Oracle Corporation (ORCL)vsXunlei Ltd Adr (XNET)
ORCL
Oracle Corporation
$146.02
-0.73%
TECHNOLOGY · Cap: $423.04B
XNET
Xunlei Ltd Adr
$5.74
-2.38%
TECHNOLOGY · Cap: $364.72M
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 13817% more annual revenue ($64.08B vs $460.43M). ORCL leads profitability with a 25.3% profit margin vs 2.3%. XNET trades at a lower P/E of 0.3x. ORCL earns a higher WallStSmart Score of 76/100 (B+).
ORCL
Strong Buy76
out of 100
Grade: B+
XNET
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.2%
Fair Value
$244.26
Current Price
$146.02
$98.24 discount
Margin of Safety
+99.3%
Fair Value
$775.01
Current Price
$5.74
$769.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 58 in profit
Strong operational efficiency at 32.7%
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 21.7% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 124 in profit
Revenue surging 69.7% year-over-year
Earnings expanding 117.8% YoY
Areas to Watch
Moderate valuation
Trading at 12.5x book value
Weak financial health signals
Negative free cash flow — burning cash
Smaller company, higher risk/reward
2.3% margin — thin
Operating margin of 3.3%
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 : XNET
The strongest argument for XNET centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 69.7% demonstrates continued momentum.
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 : XNET
The primary concerns for XNET are Market Cap, Profit Margin, Operating Margin. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
ORCL profiles as a growth stock while XNET is a hypergrowth play — different risk/reward profiles.
ORCL carries more volatility with a beta of 1.65 — expect wider price swings.
XNET is growing revenue faster at 69.7% — sustainability is the question.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (76/100 vs 71/100), backed by strong 25.3% margins and 21.7% revenue growth. XNET offers better value entry with a 99.3% margin of safety. 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 →Xunlei Ltd Adr
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · China
Xunlei Limited, operates an Internet platform for digital media content in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?