WallStSmart

Oracle Corporation (ORCL)vsXunlei Ltd Adr (XNET)

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Smart Verdict

WallStSmart Research — data-driven comparison

Oracle Corporation generates 13513% more annual revenue ($67.36B vs $494.81M). XNET leads profitability with a 176.7% profit margin vs 25.4%. ORCL appears more attractively valued with a PEG of 0.86. ORCL earns a higher WallStSmart Score of 76/100 (B+).

ORCL

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 9.0Value: 5.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.68

XNET

Strong Buy

75

out of 100

Grade: B+

Growth: 9.3Profit: 7.0Value: 6.7Quality: 8.0
Piotroski: 3/9Altman Z: 6.50
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ORCLSignificantly Overvalued (-33.6%)

Margin of Safety

-33.6%

Fair Value

$104.95

Current Price

$140.27

$35.32 premium

UndervaluedFair: $104.95Overvalued
XNETUndervalued (+25.4%)

Margin of Safety

+25.4%

Fair Value

$7.80

Current Price

$5.64

$2.16 discount

UndervaluedFair: $7.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ORCL6 strengths · Avg: 9.2/10
Market CapQuality
$427.84B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
40.2%10/10

Every $100 of equity generates 40 in profit

Operating MarginProfitability
36.2%10/10

Strong operational efficiency at 36.2%

Profit MarginProfitability
25.4%9/10

Keeps 25 of every $100 in revenue as profit

PEG RatioValuation
0.868/10

Growing faster than its price suggests

Revenue GrowthGrowth
20.6%8/10

Revenue surging 20.6% year-over-year

XNET6 strengths · Avg: 10.0/10
P/E RatioValuation
0.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Return on EquityProfitability
73.0%10/10

Every $100 of equity generates 73 in profit

Profit MarginProfitability
176.7%10/10

Keeps 177 of every $100 in revenue as profit

Revenue GrowthGrowth
53.9%10/10

Revenue surging 53.9% year-over-year

EPS GrowthGrowth
11785.0%10/10

Earnings expanding 11785.0% YoY

Areas to Watch

ORCL4 concerns · Avg: 3.3/10
P/E RatioValuation
25.4x4/10

Moderate valuation

Price/BookValuation
12.0x4/10

Trading at 12.0x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.87B2/10

Negative free cash flow — burning cash

XNET4 concerns · Avg: 2.8/10
Market CapQuality
$341.18M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
4.4%3/10

Operating margin of 4.4%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.582/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ORCL

The strongest argument for ORCL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 25.4% and operating margin at 36.2%. Revenue growth of 20.6% demonstrates continued momentum.

Bull Case : XNET

The strongest argument for XNET centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 176.7% and operating margin at 4.4%. Revenue growth of 53.9% demonstrates continued momentum.

Bear Case : ORCL

The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 3.67 is elevated, increasing financial risk.

Bear Case : XNET

The primary concerns for XNET are Market Cap, Operating Margin, Piotroski F-Score.

Key Dynamics to Monitor

ORCL carries more volatility with a beta of 1.66 — expect wider price swings.

XNET is growing revenue faster at 53.9% — sustainability is the question.

XNET generates stronger free cash flow (27M), providing more financial flexibility.

Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ORCL scores higher overall (76/100 vs 75/100), backed by strong 25.4% margins and 20.6% revenue growth. XNET offers better value entry with a 25.4% 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.

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Xunlei Ltd Adr

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · China

Xunlei Limited, operates an Internet platform for digital media content in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.

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