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 2026-04-20.
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D
High Quality
VS
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
ORCL |
| Current Price |
$339.40 |
$175.08 |
| Fair Value Estimate |
$318.47 |
$253.87 |
| Upside to Fair Value |
-6.2%
|
+45.0%
|
| 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%
|
+21.7%
|
| 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 enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
GOOG |
ORCL |
| Zone Low |
$238.85 |
$190.40 |
| Zone High |
$270.70 |
$215.79 |
| In Buy Zone? |
No
|
Yes
|