Meta Platforms, Inc. vs Oracle Corporation, two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where META and ORCL diverge most: on fcf yield, META reads 2.8% and ORCL reads -5.8%; on dividend yield, META reads 0.3% and ORCL reads 1.4%. The rest of the comparable metrics sit closer together. What META'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 | META | ORCL |
|---|---|---|
| Price | $669.25 | $140.68 |
| Market cap | $1.72T | $409.7B |
| Sector | Software | Software |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +14.1% |
| P/E | 24.3 | 24.1 |
| P/B | 7.04 | 9.51 |
| P/S | 7.98 | 6.08 |
| EV/EBITDA | 16.0 | 17.6 |
| Revenue growth | +26.2% | +17.2% |
| Operating margin | 40.6% | 32.0% |
| Net margin | 36.9% | 21.6% |
| Return on equity | 32.6% | 33.8% |
| Return on assets | 20.1% | 5.5% |
| Return on invested capital | 23.1% | 32.4% |
| FCF yield | 2.8% | -5.8% |
| Dividend yield | 0.3% | 1.4% |
| Debt / equity | 0.24 | 0.17 |
| Current ratio | 2.35 | 1.12 |
| Altman Z (solvency) | 7.44 | 6.33 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
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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.