COMP <GO>
ORCL vs CRM // REVENUE GROWTH (YOY)
Oracle Corporation (NYSE) VS. Salesforce, Inc. (NYSE) • 15-METRIC TALLY: ORCL 8
— CRM 5
▲ REVENUE GROWTH (YOY) LEADER: ORCL
LAST: $130.67 (-6.37%) • MKT CAP: $405.97B
revenue-growth
21.62%
LAST: $229.17 (-0.75%) • MKT CAP: $191.96B
revenue-growth
11.23%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ORCL VS. CRM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ORCL | CRM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 77.28% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.39% | 9.95% | +1.44 | ORCL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.9x | 19.0x | -1.09 | ORCL | /valuation <GO> |
| Free Cash Flow Yield | -7.07% | 7.89% | -14.96 | CRM | /fcf-yield <GO> |
| Operating Margin | 32.12% | 19.88% | +12.24 | ORCL | /operating-margins <GO> |
| Net Profit Margin | 26.36% | 21.99% | +4.37 | ORCL | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 21.62% | 11.23% | +10.39 | ORCL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.53% | 0.77% | +0.76 | ORCL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.54 | 2.58 | -1.04 | CRM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | CRM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 11.57% | 10.87% | +0.70 | CRM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.6 | 42.4 | +3.24 | ORCL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.37 | 1.37 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.5x | 14.3x | +2.20 | CRM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $405.97B | $191.96B | $214.01B | ORCL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ORCL REV | CRM REV | ORCL GROSS % | CRM GROSS % | ORCL FCF | CRM FCF |
|---|---|---|---|---|---|---|
| FY 2026 | $67.36B | — | — | — | -$23.69B | — |
| FY 2025 | $57.40B | $41.52B | — | 77.7% | -$394.0M | $14.40B |
| FY 2024 | $52.96B | $37.90B | — | 77.2% | $11.81B | $12.43B |
| FY 2023 | $49.95B | $34.86B | — | 75.5% | $8.47B | $9.50B |
| FY 2022 | $42.44B | $31.35B | — | 73.3% | $5.03B | $6.31B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ORCL // BETA 1.37
CRM // BETA 1.37