Appian Corp (APPN)vsOracle Corporation (ORCL)
APPN
Appian Corp
$23.94
-1.60%
TECHNOLOGY · Cap: $1.80B
ORCL
Oracle Corporation
$146.02
-0.73%
TECHNOLOGY · Cap: $423.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 8715% more annual revenue ($64.08B vs $726.94M). ORCL leads profitability with a 25.3% profit margin vs 17.0%. ORCL trades at a lower P/E of 27.7x. ORCL earns a higher WallStSmart Score of 76/100 (B+).
APPN
Avoid34
out of 100
Grade: F
ORCL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16621.4%
Fair Value
$0.14
Current Price
$23.94
$23.80 premium
Margin of Safety
+40.2%
Fair Value
$244.26
Current Price
$146.02
$98.24 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 21.7% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 58 in profit
Strong operational efficiency at 32.7%
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 21.7% year-over-year
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 1.7%
Premium valuation, high expectations priced in
Moderate valuation
Trading at 12.5x book value
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : APPN
The strongest argument for APPN centers on Revenue Growth. Profitability is solid with margins at 17.0% and operating margin at 1.7%. Revenue growth of 21.7% demonstrates continued momentum.
Bull Case : ORCL
The strongest argument for ORCL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 25.3% and operating margin at 32.7%. Revenue growth of 21.7% demonstrates continued momentum.
Bear Case : APPN
The primary concerns for APPN are EPS Growth, Market Cap, Operating Margin. A P/E of 1216.5x leaves little room for execution misses.
Bear Case : ORCL
The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 4.15 is elevated, increasing financial risk.
Key Dynamics to Monitor
ORCL carries more volatility with a beta of 1.65 — expect wider price swings.
ORCL is growing revenue faster at 21.7% — sustainability is the question.
APPN generates stronger free cash flow (4M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (76/100 vs 34/100), backed by strong 25.3% margins and 21.7% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Appian Corp
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Appian Corporation provides a low-code automation platform in the United States and internationally. The company is headquartered in McLean, Virginia.
Oracle Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?