Professional
Added to YB: 2024-07-23
Pitch date: 2024-06-30
ORCL [bullish]
Oracle Corporation
+12.44%
current return
Author Info
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Company Info
Oracle Corporation offers products and services that address enterprise information technology environments worldwide.
Market Cap
$448.8B
Pitch Price
$139.22
Price Target
N/A
Dividend
1.28%
EV/EBITDA
19.75
P/E
29.32
EV/Sales
9.20
Sector
Software
Category
growth
Show full summary:
Mar Vista Global Portfolio Holding: Oracle Corporation
ORCL: Rev acceleration from cloud investments. OCI gaining traction (OpenAI win). Partnerships w/ Azure & GCP to aid DB migration. On-prem to cloud shift could 2-3x DB support rev. Strong value prop: performance & cost. Positioned for low-double-digit intrinsic value growth.
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