Where Does Oracle Stock Rank Among Competitors?
Oracle‘s stock has delivered moderate returns over the past year, but recent earnings have sparked caution. Despite robust operating margins and solid revenue growth, ORCL’s high PE signals rich valuation. A deeply negative free cash flow and soaring debt for its aggressive OCI and AI expansion raise sustainability concerns, making it a “show-me story” amid fierce hyperscaler competition.
- ORCL’s 31.9% operating margin reflects cloud/database profitability, yet trails ADBE’s 36.2% from its robust subscription model and AI focus.
- ORCL’s 11.1% revenue growth signals robust cloud/AI adoption, outpacing peers but trailing INTU’s strong AI-driven small business platform.
- ORCL’s 12.5% stock gain and 52.2 PE reflect AI-driven cloud growth optimism, though IBM’s stronger returns suggest value in its hybrid cloud strategy.
Here’s how Oracle stacks up across size, valuation, and profitability versus key peers.
| ORCL | IBM | CRM | INTU | ADBE | SNPS | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 805.5 | 290.2 | 248.7 | 188.6 | 148.2 | 76.4 |
| Revenue ($ Bil) | 61.0 | 65.4 | 40.3 | 19.4 | 23.2 | 6.4 |
| PE Ratio | 52.2 | 33.3 | 34.4 | 45.8 | 23.5 | 41.1 |
| LTM Revenue Growth | 11.1% | 4.5% | 8.4% | 17.1% | 10.7% | 8.0% |
| LTM Operating Margin | 31.9% | 17.7% | 22.0% | 26.7% | 36.2% | 17.2% |
| LTM FCF Margin | -21.6% | 18.1% | 32.0% | 32.7% | 41.4% | 20.2% |
| 12M Market Return | 12.5% | 38.5% | -25.6% | 1.5% | -36.3% | -6.8% |
For more details on Oracle, read Buy or Sell ORCL Stock. Below we compare ORCL’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ORCL | 11.1% | 8.4% | 6.0% | 17.7% | |
| IBM | 4.5% | – | 1.4% | 2.2% | 5.5% |
| CRM | 8.4% | 8.7% | 11.2% | 18.3% | |
| INTU | 17.1% | 15.6% | 13.3% | 12.9% | |
| ADBE | 10.7% | – | 10.8% | 10.2% | 11.5% |
| SNPS | 8.0% | – | 15.2% | 15.2% | 9.8% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ORCL | 31.9% | 31.5% | 30.3% | 27.6% | |
| IBM | 17.7% | – | 16.1% | 15.9% | 13.5% |
| CRM | 22.0% | 20.2% | 17.2% | 5.9% | |
| INTU | 26.7% | 26.2% | 23.7% | 21.9% | |
| ADBE | 36.2% | – | 36.0% | 34.3% | 34.6% |
| SNPS | 17.2% | – | 22.1% | 24.9% | 25.1% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ORCL | 52.2 | 37.4 | 27.6 | 25.9 | |
| IBM | 33.3 | – | 33.6 | 19.9 | 77.5 |
| CRM | 34.4 | 51.9 | 62.0 | 632.4 | |
| INTU | 45.8 | 45.5 | 59.1 | 45.9 | |
| ADBE | 23.5 | – | 35.8 | 50.2 | 33.2 |
| SNPS | 41.1 | – | 32.8 | 63.7 | 49.6 |
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