WallStSmart

Oracle Corporation (ORCL)vsReposiTrak (TRAK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oracle Corporation generates 286870% more annual revenue ($67.36B vs $23.47M). TRAK leads profitability with a 31.0% profit margin vs 25.4%. TRAK appears more attractively valued with a PEG of 0.74. ORCL earns a higher WallStSmart Score of 71/100 (B).

ORCL

Strong Buy

71

out of 100

Grade: B

Growth: 8.0Profit: 9.0Value: 4.0Quality: 3.0
Piotroski: 2/9Altman Z: 0.59

TRAK

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 6.3Quality: 9.0
Piotroski: 4/9Altman Z: 6.27
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ORCLSignificantly Overvalued (-79.9%)

Margin of Safety

-79.9%

Fair Value

$104.69

Current Price

$213.68

$108.99 premium

UndervaluedFair: $104.69Overvalued

Intrinsic value data unavailable for TRAK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ORCL6 strengths · Avg: 9.2/10
Market CapQuality
$554.04B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
42.1%10/10

Every $100 of equity generates 42 in profit

Operating MarginProfitability
36.3%10/10

Strong operational efficiency at 36.3%

Profit MarginProfitability
25.4%9/10

Keeps 25 of every $100 in revenue as profit

Revenue GrowthGrowth
20.6%8/10

Revenue surging 20.6% year-over-year

EPS GrowthGrowth
21.9%8/10

Earnings expanding 21.9% YoY

TRAK5 strengths · Avg: 9.6/10
Profit MarginProfitability
31.0%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
38.3%10/10

Strong operational efficiency at 38.3%

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
6.2710/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.748/10

Growing faster than its price suggests

Areas to Watch

ORCL4 concerns · Avg: 3.3/10
P/E RatioValuation
33.0x4/10

Premium valuation, high expectations priced in

Price/BookValuation
18.3x4/10

Trading at 18.3x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-11.48B2/10

Negative free cash flow — burning cash

TRAK4 concerns · Avg: 3.5/10
P/E RatioValuation
27.1x4/10

Moderate valuation

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$182.28M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull 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 : TRAK

The strongest argument for TRAK centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 31.0% and operating margin at 38.3%. PEG of 0.74 suggests the stock is reasonably priced for its growth.

Bear Case : ORCL

The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 4.21 is elevated, increasing financial risk.

Bear Case : TRAK

The primary concerns for TRAK are P/E Ratio, EPS Growth, Market Cap.

Key Dynamics to Monitor

ORCL profiles as a growth stock while TRAK is a declining 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.

TRAK generates stronger free cash flow (2M), providing more financial flexibility.

Bottom Line

ORCL scores higher overall (71/100 vs 54/100), backed by strong 25.4% margins and 20.6% revenue growth. Both earn "Strong Buy" and "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.

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ReposiTrak

TECHNOLOGY · SOFTWARE - APPLICATION · USA

ReposiTrak, Inc. (Ticker: TRAK) is a premier provider of advanced supply chain management solutions, specializing in risk management and compliance for the retail and foodservice industries. Utilizing state-of-the-art technology, ReposiTrak offers real-time insights that optimize operational efficiencies while ensuring adherence to stringent regulatory standards. With a robust supplier network and an unwavering commitment to innovation, the company acts as a strategic ally for businesses aiming to enhance supply chain integrity. As it capitalizes on industry trends, ReposiTrak is positioned for sustained growth, focusing on delivering exceptional value to stakeholders and promoting safer, more efficient transactions in the consumer goods landscape.

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