Is Oracle Stock a Good Investment?
Oracle Investment Advice | ORCL |
- Examine Oracle's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Oracle's leadership team and their track record. Good management can help Oracle navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Systems Software space and any emerging trends that could impact Oracle's business and its evolving consumer preferences.
- Compare Oracle's performance and market position to its competitors. Analyze how Oracle is positioned in terms of product offerings, innovation, and market share.
- Check if Oracle pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Oracle's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Oracle stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Oracle is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Oracle Stock
Researching Oracle's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 42.0% of the company outstanding shares are owned by corporate insiders. The company has Price/Earnings To Growth (PEG) ratio of 1.93. Oracle last dividend was issued on the 10th of October 2024. The entity had 2:1 split on the 13th of October 2000.
To determine if Oracle is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Oracle's research are outlined below:
Oracle currently holds 94.47 B in liabilities. Oracle has a current ratio of 0.59, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Oracle's use of debt, we should always consider it together with its cash and equity. | |
Oracle has a poor financial position based on the latest SEC disclosures | |
About 42.0% of the company outstanding shares are owned by corporate insiders | |
On 24th of October 2024 Oracle paid $ 0.4 per share dividend to its current shareholders | |
Latest headline from crypto-news.net: Chromia Implements Asgard Mainnet Upgrade, Unveils Oracle Extension |
Oracle Quarterly Liabilities And Stockholders Equity |
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Oracle uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Oracle. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Oracle's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
14th of March 2024 Upcoming Quarterly Report | View | |
10th of June 2024 Next Financial Report | View | |
29th of February 2024 Next Fiscal Quarter End | View | |
10th of June 2024 Next Fiscal Year End | View | |
30th of November 2023 Last Quarter Report | View | |
31st of May 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Oracle's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Oracle's investors have experienced.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2004-09-14 | 2004-08-31 | 0.09 | 0.1 | 0.01 | 11 | ||
2003-03-18 | 2003-02-28 | 0.1 | 0.11 | 0.01 | 10 | ||
2001-09-13 | 2001-08-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2000-12-14 | 2000-11-30 | 0.1 | 0.11 | 0.01 | 10 | ||
1999-06-15 | 1999-05-31 | 0.08 | 0.09 | 0.01 | 12 | ||
1998-12-10 | 1998-11-30 | 0.04 | 0.05 | 0.01 | 25 | ||
1998-06-17 | 1998-05-31 | 0.06 | 0.07 | 0.01 | 16 | ||
1998-03-12 | 1998-02-28 | 0.03 | 0.04 | 0.01 | 33 |
Know Oracle's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Oracle is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Oracle backward and forwards among themselves. Oracle's institutional investor refers to the entity that pools money to purchase Oracle's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Goldman Sachs Group Inc | 2024-09-30 | 16.1 M | Bank Of America Corp | 2024-06-30 | 15.6 M | Hhg Plc | 2024-09-30 | 14.6 M | Legal & General Group Plc | 2024-09-30 | 14.3 M | Arnhold & S. Bleichroeder Advisers, Llc | 2024-09-30 | 14.1 M | Bank Of New York Mellon Corp | 2024-09-30 | 12.7 M | Capital World Investors | 2024-09-30 | 12.7 M | Primecap Management Company | 2024-09-30 | 12.6 M | Charles Schwab Investment Management Inc | 2024-09-30 | 12.2 M | Vanguard Group Inc | 2024-09-30 | 155.1 M | Blackrock Inc | 2024-06-30 | 128.6 M |
Oracle's market capitalization trends
The company currently falls under 'Mega-Cap' category with a current market capitalization of 521.49 B.Market Cap |
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Oracle's profitablity analysis
Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.15 | 0.14 | |
Return On Capital Employed | 0.14 | 0.13 | |
Return On Assets | 0.07 | 0.14 | |
Return On Equity | 1.20 | 1.26 |
Determining Oracle's profitability involves analyzing its financial statements and using various financial metrics to determine if Oracle is a good buy. For example, gross profit margin measures Oracle's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Oracle's profitability and make more informed investment decisions.
Oracle's Earnings Breakdown by Geography
Evaluate Oracle's management efficiency
Oracle has return on total asset (ROA) of 0.0729 % which means that it generated a profit of $0.0729 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 1.5558 %, meaning that it created $1.5558 on every $100 dollars invested by stockholders. Oracle's management efficiency ratios could be used to measure how well Oracle manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Oracle's Return On Assets are quite stable compared to the past year. Return On Equity is expected to rise to 1.26 this year, although the value of Return On Tangible Assets will most likely fall to 0.14. At this time, Oracle's Other Assets are quite stable compared to the past year. Deferred Long Term Asset Charges is expected to rise to about 3.3 B this year, although the value of Net Tangible Assets are projected to rise to (60.7 B).Last Reported | Projected for Next Year | ||
Book Value Per Share | 3.37 | 2.65 | |
Tangible Book Value Per Share | (21.82) | (20.73) | |
Enterprise Value Over EBITDA | 18.79 | 16.76 | |
Price Book Value Ratio | 36.95 | 38.79 | |
Enterprise Value Multiple | 18.79 | 16.76 | |
Price Fair Value | 36.95 | 38.79 | |
Enterprise Value | 195.4 B | 205.2 B |
Oracle showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Dividend Yield 0.0087 | Forward Dividend Yield 0.0087 | Forward Dividend Rate 1.6 | Beta 1.013 |
Basic technical analysis of Oracle Stock
As of the 5th of December, Oracle holds the Semi Deviation of 1.17, coefficient of variation of 450.7, and Risk Adjusted Performance of 0.1705. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oracle, as well as the relationship between them. Please check Oracle jensen alpha, and the relationship between the coefficient of variation and potential upside to decide if Oracle is priced some-what accurately, providing market reflects its current price of 188.19 per share. Given that Oracle has jensen alpha of 0.3186, we recommend you to check out Oracle's recent market performance to make sure the company can sustain itself at a future point.Oracle's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Oracle insiders, such as employees or executives, is commonly permitted as long as it does not rely on Oracle's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Oracle insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
West W Corey over a year ago Exercise or conversion by West W Corey of 17813 shares of Oracle subject to Rule 16b-3 | ||
West W Corey over a year ago Exercise or conversion by West W Corey of 15625 shares of Oracle subject to Rule 16b-3 |
Oracle's Outstanding Corporate Bonds
Oracle issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Oracle uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Oracle bonds can be classified according to their maturity, which is the date when Oracle has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
ORACLE P 5375 Corp BondUS68389XAM74 | View | |
ORACLE P 6125 Corp BondUS68389XAH89 | View | |
ORACLE P 65 Corp BondUS68389XAE58 | View | |
ORACLE P 295 Corp BondUS68389XBS36 | View | |
ORACLE PORATION Corp BondUS68389XBU81 | View | |
ORACLE PORATION Corp BondUS68389XBT19 | View | |
ORACLE P 325 Corp BondUS68389XBN49 | View | |
ORACLE P 265 Corp BondUS68389XBM65 | View |
Understand Oracle's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Oracle's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
Risk Adjusted Performance | 0.1705 | |||
Market Risk Adjusted Performance | 0.4334 | |||
Mean Deviation | 1.38 | |||
Semi Deviation | 1.17 | |||
Downside Deviation | 1.64 | |||
Coefficient Of Variation | 450.7 | |||
Standard Deviation | 2.17 | |||
Variance | 4.69 | |||
Information Ratio | 0.1542 | |||
Jensen Alpha | 0.3186 | |||
Total Risk Alpha | 0.07 | |||
Sortino Ratio | 0.2039 | |||
Treynor Ratio | 0.4234 | |||
Maximum Drawdown | 15.46 | |||
Value At Risk | (1.90) | |||
Potential Upside | 2.9 | |||
Downside Variance | 2.68 | |||
Semi Variance | 1.37 | |||
Expected Short fall | (1.57) | |||
Skewness | 2.06 | |||
Kurtosis | 9.65 |
Risk Adjusted Performance | 0.1705 | |||
Market Risk Adjusted Performance | 0.4334 | |||
Mean Deviation | 1.38 | |||
Semi Deviation | 1.17 | |||
Downside Deviation | 1.64 | |||
Coefficient Of Variation | 450.7 | |||
Standard Deviation | 2.17 | |||
Variance | 4.69 | |||
Information Ratio | 0.1542 | |||
Jensen Alpha | 0.3186 | |||
Total Risk Alpha | 0.07 | |||
Sortino Ratio | 0.2039 | |||
Treynor Ratio | 0.4234 | |||
Maximum Drawdown | 15.46 | |||
Value At Risk | (1.90) | |||
Potential Upside | 2.9 | |||
Downside Variance | 2.68 | |||
Semi Variance | 1.37 | |||
Expected Short fall | (1.57) | |||
Skewness | 2.06 | |||
Kurtosis | 9.65 |
Consider Oracle's intraday indicators
Oracle intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Oracle stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Oracle Corporate Filings
8K | 18th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 12th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
7th of October 2024 Other Reports | ViewVerify | |
26th of September 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify |
Oracle Stock media impact
Far too much social signal, news, headlines, and media speculation about Oracle that are available to investors today. That information is available publicly through Oracle media outlets and privately through word of mouth or via Oracle internal channels. However, regardless of the origin, that massive amount of Oracle data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Oracle news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Oracle relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Oracle's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Oracle alpha.
Oracle Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Oracle can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Oracle Historical Investor Sentiment
Investor biases related to Oracle's public news can be used to forecast risks associated with an investment in Oracle. The trend in average sentiment can be used to explain how an investor holding Oracle can time the market purely based on public headlines and social activities around Oracle. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Oracle's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Oracle and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Oracle news discussions. The higher the estimate score, the more favorable the investor's outlook on Oracle.
Oracle Corporate Directors
Charles Moorman | Independent Director | Profile | |
George Conrades | Lead Independent Director | Profile | |
Leon Panetta | Independent Director | Profile | |
William Parrett | Independent Director | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oracle. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. For more information on how to buy Oracle Stock please use our How to buy in Oracle Stock guide.You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Is Systems Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Oracle. If investors know Oracle will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Oracle listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.198 | Dividend Share 1.6 | Earnings Share 3.88 | Revenue Per Share 19.553 | Quarterly Revenue Growth 0.069 |
The market value of Oracle is measured differently than its book value, which is the value of Oracle that is recorded on the company's balance sheet. Investors also form their own opinion of Oracle's value that differs from its market value or its book value, called intrinsic value, which is Oracle's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oracle's market value can be influenced by many factors that don't directly affect Oracle's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Oracle's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Oracle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oracle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.