WallStSmart

Oracle Corporation (ORCL)vsYext Inc (YEXT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oracle Corporation generates 14248% more annual revenue ($64.08B vs $446.58M). ORCL leads profitability with a 25.3% profit margin vs 8.5%. ORCL trades at a lower P/E of 44.0x. ORCL earns a higher WallStSmart Score of 69/100 (B-).

ORCL

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 9.0Value: 4.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.59

YEXT

Hold

46

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 4.0Quality: 3.0
Piotroski: 4/9Altman Z: -0.29

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ORCL6 strengths · Avg: 9.2/10
Market CapQuality
$703.42B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
42.1%10/10

Every $100 of equity generates 42 in profit

Operating MarginProfitability
32.7%10/10

Strong operational efficiency at 32.7%

Profit MarginProfitability
25.3%9/10

Keeps 25 of every $100 in revenue as profit

Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

EPS GrowthGrowth
24.5%8/10

Earnings expanding 24.5% YoY

YEXT2 strengths · Avg: 9.0/10
Return on EquityProfitability
162.3%10/10

Every $100 of equity generates 162 in profit

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Areas to Watch

ORCL4 concerns · Avg: 3.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Price/BookValuation
18.3x4/10

Trading at 18.3x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
44.0x2/10

Premium valuation, high expectations priced in

YEXT4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$459.51M3/10

Smaller company, higher risk/reward

P/E RatioValuation
65.6x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-1.0%2/10

Revenue declined 1.0%

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 25.3% and operating margin at 32.7%. Revenue growth of 21.7% demonstrates continued momentum.

Bull Case : YEXT

The strongest argument for YEXT centers on Return on Equity, Price/Book.

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 : YEXT

The primary concerns for YEXT are EPS Growth, Market Cap, P/E Ratio. A P/E of 65.6x leaves little room for execution misses. Debt-to-equity of 9.18 is elevated, increasing financial risk.

Key Dynamics to Monitor

ORCL profiles as a growth stock while YEXT is a value 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.

YEXT generates stronger free cash flow (37M), providing more financial flexibility.

Bottom Line

ORCL scores higher overall (69/100 vs 46/100), 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 →

Yext Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Yext Inc. is a market leader in digital knowledge management, dedicated to enhancing online visibility and customer engagement for businesses across diverse sectors. Utilizing cutting-edge artificial intelligence and natural language processing, Yext delivers robust local search engine optimization solutions while maintaining real-time data accuracy to support brand consistency. As companies increasingly confront the challenges of the digital landscape, Yext positions itself as an essential ally, improving customer experiences and facilitating impactful interactions across various digital channels.

Visit Website →

Want to dig deeper into these stocks?