Oracle Corporation (ORCL)vsXunlei Ltd Adr (XNET)
ORCL
Oracle Corporation
$140.27
-1.56%
TECHNOLOGY · Cap: $427.84B
XNET
Xunlei Ltd Adr
$5.64
-6.24%
TECHNOLOGY · Cap: $341.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 13513% more annual revenue ($67.36B vs $494.81M). XNET leads profitability with a 176.7% profit margin vs 25.4%. ORCL appears more attractively valued with a PEG of 0.86. ORCL earns a higher WallStSmart Score of 76/100 (B+).
ORCL
Strong Buy76
out of 100
Grade: B+
XNET
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.6%
Fair Value
$104.95
Current Price
$140.27
$35.32 premium
Margin of Safety
+25.4%
Fair Value
$7.80
Current Price
$5.64
$2.16 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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 73 in profit
Keeps 177 of every $100 in revenue as profit
Revenue surging 53.9% year-over-year
Earnings expanding 11785.0% YoY
Areas to Watch
Moderate valuation
Trading at 12.0x book value
Weak financial health signals
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Operating margin of 4.4%
Weak financial health signals
Expensive relative to growth rate
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 : XNET
The strongest argument for XNET centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 176.7% and operating margin at 4.4%. Revenue growth of 53.9% demonstrates continued momentum.
Bear Case : ORCL
The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 3.67 is elevated, increasing financial risk.
Bear Case : XNET
The primary concerns for XNET are Market Cap, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
ORCL carries more volatility with a beta of 1.66 — expect wider price swings.
XNET is growing revenue faster at 53.9% — sustainability is the question.
XNET generates stronger free cash flow (27M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (76/100 vs 75/100), backed by strong 25.4% margins and 20.6% revenue growth. XNET offers better value entry with a 25.4% 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.
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