IBM vs. ORCL
IBM (International Business Machines Corporation) and ORCL (Oracle Corporation) are both stocks. Both are in the Technology sector — IBM in Information Technology Services, ORCL in Software - Infrastructure. Over the past 10 years, IBM returned 10.97%/yr vs 18.61%/yr for ORCL. At a 0.40 correlation, their price movements are largely independent.
Performance
IBM vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, IBM achieves a -7.38% return, which is significantly lower than ORCL's -2.78% return. Over the past 10 years, IBM has underperformed ORCL with an annualized return of 10.97%, while ORCL has yielded a comparatively higher 18.61% annualized return.
IBM
- 1D
- 0.78%
- 1M
- 23.49%
- YTD
- -7.38%
- 6M
- -9.51%
- 1Y
- -1.45%
- 3Y*
- 29.46%
- 5Y*
- 18.79%
- 10Y*
- 10.97%
ORCL
- 1D
- -2.24%
- 1M
- -2.39%
- YTD
- -2.78%
- 6M
- 0.44%
- 1Y
- -9.89%
- 3Y*
- 15.86%
- 5Y*
- 21.04%
- 10Y*
- 18.61%
IBM vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBM International Business Machines Corporation | -7.38% | 38.23% | 39.27% | 21.85% | 10.64% | 16.65% | -1.16% | 23.58% | -22.56% | -3.99% |
ORCL Oracle Corporation | -2.78% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between IBM and ORCL is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 1986 | 0.40 |
The correlation between IBM and ORCL shifts across timeframes, from 0.23 (1 year) to 0.42 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
IBM:
$257.84B
ORCL:
$548.98B
IBM:
$11.32
ORCL:
$5.86
IBM:
23.92
ORCL:
32.13
IBM:
0.29
ORCL:
1.32
IBM:
3.73
ORCL:
8.15
IBM:
7.82
ORCL:
12.75
IBM:
$68.91B
ORCL:
$67.36B
IBM:
$40.64B
ORCL:
$79.58B
IBM:
$15.71B
ORCL:
$6.20B
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Return for Risk
IBM vs. ORCL — Risk / Return Rank
IBM
ORCL
IBM vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for International Business Machines Corporation (IBM) and Oracle Corporation (ORCL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBM | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.03 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | -0.17 | +0.12 |
| Martin ratioReturn relative to average drawdown | -0.10 | -0.28 | +0.18 |
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Drawdowns
IBM vs. ORCL - Drawdown Comparison
The maximum IBM drawdown since its inception was -69.40%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for IBM and ORCL.
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Drawdown Indicators
| IBM | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.40% | -84.19% | +14.79% |
Max Drawdown (1Y)Largest decline over 1 year | -30.96% | -58.25% | +27.29% |
Max Drawdown (3Y)Largest decline over 3 years | -30.96% | -58.25% | +27.29% |
Max Drawdown (5Y)Largest decline over 5 years | -30.96% | -58.25% | +27.29% |
Max Drawdown (10Y)Largest decline over 10 years | -40.59% | -58.25% | +17.66% |
Current DrawdownCurrent decline from peak | -17.74% | -42.19% | +24.45% |
Average DrawdownAverage peak-to-trough decline | -20.12% | -29.11% | +8.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.47% | 35.60% | -21.13% |
Volatility
IBM vs. ORCL - Volatility Comparison
The current volatility for International Business Machines Corporation (IBM) is 21.55%, while Oracle Corporation (ORCL) has a volatility of 23.76%. This indicates that IBM experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBM | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.55% | 23.76% | -2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 34.64% | 41.95% | -7.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.45% | 64.31% | -24.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.18% | 42.15% | -14.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.60% | 35.16% | -8.56% |
Dividends
IBM vs. ORCL - Dividend Comparison
IBM's dividend yield for the trailing twelve months is around 2.49%, more than ORCL's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBM International Business Machines Corporation | 2.49% | 2.27% | 3.03% | 4.05% | 4.68% | 4.74% | 5.17% | 4.80% | 5.46% | 3.85% | 3.31% | 3.63% |
ORCL Oracle Corporation | 1.06% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
IBM vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between International Business Machines Corporation and Oracle Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
IBM and ORCL have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.76%) compared to IBM (21.55%). In terms of maximum drawdown, IBM dropped -69.40% vs ORCL's -84.19%.
IBM currently has the higher Sharpe Ratio (-0.04 vs -0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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