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PAYX vs. ORCL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PAYX and ORCL is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

PAYX vs. ORCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Paychex, Inc. (PAYX) and Oracle Corporation (ORCL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

PAYX:

1.25

ORCL:

0.78

Sortino Ratio

PAYX:

1.87

ORCL:

1.37

Omega Ratio

PAYX:

1.26

ORCL:

1.19

Calmar Ratio

PAYX:

2.43

ORCL:

0.96

Martin Ratio

PAYX:

7.76

ORCL:

2.61

Ulcer Index

PAYX:

3.83%

ORCL:

13.14%

Daily Std Dev

PAYX:

22.75%

ORCL:

42.55%

Max Drawdown

PAYX:

-64.85%

ORCL:

-84.19%

Current Drawdown

PAYX:

0.00%

ORCL:

-16.08%

Fundamentals

Market Cap

PAYX:

$56.18B

ORCL:

$450.05B

EPS

PAYX:

$4.80

ORCL:

$4.29

PE Ratio

PAYX:

32.50

ORCL:

37.41

PEG Ratio

PAYX:

5.14

ORCL:

1.68

PS Ratio

PAYX:

10.33

ORCL:

8.07

PB Ratio

PAYX:

13.51

ORCL:

26.72

Total Revenue (TTM)

PAYX:

$5.44B

ORCL:

$55.78B

Gross Profit (TTM)

PAYX:

$3.92B

ORCL:

$38.93B

EBITDA (TTM)

PAYX:

$2.48B

ORCL:

$23.72B

Returns By Period

In the year-to-date period, PAYX achieves a 12.77% return, which is significantly higher than ORCL's -3.09% return. Both investments have delivered pretty close results over the past 10 years, with PAYX having a 15.47% annualized return and ORCL not far ahead at 15.57%.


PAYX

YTD

12.77%

1M

8.42%

6M

10.61%

1Y

27.70%

5Y*

22.10%

10Y*

15.47%

ORCL

YTD

-3.09%

1M

24.78%

6M

-12.11%

1Y

31.42%

5Y*

26.70%

10Y*

15.57%

*Annualized

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Risk-Adjusted Performance

PAYX vs. ORCL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PAYX
The Risk-Adjusted Performance Rank of PAYX is 8989
Overall Rank
The Sharpe Ratio Rank of PAYX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of PAYX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of PAYX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of PAYX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of PAYX is 9292
Martin Ratio Rank

ORCL
The Risk-Adjusted Performance Rank of ORCL is 7777
Overall Rank
The Sharpe Ratio Rank of ORCL is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of ORCL is 7575
Sortino Ratio Rank
The Omega Ratio Rank of ORCL is 7474
Omega Ratio Rank
The Calmar Ratio Rank of ORCL is 8282
Calmar Ratio Rank
The Martin Ratio Rank of ORCL is 7676
Martin 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.

PAYX vs. ORCL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Paychex, Inc. (PAYX) 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.


The current PAYX Sharpe Ratio is 1.25, which is higher than the ORCL Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of PAYX and ORCL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

PAYX vs. ORCL - Dividend Comparison

PAYX's dividend yield for the trailing twelve months is around 2.58%, more than ORCL's 1.06% yield.


TTM20242023202220212020201920182017201620152014
PAYX
Paychex, Inc.
2.58%2.73%2.90%2.62%1.90%2.66%2.85%3.35%2.82%2.89%3.03%3.16%
ORCL
Oracle Corporation
1.06%0.96%1.44%1.57%1.38%1.48%1.72%1.68%1.52%1.56%1.56%1.07%

Drawdowns

PAYX vs. ORCL - Drawdown Comparison

The maximum PAYX drawdown since its inception was -64.85%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for PAYX and ORCL. For additional features, visit the drawdowns tool.


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Volatility

PAYX vs. ORCL - Volatility Comparison

The current volatility for Paychex, Inc. (PAYX) is 5.24%, while Oracle Corporation (ORCL) has a volatility of 10.70%. This indicates that PAYX 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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Financials

PAYX vs. ORCL - Financials Comparison

This section allows you to compare key financial metrics between Paychex, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20212022202320242025
1.51B
14.13B
(PAYX) Total Revenue
(ORCL) Total Revenue
Values in USD except per share items

PAYX vs. ORCL - Profitability Comparison

The chart below illustrates the profitability comparison between Paychex, Inc. and Oracle Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

70.0%75.0%80.0%20212022202320242025
74.3%
70.3%
(PAYX) Gross Margin
(ORCL) Gross Margin
PAYX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Paychex, Inc. reported a gross profit of 1.12B and revenue of 1.51B. Therefore, the gross margin over that period was 74.3%.

ORCL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Oracle Corporation reported a gross profit of 9.94B and revenue of 14.13B. Therefore, the gross margin over that period was 70.3%.

PAYX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Paychex, Inc. reported an operating income of 691.80M and revenue of 1.51B, resulting in an operating margin of 45.8%.

ORCL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Oracle Corporation reported an operating income of 4.36B and revenue of 14.13B, resulting in an operating margin of 30.8%.

PAYX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Paychex, Inc. reported a net income of 519.30M and revenue of 1.51B, resulting in a net margin of 34.4%.

ORCL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Oracle Corporation reported a net income of 2.94B and revenue of 14.13B, resulting in a net margin of 20.8%.