GOOG vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Alphabet Inc. · Communication Services
$339.40
-4.4% 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.
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Valuation & Fundamentals
| Metric |
GOOG |
ORCL |
| Current Price |
$339.40 |
$175.08 |
| Fair Value Estimate |
$324.34 |
$218.26 |
| Upside to Fair Value |
-4.4%
|
+24.7%
|
| Market Cap |
$4,105.7B |
$503.5B |
| Forward P/E |
31.2x
|
30.8x
|
| EV / EBITDA |
23.1x
|
21.4x
|
| Price / Sales |
10.3x
|
7.9x
|
| Price / FCF |
56.4x
|
-20.4x
|
| Revenue Growth YoY |
+11.3%
|
+7.0%
|
| Gross Margin |
59.7%
|
66.4%
|
| Operating Margin |
32.0%
|
30.8%
|
| Return on Equity |
35.0%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
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 |
GOOG |
ORCL |
| Zone Low |
$243.25 |
$163.69 |
| Zone High |
$275.69 |
$185.52 |
| In Buy Zone? |
No
|
Yes
|