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 2026-09-23.
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
VS
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ORCL |
V |
| Current Price |
$149.12 |
$368.29 |
| Fair Value Estimate |
$216.22 |
$463.00 |
| Upside to Fair Value |
+45.0%
|
+25.7%
|
| Market Cap |
$429.5B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.6x
|
24.0x
|
| Price / Sales |
6.0x
|
15.5x
|
| Price / FCF |
—
|
33.5x
|
| Revenue Growth YoY |
+29.6%
|
+14.4%
|
| Gross Margin |
63.9%
|
80.2%
|
| Operating Margin |
32.4%
|
60.7%
|
| Return on Equity |
42.6%
|
61.3%
|
| Dividend Yield |
1.34% |
0.73% |
| FCF Yield |
—
|
2.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
ORCL |
V |
| Zone Low |
$162.16 |
$347.25 |
| Zone High |
$183.79 |
$393.55 |
| In Buy Zone? |
Yes
|
Yes
|