ORCL · Research
Oracle Now Burns Cash, and Its R&D Return Sits in the Bottom Third
Oracle (ORCL) earns a "Pass" rating and an institutional Quality Score of 47/100 (Grade C). On $57.40B in baseline revenue (7.2% growth, 70.5% gross margin, -0.7% FCF margin), our 5-year DCF yields an Enterprise Value of -$6.59B (-$39.57/share vs. $195.14 market price).
Oracle (ORCL) earns a "Pass" rating and an institutional Quality Score of 47/100 (Grade C). On $57.40B in baseline revenue (7.2% growth, 70.5% gross margin, -0.7% FCF margin), our 5-year DCF yields an Enterprise Value of -$6.59B (-$39.57/share vs. $195.14 market price).
On the R&D Return Benchmark, ORCL ranks #115 of 166 (Faders · Grade CCC, 0.30× return).
Key rating factors
- TTM revenue
- $57.4B
- R&D % of spend
- 15.3%
- Rule of 40
- 6.5%
- R&D return
- n/a