Oracle Corporation (ORCL)vsVeriSign Inc (VRSN)
ORCL
Oracle Corporation
$213.68
+0.02%
TECHNOLOGY · Cap: $703.42B
VRSN
VeriSign Inc
$294.92
+0.38%
TECHNOLOGY · Cap: $25.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 3707% more annual revenue ($64.08B vs $1.68B). VRSN leads profitability with a 50.0% profit margin vs 25.3%. ORCL appears more attractively valued with a PEG of 1.57. ORCL earns a higher WallStSmart Score of 69/100 (B-).
ORCL
Strong Buy69
out of 100
Grade: B-
VRSN
Buy52
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 42 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
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 68.4%
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Trading at 18.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
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 : VRSN
The strongest argument for VRSN centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 50.0% and operating margin at 68.4%.
Bear Case : ORCL
The primary concerns for ORCL are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 44.0x leaves little room for execution misses. Debt-to-equity of 4.21 is elevated, increasing financial risk.
Bear Case : VRSN
The primary concerns for VRSN are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
ORCL profiles as a growth stock while VRSN is a mature play — different risk/reward profiles.
ORCL carries more volatility with a beta of 1.54 — expect wider price swings.
ORCL is growing revenue faster at 21.7% — sustainability is the question.
VRSN generates stronger free cash flow (265M), providing more financial flexibility.
Bottom Line
ORCL scores higher overall (69/100 vs 52/100), 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.
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 →VeriSign Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Verisign Inc. is an American company based in Reston, Virginia, United States that operates a diverse array of network infrastructure, including two of the Internet's thirteen root nameservers. Verisign also offers a range of security services, including managed DNS, distributed denial-of-service (DDoS) attack mitigation and cyber-threat reporting.
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