Oracle Corporation (ORCL)vsZoom Video Communications Inc (ZM)
ORCL
Oracle Corporation
$150.28
-1.74%
TECHNOLOGY · Cap: $432.88B
ZM
Zoom Video Communications Inc
$95.57
+0.12%
TECHNOLOGY · Cap: $28.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 1249% more annual revenue ($67.36B vs $4.99B). ZM leads profitability with a 65.2% 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 Buy76
out of 100
Grade: B+
ZM
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.6%
Fair Value
$105.36
Current Price
$150.28
$44.92 premium
Intrinsic value data unavailable for ZM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 40 in profit
Strong operational efficiency at 36.2%
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Attractively priced relative to earnings
Keeps 65 of every $100 in revenue as profit
Earnings expanding 342.3% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 29 in profit
Areas to Watch
Trading at 11.5x book value
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
4.9% revenue growth
Expensive relative to growth rate
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 25.4% and operating margin at 36.2%. Revenue growth of 20.6% demonstrates continued momentum.
Bull Case : ZM
The strongest argument for ZM centers on P/E Ratio, Profit Margin, EPS Growth. Profitability is solid with margins at 65.2% and operating margin at 24.6%.
Bear Case : ORCL
The primary concerns for ORCL are Price/Book, Piotroski F-Score, Free Cash Flow. Debt-to-equity of 3.67 is elevated, increasing financial risk.
Bear Case : ZM
The primary concerns for ZM are Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
ORCL profiles as a growth stock while ZM is a value play — different risk/reward profiles.
ORCL carries more volatility with a beta of 1.73 — expect wider price swings.
ORCL is growing revenue faster at 20.6% — sustainability is the question.
ZM generates stronger free cash flow (472M), providing more financial flexibility.
Bottom Line
ORCL scores higher overall (76/100 vs 71/100), backed by strong 25.4% margins and 20.6% revenue growth. 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 →Zoom Video Communications Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Zoom Video Communications, Inc. provides a premier video communications platform in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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