Mostly Markets
Stocks/Information Technology/Application Software

OracleORCL

Application Software · Austin, Texas · In the S&P 500
Solid businessCheaper than peers
$130.67−6.37%After hours: $130.98 (+0.24%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 52.5% over 1 year
Oracle over 1 yearDaily close, $, to 30 Oct 2026
$150$200$250Nov2026MarMayJulSep$130.67$200NovMarJul$130.67
Source: Nasdaq daily closes
Market value$396B
Price to earnings20.5x
Forward P/E15.4x
Dividend yield1.53%
Year to date−33.0%
One year−52.5%
Next earningsNot scheduled
52-week range (closes)
$114.99$262.61

Quality and valuation

How Oracle compares with other information technology stocks. A description, not a recommendation.

Oracle and 6 application software peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: cheaper than most

An average business among information technology companies, priced below most of them.

Oracle trades at 15.4 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +21.6% vs +20.6%
  • More profitable (operating margin): 32.1% vs 17.0%
  • Turns less of its sales into cash: −40.0% vs 21.7%
ORCL trades at 15.4x forward earnings, below the sector medianForward p/e, Application Software peers
ADBE9.3xINTU14.3xORCL15.4xCRM15.7xSAP26.6xCDNS36.6xPLTR108.1xSNOW120.5xSector median 22.2xADBE9.3xINTU14.3xORCL15.4xCRM15.7xSAP26.6xCDNS36.6xPLTR108.1xSNOW120.5xSector median 22.2x
Source: CNBC quotes; Mostly Markets
At 20.5x earnings, ORCL is cheaper than its average since Sep 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
40x60xAverage 39.4x2025202620.5x50x75xAverage 39.4x2025202620.5x
Source: Nasdaq prices; SEC filings

Financials

From Oracle's SEC filings, through the quarter ending 31 Aug 2026. Hover or tap a bar for its value.

Revenue grew 29.6% from a year earlierQuarterly revenue, $bn, latest Q1 ’27
$0bn$5bn$10bn$15bnQ2 ’25Q4 ’25Q2 ’26$19.3bnQ1 ’27$0bn$10bnQ2 ’25Q4 ’25Q2 ’26$19.3bnQ1 ’27
Source: SEC filings
Growth sped up to +29.6% last quarterRevenue growth, year on year, %
0%10%20%Q2 ’25Q4 ’25Q2 ’2629.6%Q1 ’270%10%20%Q2 ’25Q4 ’25Q2 ’2629.6%Q1 ’27
Source: SEC filings
Operating margin was 34.8% last quarterOperating income as a share of revenue, %
0%10%20%30%Q2 ’25Q4 ’25Q2 ’2634.8%Q1 ’270%20%Q2 ’25Q4 ’25Q2 ’2634.8%Q1 ’27
Source: SEC filings
Free cash flow was −$28.7 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $bn
$-10bn$-5bn$0bnQ2 ’25Q4 ’25Q2 ’26−$5.4bnQ1 ’27$-10bn$-5bn$0bnQ2 ’25Q4 ’25Q2 ’26−$5.4bnQ1 ’27
Source: SEC filings
Last 12 monthsORCLSector median
Revenue growth+21.6%+20.6%
Operating margin32.1%17.0%
Free cash flow margin−40.0%21.7%
Price to earnings20.5x33.1x

Stories on Oracle

Thursday, 29 October
Big movers

Stocks Making the Biggest Moves Yesterday: F5, Vertiv, Oracle, Alphabet and Sandisk

F5 plunged 20.4% on its forecast, Vertiv soared 16.5% and Oracle 10.7% on Wednesday, and Alphabet plunged 10.8% after hours, as of 5:53 p.m. ET, after its search revenue missed.

FFIV▼ 0.6%
Screens of market charts
Wednesday, 28 October
Why it moved

Oracle (ORCL) Shares Soar After It Sets a $225 Billion Revenue Target

Oracle soared 10.7% on Wednesday after its investor day targeted $225 billion or more in fiscal 2030 revenue and capped new outside funding at $20 billion.

ORCL▲ 10.7%
An aisle of servers in a data center

Similar companies

Application Software, by market value.

CompanyPriceTodayYTDValue
PLTRPalantir Technologies$184.11−6.27%+3.6%$442B
SAPSAP$235.02+0.41%−3.2%$289B
CRMSalesforce$229.17−0.75%−13.5%$189B
SNOWSnowflake$306.08−7.32%+39.5%$108B
ADBEAdobe$250.23+0.85%−28.5%$97.39B
INTUIntuit$341.09+2.99%−48.5%$91.15B
CDNSCadence Design Systems$327.89−4.34%+4.9%$89.97B
SNPSSynopsys$467.61−4.61%−0.4%$89.61B