GE vs ORCL: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
ORCL |
| Current Price |
$308.35 |
$175.08 |
| Fair Value Estimate |
$171.94 |
$218.26 |
| Upside to Fair Value |
-44.2%
|
+24.7%
|
| Market Cap |
$325.2B |
$503.5B |
| Forward P/E |
37.8x
|
30.8x
|
| EV / EBITDA |
27.9x
|
21.4x
|
| Price / Sales |
7.2x
|
7.9x
|
| Price / FCF |
45.2x
|
-20.4x
|
| Revenue Growth YoY |
+18.5%
|
+7.0%
|
| Gross Margin |
36.8%
|
66.4%
|
| Operating Margin |
19.1%
|
30.8%
|
| Return on Equity |
46.6%
|
57.4%
|
| Dividend Yield |
0.44% |
0% |
| FCF Yield |
2.21%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
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 |
GE |
ORCL |
| Zone Low |
$128.96 |
$163.69 |
| Zone High |
$146.15 |
$185.52 |
| In Buy Zone? |
No
|
Yes
|