WallStSmart

Fortive Corp (FTV)vsOracle Corporation (ORCL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oracle Corporation generates 1441% more annual revenue ($64.08B vs $4.16B). ORCL leads profitability with a 25.3% profit margin vs 13.9%. ORCL appears more attractively valued with a PEG of 1.04. ORCL earns a higher WallStSmart Score of 74/100 (B).

FTV

Buy

54

out of 100

Grade: C-

Growth: 2.7Profit: 6.0Value: 5.3Quality: 6.5
Piotroski: 6/9Altman Z: 2.00

ORCL

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 9.0Value: 4.7Quality: 2.5
Piotroski: 2/9Altman Z: 0.59
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FTVUndervalued (+6.1%)

Margin of Safety

+6.1%

Fair Value

$62.55

Current Price

$61.75

$0.80 discount

UndervaluedFair: $62.55Overvalued
ORCLSignificantly Overvalued (-42.4%)

Margin of Safety

-42.4%

Fair Value

$113.34

Current Price

$161.39

$48.05 premium

UndervaluedFair: $113.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FTV2 strengths · Avg: 8.0/10
Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.1%8/10

Strong operational efficiency at 20.1%

ORCL6 strengths · Avg: 9.2/10
Market CapQuality
$464.17B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
57.6%10/10

Every $100 of equity generates 58 in profit

Operating MarginProfitability
32.7%10/10

Strong operational efficiency at 32.7%

Profit MarginProfitability
25.3%9/10

Keeps 25 of every $100 in revenue as profit

Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

EPS GrowthGrowth
24.5%8/10

Earnings expanding 24.5% YoY

Areas to Watch

FTV4 concerns · Avg: 3.3/10
P/E RatioValuation
38.8x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Return on EquityProfitability
6.4%3/10

ROE of 6.4% — below average capital efficiency

EPS GrowthGrowth
-2.6%2/10

Earnings declined 2.6%

ORCL4 concerns · Avg: 3.3/10
P/E RatioValuation
29.0x4/10

Moderate valuation

Price/BookValuation
13.8x4/10

Trading at 13.8x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-11.48B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : FTV

The strongest argument for FTV centers on Price/Book, Operating Margin. PEG of 1.29 suggests the stock is reasonably priced for its growth.

Bull Case : ORCL

The strongest argument for ORCL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 25.3% and operating margin at 32.7%. Revenue growth of 21.7% demonstrates continued momentum.

Bear Case : FTV

The primary concerns for FTV are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : ORCL

The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 4.15 is elevated, increasing financial risk.

Key Dynamics to Monitor

FTV profiles as a value stock while ORCL is a growth play — different risk/reward profiles.

ORCL carries more volatility with a beta of 1.60 — expect wider price swings.

ORCL is growing revenue faster at 21.7% — sustainability is the question.

FTV generates stronger free cash flow (336M), providing more financial flexibility.

Bottom Line

ORCL scores higher overall (74/100 vs 54/100), backed by strong 25.3% margins and 21.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Fortive Corp

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Fortive is an American diversified industrial technology conglomerate company headquartered in Everett, Washington.

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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.

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