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Added to YB: 2024-07-23

Pitch date: 2024-06-30

ORCL [bullish]

Oracle Corporation

+4.54%

current return

Author Info

No bio for this author

Company Info

Oracle Corporation offers products and services that address enterprise information technology environments worldwide.

Market Cap

$421.0B

Pitch Price

$139.22

Price Target

N/A

Dividend

1.37%

EV/EBITDA

18.39

P/E

26.27

EV/Sales

8.58

Sector

Software

Category

growth

Show full summary:
Mar Vista Global Portfolio Holding: Oracle Corporation

ORCL: Rev acceleration from cloud investments. OCI gaining traction (OpenAI win). Partnerships w/ Azure & GCP to aid DB migration. On-prem to cloud shift could 2-3x DB support rev. Strong value prop: performance & cost. Positioned for low-double-digit intrinsic value growth.

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