The total return over the past 12 months is -15.68% vs. +17.77% for the S&P 500. So far it's up -26.74% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (17.79%) | +15.35% | +9.65% | +3.29% | +1.28% | +5.55% |
| Total Return CAGR | (15.68%) | +19.15% | +14.05% | +7.71% | +4.99% | +8.91% |
| Revenue CAGR | +7.90% | +4.51% | +1.13% | (1.49%) | (2.72%) | (1.16%) |
| Net Income CAGR | +83.87% | +74.29% | +15.00% | (1.06%) | (2.37%) | +1.21% |
| EPS CAGR | +74.03% | +84.09% | +12.59% | (1.70%) | (0.19%) | +4.23% |
| Free Cash Flow CAGR | +23.50% | +12.30% | (5.01%) | +0.24% | +0.46% | +1.87% |
| Operating Cash Flow CAGR | +12.08% | +6.63% | (3.39%) | (2.15%) | (1.76%) | (0.16%) |
| Dividends CAGR | +0.60% | +0.60% | +1.52% | +3.45% | +7.12% | +11.61% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
International Business Machines Corporation (IBM)
| Year | Start Value | End Value | IBM Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 2729.33 | 1999.55 | (26.74%) | +8.94% | (35.68%) |
| 2025 | 1974.11 | 2729.33 | +38.26% | +17.72% | +20.54% |
| 2024 | 1417.44 | 1974.11 | +39.27% | +24.89% | +14.38% |
| 2023 | 1163.00 | 1417.44 | +21.88% | +26.19% | (4.31%) |
| 2022 | 1050.55 | 1163.00 | +10.70% | (18.17%) | +28.87% |
| 2021 | 900.18 | 1050.55 | +16.70% | +28.74% | (12.04%) |
| 2020 | 911.09 | 900.18 | (1.20%) | +18.37% | (19.57%) |
| 2019 | 737.26 | 911.09 | +23.58% | +31.22% | (7.64%) |
| 2018 | 951.77 | 737.26 | (22.54%) | (4.56%) | (17.98%) |
| 2017 | 991.27 | 951.77 | (3.99%) | +21.70% | (25.69%) |
