Big Move for DOCU, but Do ORCL’s Margins and Growth Give It the Edge?
Oracle (ORCL) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Docusign (DOCU), suggesting you may be better off investing in ORCL
- ORCL’s quarterly revenue growth was 11.3%, vs. DOCU’s 8.8%.
- In addition, its Last 12 Months revenue growth came in at 8.4%, ahead of DOCU’s 8.3%.
- ORCL leads on profitability over both periods – LTM margin of 31.5% and 3-year average of 29.8%.
DOCU provides e-signature and CLM solutions that automate agreement preparation, signing, and management, sold via direct, partner-assisted, and online channels. ORCL provides cloud software services, industry solutions, application licenses, license support, enterprise database, software development language, and middleware products.
Valuation & Performance Overview
| DOCU | ORCL | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 66.0 | 37.6 | ORCL |
| Revenue Growth | |||
| Last Quarter | 8.8% | 11.3% | ORCL |
| Last 12 Months | 8.3% | 8.4% | ORCL |
| Last 3 Year Average | 9.8% | 10.7% | ORCL |
| Operating Margins | |||
| Last 12 Months | 7.9% | 31.5% | ORCL |
| Last 3 Year Average | 4.7% | 29.8% | ORCL |
| Momentum | |||
| Last 3 Year Return | 24.6% | 231.3% | ORCL |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: DOCU Revenue Comparison | ORCL Revenue Comparison
See more margin details: DOCU Operating Income Comparison | ORCL Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell ORCL Stock to see if Oracle’s edge holds up under the hood or if Docusign still has cards to play (see Buy or Sell DOCU Stock).
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| DOCU Return | 200% | -31% | -64% | 7% | 51% | -11% | 8% | ||
| ORCL Return | 24% | 37% | -5% | 31% | 60% | 46% | 365% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 11% | 101% | ||
| Monthly Win Rates [3] | |||||||||
| DOCU Win Rate | 75% | 42% | 25% | 50% | 67% | 50% | 51% | ||
| ORCL Win Rate | 67% | 58% | 33% | 58% | 58% | 71% | 58% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 62% | 63% | <=== | |
| Max Drawdowns [4] | |||||||||
| DOCU Max Drawdown | -7% | -39% | -74% | -30% | -16% | -25% | -32% | ||
| ORCL Max Drawdown | -25% | -6% | -29% | 0% | -3% | -26% | -15% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/9/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read DOCU Dip Buyer Analyses to see how the stock has fallen and recovered in the past.