Oracle Corporation (ORCL)vsClear Secure Inc (YOU)
ORCL
Oracle Corporation
$213.68
+4.63%
TECHNOLOGY · Cap: $703.42B
YOU
Clear Secure Inc
$54.52
+0.07%
TECHNOLOGY · Cap: $6.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 6699% more annual revenue ($64.08B vs $942.41M). ORCL leads profitability with a 25.3% profit margin vs 13.0%. YOU trades at a lower P/E of 40.2x. ORCL earns a higher WallStSmart Score of 69/100 (B-).
ORCL
Strong Buy69
out of 100
Grade: B-
YOU
Buy60
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 42 in profit
Strong operational efficiency at 32.7%
Keeps 25 of every $100 in revenue as profit
Revenue surging 21.7% year-over-year
Earnings expanding 24.5% YoY
Every $100 of equity generates 66 in profit
Strong operational efficiency at 24.5%
19.7% revenue growth
Earnings expanding 47.3% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 18.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 30.1x book value
Distress zone — elevated risk
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 : YOU
The strongest argument for YOU centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 19.7% demonstrates continued momentum.
Bear Case : ORCL
The primary concerns for ORCL are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 44.0x leaves little room for execution misses. Debt-to-equity of 4.21 is elevated, increasing financial risk.
Bear Case : YOU
The primary concerns for YOU are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 40.2x leaves little room for execution misses.
Key Dynamics to Monitor
ORCL carries more volatility with a beta of 1.54 — expect wider price swings.
ORCL is growing revenue faster at 21.7% — sustainability is the question.
YOU generates stronger free cash flow (185M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (69/100 vs 60/100), 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.
Visit Website →Clear Secure Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Clear Secure, Inc. is focused on operating as a holding company for Alclear Holdings LLC providing a member-centric secure identity platform using biometric data in the United States. The company is headquartered in New York, New York.
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