ORCL vs RTX: Which Is the Better Buy?

Side-by-side comparison of Oracle Corporation and RTX Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-20.
Oracle Corporation Β· Technology
$184.31
+14.0% upside to fair value
Grade C High Quality
VS
RTX Corporation Β· Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
ORCL has more upside to fair value (+14.0%). ORCL trades at a lower forward P/E (31.0x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ORCL RTX
Current Price $184.31 $185.60
Fair Value Estimate $210.13 $138.81
Upside to Fair Value +14.0% -25.2%
Market Cap $530.1B $249.9B
Forward P/E 31.0x 34.3x
EV / EBITDA 20.4x 18.3x
Price / Sales 7.9x 2.8x
Price / FCF -22.4x 29.9x
Revenue Growth YoY +20.6% +8.7%
Gross Margin 65.8% 20.2%
Operating Margin 30.8% 10.9%
Return on Equity 50.4% 11.2%
Dividend Yield 0% 0%
FCF Yield β€” 3.34%
Analyst Consensus Strong Buy Buy
Investment Thesis
ORCL β€” 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…
RTX β€” RTX Corporation
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
Metric ORCL RTX
Zone Low $157.60 $104.11
Zone High $178.61 $117.99
In Buy Zone? No No
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