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ORCL$248.15+9.91%
Fair $248.15+0.0%

ORCL

Oracle Corporation

Technology / Software - InfrastructureNYSE

$248.15

+22.37 (+9.91%)

Fairly Valued+0.0%Fair Value $248.15Fund rank 26/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.5B · quality 36.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

48/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 18Warnings: 1unknown: 18
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 5.09, above the 2.0 threshold
Thesis & Journal · ORCLLocal privado en este navegador · Oracle Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$713.7B

P/E

44.6x

↑

EV/EBITDA

33.6x

↑

ROE

60.8%

↑

Gross Margin

70.5%

↑

Debt/Equity

5.09

↑
52-Week Range$248
$135$346

TradingView lightweight chart

ORCL price, volumen y niveles de valoración

Último $248.15Periodo +740.3%
Fair value: $248.15

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-0.7%

FCF / Net income

-0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.40B · net income $12.44B · FCF $-394.0M

2008-FY → 2025-FY

Gross margin

70.5%— pts

Operating margin

31.5%— pts

Net margin

21.7%— pts

FCF margin

-0.7%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
Income Statement
Revenue$57.40B$57.40B$52.96B$49.95B$42.44B$40.48B$39.07B$39.51B$39.38B$37.79B$37.05B$38.23B$38.27B$37.18B$37.12B$6.94B$2.29B$0.00$0.00
Net Income$12.44B$12.44B$10.47B$8.50B$6.72B$13.75B$10.13B$11.08B$3.59B$9.45B$8.90B$9.94B$10.96B$10.93B$9.98B$8.55B$6.13B$5.68B$5.58B
EBITDA$23.91B$23.91B$21.39B$18.74B$13.53B——————————————
EPS4.344.343.713.072.414.553.082.970.852.242.072.212.382.261.961.671.211.091.06
Gross Margin70.5%70.5%71.4%72.8%79.1%———61.7%60.9%60.5%62.0%———————
Operating Margin31.5%31.5%30.3%27.6%37.3%37.6%35.6%34.3%33.7%34.2%34.0%36.3%38.6%39.5%36.9%173.3%395.7%——
Net Margin21.7%21.7%19.8%17.0%15.8%34.0%25.9%28.1%9.1%25.0%24.0%26.0%28.6%29.4%26.9%123.1%267.9%——
Balance Sheet
Debt/Equity5.095.0910.7084.33-12.20——————————————
Current Ratio1.351.35—————————————————
Cash Flow
Free Cash Flow$-394.0M$-394.0M$11.81B$8.47B$5.03B$13.75B$11.57B$12.89B$13.65B$12.11B$12.50B——$13.57B$13.10B$10.76B$8.45B——
Returns
ROE60.8%60.8%120.3%792.5%-108.0%262.4%83.9%50.9%7.7%17.5%18.8%20.4%23.4%24.5%22.8%21.5%19.9%22.6%—
Valuation
P/E44.6344.6333.9435.7829.79——————————————
EV/EBITDA33.6433.6420.4820.5218.81——————————————
P/B34.7834.7840.84283.17———————————————
Growth & Yield
Revenue Growth8.4%8.4%6.0%17.7%—3.6%-1.1%0.3%4.2%2.0%-3.1%-0.1%2.9%0.2%434.6%203.2%———
EPS Growth17.0%17.0%20.8%27.4%—47.7%3.7%249.4%-62.1%8.2%-6.3%-7.1%5.3%15.3%17.4%38.0%11.0%2.8%—
Dividend Yield0.8%0.8%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

71.8%

muy exigente

EPS terminal req.

$22.02

Spread vs growth

-54.9%

5Y implied EPS CAGR

43.8%

muy exigente

EPS terminal req.

$26.64

Spread vs growth

-26.8%

10Y implied EPS CAGR

25.7%

muy exigente

EPS terminal req.

$42.91

Spread vs growth

-8.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +50.7%

Total return

+50.7%

Start / end P/E

44.6x → 57.2x

EPS bridge

3.71 → 4.34

Residual

+4.8%

EPS growth+17.0%
Multiple rerating+28.2%
Dividend+0.8%
Residual / FX / buybacks / cross-term+4.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.