NVDA vs ORCL
NVIDIA Corporation Common Stock vs Oracle Corporation Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$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.