Oracle Corporation

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SKU: ORCL-2 Category:

Description

Oracle surged past the target price from our last report as the company reported yet another all-around beat. The management saw a decent revenue growth in most of its key offerings including its cloud services, infrastructure revenues, on-premise license revenues, application revenues, and so on. It is marching ahead of rival, SAP in terms of ERP cloud migration and we expect the company to gain market share in this domain with its Fusion ERP and its NetSuite ERP offerings leading the charge. While Oracle may be lagging behind in the public cloud infrastructure market, its hybrid cloud offerings are definitely interesting and this is evident from the increasing consumption of its Oracle Cloud Infrastructure (OCI). The company’s  ERP offerings have drawn many big names such as Deutsche Bank, BNY Mellon, Brinker International, Durr Group, Sumitomo Mitsui Financial Group, Western Digital, Inova and Shinsei Bank. Despite the strong runup, the fact remains that Oracle is one of the most undervalued technology companies in terms of price-to-earnings and this is largely owing to the single-digit top-line growth despite a net margin above 30%. We maintain our ‘Hold’ rating on the stock with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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