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Oracle Corporation
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Strong business, analysts more pessimistic than the record
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3 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Mixed signals
1 signal unavailable
Profitability
3/4
Debt & liquidity
2/3
Efficiency
0/2
ROE of 54.3% — +69% above the sector median — points to a business that earns well on its equity base, yet the balance sheet carrying that business is strained: Debt/EBITDA of 4.3× runs +372% above the sector median 0.9×, and FCF yield of -10.8% sits well below the median 1.9%. Valuation multiples look elevated — a P/E of 21.8× and EV/EBITDA of 20.1× — though both sit below their respective sector medians, which is the less obvious read for a name of this profile. The F-Score of 5/9 reflects the mixed picture: profitability holds, but efficiency flags are raised. Where the forward data diverges from the usual pattern, consensus here runs below the realized track record — the three-year EPS CAGR per SEC filings outpaces what analysts model, and the last quarter's EPS beat consensus by 13.3%, consistent with a beat rate the market has not fully priced in.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AAPL | Apple | 8/9 | 171% | +6% |
Quarter-by-quarter classification · a retrospective read by the current logic · not a price forecast
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice. The method did not see these quarters in real time; this is the current logic applied to past reports.
A simplified retrospective read: no analyst forecast (not available historically); the source is the annual report as of the date, so neighbouring quarters can rest on the same data. Quarters with the same classification in a row are merged into one row — each row is one change in the read, not a separate quarter. One ticker is an illustration of the classification logic, not statistics. How we calculate →
The market prices in earnings growth; analyst sentiment is steady; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When Oracle reports on 2026-09-14, track whether Debt/EBITDA is moving toward the sector median of 0.92× from its current 4.7×. Also check FCF yield — at 1.92%, it sits well below peers — and whether profitability signals (3/4 on the F-Score) are holding or slipping.
On SEC EDGAR, open Oracle's most recent 10-K and read the Liquidity and Capital Resources section. With Debt/EBITDA at 4.7× against a sector median near 0.92×, management's discussion of refinancing plans and free cash flow conversion is the key disclosure to weigh.
From the same-sector table in section 06, pick two or three companies and line up one metric — Debt/EBITDA or FCF yield works well given Oracle's weak signals there. No company in the table is ranked; the exercise is to place Oracle's figures in a broader sector context you build yourself.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: +68%+39%-103%-5,912%
Over 4 years: 5.534.133.964.33
Over 4 years: +18%+6%+8%+17%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 5 of 8 recent quarters — a mixed record.
Last quarter's EPS against consensus, plus the estimated date of the next report.
| 32% |
| ACN | Accenture | 4/9 | 26% | +7% | 15% |
| ADBE | Adobe | 7/9 | 55% | +11% | 37% |
| AMAT | Applied Materials | 6/9 | 36% | +4% | 29% |
| AMD | Advanced Micro Devices | 7/9 | 7% | +34% | 11% |
| AVGO | Broadcom | 7/9 | 43% | +24% | 40% |
| CRM | Salesforce | 7/9 | 12% | +10% | 20% |
| CSCO | Cisco | 7/9 | 27% | +12% | 24% |
| IBM | IBM | 6/9 | 35% | +8% | — |
| INTC | Intel | 6/9 | -0% | -0% | -4% |
| INTU | Intuit | 8/9 | 20% | +16% | 26% |
| MSFT | Microsoft | 6/9 | 34% | +18% | 47% |
| NOW | ServiceNow | 4/9 | 15% | +21% | 14% |
| NVDA | NVIDIA | 3/9 | 101% | +65% | 60% |
| ORCL | Oracle Corporation | 5/9 | 54% | +17% | 31% |
| TXN | Texas Instruments | 7/9 | 30% | +13% | 34% |
A sample of 16 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.