Oracle Corporation (ORCL)vsUipath Inc (PATH)
ORCL
Oracle Corporation
$175.07
-4.62%
TECHNOLOGY · Cap: $554.04B
PATH
Uipath Inc
$10.16
-3.68%
TECHNOLOGY · Cap: $5.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 3928% more annual revenue ($67.36B vs $1.67B). ORCL leads profitability with a 25.4% profit margin vs 19.6%. PATH appears more attractively valued with a PEG of 0.38. PATH earns a higher WallStSmart Score of 71/100 (B).
ORCL
Strong Buy71
out of 100
Grade: B
PATH
Strong Buy71
out of 100
Grade: B
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 PATH.
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
Growing faster than its price suggests
Earnings expanding 105.7% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
17.3% revenue growth
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
Distress zone — elevated risk
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 : PATH
The strongest argument for PATH centers on PEG Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 19.6% and operating margin at 7.3%. Revenue growth of 17.3% 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 : PATH
The primary concerns for PATH are Altman Z-Score.
Key Dynamics to Monitor
ORCL carries more volatility with a beta of 1.66 — expect wider price swings.
ORCL is growing revenue faster at 20.6% — sustainability is the question.
PATH generates stronger free cash flow (129M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (71/100 vs 71/100), backed by strong 25.4% margins and 20.6% revenue growth. Both earn "Strong Buy" and "Strong Buy" 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 →Uipath Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
UiPath Inc. provides an end-to-end automation platform offering a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan. The company is headquartered in New York, New York.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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