On the filings, Oracle (ORCL) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it HOLD.
Elite, accelerating cloud franchise — but its multiple and capex now outrunning cash flow leave little margin of safety.
Quality re-rating earned by FY25 earnings snap-back, but its multiple on a 7.6% grower leaves little margin for AI execution slip.
| Metric | ORCL | IBM |
|---|---|---|
| Fundamentals score | 88 | 79 |
| Revenue growth (YoY) | +17.3% | +7.6% |
| Net income growth (YoY) | +37.3% | +75.9% |
| Net margin | 25.4% | 15.7% |
| Return on equity | 40.2% | 32.4% |
| ROIC (est.) | 32.7% | — |
| Liabilities / Equity | — | 3.65 |
| Piotroski F-score | 4 / 9 | 6 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 19, 2026, 1:55 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 25, 2026, 10:01 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.