Booz Allen Hamilton Holding Corporation vs International Business Machines Corp — how do they compare? Booz Allen Hamilton Holding Corporation trades at $63.59 (market cap $7.62B), while International Business Machines Corp trades at $220.7 (market cap $204.02B). The key difference: International Business Machines Corp is far larger — about 26.8× Booz Allen Hamilton Holding Corporation's market cap, and Booz Allen Hamilton Holding Corporation pays the higher dividend (3.71%). Which is the better fit depends on your goals.
| BAH | IBM | |
|---|---|---|
Market Cap | $7.62B | $204.02B |
Sector | Industrials | Technology |
52-Week High | $115.95 | $329.23 |
52-Week Low | $59.71 | $214.64 |
Enterprise Value | $11.02B | $262.04B |
Dividend Yield | 3.71% | 3.11% |
Volume | — | 4,481,527 |
Signals from Pluang's Aura AI — not financial advice
Booz Allen Hamilton (BAH) trades at $64.80, up 3.25% in the last session, with a bearish technical signal but strong fundamentals including a P/E of 9.39 and net income margin of 7.59%. Recent earnings beat expectations in Q4 2025 and Q1 2026, while Q3 2025 missed. The company announced a partnership with OpenAI and an acquisition to bolster its defense technology portfolio, signaling strategic growth in AI and national security sectors.
Outlook is mixed: analyst consensus price target of $78.17 suggests 20% upside, supported by robust cash flow and government contracts, but risks include high debt levels and market volatility. The stock's current price near the low end of analyst targets indicates potential value, though technical indicators warn of short-term pressure.
IBM trades at $290.23, up 0.93% with bullish technical signals and strong fundamental performance. The company reported Q1 2026 EPS of $1.91, beating expectations by 5.5%, continuing a trend of earnings outperformance. Revenue grew to $67.54B in 2025 with net income margin expanding to 15.61%, while analyst consensus shows mixed sentiment with 47% buy ratings.
IBM demonstrates solid profitability with improving margins and consistent earnings beats, though faces near-term headwinds from AI spending shifts impacting software demand. The stock offers 6.9% upside to consensus target of $310.21, but recent 25% price decline reflects market concerns about technology spending transitions and competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
Booz Allen Hamilton Holding Corp is a provider of management consulting services to the U.S. government. Other services offered include technology, such as cloud computing and cybersecurity consulting, and engineering consulting. The consulting services are focused on defense, intelligence, and civil markets. In addition to the U.S. government, Booz Allen Hamilton provides its management and technology consulting services to large corporations, institutions, and nonprofit organizations. The company assists clients in long-term engagements around the globe.
Read more on BAH →International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →