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Valuation and fundamentals watch: ORCL near $125.43 — FY2026 FY ending 2026-05-31.

2026-07-21·global-stock-valuation-20260721-orcl
Valuation and fundamentals watch: ORCL near $125.43 — FY2026 FY ending 2026-05-31.

Comparable-period growth: revenue +17.3% YoY; net income +37.3% YoY; diluted EPS +34.3% YoY.

Quality check: net margin 25.4% (+369 bp YoY); YTD SEC free-cash-flow proxy -$23.69B (+5911.7% YoY).

Valuation snapshot: trailing P/E 21.5x; forward P/E 11.5x; EV/EBITDA 16.1x; P/S 5.4x.

Latest reported EPS beat consensus by 7.5%.

Read-through: EPS growth outpaced revenue growth, showing positive operating leverage; top-line growth was accompanied by margin expansion; cash generation improved faster than reported EPS; forward P/E is materially below trailing P/E, implying higher expected earnings. This is a data observation, not a recommendation.

#Stocks #Earnings #Fundamentals #ORCL

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