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Oracle Corporation (ORCL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS68389X1054
CUSIP68389X105
SectorTechnology
IndustrySoftware—Infrastructure

Highlights

Market Cap$345.24B
EPS$3.79
PE Ratio33.14
PEG Ratio1.06
Revenue (TTM)$52.51B
Gross Profit (TTM)$36.39B
EBITDA (TTM)$20.80B
Year Range$90.69 - $132.77
Target Price$129.76
Short %1.05%
Short Ratio1.46

Share Price Chart


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Oracle Corporation

Popular comparisons: ORCL vs. NVDA, ORCL vs. VOO, ORCL vs. QQQ, ORCL vs. ADI, ORCL vs. CDNS, ORCL vs. VGT, ORCL vs. VTI, ORCL vs. SCHD, ORCL vs. VTSAX, ORCL vs. TXN

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Oracle Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
12.22%
17.08%
ORCL (Oracle Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Oracle Corporation had a return of 15.22% year-to-date (YTD) and 28.00% in the last 12 months. Over the past 10 years, Oracle Corporation had an annualized return of 13.43%, outperforming the S&P 500 benchmark which had an annualized return of 10.50%.


PeriodReturnBenchmark
Year-To-Date15.22%5.90%
1 month-3.61%-1.28%
6 months11.41%15.51%
1 year28.00%21.68%
5 years (annualized)19.18%11.74%
10 years (annualized)13.43%10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20246.36%-0.02%12.47%
2023-12.02%-2.02%12.39%-9.28%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ORCL is 77, placing it in the top 23% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of ORCL is 7777
Oracle Corporation(ORCL)
The Sharpe Ratio Rank of ORCL is 7878Sharpe Ratio Rank
The Sortino Ratio Rank of ORCL is 7070Sortino Ratio Rank
The Omega Ratio Rank of ORCL is 7676Omega Ratio Rank
The Calmar Ratio Rank of ORCL is 8888Calmar Ratio Rank
The Martin Ratio Rank of ORCL is 7575Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Oracle Corporation (ORCL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ORCL
Sharpe ratio
The chart of Sharpe ratio for ORCL, currently valued at 0.86, compared to the broader market-2.00-1.000.001.002.003.000.86
Sortino ratio
The chart of Sortino ratio for ORCL, currently valued at 1.26, compared to the broader market-4.00-2.000.002.004.006.001.26
Omega ratio
The chart of Omega ratio for ORCL, currently valued at 1.21, compared to the broader market0.501.001.501.21
Calmar ratio
The chart of Calmar ratio for ORCL, currently valued at 1.35, compared to the broader market0.001.002.003.004.005.001.35
Martin ratio
The chart of Martin ratio for ORCL, currently valued at 2.75, compared to the broader market-10.000.0010.0020.0030.002.75
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-2.00-1.000.001.002.003.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-4.00-2.000.002.004.006.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.001.002.003.004.005.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market-10.000.0010.0020.0030.007.62

Sharpe Ratio

The current Oracle Corporation Sharpe ratio is 0.86. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.86
1.89
ORCL (Oracle Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Oracle Corporation granted a 1.33% dividend yield in the last twelve months. The annual payout for that period amounted to $1.60 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.60$1.52$1.28$1.20$0.96$0.91$0.76$0.72$0.60$0.57$0.48$0.24

Dividend yield

1.33%1.44%1.57%1.38%1.48%1.72%1.68%1.52%1.56%1.56%1.07%0.63%

Monthly Dividends

The table displays the monthly dividend distributions for Oracle Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.40$0.00$0.00
2023$0.32$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00
2022$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00
2021$0.24$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00
2020$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00
2019$0.19$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00
2018$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00
2017$0.15$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00
2016$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00
2015$0.12$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00
2014$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00
2013$0.12$0.00$0.00$0.12$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.3%
Oracle Corporation has a dividend yield of 1.33%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%28.5%
Oracle Corporation has a payout ratio of 28.52%, which is quite average when compared to the overall market. This suggests that Oracle Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-6.37%
-3.86%
ORCL (Oracle Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Oracle Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Oracle Corporation was 84.19%, occurring on Jun 3, 2002. Recovery took 3160 trading sessions.

The current Oracle Corporation drawdown is 6.37%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-84.19%Sep 5, 2000435Jun 3, 20023160Dec 18, 20143595
-80.88%Mar 20, 1990156Oct 29, 1990548Dec 29, 1992704
-57.03%Oct 6, 198715Oct 26, 1987157Jun 9, 1988172
-56.08%Aug 20, 1997100Jan 12, 1998240Dec 23, 1998340
-52.65%Apr 22, 1986100Sep 11, 198689Jan 19, 1987189

Volatility

Volatility Chart

The current Oracle Corporation volatility is 4.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
4.76%
3.39%
ORCL (Oracle Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Oracle Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items