AAPL vs ORCL
Apple Inc. Common Stock vs Oracle Corporation Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$AAPL vs $ORCL: Apple Takes It
$AAPL wins this matchup on quality and momentum, but $ORCL makes a credible case on valuation and growth.
Where Oracle surprises: $ORCL is growing faster — revenue up 21.7% YoY versus $AAPL's 16.6%, and earnings up 24.5% versus 21.8%. It also trades at a forward P/E of 27.8 compared to Apple's 32.4, and offers a 1.0% dividend yield against Apple's 0.3%. The analyst target of $244.03 implies meaningful upside from the current $222.22 price.
Why Apple still wins: The ACCE composite score gap is significant — 72 vs 63 — driven by Apple's dominant quality score (92 vs 82) and momentum score (90 vs 61). Apple's net margin of 27.2% edges Oracle's 25.3%, and its D/E of 79.55 is far more conservative than Oracle's leveraged 415.26. At $309.58 with a $4.57T market cap, Apple commands a premium, but its balance sheet discipline and momentum justify it.
$ORCL is the better pure-value play. $AAPL is the stronger overall holding.