ORCL vs V: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
VS
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+37.7%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ORCL |
V |
| Current Price |
$175.08 |
$304.36 |
| Fair Value Estimate |
$218.26 |
$419.00 |
| Upside to Fair Value |
+24.7%
|
+37.7%
|
| Market Cap |
$503.5B |
$586.8B |
| Forward P/E |
30.8x
|
23.7x
|
| EV / EBITDA |
21.4x
|
22.3x
|
| Price / Sales |
7.9x
|
14.2x
|
| Price / FCF |
-20.4x
|
25.6x
|
| Revenue Growth YoY |
+7.0%
|
+11.3%
|
| Gross Margin |
66.4%
|
81.08%
|
| Operating Margin |
30.8%
|
59.18%
|
| Return on Equity |
57.4%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
—
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 …
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
ORCL |
V |
| Zone Low |
$163.69 |
$265.00 |
| Zone High |
$185.52 |
$300.00 |
| In Buy Zone? |
Yes
|
No
|