Latest Articles
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Pay Less, Gain More: INTU Tops Oracle Stock
INTU is Oracle’s peer in Application Software industry that has: 1) Lower valuation (P/OpInc) compared to Oracle stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean that you...
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Oracle Stock Capital Return Hits $161 Bil
In the last decade, Oracle (ORCL) stock has returned an impressive $161 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the mark...
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Oracle Stock Shares Rally 19% In A Month, Wait For A Dip To Buy The Stock
We believe there is not much to fear in ORCL stock given its overall Strong operating performance and financial condition. But given its Very High valuation, the stock appears Relatively Expensive . Here is our multi-factor assessment. ORCL sto...
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Momentum Meets Value: Oracle Stock’s Next Leg Could Be Higher
Oracle (ORCL) stock might be a good candidate to ride the momentum. Why? Because you get strong margin, low-debt capital structure, reasonable valuation, and strong momentum . Here is some data. Revenue Growth : Oracle saw revenue growth of 9.7...
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Oracle Stock Leaps 19% In One Month: Does It Lead the Pack?
Here is how Oracle (ORCL) stock stacks up against its peers in size, valuation, growth and margin. ORCL’s operating margin of 31.6% is high, higher than most peers though lower than ADBE (36.2%). ORCL’s revenue growth of 9.7% in th...
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Better Bet Than Oracle Stock: Pay Less To Get More From INTU
INTU is Oracle’s peer in Application Software industry that has: 1) Lower valuation (P/OpInc) compared to Oracle stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean that you...
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ORCL: Quality Momentum Stock Trading Below Its Peak
Oracle (ORCL) might be a good candidate to ride the momentum. Why? Because you get strong margin, low-debt capital structure, reasonable valuation, and strong momentum . Here is some data. Revenue Growth : 9.7% LTM and 10.2% last 3 year average...
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Big Decline for SNPS, 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 Synopsys (SNPS), suggesting you may be better off investing in ORCL ORCL’s Last 12 Months revenue growth was 9.7%, vs...
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With ORCL Up 28% in a Month, Is It Time to Compare It Against ADBE?
Adobe (ADBE) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Oracle (ORCL), suggesting you may be better off investing in ADBE ADBE’s Last 12 Months revenue growth was 10.7%, vs. ...
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ORCL Stock Down -14% after 6-Day Loss Streak
Oracle (ORCL) stock hit day 6 of a continuous streak of days with losses, with cumulative losses over this period amounting to a -14% return. The company has lost about $114 Bil in value over the last 6 days, with its current market capitalizatio...
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ORCL Capital Return Hits $163 Bil in 10 Years
In the last decade, Oracle (ORCL) has returned an impressive $163 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the marketR...
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Better Bet Than Synopsys Stock: Pay Less To Get More From ORCL, CRM
ORCL, CRM are SNPS’s peers in Application Software industry that have: 1) Lower valuation (P/OpInc) compared to SNPS 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean that you a...
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ORCL Stock Down -14% after 5-Day Loss Streak
Oracle (ORCL) stock hit day 5 of a continuous streak of days with losses, with cumulative losses over this period amounting to a -14% return. The company has lost about $111 Bil in value over the last 5 days, with its current market capitalizatio...
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ORCL Jumps 20% In A Month: How Does It Stack Against Peers?
Here is how Oracle (ORCL) stacks up against its peers in size, valuation, growth and margin. ORCL’s operating margin of 31.6% is high, higher than most peers though lower than ADBE (36.2%). ORCL’s revenue growth of 9.7% in the last...
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Better Bet Than Oracle Stock: Pay Less To Get More From INTU
INTU is ORCL’s peer in Application Software industry that has: 1) Lower valuation (P/OpInc) compared to ORCL 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean that you are bette...