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NetApp, Inc. (NTAP) vs Oracle Corporation (ORCL)

NetApp, Inc. and Oracle Corporation are both Software Infrastructure companies. Oracle Corporation is the larger, with a market value of $394.7B against $44.7B — 8.8× the size. Oracle Corporation trades at the lower P/E: 20.1× against 31.7×. Oracle Corporation grew revenue faster over the last twelve months: 21.6% against 12.2%. Oracle Corporation has the higher net margin (26.1% vs 19.2%) and the lower return on invested capital (9.75% vs 283.9%). Both pay a dividend; Oracle Corporation yields more (1.53% vs 0.91%). Across the 22 metrics below, NetApp, Inc. leads on 11 and Oracle Corporation on 11.

Valuation

Metric NTAP ORCL Software Infrastructure median
P/E 31.72 20.15 30.50
P/S 6.04 5.39 2.94
P/B 29.85 6.22 2.92
Price to free cash flow 27.05 n/m 18.20
EV/EBITDA 21.44 13.78 17.15
EV/Sales 5.89 6.52 2.93
Earnings yield 3.15% 4.96% 0.00%
Free cash flow yield 3.70% (7.42%) 0.35%

Profitability

Metric NTAP ORCL Software Infrastructure median
Gross margin 70.63% 63.96% 59.48%
Operating margin 25.02% 32.12% 0.00%
Net margin 19.19% 26.10% 0.00%
Free cash flow margin 22.32% (40.01%) 0.79%
Return on equity 114.82% 43.12% 0.29%
Return on assets 13.74% 7.75% 0.00%
Return on invested capital 283.94% 9.75% 0.00%

Growth

Metric NTAP ORCL Software Infrastructure median
Revenue growth (TTM) 12.15% 21.62% 12.70%
EPS growth (last fiscal year) 11.99% 34.33% 20.51%
Revenue growth, 5-year CAGR 3.81% 10.72% 15.81%
Net income growth, 5-year CAGR 11.82% 4.32% 0.00%

Health

Metric NTAP ORCL Software Infrastructure median
Debt to equity 1.66 1.75 0.02
Current ratio 1.24 1.17 1.52
Net debt to EBITDA (0.59) 3.03 0.05

Dividend

Metric NTAP ORCL Software Infrastructure median
Dividend yield 0.91% 1.53% 1.05%
Payout ratio 0.29 0.31 0.29

Size

Metric NTAP ORCL Software Infrastructure median
Market cap 44.70b 394.69b 672.06m

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