Teradata Stock vs Competition: Who Wins?

TDC: Teradata logo
TDC
Teradata

With Teradata surging 33% in a Day, it makes sense to re-evaluate vs its peers. Consistently assessing alternatives is core to a sound investment approach. Here is how Teradata (TDC) stock stacks up against its peers in size, valuation, growth and margin.

  • TDC’s operating margin of 11.5% is strong, lower than most peers – trailing ORCL (31.6%).
  • TDC’s revenue growth of -8.2% in the last 12 months is negative, lagging ORCL, IBM, SNPS, VRNS.
  • TDC’s stock is down 3.5% in last 1 year, and trades at a PE of 21.9; it underperformed ORCL, IBM.

As a quick background, Teradata provides a connected multi-cloud data platform enabling enterprises across various industries to leverage analytics and maximize the value of their data effectively.

A single stock can be risky, but there is a huge value to a broader, diversified approach. Quiz time: Over the last 5 years, which index do you think the Trefis High Quality Portfolio outperformed — the S&P 500, the S&P 1500 Equal Weighted, or both? The answer might surprise you. See how our advisory framework helps stack the odds in your favor.

  TDC ORCL IBM SNPS VRNS
Market Cap ($ Bil) 2.6 707.4 286.5 65.5 4.0
Revenue ($ Bil) 1.7 59.0 65.4 6.4 0.6
PE Ratio 21.9 56.9 36.2 32.8 -35.1
LTM Revenue Growth -8.2% 9.7% 4.5% 8.0% 11.4%
LTM Operating Margin 11.5% 31.6% 17.7% 17.2% -22.0%
LTM FCF Margin 17.1% -10.0% 18.1% 20.2% 21.6%
12M Market Return -3.5% 47.2% 52.0% -21.6% -31.2%

Why does this matter? TDC just went up 32.6% in a day – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell TDC Stock to see if Teradata holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through TDC Dip Buyer Analysis lens.

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Revenue Growth Comparison

  LTM 2025 2024 2023 2022
TDC -8.2% -4.5% 2.1% -6.4%
ORCL 9.7% 8.4% 6.0% 17.7%  
IBM 4.5% 1.4% 2.2% 5.5%
SNPS 8.0% 15.2% 15.2% 9.8%
VRNS 11.4% 10.4% 5.4% 21.4%

Operating Margin Comparison

  LTM 2025 2024 2023 2022
TDC 11.5% 11.9% 10.1% 6.6%
ORCL 31.6% 31.5% 30.3% 27.6%  
IBM 17.7% 16.1% 15.9% 13.5%
SNPS 17.2% 22.1% 24.9% 25.1%
VRNS -22.0% -21.4% -23.5% -25.6%

PE Ratio Comparison

  LTM 2025 2024 2023 2022
TDC 21.9 26.3 70.0 105.3
ORCL 56.9 37.4 27.6 25.9  
IBM 36.2 33.6 19.9 77.5
SNPS 32.8 32.8 63.7 49.6
VRNS -35.1 -51.8 -49.0 -21.0

While peer comparison is critical, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.