AMZN vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
AMZN has more upside to fair value
(+59.3%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
ORCL |
| Current Price |
$238.12 |
$175.08 |
| Fair Value Estimate |
$379.40 |
$218.26 |
| Upside to Fair Value |
+59.3%
|
+24.7%
|
| Market Cap |
$2,556.2B |
$503.5B |
| Forward P/E |
32.8x
|
30.8x
|
| EV / EBITDA |
15.9x
|
21.4x
|
| Price / Sales |
3.6x
|
7.9x
|
| Price / FCF |
332.2x
|
-20.4x
|
| Revenue Growth YoY |
+18.4%
|
+7.0%
|
| Gross Margin |
50.3%
|
66.4%
|
| Operating Margin |
11.2%
|
30.8%
|
| Return on Equity |
21.9%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.3%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
AMZN |
ORCL |
| Zone Low |
$284.55 |
$163.69 |
| Zone High |
$322.49 |
$185.52 |
| In Buy Zone? |
Yes
|
Yes
|