Bloomberg reported on Sept. 24 that Oracle sent Stack Infrastructure, a Blue Owl subsidiary, a force majeure notice to protect itself from payment obligations if the Project Jupiter data center in New Mexico is delayed. Oracle shares fell 5% in early trading.
Scaling of Oracle Cloud Infrastructure has helped retain customers, port workloads to the cloud, and create new cloud service revenue, all of which should continue in the coming years.
Demand for generative AI can undershoot expectations, potentially causing Oracle to miss its long-term revenue and earnings goals.
|
Metric
|
ORCL
|
CRM
|
WDAY
|
|---|---|---|---|
Price/Earnings (Normalized) | 17.09 | 14.06 | 18.31 |
Price/Book Value | 6.75 | 5.08 | 6.97 |
Price/Sales | 5.65 | 4.82 | 4.75 |
Price/Cash Flow | 13.29 | 13.87 | 13.79 |
|
Metric
|
ORCL
|
CRM
|
WDAY
|
|---|---|---|---|
Quick Ratio | 1.02 | 0.67 | 0.81 |
Current Ratio | 1.17 | 0.84 | 0.91 |
Interest Coverage | 5.07 | 13.24 | 10.57 |
|
Metric
|
ORCL
|
CRM
|
WDAY
|
|---|---|---|---|
Return on Assets (Normalized) | 9.91% | 14.29% | 16.94% |
Return on Equity (Normalized) | 63.39% | 29.43% | 37.25% |
Return on Invested Capital (Normalized) | 15.17% | 20.36% | 24.04% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Microsoft Corp
MSFT
| LOCK|^Z<X@c% | LOCK|?? | $4T | |||
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| LOCK|#$wNc&^ | LOCK|l&DB | $457B | |||
| Palo Alto Networks Inc
PANW
| LOCK|ZnLC!Hp | LOCK|#m | $324B | |||
| CrowdStrike Holdings Inc Class A
CRWD
| LOCK|t?dY<&k% | LOCK|<xR | $272B | |||
| Fortinet Inc
FTNT
| LOCK|#Ydgd@ | LOCK|L< | $131B | |||
| Cloudflare Inc
NET
| LOCK|G<zw!tc | LOCK|ZY | $125B | |||
| Synopsys Inc
SNPS
| LOCK|Gl<$h&R | LOCK|><K | $94B | |||
| CoreWeave Inc Ordinary Shares - Class A
CRWV
| LOCK|?Z?cjvH | LOCK|nX | $49B | |||
| Block Inc Class A
XYZ
| LOCK|Y$MrBR | LOCK|S!J! | $44B |
United States