KO vs ORCL: Which Is the Better Buy?

Side-by-side comparison of The Coca-Cola Company and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-20.
The Coca-Cola Company · Consumer Defensive
$79.39
-9.9% 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%). KO trades at a lower forward P/E (24.9x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric KO ORCL
Current Price $79.39 $184.31
Fair Value Estimate $71.54 $210.13
Upside to Fair Value -9.9% +14.0%
Market Cap $341.6B $530.1B
Forward P/E 24.9x 31.0x
EV / EBITDA 19.5x 20.4x
Price / Sales 6.9x 7.9x
Price / FCF 27.2x -22.4x
Revenue Growth YoY +12.1% +20.6%
Gross Margin 61.7% 65.8%
Operating Margin 29.3% 30.8%
Return on Equity 43.6% 50.4%
Dividend Yield 0% 0%
FCF Yield 3.68%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
KO — The Coca-Cola Company
The Coca-Cola Company is a leading global branded beverages company with a very wide moat in sparkling soft drinks and non-alcoholic ready-to-drink beverages. It benefits from strong pricing power, stable margins, and high recurring cash flow, supported by a seasoned management team with deep company tenure. Despite solid recent growth with revenue up 12.1% and earnings up 17.8% in the most recen…
ORCL — Oracle Corporation
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 KO ORCL
Zone Low $53.66 $157.60
Zone High $60.81 $178.61
In Buy Zone? No No
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