Oracle Corporation (ORCL)vsTE Connectivity Ltd (TEL)
ORCL
Oracle Corporation
$175.07
-4.62%
TECHNOLOGY · Cap: $554.04B
TEL
TE Connectivity Ltd
$212.69
-2.22%
TECHNOLOGY · Cap: $63.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 260% more annual revenue ($67.36B vs $18.70B). ORCL leads profitability with a 25.4% profit margin vs 15.5%. TEL appears more attractively valued with a PEG of 0.97. TEL earns a higher WallStSmart Score of 78/100 (B+).
ORCL
Strong Buy71
out of 100
Grade: B
TEL
Strong Buy78
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 TEL.
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
Earnings expanding 7150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.3%
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
Weak financial health signals
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 : TEL
The strongest argument for TEL centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 20.3%. Revenue growth of 14.5% 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 : TEL
The primary concerns for TEL are Piotroski F-Score.
Key Dynamics to Monitor
ORCL profiles as a growth stock while TEL is a mature play — different risk/reward profiles.
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.
TEL generates stronger free cash flow (677M), providing more financial flexibility.
Bottom Line
TEL scores higher overall (78/100 vs 71/100), backed by strong 15.5% margins and 14.5% 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 →TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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