14.78 12.98 2.15 2.12 n/a
Oracle Corporation n/a 144,341.850 15.50 12.84 3.93 3.91 11.00
Intel Corp n/a 140,175.445 11.16 11.01 2.60 2.49 4.61
Cisco Systems, Inc. n/a 109,426.181 23.05 12.66 2.44 2.38 n/a
SAP AG (ADR) n/a 77,219.122 29.23 15.69 4.51 3.76 39.20
EMC Corporation n/a 54,101.585 22.47 18.58 2.70 2.46 10.74
Accenture Plc n/a 40,320.412 15.39 15.11 1.42 1.48 10.71
Dell Inc. n/a 32,383.313 9.16 8.90 0.52 0.52 42.44

- Defined by the Company - Defined by Others

Financials

  Buyer Target Combined Entity
Income Statement
Operating Items
Revenue 4,754.0 2,169.5 6,923.5
Other Revenue n/a n/a n/a
Total Revenue 4,754.0 2,169.5 6,923.5
Cost of Revenue 628.0 542.8 1,170.8
SG&A Expense 1,831.0 833.9 2,664.9
Depreciation & Amortization 397.0 34.9 431.9
Research & Development 492.0 134.8 626.8
Interest Expense n/a n/a n/a
Other Operating Expense 10.0 n/a 10.0
Unusual Expense (Income) -3.0 4.9 1.9
Total Expenses 3,367.0 1,589.8 4,956.8
Operating Income 1,387.0 579.7 1,966.7
Non Operating Items
Interest Expense (Inc.), Net Non-Oprtng -34.0 6.4 -27.6
Other, Net n/a 2.0 2.0
Income Before Taxes 1,353.0 571.8 1,924.8
Income Taxes 439.0 119.0 558.0
Income After Taxes 914.0 452.8 1,366.8
Net Income - Excl. Xord. Items 914.0 452.8 1,366.8
Discontinued Operations 14.0 n/a 14.0
Net Income - Incl. Xord. Items 928.0 452.8 1,380.8
Misc. Earnings Adjustment -6.0 n/a -6.0
Income Avail. to Common 922.0 452.8 1,374.8
Share Items
Basic Avg. Shares Outstanding 483.0 173.0 656.0
Basic EPS - Excl. Xord. Items 1.29 1.88 2.08
Basic EPS - Incl. Xord. Items 1.32 1.88 2.10
Full Dilution Adjustment n/a n/a n/a
Fully Diluted Shares Outstanding 484.0 176.0 660.0
F.D. EPS - Excl. Xord. Items 1.29 1.85 2.07
F.D. EPS - Incl. Xord. Items 1.32 1.85 2.09
Dividends Per Common Share 0.14 n/a 0.14
Balance Sheet
Assets
Cash and Equivalents 2,358.0 1,319.5 3,677.5
ST Investments 89.0 37.1 126.1
Accounts Receivable 601.0 313.6 914.6
Inventory n/a n/a n/a
Other Current Assets 304.0 165.6 469.6
Current Assets 3,604.0 1,835.8 5,439.8
PPE 1,069.0 n/a 1,069.0
Accum D&A -671.0 n/a -671.0
PPE, Net 398.0 84.4 482.4
Goodwill & Intangibles 7,282.0 230.2 7,512.2
Long Term Investments 79.0 57.4 136.4
Note Receivable n/a 55.7 55.7
Other Assets n/a n/a n/a
Other LT Assets 439.0 218.5 657.5
Total Assets 11,791.0 4,088.2 15,879.2
Liabilities
Accounts Payable 95.0 34.0 129.0
Payable/Accrued n/a n/a n/a
Accrued Expenses 693.0 248.5 941.5
ST Debt n/a n/a n/a
Curr Port of LTD & Cap Lease Oblg 18.0 n/a 18.0
Other (Current) Liabilities 3,283.0 1,001.9 4,284.9
Current Liab. 3,301.0 1,284.4 4,585.4
LT Debt 1,291.0 325.4 1,616.4
Capitalized Lease Obligations n/a 60.3 60.3
Total LT Debt 1,292.0 336.9 1,628.9
Deferred Taxes 62.0 n/a 62.0
Other LT Liab. 1,409.0 1,013.1 2,422.1
Total Liabilities 5,795.0 2,666.4 8,461.4
Shareholders Equity
Common Stock 59.0 2.5 61.5
Additional Paid in Capital 3,593.0 1,131.8 4,724.8
Retained Earnings 4,771.0 3,055.4 7,826.4
Treasure Stock -2,564.0 -2,664.4 -5,228.4
Other Equity -131.0 -2.1 -133.1
Total Equity 5,728.0 1,465.3 7,193.3
Total Liab. & Equity 11,523.0 4,131.7 15,654.7
Shares Outstanding 489.4 170.6 660.0
Cash Flow
Operating Cash Flow
CF Net Income 451.0 452.8 903.8
CF Depreciation 201.0 211.5 412.5
CF Deferred Taxes -92.0 15.8 -76.2
Other Non-Cash Items 49.0 124.8 173.8
Change in Working Capital 366.0 72.9 438.9
Total Cash From Operating Activities 638.0 877.8 1,515.8
Investing Cash Flow (not calculated)
Capital Expenditures -86.0 -146.1 -232.1
Other Investing Cash Flows -20.0 -199.4 -219.4
Total Cash From Investing Activities -87.0 -345.5 -432.5
Financing Cash Flow (not calculated)
Dividends Paid -46.0 n/a -46.0
Purchase Or Sale of Stock -243.0 -737.4 -980.4
Purchase and Retirement of Debt -4.0 -23.8 -27.8
Other Financing Cash Flow n/a 19.0 19.0
Total Cash From Financing Activities -69.0 -742.2 -811.2
Exchange Rate Effects 38.0 -14.7 23.3
Net Change in Cash 531.0 -224.6 306.4
Cash Taxes Paid -137.0 -29.5 -166.5
Cash Interest Paid -20.0 0.0 -20.0