Based on the aggregated intelligence of 170,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, data-storage specialist EMC
With that in mind, let's take a closer look at EMC's business and see what CAPS investors are saying about the stock right now.
|Headquarters (Founded)||Hopkinton, Mass. (1979)|
|Market Cap||$54.7 billion|
|Industry||Computer storage and peripherals|
|Trailing-12-Month Revenue||$17.73 billion|
|Management||Chairman/CEO Joseph Tucci
CFO David Goulden
|Return on Equity (Average, Past 3 Years)||10.1%|
|Cash/Debt||$5.6 billion / $3.5 billion|
Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, 96% of the 3,522 members who have rated EMC believe the stock will outperform the S&P 500 going forward. These bulls include gkvber and All-Star TSIF, who is ranked in the top 0.1% of our community.
Late last month, gkvber tapped EMC as a great way to get into the cloud:
EMC has done well by aligning most of its business units to a consistent message around the big data/cloud category that it's been actively defining. This keeps it ahead of the more storage-focused competition. Credit goes to good and relatively new marketing leadership, timely acquisitions and cash to make it all possible.
Over the next five years, in fact, EMC is expected to grow its bottom line at a solid rate of 15.6% annually. That's faster than gorilla rivals HP (9.2%), IBM (11.2%), and Microsoft (10.3%).
CAPS All-Star TSIF elaborates on the EMC bull case:
The variety of its products, despite its recent hit to its RSA security division continues to balance nicely. [Its 80% ownership] of VMware broke it from the channel two years ago, but it's not getting enough credit for that piece again. I don't expect them to sell off any divisions, especially VMWare, and I don't see them as a buyout target now that they have grown to their current size. Margins, cash flow, and cash on hand are also solid. I also don't expect a dividend, but that could be a play someday if they don't find other acquisitions.
What do you think about EMC, or any other stock for that matter? If you want to retire rich, you need to put together the best portfolio you can. Owning exceptional stocks is a surefire way to secure your financial future, and on Motley Fool CAPS, thousands of investors are working every day to find them. CAPS is 100% free, so get started!
Fool contributor Brian Pacampara owns no position in any of the companies mentioned. The Motley Fool owns shares of EMC, IBM, and Microsoft. Motley Fool newsletter services have recommended buying shares of and creating a diagonal call position in Microsoft, as well as buying shares of VMware. Try any of our Foolish newsletter services free for 30 days.