Oracle Corporation (ORCL)vsSolarEdge Technologies Inc (SEDG)
ORCL
Oracle Corporation
$139.66
-0.62%
TECHNOLOGY · Cap: $401.67B
SEDG
SolarEdge Technologies Inc
$51.76
+2.96%
TECHNOLOGY · Cap: $3.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 5310% more annual revenue ($64.08B vs $1.18B). ORCL leads profitability with a 25.3% profit margin vs -34.2%. ORCL appears more attractively valued with a PEG of 0.88. ORCL earns a higher WallStSmart Score of 76/100 (B+).
ORCL
Strong Buy76
out of 100
Grade: B+
SEDG
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.5%
Fair Value
$256.22
Current Price
$139.66
$116.56 discount
Intrinsic value data unavailable for SEDG.
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
Revenue surging 70.9% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Moderate valuation
Trading at 12.0x book value
Weak financial health signals
Negative free cash flow — burning cash
Expensive relative to growth rate
ROE of -74.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 70.9% demonstrates continued momentum.
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 : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
ORCL profiles as a growth stock while SEDG is a hypergrowth play — different risk/reward profiles.
ORCL carries more volatility with a beta of 1.65 — expect wider price swings.
SEDG is growing revenue faster at 70.9% — sustainability is the question.
SEDG generates stronger free cash flow (43M), providing more financial flexibility.
Bottom Line
ORCL scores higher overall (76/100 vs 45/100), backed by strong 25.3% margins and 21.7% 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.
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 →SolarEdge Technologies Inc
TECHNOLOGY · SOLAR · USA
SolarEdge Technologies, Inc. designs, develops and sells optimized direct current (DC) inverter systems for solar photovoltaic (PV) installations worldwide. The company is headquartered in Herzliya, Israel.
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