Oracle Stock Performance
| ORCL Stock | USD 140.87 4.91 3.37% |
The company holds a Beta of 1.85, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Oracle will likely underperform. At this point, Oracle has a negative expected return of -0.21%. Please make sure to check Oracle's value at risk, and the relationship between the jensen alpha and accumulation distribution , to decide if Oracle performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Oracle has generated negative risk-adjusted returns adding no value to investors with long positions. Despite abnormal performance in the last few months, the Stock's fundamental indicators remain quite persistent which may send shares a bit higher in May 2025. The latest mess may also be a sign of long-standing up-swing for the company institutional investors. ...more
Actual Historical Performance (%)
One Day Return (3.37) | Five Day Return (7.86) | Year To Date Return (15.15) | Ten Year Return 226.47 | All Time Return 222.5 K |
Forward Dividend Yield 0.0142 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 2 | Dividend Date 2025-04-23 |
| Oracle dividend paid on 23rd of January 2025 | 01/23/2025 |
1 | Disposition of 2000 shares by Safra Catz of Oracle at 188.1483 subject to Rule 16b-3 | 01/24/2025 |
2 | TSMCs 100 Billion U.S. Chip Bet Trumps Boldest Move Yet to Crush Chinas Tech Grip | 03/04/2025 |
3 | Oracle Power Stock Price Down 5.9 percent Time to Sell | 03/11/2025 |
4 | Acquisition by Edward Screven of 50000 shares of Oracle subject to Rule 16b-3 | 03/18/2025 |
5 | Senate Democrats press Trump to work with Congress on TikTok ban | 03/24/2025 |
6 | AI Power Grab Trump Faces Global Backlash Over Chip Curbs That Could Reshape Tech Dominance | 03/25/2025 |
7 | OpenAI Close to Finalizing Its40 Billion SoftBank-Led Funding | 03/26/2025 |
8 | Oracle Named a Leader in 2025 Gartner Magic Quadrant for Source-to-Pay Suites | 03/27/2025 |
9 | Elon Musks AI company just bought X | 03/28/2025 |
| Begin Period Cash Flow | 9.8 B |
Oracle |
Oracle Relative Risk vs. Return Landscape
If you would invest 16,621 in Oracle on December 31, 2024 and sell it today you would lose (2,534) from holding Oracle or give up 15.25% of portfolio value over 90 days. Oracle is currently does not generate positive expected returns and assumes 3.2434% risk (volatility on return distribution) over the 90 days horizon. In different words, 28% of stocks are less volatile than Oracle, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Oracle Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oracle's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Oracle, and traders can use it to determine the average amount a Oracle's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0658
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ORCL |
Estimated Market Risk
| 3.24 actual daily | 28 72% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oracle is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oracle by adding Oracle to a well-diversified portfolio.
Oracle Fundamentals Growth
Oracle Stock prices reflect investors' perceptions of the future prospects and financial health of Oracle, and Oracle fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oracle Stock performance.
| Return On Equity | 1.04 | ||||
| Return On Asset | 0.0735 | ||||
| Profit Margin | 0.22 % | ||||
| Operating Margin | 0.31 % | ||||
| Current Valuation | 473.49 B | ||||
| Shares Outstanding | 2.8 B | ||||
| Price To Earning | 39.13 X | ||||
| Price To Book | 23.61 X | ||||
| Price To Sales | 7.08 X | ||||
| Revenue | 52.96 B | ||||
| Gross Profit | 39.67 B | ||||
| EBITDA | 21.58 B | ||||
| Net Income | 10.47 B | ||||
| Cash And Equivalents | 21.38 B | ||||
| Cash Per Share | 4.16 X | ||||
| Total Debt | 94.47 B | ||||
| Current Ratio | 0.60 X | ||||
| Book Value Per Share | 5.97 X | ||||
| Cash Flow From Operations | 18.67 B | ||||
| Earnings Per Share | 4.25 X | ||||
| Market Capitalization | 395.03 B | ||||
| Total Asset | 140.98 B | ||||
| Retained Earnings | (22.63 B) | ||||
| Working Capital | (8.99 B) | ||||
| Current Asset | 64.31 B | ||||
| Current Liabilities | 17.21 B | ||||
About Oracle Performance
By examining Oracle's fundamental ratios, stakeholders can obtain critical insights into Oracle's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Oracle is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 9.26 | 12.95 | |
| Return On Tangible Assets | 0.13 | 0.14 | |
| Return On Capital Employed | 0.16 | 0.32 | |
| Return On Assets | 0.09 | 0.14 | |
| Return On Equity | 1.08 | 1.14 |
Things to note about Oracle performance evaluation
Checking the ongoing alerts about Oracle for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Oracle help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oracle generated a negative expected return over the last 90 days | |
| Oracle has high historical volatility and very poor performance | |
| Oracle currently holds 94.47 B in liabilities. Oracle has a current ratio of 0.59, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Oracle's use of debt, we should always consider it together with its cash and equity. | |
| About 41.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from finance.yahoo.com: Elon Musks AI company just bought X |
- Analyzing Oracle's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oracle's stock is overvalued or undervalued compared to its peers.
- Examining Oracle's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Oracle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oracle's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Oracle's stock. These opinions can provide insight into Oracle's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oracle. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. For more information on how to buy Oracle Stock please use our How to buy in Oracle Stock guide.You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Is Systems Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Oracle. If investors know Oracle will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Oracle listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.2 | Dividend Share 1.7 | Earnings Share 4.25 | Revenue Per Share | Quarterly Revenue Growth 0.064 |
The market value of Oracle is measured differently than its book value, which is the value of Oracle that is recorded on the company's balance sheet. Investors also form their own opinion of Oracle's value that differs from its market value or its book value, called intrinsic value, which is Oracle's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oracle's market value can be influenced by many factors that don't directly affect Oracle's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Oracle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oracle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oracle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.