A10 Network (ATEN)vsOracle Corporation (ORCL)
ATEN
A10 Network
$26.45
-1.67%
TECHNOLOGY · Cap: $1.78B
ORCL
Oracle Corporation
$139.56
-3.45%
TECHNOLOGY · Cap: $388.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 23041% more annual revenue ($71.78B vs $310.17M). ORCL leads profitability with a 26.4% profit margin vs 13.9%. ORCL appears more attractively valued with a PEG of 0.81. ORCL earns a higher WallStSmart Score of 78/100 (B+).
ATEN
Hold44
out of 100
Grade: D
ORCL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.2%
Fair Value
$14.12
Current Price
$26.45
$12.33 premium
Margin of Safety
-17.9%
Fair Value
$106.97
Current Price
$139.56
$32.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 20 in profit
15.5% revenue growth
Mega-cap, among the largest globally
Strong operational efficiency at 35.6%
Earnings expanding 54.5% YoY
Every $100 of equity generates 28 in profit
Keeps 26 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Trading at 8.1x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ATEN
The strongest argument for ATEN centers on Return on Equity, Revenue Growth. Revenue growth of 15.5% demonstrates continued momentum.
Bull Case : ORCL
The strongest argument for ORCL centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 26.4% and operating margin at 35.6%. Revenue growth of 29.6% demonstrates continued momentum.
Bear Case : ATEN
The primary concerns for ATEN are Price/Book, Altman Z-Score, Market Cap. A P/E of 42.2x leaves little room for execution misses.
Bear Case : ORCL
The primary concerns for ORCL are Piotroski F-Score, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
ORCL carries more volatility with a beta of 1.77 — expect wider price swings.
ORCL is growing revenue faster at 29.6% — sustainability is the question.
ATEN generates stronger free cash flow (28M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (78/100 vs 44/100), backed by strong 26.4% margins and 29.6% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
A10 Network
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
A10 Networks, Inc. offers network solutions in the United States, Japan, other Asia Pacific countries, and EMEA. The company is headquartered in San Jose, California.
Oracle Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?