Oracle Corporation (ORCL)vsZoom Video Communications Inc (ZM)
ORCL
Oracle Corporation
$213.68
+0.02%
TECHNOLOGY · Cap: $703.42B
ZM
Zoom Video Communications Inc
$101.62
-3.41%
TECHNOLOGY · Cap: $27.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 1199% more annual revenue ($64.08B vs $4.93B). ZM leads profitability with a 42.0% profit margin vs 25.3%. ORCL appears more attractively valued with a PEG of 1.57. ZM earns a higher WallStSmart Score of 70/100 (B-).
ORCL
Strong Buy69
out of 100
Grade: B-
ZM
Strong Buy70
out of 100
Grade: B-
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
Keeps 42 of every $100 in revenue as profit
Earnings expanding 74.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Trading at 18.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
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 25.3% and operating margin at 32.7%. Revenue growth of 21.7% demonstrates continued momentum.
Bull Case : ZM
The strongest argument for ZM centers on Profit Margin, EPS Growth, Debt/Equity. Profitability is solid with margins at 42.0% and operating margin at 25.1%.
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 : ZM
The primary concerns for ZM are PEG Ratio.
Key Dynamics to Monitor
ORCL profiles as a growth stock while ZM is a mature play — different risk/reward profiles.
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.
ZM generates stronger free cash flow (500M), providing more financial flexibility.
Bottom Line
ZM scores higher overall (70/100 vs 69/100), backed by strong 42.0% margins. 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 →Zoom Video Communications Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Zoom Video Communications, Inc. provides a premier video communications platform in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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