Oracle Corporation (ORCL)vsePlus inc (PLUS)
ORCL
Oracle Corporation
$161.39
-1.49%
TECHNOLOGY · Cap: $464.17B
PLUS
ePlus inc
$84.69
+1.74%
TECHNOLOGY · Cap: $2.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 2562% more annual revenue ($64.08B vs $2.41B). ORCL leads profitability with a 25.3% profit margin vs 5.5%. PLUS appears more attractively valued with a PEG of 0.85. ORCL earns a higher WallStSmart Score of 74/100 (B).
ORCL
Strong Buy74
out of 100
Grade: B
PLUS
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.4%
Fair Value
$113.34
Current Price
$161.39
$48.05 premium
Margin of Safety
+43.4%
Fair Value
$148.15
Current Price
$84.69
$63.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 58 in profit
Strong operational efficiency at 32.7%
Keeps 25 of every $100 in revenue as profit
Revenue surging 21.7% year-over-year
Earnings expanding 24.5% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 24.6% year-over-year
Earnings expanding 46.3% YoY
Areas to Watch
Moderate valuation
Trading at 13.8x book value
Weak financial health signals
Negative free cash flow — burning cash
5.5% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PLUS
The strongest argument for PLUS centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 24.6% demonstrates continued momentum. PEG of 0.85 suggests the stock is reasonably priced for its growth.
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.
Bear Case : PLUS
The primary concerns for PLUS are Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
ORCL carries more volatility with a beta of 1.60 — expect wider price swings.
PLUS is growing revenue faster at 24.6% — sustainability is the question.
PLUS generates stronger free cash flow (-89M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (74/100 vs 72/100), backed by strong 25.3% margins and 21.7% revenue growth. PLUS offers better value entry with a 43.4% margin of safety. Both earn "Strong Buy" and "Strong 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.
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 →ePlus inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ePlus inc. The company is headquartered in Herndon, Virginia.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?