Oracle Corporation (ORCL) vs Palantir Technologies Inc. (PLTR)

Oracle Corporation and Palantir Technologies Inc. are both Software Infrastructure companies. Oracle Corporation and Palantir Technologies Inc. are of similar size ($461.6B and $423.0B). Oracle Corporation trades at the lower P/E: 21.2× against 151×. Palantir Technologies Inc. grew revenue faster over the last twelve months: 78.9% against 21.6%. Palantir Technologies Inc. has the higher net margin (49.0% vs 26.1%) and the higher return on invested capital (346.1% vs 9.75%). Across the 21 metrics below, Palantir Technologies Inc. leads on 13 and Oracle Corporation on 8.

Valuation

Metric ORCL PLTR Software Infrastructure median
P/E 21.16 150.53 28.02
P/S 5.67 73.94 3.07
P/B 6.53 46.05 3.36
Price to free cash flow n/m 135.54 17.12
EV/EBITDA 14.36 167.48 14.91
EV/Sales 6.79 72.44 3.03
Earnings yield 4.73% 0.66% 0.13%
Free cash flow yield (7.06%) 0.74% 1.15%

Profitability

Metric ORCL PLTR Software Infrastructure median
Gross margin 63.96% 84.80% 61.23%
Operating margin 32.12% 42.80% 0.00%
Net margin 26.10% 49.00% 0.00%
Free cash flow margin (40.01%) 54.55% 1.67%
Return on equity 43.12% 37.92% 0.59%
Return on assets 7.75% 31.68% 0.00%
Return on invested capital 9.75% 346.09% 0.00%

Growth

Metric ORCL PLTR Software Infrastructure median
Revenue growth (TTM) 21.62% 78.92% 13.41%
EPS growth (last fiscal year) 34.33% 231.58% —
Revenue growth, 5-year CAGR 10.72% 32.58% 15.81%
Net income growth, 5-year CAGR 4.32% 0.00% 0.00%

Health

Metric ORCL PLTR Software Infrastructure median
Debt to equity 1.75 0.00 0.06
Current ratio 1.17 7.23 1.55
Net debt to EBITDA 3.03 (4.98) 0.08

Dividend

Metric ORCL PLTR Software Infrastructure median
Dividend yield 1.24% — 1.53%
Payout ratio 0.43 0.00 0.00

Size

Metric ORCL PLTR Software Infrastructure median
Market cap 423.02b 461.58b 835.96m

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