Oracle Corporation (ORCL)vsProgress Software Corporation (PRGS)
ORCL
Oracle Corporation
$146.02
-0.73%
TECHNOLOGY · Cap: $423.04B
PRGS
Progress Software Corporation
$27.33
-4.97%
TECHNOLOGY · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 6453% more annual revenue ($64.08B vs $977.83M). ORCL leads profitability with a 25.3% profit margin vs 7.5%. ORCL appears more attractively valued with a PEG of 0.95. ORCL earns a higher WallStSmart Score of 76/100 (B+).
ORCL
Strong Buy76
out of 100
Grade: B+
PRGS
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.2%
Fair Value
$244.26
Current Price
$146.02
$98.24 discount
Margin of Safety
+47.3%
Fair Value
$77.69
Current Price
$27.33
$50.36 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
Growing faster than its price suggests
Revenue surging 21.7% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
17.5% revenue growth
Earnings expanding 21.4% YoY
Areas to Watch
Moderate valuation
Trading at 12.5x book value
Weak financial health signals
Negative free cash flow — burning cash
Smaller company, higher risk/reward
7.5% margin — thin
Elevated debt levels
Distress zone — elevated risk
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 : PRGS
The strongest argument for PRGS centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 17.5% demonstrates continued momentum. PEG of 1.08 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 : PRGS
The primary concerns for PRGS are Market Cap, Profit Margin, Debt/Equity. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
ORCL carries more volatility with a beta of 1.65 — expect wider price swings.
ORCL is growing revenue faster at 21.7% — sustainability is the question.
PRGS generates stronger free cash flow (60M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (76/100 vs 70/100), backed by strong 25.3% margins and 21.7% revenue growth. PRGS offers better value entry with a 47.3% 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 →Progress Software Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Progress Software Corporation develops business applications. The company is headquartered in Bedford, Massachusetts.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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