Ooma Inc (OOMA)vsOracle Corporation (ORCL)
OOMA
Ooma Inc
$16.32
+1.37%
TECHNOLOGY · Cap: $453.33M
ORCL
Oracle Corporation
$161.39
-1.49%
TECHNOLOGY · Cap: $464.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 23319% more annual revenue ($64.08B vs $273.60M). ORCL leads profitability with a 25.3% profit margin vs 2.4%. ORCL appears more attractively valued with a PEG of 1.04. ORCL earns a higher WallStSmart Score of 74/100 (B).
OOMA
Hold46
out of 100
Grade: D+
ORCL
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.6%
Fair Value
$28.82
Current Price
$16.32
$12.50 discount
Margin of Safety
-42.4%
Fair Value
$113.34
Current Price
$161.39
$48.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
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
Revenue surging 21.7% year-over-year
Earnings expanding 24.5% YoY
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 7.3% — below average capital efficiency
Moderate valuation
Trading at 13.8x book value
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : OOMA
Revenue growth of 14.6% 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 : OOMA
The primary concerns for OOMA are PEG Ratio, EPS Growth, Market Cap. A P/E of 71.7x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
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
OOMA profiles as a value stock while ORCL is a growth play — different risk/reward profiles.
ORCL carries more volatility with a beta of 1.60 — expect wider price swings.
ORCL is growing revenue faster at 21.7% — sustainability is the question.
OOMA generates stronger free cash flow (9M), providing more financial flexibility.
Bottom Line
ORCL scores higher overall (74/100 vs 46/100), backed by strong 25.3% margins and 21.7% revenue growth. OOMA offers better value entry with a 60.6% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, California.
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.
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