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 2026-07-13.
Alphabet Inc. · Communication Services
$355.03
-17.2% upside to fair value
Grade D
High Quality
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
GOOG trades at a lower forward P/E
(27.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
ORCL |
| Current Price |
$355.03 |
$184.31 |
| Fair Value Estimate |
$294.10 |
$210.13 |
| Upside to Fair Value |
-17.2%
|
+14.0%
|
| Market Cap |
$4,320.1B |
$530.1B |
| Forward P/E |
27.0x
|
31.0x
|
| EV / EBITDA |
20.0x
|
20.4x
|
| Price / Sales |
10.2x
|
7.9x
|
| Price / FCF |
67.0x
|
-22.4x
|
| Revenue Growth YoY |
+21.8%
|
+20.6%
|
| Gross Margin |
60.4%
|
65.8%
|
| Operating Margin |
32.7%
|
30.8%
|
| Return on Equity |
39.0%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.49%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud services. The company exhibits high business quality with a durable competitive moat supported by strong network effects, brand recognition, and intangible assets. Alphabet's financials reflect robust profitability with a net margin…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
GOOG |
ORCL |
| Zone Low |
$220.58 |
$157.60 |
| Zone High |
$249.99 |
$178.61 |
| In Buy Zone? |
No
|
No
|