Oracle Corporation (ORCL)vsTucows Inc. (TCX)
ORCL
Oracle Corporation
$127.53
+8.34%
TECHNOLOGY · Cap: $365.96B
TCX
Tucows Inc.
$9.33
+2.75%
TECHNOLOGY · Cap: $113.94M
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 17068% more annual revenue ($67.36B vs $392.35M). ORCL leads profitability with a 25.4% profit margin vs -20.1%. ORCL appears more attractively valued with a PEG of 0.72. ORCL earns a higher WallStSmart Score of 76/100 (B+).
ORCL
Strong Buy76
out of 100
Grade: B+
TCX
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.1%
Fair Value
$105.05
Current Price
$127.53
$22.48 premium
Margin of Safety
+30.1%
Fair Value
$25.40
Current Price
$9.33
$16.07 discount
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 36.2%
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Earnings expanding 90.2% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 9.8x book value
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
2.2% revenue growth
Smaller company, higher risk/reward
ROE of -1012.0% — 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 36.2%. Revenue growth of 20.6% demonstrates continued momentum.
Bull Case : TCX
The strongest argument for TCX centers on EPS Growth, Debt/Equity.
Bear Case : ORCL
The primary concerns for ORCL are Price/Book, Piotroski F-Score, Free Cash Flow. Debt-to-equity of 3.67 is elevated, increasing financial risk.
Bear Case : TCX
The primary concerns for TCX are PEG Ratio, Revenue Growth, Market Cap.
Key Dynamics to Monitor
ORCL profiles as a growth stock while TCX is a turnaround play — different risk/reward profiles.
ORCL carries more volatility with a beta of 1.71 — expect wider price swings.
ORCL is growing revenue faster at 20.6% — sustainability is the question.
TCX generates stronger free cash flow (-2M), providing more financial flexibility.
Bottom Line
ORCL scores higher overall (76/100 vs 46/100), backed by strong 25.4% margins and 20.6% revenue growth. TCX offers better value entry with a 30.1% 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.
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 →Tucows Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Tucows Inc. provides network access, domain name registration, email, mobile phone, and other Internet services in Canada, the United States, and Europe. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?