Added to YB: 2024-03-20
Pitch date: 2024-03-15
ORCL [bullish]
Oracle Corporation
+15.8%
current return
Author Info
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Company Info
Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide.
Market Cap
$404.0B
Pitch Price
$124.14
Price Target
N/A
Dividend
1.43%
EV/EBITDA
16.37
P/E
24.06
EV/Sales
8.09
Sector
Software
Category
growth
Oracle Corporation - $ORCL
ORCL: Cloud growth driver - OCI rev +49%, total cloud rev (ex-Cerner) +26% vs AWS +13%. Investing $8-10B/yr in data centers for strong OCI demand. Cerner acquisition expands healthcare opp. Debt high but stable rev covers. 5yr forward P/E ~20 with EPS $6-10 potential.
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