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 2026-06-20.
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C High Quality
VS
Visa Inc. · Financial Services
$327.24
+27.8% upside to fair value
Grade A High Quality
QuantHub Verdict
V has more upside to fair value (+27.8%). V trades at a lower forward P/E (28.2x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric ORCL V
Current Price $184.31 $327.24
Fair Value Estimate $210.13 $418.15
Upside to Fair Value +14.0% +27.8%
Market Cap $530.1B $627.3B
Forward P/E 31.0x 28.2x
EV / EBITDA 20.4x 22.6x
Price / Sales 7.9x 14.6x
Price / FCF -22.4x 29.6x
Revenue Growth YoY +20.6% +17.1%
Gross Margin 65.8% 81.3%
Operating Margin 30.8% 61.1%
Return on Equity 50.4% 58.9%
Dividend Yield 0% 0%
FCF Yield 3.38%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
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…
V — Visa Inc.
Visa Inc. operates a global payments network that facilitates electronic funds transfers worldwide, primarily through credit and debit cards. The company benefits from a very strong and widening moat driven by its extensive global card network and acceptance infrastructure, supported by a shareholder-friendly capital allocation policy including high buybacks and dividends. Visa's business quality…
Accumulation Zones
Metric ORCL V
Zone Low $157.60 $313.61
Zone High $178.61 $355.43
In Buy Zone? No Yes
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