Oracle Corporation (ORCL)vsOneStream, Inc. (OS)
ORCL
Oracle Corporation
$175.07
-4.62%
TECHNOLOGY · Cap: $554.04B
OS
OneStream, Inc.
$24.00
0.00%
TECHNOLOGY · Cap: $5.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 11090% more annual revenue ($67.36B vs $601.93M). ORCL leads profitability with a 25.4% profit margin vs -8.4%. ORCL earns a higher WallStSmart Score of 71/100 (B).
ORCL
Strong Buy71
out of 100
Grade: B
OS
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.5%
Fair Value
$105.00
Current Price
$175.07
$70.07 premium
Intrinsic value data unavailable for OS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 40 in profit
Strong operational efficiency at 36.3%
Keeps 25 of every $100 in revenue as profit
Revenue surging 20.6% year-over-year
Earnings expanding 21.9% YoY
Conservative balance sheet, low leverage
Revenue surging 23.6% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.0x book value
Weak financial health signals
Negative free cash flow — burning cash
Trading at 9.0x book value
0.0% earnings growth
Weak financial health signals
ROE of -10.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ORCL
The strongest argument for ORCL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 25.4% and operating margin at 36.3%. Revenue growth of 20.6% demonstrates continued momentum.
Bull Case : OS
The strongest argument for OS centers on Debt/Equity, Revenue Growth. Revenue growth of 23.6% demonstrates continued momentum.
Bear Case : ORCL
The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 3.63 is elevated, increasing financial risk.
Bear Case : OS
The primary concerns for OS are Price/Book, EPS Growth, Piotroski F-Score.
Key Dynamics to Monitor
OS is growing revenue faster at 23.6% — sustainability is the question.
OS generates stronger free cash flow (26M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (71/100 vs 28/100), backed by strong 25.4% margins and 20.6% 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.
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 →OneStream, Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
OneStream, Inc. (Ticker: OS) is a premier provider of cloud-based corporate performance management (CPM) solutions, specializing in optimizing key financial processes such as consolidation, reporting, budgeting, and forecasting. Its innovative platform empowers organizations to enhance their financial operations and decision-making capabilities, positioning OneStream as an essential partner for businesses in a rapidly evolving economic environment. With a steadfast commitment to customer satisfaction and continual technological evolution, OneStream is strategically positioned to seize the increasing demand for integrated financial solutions, fostering efficiency and agility in finance teams across diverse sectors.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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