ORCL vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
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 |
VRTV |
| Current Price |
$149.12 |
$169.99 |
| Fair Value Estimate |
$216.22 |
$93.49 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$429.5B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.6x
|
5.4x
|
| Price / Sales |
6.0x
|
0.4x
|
| Price / FCF |
—
|
10.4x
|
| Revenue Growth YoY |
+29.6%
|
-19.0%
|
| Gross Margin |
63.9%
|
22.7%
|
| Operating Margin |
32.4%
|
5.9%
|
| Return on Equity |
42.6%
|
48.6%
|
| Dividend Yield |
1.34% |
1.48% |
| FCF Yield |
—
|
9.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
ORCL |
VRTV |
| Zone Low |
$162.16 |
$70.12 |
| Zone High |
$183.79 |
$79.47 |
| In Buy Zone? |
Yes
|
No
|