ALPHABET INC. vs Oracle Corporation, two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where GOOGL and ORCL diverge most: on fcf yield, GOOGL reads 1.5% and ORCL reads -5.8%; on dividend yield, GOOGL reads 0.2% and ORCL reads 1.4%. The rest of the comparable metrics sit closer together. What GOOGL's price implies is a demanding bet versus history and the cohort (segment-resolved basis). What ORCL's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | GOOGL | ORCL |
|---|---|---|
| Price | $357.17 | $140.68 |
| Market cap | $4.37T | $409.7B |
| Sector | Software | Software |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +14.1% |
| P/E | 27.2 | 24.1 |
| P/B | 9.13 | 9.51 |
| P/S | 10.35 | 6.08 |
| EV/EBITDA | 29.9 | 17.6 |
| Revenue growth | +17.4% | +17.2% |
| Operating margin | 36.1% | 32.0% |
| Net margin | 27.1% | 21.6% |
| Return on equity | 23.9% | 33.8% |
| Return on assets | 16.3% | 5.5% |
| Return on invested capital | 20.0% | 32.4% |
| FCF yield | 1.5% | -5.8% |
| Dividend yield | 0.2% | 1.4% |
| Debt / equity | 0.17 | 0.17 |
| Current ratio | 1.92 | 1.12 |
| Altman Z (solvency) | 7.72 | 6.33 |
| Piotroski F (quality) | 4 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.