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 2.2% and ORCL reads -6.8%; on dividend yield, META reads 0.3% and ORCL reads 1.4%. The rest of the comparable metrics sit closer together. 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 | $718.12 | $141.46 |
| Market cap | $1.84T | $424.4B |
| Sector | Software | Software |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +11.8% |
| P/E | 27.1 | 22.2 |
| P/B | 7.05 | 6.32 |
| P/S | 8.07 | 5.91 |
| EV/EBITDA | 17.5 | 14.3 |
| Revenue growth | +27.8% | +21.5% |
| Operating margin | 30.9% | 34.8% |
| Net margin | 33.7% | 22.8% |
| Return on equity | 29.4% | 24.4% |
| Return on assets | 17.1% | 5.4% |
| Return on invested capital | 21.3% | 24.3% |
| FCF yield | 2.2% | -6.8% |
| Dividend yield | 0.3% | 1.4% |
| Debt / equity | 0.32 | 0.11 |
| Current ratio | 2.23 | 1.17 |
| Altman Z (solvency) | 7.18 | 6.34 |
| Piotroski F (quality) | 6 / 9 | 6 / 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.