Oracle Corporation Japan sells the Oracle database, middleware and ERP applications to Japanese enterprises, with its Oracle Cloud Infrastructure and Fusion cloud offerings sitting on top of a large installed base of on-premise licences. The moat is that migrating a core financial or inventory database away from Oracle is a multi-year project most CIOs will not start lightly, so maintenance and support revenue renews with little pushback. Revenue grew 13.0% over the last reported period, and the company is shifting that base toward subscription cloud contracts, which should keep margins high as the mix changes. The operating margin of 34.6% is the number to check against peers, and the trailing P/E of 19.6 against a forward P/E of 19.8 suggests the market expects earnings to hold roughly flat rather than accelerate. That is worth testing: if cloud migration pulls the forward estimates up, the multiple looks cheap for a business with this margin; if it doesn't, the valuation is fair for a mature franchise. The name is not in any index in our coverage list, so liquidity and the free float are the first things to confirm before going further.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ¥10900 | first publication | ¥10260 |
Answered from Oracle Corporation Japan fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 4716.T Oracle Corporation Japan | ¥10000.00 | - | - | 19.1x | - | 46 | 55 |
| OFSS.NS Oracle Financial Services Software Limited | ₹9843.00 | - | - | 24.7x | 49.9% | 96 | 81 |
| PAYP PayPay Corporation American Depository Shares | $15.21 | $17 | 12% below | 12.8x | 37.3% | 87 | 66 |
| DOCN DigitalOcean Holdings Inc. Common Stock | $92.00 | $40 | 128% above | 42.4x | 62.3% | 70 | 48 |
| PAYTM.NS One97 Communications Limited | ₹1661.40 | - | - | 161.4x | - | 59 | 61 |
| 4704.T Trend Micro Incorporated | ¥7314.00 | - | - | 27.2x | 30.0% | 86 | 65 |
| SAIL SailPoint Inc. Common Stock | $20.06 | - | - | - | -2.9% | 47 | 47 |
Where 4716.T ranks against its sector peers on each metric.