Oracle vs. Salesforce


SKU: ORCL Category:


Both, Oracle and Salesforce have an overlapping business within the CRM space. Oracle is considered as a legacy tech player making a mark with its ERP systems whereas Salesforce is more of a specialist CRM player with integrations into multiple ERPs including that of Oracle. Both these tech majors are a part of the software-as-a-service landscape. While Oracle trades at a discount to most of its SaaS peers given its traditionally slow growth and a legacy tech discount, Salesforce is also facing its fair share of challenges associated with maintaining its past growth momentum. In this report, we are looking to analyze the key qualitative factors that could influence the two companies’ stock price in the near future. This would be followed by a detailed comparison and analysis of every single fundamental financial metric of the two companies including top-line performance, profitability, cash flow generation, capital structure, investments, working capital, and valuation over the past four quarterly results as well as the historical year-on-year financials. We also provide the financial forecasts of both companies and carry out a comparative discounted cash flow (DCF) valuation in order to determine which of the two players could generate higher returns in the years to come, based on our estimates.

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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