ORCL vs PANW
as of Friday's close
- ORCLKeepin five trading days+8%
Oracle rose 8% over the past five trading days, far more than other software stocks (up 1.8%), and its sales grew 22% over the past year.
- PANWBuy morein the past month−19%
Palo Alto Networks fell 19% over the past month, far more than other software stocks (down 7.5%), but its sales grew 24% over the past year.
Percent return
- ORCL−41.62%
- PANW+57.37%
Nov 13, 2025 to Nov 13, 2026
Where they differ
- Company size: ORCL $351B, PANW $257B.
- Sales growth, 1 yr: ORCL +22%, PANW +25%. PANW is ahead.
- Price for $1 of next year's profit: ORCL $14, PANW $75. ORCL is ahead.
- Profit per $1 of sales: ORCL 34¢, PANW 7¢. ORCL is ahead.
- Cash minus debt: ORCL −$132B, PANW +$504M. PANW is ahead.
- Price change, 1 yr: ORCL −42%, PANW +57%. PANW is ahead. S&P 500 +13%.
- How much the price swings: ORCL 62%, PANW 59%. PANW is ahead.
| Measure | ORCLOracle | PANWPalo Alto Networks |
|---|---|---|
| Price and returns | ||
| Price | $125.40 | $322.10 |
| Friday | −1.35% | Best in this row: −0.17% |
| 1 month | Best in this row: −12.47% | −18.84% |
| 3 months | −19.43% | Best in this row: −18.66% |
| This year | −34.83% | Best in this row: +74.94% |
| 1 year | −41.62% | Best in this row: +57.37% |
| 5 years | +43.38% | Best in this row: +275.29% |
| From 52-week high | −49.1% | −23.3% |
| How much it swings (90 days) | 62% | Best in this row: 59% |
| Valuation | ||
| Market value | $351B | $257B |
| Price vs last year's earnings | Best in this row: 18.2× | 612.4× |
| Price vs next year's expected earnings | Best in this row: 13.6× | 75.1× |
| Price vs earnings, adjusted for growth | Best in this row: 0.52× | 5.88× |
| Price to sales | Best in this row: 5.0× | 22.3× |
| Price vs cash it brings in | – | 62.3× |
| Company value vs operating profit | Best in this row: 14.3× | 164.0× |
| Price vs earnings, against its own past (0 = cheapest) | Best in this row: Lowest | Highest |
| Growth | ||
| Revenue growth, 1 year | +21.6% | Best in this row: +24.5% |
| Revenue growth a year, last 3 years | +10.5% | Best in this row: +18.5% |
| Earnings per share growth, last year | Best in this row: +33.0% | −33.0% |
| Earnings per share growth expected next year | Best in this row: +36.2% | +16.1% |
| Profitability | ||
| Kept from sales after making the product | 64.0% | Best in this row: 70.4% |
| Kept as operating profit | Best in this row: 34.3% | 7.0% |
| Kept as final profit | Best in this row: 26.1% | 2.7% |
| Kept as spare cash | −40.0% | Best in this row: 35.8% |
| Profit on shareholders' money | Best in this row: 41.2% | 1.7% |
| Profit on all money put in | Best in this row: 11.3% | 1.7% |
| Balance sheet | ||
| Net cash (cash minus debt) | −$132B | Best in this row: $504M |
| Debt for each $1 of shareholders' money | 2.52× | Best in this row: 0.09× |
| Short-term assets per $1 of bills due | Best in this row: 1.17× | 0.87× |
| Dividend yield | 1.72% | – |
| Share of profit paid as dividends | 31% | – |
| Our readPro | ||
| Our call | Keep | Buy more |
| Why | Oracle rose 8% over the past five trading days, far more than other software stocks (up 1.8%), and its sales grew 22% over the past year. | Palo Alto Networks fell 19% over the past month, far more than other software stocks (down 7.5%), but its sales grew 24% over the past year. |
| Where the price sits | in the full report | in the full report |
| Our overall score (out of 100) | Best in this row: 78 | 47 |
| Our value score | Best in this row: 85 | 19 |
| Our growth score | Best in this row: 89 | 42 |
| Our quality score | Best in this row: 76 | 54 |
| Our price trend score | 60 | Best in this row: 71 |
| Earnings and analysts | ||
| Next earnings | Dec 9in 24 days | Nov 18AMCin 3 days |
| Analyst consensus | Buy | Buy |
| To average analyst target | Best in this row: +93.4% | +28.5% |
| Average analyst target | $242.50 | $414.03 |
| Analysts rating it a buy | Best in this row: 83% | 76% |
| Buy ratings added, 3 months | Best in this row: −1 | −2 |
| Analysts covering | 33 | 39 |
PANW: our only Buy more, with faster sales growth
Our pick of these: Palo Alto Networks
Sales growth +24.5% vs +21.6%
ORCL +21.6%, PANW +24.5%.1-year return +57.4% vs −41.6%, S&P 500 +13.5%
ORCL −41.6%, PANW +57.4%.Price trend score 71 of 100, vs 60
ORCL 60, PANW 71.Where it loses: ORCL has a lower P/E per point of growth, 0.63 vs 3.06
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Prices as of Friday, 3:59 PM ET. A view, not advice.