ORCL vs PLTR vs PANW
161 measures in 16 categories, one definition each, computed from filings and market data.
ORCL51.5
Oracle Corporation
Technology · Software - Infrastructure
$128.22 −4.64%$387.7B mkt cap
Score DNA
PLTR86.1
Palantir Technologies Inc.
Technology · Software - Infrastructure
$186.03 −7.22%$428.0B mkt cap
Score DNA
PANW58.6
Palo Alto Networks, Inc.
Technology · Software - Infrastructure
$342.00 −7.63%$279.8B mkt cap
Score DNA
Price, rebased to 100 three years ago
ORCL PLTR PANW · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| Insider open-market buys, 180d | 1 | 0 | 0 |
| Insider $ bought, 180d | $3.48M | — | — |
| Congress purchases, 180d | 1 | 5 | 6 |
| Last Congress purchase | 2026-03-27 | 2026-07-17 | 2026-07-16 |
| 13F net change in holders | +40 | −143 | +452 |
| ETFs adding shares, 30d | 1,620 | 1,720 | 1,974 |
| ETFs trimming, 30d | 1,315 | 1,394 | 1,610 |
| Net ETF funds, 30d | +305 | +326 | +364 |
Valuation
16 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| P/E (TTM) | 20.5x
38th
|
141.9x
89th
|
911.3x
100th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 0.86
33rd
|
— | — |
| Price / sales | 5.4x
64th
|
69.5x
99th
|
24.4x
95th
|
| Price / book | 5.8x
58th
|
43.8x
94th
|
10.2x
78th
|
| Price / tangible book | 99.3x
100th
|
30.7x
78th
|
— |
| Price / free cash flow | — | 127.4x
94th
|
68.0x
89th
|
| Price / operating cash flow | 8.3x
22nd
|
125.9x
97th
|
61.4x
92nd
|
| Enterprise value | $506.6B
99th
|
$418.8B
98th
|
$279.2B
96th
|
| EV / sales | 7.1x
68th
|
68.0x
99th
|
24.3x
95th
|
| EV / EBITDA | 13.4x
38th
|
139.0x
93rd
|
181.3x
97th
|
| EV / EBIT | 18.9x
40th
|
140.3x
90th
|
520.9x
100th
|
| EV / free cash flow | — | 124.7x
94th
|
67.9x
89th
|
| Earnings yield | 4.9%
70th
|
0.7%
31st
|
0.1%
22nd
|
| FCF yield | -7.4%
5th
|
0.8%
16th
|
1.5%
21st
|
| Operating cash flow yield | 12.1%
79th
|
0.8%
6th
|
1.6%
11th
|
| Graham number (per share) | $56.20
86th
|
$10.02
42nd
|
$18.04
63rd
|
Profitability (TTM)
12 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| Gross margin | 63.9%
42nd
|
84.8%
96th
|
70.4%
51st
|
| EBITDA margin | 52.6%
96th
|
48.9%
91st
|
13.4%
47th
|
| Operating margin | 32.4%
89th
|
42.8%
98th
|
6.1%
40th
|
| EBIT margin | 37.4%
94th
|
48.5%
98th
|
4.7%
32nd
|
| Net margin | 26.4%
88th
|
49.0%
98th
|
2.7%
33rd
|
| NOPAT margin | 28.2%
88th
|
42.2%
98th
|
3.5%
36th
|
| FCF margin | -40.0%
6th
|
54.6%
99th
|
35.8%
91st
|
| Operating cash flow margin | 65.4%
95th
|
55.2%
93rd
|
39.7%
84th
|
| R&D / revenue | 14.2%
46th
|
10.4%
38th
|
22.2%
73rd
|
| SG&A / revenue | 13.5%
10th
|
31.6%
43rd
|
42.1%
65th
|
| Stock comp / revenue | 8.3%
60th
|
13.6%
80th
|
12.2%
77th
|
| Effective tax rate | 12.9%
30th
|
1.4%
19th
|
42.7%
95th
|
Returns on capital
11 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| ROE (on average equity) | 41.6%
88th
|
38.4%
84th
|
1.7%
23rd
|
| ROA | 7.8%
65th
|
31.7%
98th
|
0.9%
28th
|
| ROIC | 10.9%
48th
|
450.5%
100th
|
1.5%
31st
|
| ROCE | 10.5%
60th
|
29.4%
94th
|
1.4%
25th
|
| Return on tangible assets | 11.1%
73rd
|
31.3%
96th
|
1.5%
23rd
|
| Cash ROIC (OCF / invested capital) | 25.3%
45th
|
589.8%
100th
|
16.9%
31st
|
| Gross profitability (GP / assets) | 15.1%
15th
|
44.7%
73rd
|
16.7%
21st
|
| ROIC, 3-yr average | 13.2%
73rd
|
— | 13.5%
75th
|
| ROIC, 5-yr average | — | 85.5%
92nd
|
10.0%
52nd
|
| ROE, 5-yr average | — | 5.8%
60th
|
-7.3%
30th
|
| Incremental ROIC | 10.1%
41st
|
48.3%
62nd
|
-1.2%
33rd
|
Growth
17 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| Revenue growth (TTM YoY) | 21.6%
68th
|
78.9%
95th
|
24.5%
75th
|
| Revenue growth (QoQ) | 0.8%
17th
|
18.6%
88th
|
13.6%
80th
|
| Revenue CAGR, 3 yr | 12.1%
53rd
|
44.4%
100th
|
18.5%
71st
|
| Revenue CAGR, 5 yr | 11.9%
38th
|
35.9%
81st
|
22.0%
70th
|
| Gross profit CAGR, 3 yr | 7.6%
32nd
|
47.7%
100th
|
17.5%
65th
|
| Operating income CAGR, 3 yr | 19.1%
53rd
|
— | 21.5%
62nd
|
| Net income growth (TTM YoY) | 52.1%
67th
|
295.2%
85th
|
-72.9%
4th
|
| Net income CAGR, 3 yr | 26.4%
74th
|
— | -11.3%
10th
|
| EPS growth (TTM YoY) | 47.5%
65th
|
294.2%
83rd
|
-74.9%
4th
|
| EPS CAGR, 3 yr | 23.8%
68th
|
— | -13.5%
13th
|
| EPS CAGR, 5 yr | 5.3%
31st
|
— | — |
| FCF growth (TTM YoY) | — | 96.6%
75th
|
10.7%
38th
|
| FCF CAGR, 3 yr | — | 107.6%
92nd
|
16.1%
33rd
|
| Operating cash flow CAGR, 3 yr | 38.3%
71st
|
103.5%
93rd
|
17.9%
38th
|
| Book value CAGR, 3 yr | 198.2%
100th
|
43.1%
88th
|
144.4%
97th
|
| Dividend CAGR, 3 yr | 3.4%
67th
|
— | — |
| Sustainable growth rate | 28.6%
74th
|
38.4%
89th
|
1.7%
9th
|
Margin history & stability
7 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| Gross margin, 3-yr average | 68.3%
45th
|
82.1%
91st
|
72.7%
55th
|
| Operating margin, 3-yr average | 30.9%
91st
|
23.7%
84th
|
9.3%
57th
|
| Net margin, 3-yr average | 22.6%
88th
|
29.2%
95th
|
15.7%
74th
|
| FCF margin, 3-yr average | -9.7%
5th
|
44.1%
97th
|
38.3%
92nd
|
| Revenue stability (0-1) | 0.93
40th
|
0.79
19th
|
0.98
64th
|
| Earnings stability (0-1) | 0.31
34th
|
0.88
79th
|
0.25
31st
|
| Margin stability (0-1) | 0.92
35th
|
0.94
38th
|
0.97
70th
|
Liquidity (latest quarter)
7 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| Cash & short-term investments | $37.1B
99th
|
$9.4B
96th
|
$3.1B
83rd
|
| Net cash (− = net debt) | −$118.9B
0th
|
$9.2B
100th
|
$571.0M
70th
|
| Working capital | $8.1B
96th
|
$9.6B
98th
|
−$1.3B
4th
|
| Current ratio | 1.17
32nd
|
7.23
95th
|
0.87
12th
|
| Quick ratio | 1.17
32nd
|
7.23
95th
|
0.87
12th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.78
44th
|
6.13
94th
|
0.31
15th
|
| Defensive interval (days) | 780 days
72nd
|
1,538 days
85th
|
361 days
35th
|
Leverage & solvency (latest quarter)
13 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| Total debt | $155.9B
100th
|
$211.4M
37th
|
$2.5B
75th
|
| Debt / equity | 2.34
84th
|
0.02
12th
|
0.09
30th
|
| Net debt / equity | 1.78
88th
|
−0.94
13th
|
−0.02
64th
|
| Debt / assets | 51.4%
77th
|
1.8%
12th
|
5.2%
31st
|
| Debt / capital | 70.0%
83rd
|
2.1%
11th
|
8.3%
30th
|
| Debt / EBITDA | 4.13
73rd
|
0.07
3rd
|
1.62
41st
|
| Net debt / EBITDA | 3.15
80th
|
−3.05
30th
|
−0.37
52nd
|
| Interest coverage (EBIT / interest) | 5.3x
58th
|
— | — |
| Cash interest coverage | 9.2x
43rd
|
— | — |
| Debt payback (years of OCF) | 3.3 yrs
59th
|
0.1 yrs
8th
|
0.5 yrs
35th
|
| Liabilities / assets | 77.8%
65th
|
15.4%
4th
|
43.3%
27th
|
| IS credit model rating | BB | AA+ | AA |
| Implied credit spread (bps) | 475
70th
|
65
6th
|
80
23rd
|
Efficiency
11 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| Asset turnover | 0.30
14th
|
0.65
60th
|
0.32
17th
|
| Fixed asset turnover | 0.44
6th
|
21.11
77th
|
9.39
44th
|
| Inventory turnover | — | — | — |
| Receivables turnover | 7.1
65th
|
5.5
39th
|
3.5
9th
|
| Days sales outstanding | 51 days
36th
|
66 days
62nd
|
105 days
91st
|
| Days inventory outstanding | — | — | — |
| Days payables outstanding | 136 days
88th
|
3 days
0th
|
28 days
44th
|
| Cash conversion cycle (days) | −84 days
10th
|
63 days
78th
|
77 days
88th
|
| Capex / revenue | 105.4%
95th
|
0.7%
16th
|
3.8%
72nd
|
| Capex / depreciation | 6.95
96th
|
1.50
91st
|
0.44
46th
|
| Operating expense ratio | 25.2%
16th
|
37.5%
27th
|
62.5%
57th
|
Cash flow & earnings quality
7 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| Operating cash flow / net income | 2.48
66th
|
1.13
17th
|
14.83
92nd
|
| FCF / net income | −1.52
0th
|
1.11
23rd
|
13.40
94th
|
| FCF / operating cash flow | -61.2%
5th
|
98.8%
95th
|
90.3%
48th
|
| Capex / operating cash flow | 161.2%
95th
|
1.2%
5th
|
9.7%
52nd
|
| Accruals ratio | -11.6%
32nd
|
-4.0%
72nd
|
-11.8%
31st
|
| Sloan accruals ratio | 5.2%
79th
|
39.2%
98th
|
-3.9%
43rd
|
| Earnings quality score (0-1) | 0.75
11th
|
1.00
73rd
|
0.75
11th
|
Scores & forensic checks
15 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| IS score | 51
37th
|
86
99th
|
59
52nd
|
| IS profitability | 86
90th
|
100
100th
|
25
30th
|
| IS growth | 77
85th
|
80
91st
|
40
14th
|
| IS value | 47
67th
|
31
31st
|
24
17th
|
| IS momentum | 98
88th
|
96
84th
|
70
32nd
|
| IS risk (safety) | 30
21st
|
100
67th
|
100
67th
|
| IS quality | 71
58th
|
95
99th
|
62
40th
|
| IS balance sheet | 40
30th
|
93
93rd
|
72
56th
|
| IS earnings quality | 61
47th
|
64
54th
|
51
31st
|
| IS cash flow | 35
17th
|
95
95th
|
92
89th
|
| Piotroski F-score (0-9) | 6
36th
|
8
77th
|
3
1st
|
| Altman Z-score | 1.7
31st
|
102.5
100th
|
7.6
85th
|
| Beneish M-score | −2.61
50th
|
−1.71
89th
|
−2.46
64th
|
| Ohlson O-score | −7.98
37th
|
−15.38
0th
|
−8.71
26th
|
| IS credit score | 40
27th
|
92
83rd
|
89
73rd
|
Size (TTM)
8 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| Market cap | $387.7B
98th
|
$428.0B
99th
|
$279.8B
96th
|
| Revenue | $71.8B
99th
|
$6.2B
90th
|
$11.5B
96th
|
| EBITDA | $37.7B
99th
|
$3.0B
95th
|
$1.5B
89th
|
| Net income | $18.9B
99th
|
$3.0B
98th
|
$307.0M
72nd
|
| Free cash flow | −$28.7B
0th
|
$3.4B
96th
|
$4.1B
99th
|
| Total assets | $303.3B
99th
|
$11.7B
85th
|
$48.5B
96th
|
| Shareholders' equity | $66.8B
99th
|
$9.8B
94th
|
$27.5B
96th
|
| Employees | 141,000
99th
|
4,401
65th
|
21,921
95th
|
Price performance
9 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| 1 day | −4.6% | −7.2% | −7.6% |
| 1 week | −9.3% | −11.0% | −18.3% |
| 1 month | −14.5% | +5.5% | −8.8% |
| 3 months | +6.0% | +38.0% | −1.9% |
| 6 months | −26.2% | +27.1% | +103.8% |
| Year to date | −33.6% | +10.8% | +90.7% |
| 1 year | −57.2% | +3.6% | +65.5% |
| 3 years, cumulative | +21.2% | +938.1% | +163.9% |
| 5 years, cumulative | +45.4% | +691.6% | +316.4% |
Technicals
4 measures| Measure | ORCL | PLTR | PANW |
|---|---|---|---|
| RSI 14 | 40.0 | 46.3 | 37.0 |
| From 52-week high | −59.7% | −12.6% | −20.9% |
| From 52-week low | +12.4% | +74.9% | +145.0% |
| Beta | 1.77 | 1.60 | 0.93 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17