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IBM IBM

equity

Price History

$4.32$105.74$207.16$308.58
1962-01 · DCA start$6.91

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-75.1%-50.0%-25.0%0.0%
1962-012026-08 · -23.5%

Worst drawdown: −75%, peaking Aug 1987 and bottoming Sep 1993 — 117 months below the prior high before recovering.

DCA Backtest

Invested
$77,600
Value today
$764,028
Return
+884.6%
Months invested
776

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $290,034 today, so the real (inflation-adjusted) return is +163.4%.

Lump sum instead — $77,600 all at once in Jan 1962: $2,650,517 (+3315.6%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Nov 2025): $899.51 on $1,000 invested (-10.0%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1962-01: +884.6%

About IBM

International Business Machines Corporation, doing business as IBM, is an American multinational technology company headquartered in Armonk, New York, and present in over 175 countries. It is a publicly traded company and one of the 30 companies in the Dow Jones Industrial Average. IBM is the largest industrial research organization in the world, with 19 research facilities across a dozen countries; for 29 consecutive years, from 1993 to 2021, it held the record for most annual U.S. patents generated by a business. (Wikipedia)

It's a listed company categorised under information technology and it consulting & other services, with a market cap of about $222.3B.

It rates High Risk at 3.1/5, meaning several rated factors score badly, so this carries materially more risk than a typical holding.

What pushes the score up: earnings quality (5.0/5) and leverage / financial (4.0/5).

Scoring well: sector / regulatory at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

High Risk(3.1/5)80% rated

How these ratings work

Market / Volatility3.3/5 · weight 20%
  • Annualised volatility (3yr)3/535.4
  • Max drawdown from ATH4/575.1
  • Beta vs S&P 5003/51.0
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/52.9bn
  • Float % of shares outstandingnot yet researched
Leverage / Financial4.0/5 · weight 20%
  • Debt / equity4/51.8
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/567.0
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory1.0/5 · weight 10%
  • Sector regulatory exposure1/5low

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.