Oracle held its investor day on Oct. 28. The company reaffirmed its fiscal 2030 total revenue guidance of over $225 billion. It also expects free cash flow to turn positive during the second half of fiscal 2028, with total capital raises limited to $20 billion through fiscal 2030.
Scaling of Oracle Cloud Infrastructure has helped retain customers, port workloads to the cloud, and create new cloud service revenue, all of which should continue in the coming years.
Demand for generative AI can undershoot expectations, potentially causing Oracle to miss its long-term revenue and earnings goals.
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Metric
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ORCL
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MSFT
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CRM
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|---|---|---|---|
Price/Earnings (Normalized) | 17.27 | 30.22 | 13.71 |
Price/Book Value | 6.83 | 8.37 | 4.95 |
Price/Sales | 5.71 | 11.40 | 4.71 |
Price/Cash Flow | 13.43 | 20.37 | 13.53 |
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Metric
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ORCL
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MSFT
|
CRM
|
|---|---|---|---|
Quick Ratio | 1.02 | 0.83 | 0.67 |
Current Ratio | 1.17 | 1.22 | 0.84 |
Interest Coverage | 5.07 | 55.15 | 13.24 |
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Metric
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ORCL
|
MSFT
|
CRM
|
|---|---|---|---|
Return on Assets (Normalized) | 9.91% | 19.01% | 14.29% |
Return on Equity (Normalized) | 63.39% | 32.28% | 29.43% |
Return on Invested Capital (Normalized) | 15.17% | 28.37% | 20.36% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
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MSFT
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PLTR
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PANW
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CRWD
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NET
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FTNT
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SNPS
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XYZ
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ZS
| LOCK|f@nHsDwX | LOCK|k%WcK | $40B |
United States