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Oracle Corporation

ORCL - NYQ
Technology
Services-prepackaged Software
Country
USA
Market Cap
$464.5B
Dividend Yield
1%
Beta
1.05 (Average)
Trading Volume
8.1M (Moderate)
Momentum
Very Weak Neutral Very Strong
Value vs. Growth
Deep Value Growth Rapid Growth
Quality
Poor Good Excellent
Size
Micro Mega Cap Mega Cap

Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.

Valuation
Financials
Momentum
Analyst Ratings
Trailing P/E
40.60
Forward P/E
23.70
PEG Ratio
1.81
Price/Book
33.79
EV/EBITDA
23.86
EV/Revenue
9.86

Income Statement

Revenue (TTM)
$54.9B
Gross Profit (TTM)
$39.1B
EBITDA
$22.3B

Financial Ratios

Profit Margin
21%
Operating Margin (TTM)
31%
Gross Profit Margin
71%
EBITDA Margin
41%
ROE (TTM)
125%
ROA (TTM)
8%

Growth

Quarterly Revenue Growth (YoY)
9%
Quarterly Earnings Growth (YoY)
24%
52-Week Range
$109.17
$166.06
$197.80
50-Day Moving Average
$169.12
Price vs. 50-Day MA
-1.81%
200-Day Moving Average
$157.45
Price vs. 200-Day MA
5.47%
Analyst Ratings Distribution
0
1
13
17
5
Strong Sell Strong Buy
Median Price Target
$194.82
Price to Target
85%

Salesforce, Inc.

CRM - NYQ
View CRM's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Technology
Services-prepackaged Software
Market Cap: $275.5B
Volume: 1.6M (Moderate)
Beta: 1.35 (High)
Dividend Yield: 1%
Weak Momentum
Fair Value
Good Quality
Mega Cap

Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Compare
Valuation
Financials
Momentum
Ratings

Oracle Corporation provides cloud solutions and enterprise software products, similar to Salesforce's offerings, and is a significant player in the technology sector with a strong emphasis on CRM and database management.

correlation
B

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 26%

R-squared: 7%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 6
  • CRM in ORCL's comparables: Yes
  • ORCL in CRM's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 8% vs 9%
  • Profit Margin: 16% vs 21%
  • ROE: 10% vs 125%
  • Operating Margin: 21% vs 31%
  • Revenue (TTM): $37.9B vs $54.9B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $275.5B vs $464.5B

Size Category: Mega Cap vs Mega Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 45.34 vs 40.60
  • P/B Ratio: 4.59 vs 33.79
  • EV/EBITDA: 24.93 vs 23.86
  • Forward P/E: 26.32 vs 23.70
  • PEG Ratio: 1.62 vs 1.81

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs TECHNOLOGY
  • Industry: SERVICES-PREPACKAGED SOFTWARE vs SERVICES-PREPACKAGED SOFTWARE

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • CRM Rating: Buy
  • ORCL Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • CRM Country: USA
  • ORCL Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • CRM Beta: 1.35 (High)
  • ORCL Beta: 1.05 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • CRM Price vs 200-day MA: 99.32%
  • ORCL Price vs 200-day MA: 105.47%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • CRM Dividend Yield: 1%
  • ORCL Dividend Yield: 1%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
46.05
Forward P/E
26.32
PEG Ratio
1.62
Price/Book
4.59
EV/EBITDA
24.93
EV/Revenue
7.33

Income Statement

Revenue (TTM)
$37.9B
Gross Profit (TTM)
$29.3B
EBITDA
$11.1B

Financial Ratios

Profit Margin
16%
Operating Margin (TTM)
21%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
10%
ROA (TTM)
5%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
19%
52-Week Range
$211.10
$287.92
$368.58
50-Day Moving Average
$327.99
Price vs. 50-Day MA
-12.22%
200-Day Moving Average
$289.88
Price vs. 200-Day MA
-0.68%
Analyst Ratings Distribution
1
0
11
26
12
Strong Sell Strong Buy
Median Price Target
$380.34
Price to Target
76%

Microsoft Corporation

MSFT - NMS
View MSFT's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Technology
Services-prepackaged Software
Market Cap: $2,951.1B
Volume: 32.8M (High)
Beta: 0.90 (Average)
Dividend Yield: 1%
Weak Momentum
Growth
Excellent Quality
Mega Cap

Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.

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Valuation
Financials
Momentum
Ratings

Oracle Corporation specializes in database software and technology, cloud-engineered systems, and enterprise software products. It competes with Microsoft in the enterprise software and cloud computing markets, making it a relevant comparable.

correlation
A-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 40%

R-squared: 16%

This indicates a weak positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 3
  • MSFT in ORCL's comparables: Yes
  • ORCL in MSFT's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B+

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 12% vs 9%
  • Profit Margin: 35% vs 21%
  • ROE: 34% vs 125%
  • Operating Margin: 46% vs 31%
  • Revenue (TTM): $261.8B vs $54.9B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A-

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $2,951.1B vs $464.5B

Size Category: Mega Cap vs Mega Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 31.94 vs 40.60
  • P/B Ratio: 9.75 vs 33.79
  • EV/EBITDA: 20.59 vs 23.86
  • Forward P/E: 30.21 vs 23.70
  • PEG Ratio: 2.07 vs 1.81

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs TECHNOLOGY
  • Industry: SERVICES-PREPACKAGED SOFTWARE vs SERVICES-PREPACKAGED SOFTWARE

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • MSFT Rating: Buy
  • ORCL Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • MSFT Country: USA
  • ORCL Country: USA
  • Currency: USD vs USD
  • Exchange: NMS vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • MSFT Beta: 0.90 (Average)
  • ORCL Beta: 1.05 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • MSFT Price vs 200-day MA: 93.19%
  • ORCL Price vs 200-day MA: 105.47%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • MSFT Dividend Yield: 1%
  • ORCL Dividend Yield: 1%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
31.94
Forward P/E
30.21
PEG Ratio
2.07
Price/Book
9.75
EV/EBITDA
20.59
EV/Revenue
11.24

Income Statement

Revenue (TTM)
$261.8B
Gross Profit (TTM)
$181.7B
EBITDA
$142.0B

Financial Ratios

Profit Margin
35%
Operating Margin (TTM)
46%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
34%
ROA (TTM)
15%

Growth

Quarterly Revenue Growth (YoY)
12%
Quarterly Earnings Growth (YoY)
10%
52-Week Range
$383.35
$396.98
$465.64
50-Day Moving Average
$422.57
Price vs. 50-Day MA
-6.06%
200-Day Moving Average
$425.97
Price vs. 200-Day MA
-6.81%
Analyst Ratings Distribution
0
0
5
40
13
Strong Sell Strong Buy
Median Price Target
$508.05
Price to Target
78%

SAP SE

SAP - NYQ
View SAP's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Technology
Services-prepackaged Software
Market Cap: $339.1B
Volume: 1.1M (Moderate)
Beta: 0.90 (Average)
Dividend Yield: 1%
Strong Momentum
Growth
Good Quality
Mega Cap

SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.

Compare
Valuation
Financials
Momentum
Ratings

SAP is a multinational software corporation that provides enterprise software to manage business operations and customer relations. As both companies operate in the enterprise software segment, they share similar market challenges and growth opportunities.

correlation
B+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 33%

R-squared: 11%

This indicates a weak positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 6
  • ORCL in SAP's comparables: Yes
  • SAP in ORCL's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 9% vs 11%
  • Profit Margin: 21% vs 9%
  • ROE: 125% vs 7%
  • Operating Margin: 31% vs 26%
  • Revenue (TTM): $54.9B vs $34.2B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $464.5B vs $339.1B

Size Category: Mega Cap vs Mega Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
C

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 40.60 vs 103.93
  • P/B Ratio: 33.79 vs 6.92
  • EV/EBITDA: 23.86 vs 48.86
  • Forward P/E: 23.70 vs 43.10
  • PEG Ratio: 1.81 vs 1.99

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs TECHNOLOGY
  • Industry: SERVICES-PREPACKAGED SOFTWARE vs SERVICES-PREPACKAGED SOFTWARE

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • ORCL Rating: Buy
  • SAP Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • ORCL Country: USA
  • SAP Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • ORCL Beta: 1.05 (Average)
  • SAP Beta: 0.90 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • ORCL Price vs 200-day MA: 105.47%
  • SAP Price vs 200-day MA: 124.74%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • ORCL Dividend Yield: 1%
  • SAP Dividend Yield: 1%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
102.22
Forward P/E
43.10
PEG Ratio
1.99
Price/Book
6.92
EV/EBITDA
48.86
EV/Revenue
9.25

Income Statement

Revenue (TTM)
$34.2B
Gross Profit (TTM)
$25.0B
EBITDA
$8.9B

Financial Ratios

Profit Margin
9%
Operating Margin (TTM)
26%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
7%
ROA (TTM)
7%

Growth

Quarterly Revenue Growth (YoY)
11%
Quarterly Earnings Growth (YoY)
32%
52-Week Range
$172.91
$286.85
$293.70
50-Day Moving Average
$269.01
Price vs. 50-Day MA
6.63%
200-Day Moving Average
$229.96
Price vs. 200-Day MA
24.74%
Analyst Ratings Distribution
0
0
3
7
6
Strong Sell Strong Buy
Median Price Target
$311.18
Price to Target
92%

Adobe Inc.

ADBE - NMS
View ADBE's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Technology
Services-prepackaged Software
Market Cap: $194.8B
Volume: 451.5K (Low)
Beta: 1.37 (High)
Dividend Yield: N/A
Weak Momentum
Growth
Good Quality
Large Cap

Adobe Inc. is an American multinational computer software company. Incorporated in Delaware and headquartered in San Jose, California, it has historically specialized in software for the creation and publication of a wide range of content, including graphics, photography, illustration, animation, multimedia, motion pictures and print. The company has expanded into digital marketing management software. Adobe has millions of users worldwide. Flagship products include: Photoshop image editing software, Adobe Illustrator vector-based illustration software, Adobe Acrobat Reader and the Portable Document Format (PDF), plus a host of tools primarily for audio-visual content creation, editing and publishing.

Compare
Valuation
Financials
Momentum
Ratings

Oracle Corporation specializes in database software and cloud solutions, competing in the enterprise software space. Its focus on business applications and cloud services provides a relevant comparison to Adobe's digital marketing management software.

correlation
B

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 29%

R-squared: 8%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 6
  • ADBE in ORCL's comparables: Yes
  • ORCL in ADBE's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 11% vs 9%
  • Profit Margin: 26% vs 21%
  • ROE: 36% vs 125%
  • Operating Margin: 36% vs 31%
  • Revenue (TTM): $21.5B vs $54.9B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $194.8B vs $464.5B

Size Category: Large Cap vs Mega Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 36.25 vs 40.60
  • P/B Ratio: 13.59 vs 33.79
  • EV/EBITDA: 23.86 vs 23.86
  • Forward P/E: 21.64 vs 23.70
  • PEG Ratio: 1.55 vs 1.81

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs TECHNOLOGY
  • Industry: SERVICES-PREPACKAGED SOFTWARE vs SERVICES-PREPACKAGED SOFTWARE

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • ADBE Rating: Buy
  • ORCL Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • ADBE Country: USA
  • ORCL Country: USA
  • Currency: USD vs USD
  • Exchange: NMS vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • ADBE Beta: 1.37 (High)
  • ORCL Beta: 1.05 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • ADBE Price vs 200-day MA: 89.69%
  • ORCL Price vs 200-day MA: 105.47%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

Select Mutual Comparables:

Trailing P/E
35.71
Forward P/E
21.64
PEG Ratio
1.55
Price/Book
13.59
EV/EBITDA
23.86
EV/Revenue
8.83

Income Statement

Revenue (TTM)
$21.5B
Gross Profit (TTM)
$19.1B
EBITDA
$8.4B

Financial Ratios

Profit Margin
26%
Operating Margin (TTM)
36%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
36%
ROA (TTM)
16%

Growth

Quarterly Revenue Growth (YoY)
11%
Quarterly Earnings Growth (YoY)
18%
52-Week Range
$403.75
$448.00
$587.75
50-Day Moving Average
$439.92
Price vs. 50-Day MA
1.84%
200-Day Moving Average
$499.49
Price vs. 200-Day MA
-10.31%
Analyst Ratings Distribution
1
1
11
18
9
Strong Sell Strong Buy
Median Price Target
$565.48
Price to Target
79%

International Business Machines Corporation

IBM - NYQ
View IBM's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Technology
Computer & Office Equipment
Market Cap: $233.1B
Volume: 2.7M (Moderate)
Beta: 0.73 (Low)
Dividend Yield: 3%
Strong Momentum
Fair Value
Average Quality
Mega Cap

International Business Machines Corporation (IBM) is an American multinational technology company headquartered in Armonk, New York, with operations in over 170 countries. The company began in 1911, founded in Endicott, New York, as the Computing-Tabulating-Recording Company (CTR) and was renamed International Business Machines in 1924. IBM is incorporated in New York. IBM produces and sells computer hardware, middleware and software, and provides hosting and consulting services in areas ranging from mainframe computers to nanotechnology. IBM is also a major research organization, holding the record for most annual U.S. patents generated by a business (as of 2020) for 28 consecutive years. Inventions by IBM include the automated teller machine (ATM), the floppy disk, the hard disk drive, the magnetic stripe card, the relational database, the SQL programming language, the UPC barcode, and dynamic random-access memory (DRAM). The IBM mainframe, exemplified by the System/360, was the dominant computing platform during the 1960s and 1970s.

Compare
Valuation
Financials
Momentum
Ratings

Oracle Corporation provides database software and technology, cloud-engineered systems, and enterprise software products, aligning with IBM's focus on software and consulting services.

correlation
B

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 26%

R-squared: 7%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 3
  • IBM in ORCL's comparables: Yes
  • ORCL in IBM's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 1% vs 9%
  • Profit Margin: 10% vs 21%
  • ROE: 24% vs 125%
  • Operating Margin: 20% vs 31%
  • Revenue (TTM): $62.8B vs $54.9B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $233.1B vs $464.5B

Size Category: Mega Cap vs Mega Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 39.09 vs 40.60
  • P/B Ratio: 8.50 vs 33.79
  • EV/EBITDA: 22.65 vs 23.86
  • Forward P/E: 22.99 vs 23.70
  • PEG Ratio: 1.71 vs 1.81

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs TECHNOLOGY
  • Industry: COMPUTER & OFFICE EQUIPMENT vs SERVICES-PREPACKAGED SOFTWARE

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • IBM Rating: Hold
  • ORCL Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • IBM Country: USA
  • ORCL Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • IBM Beta: 0.73 (Low)
  • ORCL Beta: 1.05 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • IBM Price vs 200-day MA: 119.67%
  • ORCL Price vs 200-day MA: 105.47%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • IBM Dividend Yield: 3%
  • ORCL Dividend Yield: 1%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
38.90
Forward P/E
22.99
PEG Ratio
1.71
Price/Book
8.50
EV/EBITDA
22.65
EV/Revenue
4.40

Income Statement

Revenue (TTM)
$62.8B
Gross Profit (TTM)
$35.6B
EBITDA
$10.4B

Financial Ratios

Profit Margin
10%
Operating Margin (TTM)
20%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
24%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
1%
Quarterly Earnings Growth (YoY)
-13%
52-Week Range
$157.33
$251.35
$265.09
50-Day Moving Average
$238.79
Price vs. 50-Day MA
5.26%
200-Day Moving Average
$210.04
Price vs. 200-Day MA
19.67%
Analyst Ratings Distribution
1
2
8
7
3
Strong Sell Strong Buy
Median Price Target
$254.51
Price to Target
99%

ServiceNow, Inc.

NOW - NYQ
View NOW's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Technology
Services-prepackaged Software
Market Cap: $187.8B
Volume: 325.3K (Low)
Beta: 1.03 (Average)
Dividend Yield: N/A
Weak Momentum
Rapid Growth
Good Quality
Large Cap

ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.

Compare
Valuation
Financials
Momentum
Ratings

Oracle Corporation is a major player in cloud computing and enterprise software, making it a relevant comparable due to its services in managing business processes and workflows.

correlation
B

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 27%

R-squared: 7%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 7
  • NOW in ORCL's comparables: No
  • ORCL in NOW's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 21% vs 9%
  • Profit Margin: 13% vs 21%
  • ROE: 17% vs 125%
  • Operating Margin: 14% vs 31%
  • Revenue (TTM): $11.0B vs $54.9B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $187.8B vs $464.5B

Size Category: Large Cap vs Mega Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
C

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 133.72 vs 40.60
  • P/B Ratio: 19.56 vs 33.79
  • EV/EBITDA: 79.35 vs 23.86
  • Forward P/E: 55.25 vs 23.70
  • PEG Ratio: 2.05 vs 1.81

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs TECHNOLOGY
  • Industry: SERVICES-PREPACKAGED SOFTWARE vs SERVICES-PREPACKAGED SOFTWARE

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • NOW Rating: Buy
  • ORCL Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • NOW Country: USA
  • ORCL Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • NOW Beta: 1.03 (Average)
  • ORCL Beta: 1.05 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • NOW Price vs 200-day MA: 99.91%
  • ORCL Price vs 200-day MA: 105.47%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

Select Mutual Comparables:

Trailing P/E
133.25
Forward P/E
55.25
PEG Ratio
2.05
Price/Book
19.56
EV/EBITDA
79.35
EV/Revenue
16.80

Income Statement

Revenue (TTM)
$11.0B
Gross Profit (TTM)
$8.7B
EBITDA
$2.0B

Financial Ratios

Profit Margin
13%
Operating Margin (TTM)
14%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
17%
ROA (TTM)
5%

Growth

Quarterly Revenue Growth (YoY)
21%
Quarterly Earnings Growth (YoY)
30%
52-Week Range
$637.99
$909.30
$1,198.09
50-Day Moving Average
$1,033.76
Price vs. 50-Day MA
-12.04%
200-Day Moving Average
$910.11
Price vs. 200-Day MA
-0.09%
Analyst Ratings Distribution
1
1
5
27
10
Strong Sell Strong Buy
Median Price Target
$1,153.50
Price to Target
79%

Alphabet Inc.

GOOG - NMS
View GOOG's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Technology
Services-computer Programming, Data Processing, Etc.
Market Cap: $2,085.2B
Volume: 30.0M (High)
Beta: 0.99 (Average)
Dividend Yield: 0%
Weak Momentum
Fair Value
Excellent Quality
Mega Cap

Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.

Compare
Valuation
Financials
Momentum
Ratings

Oracle Corporation is focused on database software and cloud solutions, making it an important company in the technology sector that competes with Alphabet's cloud offerings.

correlation
B

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 26%

R-squared: 7%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 3
  • GOOG in ORCL's comparables: No
  • ORCL in GOOG's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B+

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 12% vs 9%
  • Profit Margin: 29% vs 21%
  • ROE: 33% vs 125%
  • Operating Margin: 34% vs 31%
  • Revenue (TTM): $350.0B vs $54.9B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $2,085.2B vs $464.5B

Size Category: Mega Cap vs Mega Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
B

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 21.41 vs 40.60
  • P/B Ratio: 6.46 vs 33.79
  • EV/EBITDA: 14.89 vs 23.86
  • Forward P/E: 19.42 vs 23.70
  • PEG Ratio: 1.25 vs 1.81

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs TECHNOLOGY
  • Industry: SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. vs SERVICES-PREPACKAGED SOFTWARE

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • GOOG Rating: Buy
  • ORCL Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • GOOG Country: USA
  • ORCL Country: USA
  • Currency: USD vs USD
  • Exchange: NMS vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • GOOG Beta: 0.99 (Average)
  • ORCL Beta: 1.05 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • GOOG Price vs 200-day MA: 97.07%
  • ORCL Price vs 200-day MA: 105.47%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • GOOG Dividend Yield: 0%
  • ORCL Dividend Yield: 1%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
21.42
Forward P/E
19.42
PEG Ratio
1.25
Price/Book
6.46
EV/EBITDA
14.89
EV/Revenue
5.76

Income Statement

Revenue (TTM)
$350.0B
Gross Profit (TTM)
$203.7B
EBITDA
$129.5B

Financial Ratios

Profit Margin
29%
Operating Margin (TTM)
34%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
33%
ROA (TTM)
17%

Growth

Quarterly Revenue Growth (YoY)
12%
Quarterly Earnings Growth (YoY)
31%
52-Week Range
$131.08
$172.13
$208.70
50-Day Moving Average
$192.18
Price vs. 50-Day MA
-10.43%
200-Day Moving Average
$177.33
Price vs. 200-Day MA
-2.93%
Analyst Ratings Distribution
0
0
12
36
15
Strong Sell Strong Buy
Median Price Target
$218.72
Price to Target
79%

Sensient Technologies Corporation

SXT - NYQ
View SXT's Comps
A-
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Life Sciences
Industrial Organic Chemicals
Market Cap: $3.0B
Volume: 253.5K (Low)
Beta: 0.70 (Low)
Dividend Yield: 2%
Weak Momentum
Fair Value
Good Quality
Mid Cap

Sensient Technologies Corporation develops, manufactures, and markets colors, flavors, and other specialty ingredients in North America, Europe, Asia Pacific, and internationally. The company is headquartered in Milwaukee, Wisconsin.

Compare
Valuation
Financials
Momentum
Ratings

The SPDR S&P Software & Services ETF focuses on companies in the software and services industry, including Oracle. This ETF provides targeted exposure to firms that are similar in nature, allowing for a focused investment strategy in the software sector.

correlation
B+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 34%

R-squared: 12%

This indicates a weak positive relationship between the price movements of these stocks.

network
A

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • ORCL in SXT's comparables: No
  • SXT in ORCL's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 9% vs 8%
  • Profit Margin: 21% vs 8%
  • ROE: 125% vs 12%
  • Operating Margin: 31% vs 11%
  • Revenue (TTM): $54.9B vs $1.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
C

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $464.5B vs $3.0B

Size Category: Mega Cap vs Mid Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
B

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 40.60 vs 24.06
  • P/B Ratio: 33.79 vs 2.75
  • EV/EBITDA: 23.86 vs 13.97
  • Forward P/E: 23.70 vs 21.83
  • PEG Ratio: 1.81 vs 1.67

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
C

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs LIFE SCIENCES
  • Industry: SERVICES-PREPACKAGED SOFTWARE vs INDUSTRIAL ORGANIC CHEMICALS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • ORCL Rating: Buy
  • SXT Rating: Strong Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • ORCL Country: USA
  • SXT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • ORCL Beta: 1.05 (Average)
  • SXT Beta: 0.70 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • ORCL Price vs 200-day MA: 105.47%
  • SXT Price vs 200-day MA: 93.66%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • ORCL Dividend Yield: 1%
  • SXT Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Trailing P/E
23.37
Forward P/E
21.83
PEG Ratio
1.67
Price/Book
2.75
EV/EBITDA
13.97
EV/Revenue
2.26

Income Statement

Revenue (TTM)
$1.6B
Gross Profit (TTM)
$507.7M
EBITDA
$258.2M

Financial Ratios

Profit Margin
8%
Operating Margin (TTM)
11%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
12%
ROA (TTM)
6%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
3%
52-Week Range
$65.27
$70.73
$81.63
50-Day Moving Average
$72.63
Price vs. 50-Day MA
-2.62%
200-Day Moving Average
$75.52
Price vs. 200-Day MA
-6.34%
Analyst Ratings Distribution
0
0
0
1
1
Strong Sell Strong Buy
Median Price Target
$85.50
Price to Target
83%

Sempra

SRE - NYQ
View SRE's Comps
B+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Gas & Other Services Combined
Market Cap: $46.4B
Volume: 3.2M (Moderate)
Beta: 0.78 (Low)
Dividend Yield: 4%
Very Weak Momentum
Fair Value
Good Quality
Large Cap

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDG&E) in Southern California; Oncor Electric Delivery Company (Oncor) in Texas; Sempra LNG; and IEnova, based in Mexico.

Compare
Valuation
Financials
Momentum
Ratings

correlation
B-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 17%

R-squared: 3%

This indicates a negligible relationship between the price movements of these stocks.

network
B

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • ORCL in SRE's comparables: No
  • SRE in ORCL's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B+

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 9% vs 8%
  • Profit Margin: 21% vs 22%
  • ROE: 125% vs 10%
  • Operating Margin: 31% vs 26%
  • Revenue (TTM): $54.9B vs $13.2B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
B+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $464.5B vs $46.4B

Size Category: Mega Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
C+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 40.60 vs 16.13
  • P/B Ratio: 33.79 vs 1.53
  • EV/EBITDA: 23.86 vs 14.61
  • Forward P/E: 23.70 vs 14.66
  • PEG Ratio: 1.81 vs 3.19

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
C+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs ENERGY & TRANSPORTATION
  • Industry: SERVICES-PREPACKAGED SOFTWARE vs GAS & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • ORCL Rating: Buy
  • SRE Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • ORCL Country: USA
  • SRE Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • ORCL Beta: 1.05 (Average)
  • SRE Beta: 0.78 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • ORCL Price vs 200-day MA: 105.47%
  • SRE Price vs 200-day MA: 86.81%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • ORCL Dividend Yield: 1%
  • SRE Dividend Yield: 4%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Trailing P/E
16.16
Forward P/E
14.66
PEG Ratio
3.19
Price/Book
1.53
EV/EBITDA
14.61
EV/Revenue
6.20

Income Statement

Revenue (TTM)
$13.2B
Gross Profit (TTM)
$5.4B
EBITDA
$5.3B

Financial Ratios

Profit Margin
22%
Operating Margin (TTM)
26%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
10%
ROA (TTM)
2%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
-10%
52-Week Range
$64.89
$71.30
$95.12
50-Day Moving Average
$82.56
Price vs. 50-Day MA
-13.64%
200-Day Moving Average
$82.13
Price vs. 200-Day MA
-13.19%
Analyst Ratings Distribution
0
0
7
9
3
Strong Sell Strong Buy
Median Price Target
$82.22
Price to Target
87%
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Salesforce, Inc.

CRM - NYQ
A+
$287.92 +0.58 (0.20%)
Technology
Services-prepackaged Software
Market Cap: $275.5B
Volume: 1.6M (Moderate)
Beta: 1.35 (High)
Dividend Yield: 1%
Weak Momentum
Fair Value
Good Quality
Mega Cap
$287.92
$211.10 $368.58

Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementar...

Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Microsoft Corporation

MSFT - NMS
A+
$396.98 +4.45 (1.13%)
Technology
Services-prepackaged Software
Market Cap: $2,951.1B
Volume: 32.8M (High)
Beta: 0.90 (Average)
Dividend Yield: 1%
Weak Momentum
Growth
Excellent Quality
Mega Cap
$396.98
$383.35 $465.64

Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products...

Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.

SAP SE

SAP - NYQ
A+
$286.85 +7.80 (2.79%)
Technology
Services-prepackaged Software
Market Cap: $339.1B
Volume: 1.1M (Moderate)
Beta: 0.90 (Average)
Dividend Yield: 1%
Strong Momentum
Growth
Good Quality
Mega Cap
$286.85
$172.91 $293.70

SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.

SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.

Adobe Inc.

ADBE - NMS
A+
$448.00 +1.97 (0.44%)
Technology
Services-prepackaged Software
Market Cap: $194.8B
Volume: 451.5K (Low)
Beta: 1.37 (High)
Dividend Yield: N/A
Weak Momentum
Growth
Good Quality
Large Cap
$448.00
$403.75 $587.75

Adobe Inc. is an American multinational computer software company. Incorporated in Delaware and headquartered in San Jose, California, it has historically specialized in software for the creation and...

Adobe Inc. is an American multinational computer software company. Incorporated in Delaware and headquartered in San Jose, California, it has historically specialized in software for the creation and publication of a wide range of content, including graphics, photography, illustration, animation, multimedia, motion pictures and print. The company has expanded into digital marketing management software. Adobe has millions of users worldwide. Flagship products include: Photoshop image editing software, Adobe Illustrator vector-based illustration software, Adobe Acrobat Reader and the Portable Document Format (PDF), plus a host of tools primarily for audio-visual content creation, editing and publishing.

International Business Machines Corporation

IBM - NYQ
A
$251.35 -1.86 (-0.73%)
Technology
Computer & Office Equipment
Market Cap: $233.1B
Volume: 2.7M (Moderate)
Beta: 0.73 (Low)
Dividend Yield: 3%
Strong Momentum
Fair Value
Average Quality
Mega Cap
$251.35
$157.33 $265.09

International Business Machines Corporation (IBM) is an American multinational technology company headquartered in Armonk, New York, with operations in over 170 countries. The company began in 1911, f...

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ServiceNow, Inc.

NOW - NYQ
A
$909.30 +3.20 (0.35%)
Technology
Services-prepackaged Software
Market Cap: $187.8B
Volume: 325.3K (Low)
Beta: 1.03 (Average)
Dividend Yield: N/A
Weak Momentum
Rapid Growth
Good Quality
Large Cap
$909.30
$637.99 $1,198.09

ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.

ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.

Alphabet Inc.

GOOG - NMS
A
$172.13 +1.91 (1.13%)
Technology
Services-computer Programming, Data Processing, Etc.
Market Cap: $2,085.2B
Volume: 30.0M (High)
Beta: 0.99 (Average)
Dividend Yield: 0%
Weak Momentum
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Excellent Quality
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Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company o...

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Sensient Technologies Corporation

SXT - NYQ
A-
$70.73 +2.02 (2.94%)
Life Sciences
Industrial Organic Chemicals
Market Cap: $3.0B
Volume: 253.5K (Low)
Beta: 0.70 (Low)
Dividend Yield: 2%
Weak Momentum
Fair Value
Good Quality
Mid Cap
$70.73
$65.27 $81.63

Sensient Technologies Corporation develops, manufactures, and markets colors, flavors, and other specialty ingredients in North America, Europe, Asia Pacific, and internationally. The company is headq...

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Sempra

SRE - NYQ
B+
$71.30 +0.67 (0.95%)
Energy & Transportation
Gas & Other Services Combined
Market Cap: $46.4B
Volume: 3.2M (Moderate)
Beta: 0.78 (Low)
Dividend Yield: 4%
Very Weak Momentum
Fair Value
Good Quality
Large Cap
$71.30
$64.89 $95.12

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: So...

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDG&E) in Southern California; Oncor Electric Delivery Company (Oncor) in Texas; Sempra LNG; and IEnova, based in Mexico.