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NVDA vs ORCL

NVIDIA Corporation Common Stock vs Oracle Corporation Common Stock. Puntuaciones ACCE, valoración, rentabilidad y crecimiento, frente a frente.

Puntuaciones ACCE
NVDA
ORCL
Puntuación compuesta
Sobre 100
82
61
Crecimiento
100
88
Valor
36
47
Calidad
100
82
Momentum
90
25
Valoración
NVDA
ORCL
Precio
227,38
148,56
Capitalización
5,37 B
446.334 M
PER actual
28,10
23,14
PER estimado
24,51
18,18
VE / EBITDA
22,84
15,12
Rentabilidad por dividendo
0,1 %
1,3 %
Rentabilidad
NVDA
ORCL
ROE
1,2 %
41,2 %
Margen neto
63,7 %
26,4 %
Deuda / patrimonio
0,05
3,05
Flujo de caja libre
96.676 M
-23.686 M
Crecimiento
NVDA
ORCL
Crecimiento de ingresos (interanual)
1,1 %
29,6 %
Crecimiento de beneficios (interanual)
1,3 %
54,5 %
Precio objetivo de analistas
327,70
237,97
Veredicto ACCE

$NVDA vs $ORCL — ACCE Verdict

$NVDA wins this matchup, and it isn't particularly close.

The core case rests on three pillars. First, growth: NVIDIA's revenue surged 85.2% year-over-year versus Oracle's solid but far slower 21.7%. Second, valuation relative to that growth: $NVDA trades at a forward P/E of 16.7x — cheaper than $ORCL's 27.8x forward multiple — meaning you're buying faster growth at a lower forward price. The analyst consensus target of $296.81 implies meaningful upside from the current $215.33. Third, momentum: NVIDIA's ACCE momentum score of 97 dwarfs Oracle's 61, reflecting sustained institutional conviction.

$ORCL isn't without merit. Its ROE of 57.6% is genuinely impressive, and the 1.0% dividend yield beats NVIDIA's 0.5%. But Oracle's D/E ratio of 415.26 is an aggressive capital structure, and at a $641.76B market cap versus NVIDIA's $5.11T, the market has already priced in Oracle's cloud transition story without the same earnings acceleration to justify it.

ACCE scores confirm the gap: 80 vs 63. For growth-oriented exposure in Technology, $NVDA is the clear pick.

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