Oracle reported in-line fourth-quarter results, with total revenue up 21% to $19 billion and cloud revenue up 47% to nearly $10 billion. The company delivered more than 1.2 gigawatts of data center capacity in fiscal 2026, underpinning cloud infrastructure's 77% year-over-year growth.
Scaling of Oracle Cloud Infrastructure has helped retain customers, port workloads to the cloud, and create new cloud service revenue, all of which should continue in the coming years.
Demand for generative AI can undershoot expectations, potentially causing Oracle to miss its long-term revenue and earnings goals.
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Metric
|
ORCL
|
CRM
|
WDAY
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.57 | 12.33 | 14.99 |
Price/Book Value | 9.69 | 4.09 | 5.39 |
Price/Sales | 5.47 | 3.71 | 3.88 |
Price/Cash Flow | 13.23 | 9.97 | 11.09 |
|
Metric
|
ORCL
|
CRM
|
WDAY
|
|---|---|---|---|
Quick Ratio | 1.01 | 0.62 | 0.91 |
Current Ratio | 1.12 | 0.79 | 1.01 |
Interest Coverage | 5.08 | 39.66 | 9.77 |
|
Metric
|
ORCL
|
CRM
|
WDAY
|
|---|---|---|---|
Return on Assets (Normalized) | 10.48% | 12.59% | 11.16% |
Return on Equity (Normalized) | 76.33% | 23.32% | 23.44% |
Return on Invested Capital (Normalized) | 15.95% | 17.32% | 15.25% |
|
1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Microsoft Corp
MSFT
| LOCK|^?gz$x^> | LOCK|R> | $3T | |||
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| LOCK|gV<jrN& | LOCK|ZlK< | $317B | |||
| Palo Alto Networks Inc
PANW
| LOCK|bKtD!dn$ | LOCK|!$ | $292B | |||
| CrowdStrike Holdings Inc Class A
CRWD
| LOCK|BR^H&yy | LOCK|$$! | $207B | |||
| Fortinet Inc
FTNT
| LOCK|$&>qwy | LOCK|^SD | $118B | |||
| Cloudflare Inc
NET
| LOCK|wtDYSsn | LOCK|^r | $99B | |||
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SNPS
| LOCK|?Y%%<Cqc | LOCK|&%r | $74B | |||
| Block Inc Class A
XYZ
| LOCK|FgN&$Jy | LOCK|%!Z!< | $48B | |||
| CoreWeave Inc Ordinary Shares - Class A
CRWV
| LOCK|Brtm>d | LOCK|VVM | $40B |
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United States