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 2026-06-20.
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
VS
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
VRTV trades at a lower forward P/E
(7.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
VRTV |
| Current Price |
$184.31 |
$169.99 |
| Fair Value Estimate |
$210.13 |
$96.38 |
| Upside to Fair Value |
+14.0%
|
-43.3%
|
| Market Cap |
$530.1B |
$2.3B |
| Forward P/E |
31.0x
|
7.1x
|
| EV / EBITDA |
20.4x
|
5.4x
|
| Price / Sales |
7.9x
|
0.3x
|
| Price / FCF |
-22.4x
|
10.0x
|
| Revenue Growth YoY |
+20.6%
|
-19.0%
|
| Gross Margin |
65.8%
|
22.7%
|
| Operating Margin |
30.8%
|
5.9%
|
| Return on Equity |
50.4%
|
48.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
9.99%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
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…
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
| Metric |
ORCL |
VRTV |
| Zone Low |
$157.60 |
$72.28 |
| Zone High |
$178.61 |
$81.92 |
| In Buy Zone? |
No
|
No
|