WallStSmart

Oracle Corporation (ORCL)vsXBP Europe Holdings Inc (XBP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oracle Corporation generates 101894% more annual revenue ($64.08B vs $62.82M). ORCL leads profitability with a 25.3% profit margin vs 19.4%. ORCL earns a higher WallStSmart Score of 76/100 (B+).

ORCL

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 9.0Value: 10.0Quality: 2.5
Piotroski: 2/9Altman Z: 0.59

XBP

Buy

55

out of 100

Grade: C

Growth: 2.7Profit: 6.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ORCLUndervalued (+40.2%)

Margin of Safety

+40.2%

Fair Value

$244.26

Current Price

$146.02

$98.24 discount

UndervaluedFair: $244.26Overvalued

Intrinsic value data unavailable for XBP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ORCL6 strengths · Avg: 9.2/10
Market CapQuality
$423.04B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
57.6%10/10

Every $100 of equity generates 58 in profit

Operating MarginProfitability
32.7%10/10

Strong operational efficiency at 32.7%

Profit MarginProfitability
25.3%9/10

Keeps 25 of every $100 in revenue as profit

PEG RatioValuation
0.958/10

Growing faster than its price suggests

Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

XBP2 strengths · Avg: 9.5/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

Areas to Watch

ORCL4 concerns · Avg: 3.3/10
P/E RatioValuation
27.7x4/10

Moderate valuation

Price/BookValuation
12.5x4/10

Trading at 12.5x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-11.48B2/10

Negative free cash flow — burning cash

XBP4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$46.77M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.7%3/10

Operating margin of 0.7%

Revenue GrowthGrowth
-10.4%2/10

Revenue declined 10.4%

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 25.3% and operating margin at 32.7%. Revenue growth of 21.7% demonstrates continued momentum.

Bull Case : XBP

The strongest argument for XBP centers on Price/Book, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 0.7%.

Bear Case : ORCL

The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 4.15 is elevated, increasing financial risk.

Bear Case : XBP

The primary concerns for XBP are EPS Growth, Market Cap, Operating Margin.

Key Dynamics to Monitor

ORCL profiles as a growth stock while XBP is a declining play — different risk/reward profiles.

ORCL carries more volatility with a beta of 1.65 — expect wider price swings.

ORCL is growing revenue faster at 21.7% — sustainability is the question.

XBP generates stronger free cash flow (-156M), providing more financial flexibility.

Bottom Line

ORCL scores higher overall (76/100 vs 55/100), backed by strong 25.3% margins and 21.7% 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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XBP Europe Holdings Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

XBP Europe Holdings, Inc. provides bills, payments, and related solutions and services in France, Germany, the United Kingdom, Sweden, and internationally. The company is headquartered in New York, New York.

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