Oracle Corporation (ORCL)vsSolarEdge Technologies Inc (SEDG)
ORCL
Oracle Corporation
$213.68
+4.63%
TECHNOLOGY · Cap: $703.42B
SEDG
SolarEdge Technologies Inc
$63.17
-13.63%
TECHNOLOGY · Cap: $3.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 4924% more annual revenue ($64.08B vs $1.28B). ORCL leads profitability with a 25.3% profit margin vs -28.6%. ORCL appears more attractively valued with a PEG of 1.57. ORCL earns a higher WallStSmart Score of 69/100 (B-).
ORCL
Strong Buy69
out of 100
Grade: B-
SEDG
Hold45
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 42 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
Revenue surging 41.5% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 18.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 9.4x book value
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
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 25.3% and operating margin at 32.7%. Revenue growth of 21.7% demonstrates continued momentum.
Bull Case : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 41.5% demonstrates continued momentum.
Bear Case : ORCL
The primary concerns for ORCL are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 44.0x leaves little room for execution misses. Debt-to-equity of 4.21 is elevated, increasing financial risk.
Bear Case : SEDG
The primary concerns for SEDG are Price/Book, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
ORCL profiles as a growth stock while SEDG is a hypergrowth play — different risk/reward profiles.
ORCL carries more volatility with a beta of 1.54 — expect wider price swings.
SEDG is growing revenue faster at 41.5% — sustainability is the question.
SEDG generates stronger free cash flow (21M), providing more financial flexibility.
Bottom Line
ORCL scores higher overall (69/100 vs 45/100), backed by strong 25.3% margins and 21.7% revenue growth. 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.
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 →SolarEdge Technologies Inc
TECHNOLOGY · SOLAR · USA
SolarEdge Technologies, Inc. designs, develops and sells optimized direct current (DC) inverter systems for solar photovoltaic (PV) installations worldwide. The company is headquartered in Herzliya, Israel.
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