Financial - Data & Stock Exchanges
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FDS vs ORCL
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
FDS vs ORCL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Data & Stock Exchanges | Software - Infrastructure |
| Market Cap | $9.62B | $563.33B |
| Revenue (TTM) | $2.32B | $64.08B |
| Net Income (TTM) | $600M | $16.21B |
| Gross Margin | 52.7% | 66.4% |
| Operating Margin | 32.2% | 30.8% |
| Forward P/E | 12.6x | 26.2x |
| Total Debt | $1.56B | $104.10B |
| Cash & Equiv. | $338M | $10.79B |
FDS vs ORCL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| FactSet Research Sy… (FDS) | 100 | 72.7 | -27.3% |
| Oracle Corporation (ORCL) | 100 | 364.4 | +264.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FDS vs ORCL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FDS carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 21 yrs, beta 0.36, yield 1.9%
- Lower volatility, beta 0.36, Low D/E 71.3%, current ratio 1.40x
- PEG 1.26 vs ORCL's 3.69
ORCL is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 8.4%, EPS growth 17.0%, 3Y rev CAGR 10.6%
- 428.7% 10Y total return vs FDS's 68.3%
- 8.4% revenue growth vs FDS's 5.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 8.4% revenue growth vs FDS's 5.4% | |
| Value | Lower P/E (12.6x vs 26.2x), PEG 1.26 vs 3.69 | |
| Quality / Margins | 25.7% margin vs ORCL's 25.3% | |
| Stability / Safety | Beta 0.36 vs ORCL's 1.58, lower leverage | |
| Dividends | 1.9% yield, 21-year raise streak, vs ORCL's 0.8% | |
| Momentum (1Y) | +31.7% vs FDS's -49.2% | |
| Efficiency (ROA) | 14.2% ROA vs ORCL's 8.1%, ROIC 15.5% vs 12.8% |
FDS vs ORCL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FDS vs ORCL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
FDS leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
ORCL is the larger business by revenue, generating $64.1B annually — 27.6x FDS's $2.3B. Profitability is closely matched — net margins range from 25.7% (FDS) to 25.3% (ORCL).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.3B | $64.1B |
| EBITDAEarnings before interest/tax | $947M | $26.5B |
| Net IncomeAfter-tax profit | $600M | $16.2B |
| Free Cash FlowCash after capex | $647M | -$24.7B |
| Gross MarginGross profit ÷ Revenue | +52.7% | +66.4% |
| Operating MarginEBIT ÷ Revenue | +32.2% | +30.8% |
| Net MarginNet income ÷ Revenue | +25.7% | +25.3% |
| FCF MarginFCF ÷ Revenue | +26.6% | -38.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +21.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +4.4% | +24.5% |
Valuation Metrics
FDS leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 14.4x trailing earnings, FDS trades at a 68% valuation discount to ORCL's 45.1x P/E. Adjusting for growth (PEG ratio), FDS offers better value at 1.44x vs ORCL's 6.36x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $9.6B | $563.3B |
| Enterprise ValueMkt cap + debt − cash | $10.8B | $656.6B |
| Trailing P/EPrice ÷ TTM EPS | 14.38x | 45.15x |
| Forward P/EPrice ÷ next-FY EPS est. | 12.60x | 26.18x |
| PEG RatioP/E ÷ EPS growth rate | 1.44x | 6.36x |
| EV / EBITDAEnterprise value multiple | 11.57x | 27.53x |
| Price / SalesMarket cap ÷ Revenue | 4.14x | 9.81x |
| Price / BookPrice ÷ Book value/share | 3.93x | 26.78x |
| Price / FCFMarket cap ÷ FCF | 15.58x | — |
Profitability & Efficiency
FDS leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
ORCL delivers a 56.3% return on equity — every $100 of shareholder capital generates $56 in annual profit, vs $28 for FDS. FDS carries lower financial leverage with a 0.71x debt-to-equity ratio, signaling a more conservative balance sheet compared to ORCL's 4.96x. On the Piotroski fundamental quality scale (0–9), FDS scores 7/9 vs ORCL's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +27.7% | +56.3% |
| ROA (TTM)Return on assets | +14.2% | +8.1% |
| ROICReturn on invested capital | +15.5% | +12.8% |
| ROCEReturn on capital employed | +20.9% | +14.4% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.71x | 4.96x |
| Net DebtTotal debt minus cash | $1.2B | $93.3B |
| Cash & Equiv.Liquid assets | $338M | $10.8B |
| Total DebtShort + long-term debt | $1.6B | $104.1B |
| Interest CoverageEBIT ÷ Interest expense | 14.22x | 5.44x |
Total Returns (Dividends Reinvested)
ORCL leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ORCL five years ago would be worth $25,437 today (with dividends reinvested), compared to $7,249 for FDS. Over the past 12 months, ORCL leads with a +31.7% total return vs FDS's -49.2%. The 3-year compound annual growth rate (CAGR) favors ORCL at 27.6% vs FDS's -16.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -21.1% | +0.6% |
| 1-Year ReturnPast 12 months | -49.2% | +31.7% |
| 3-Year ReturnCumulative with dividends | -41.4% | +107.9% |
| 5-Year ReturnCumulative with dividends | -27.5% | +154.4% |
| 10-Year ReturnCumulative with dividends | +68.3% | +428.7% |
| CAGR (3Y)Annualised 3-year return | -16.3% | +27.6% |
Risk & Volatility
Evenly matched — FDS and ORCL each lead in 1 of 2 comparable metrics.
Risk & Volatility
FDS is the less volatile stock with a 0.36 beta — it tends to amplify market swings less than ORCL's 1.58 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ORCL currently trades 56.7% from its 52-week high vs FDS's 47.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.36x | 1.58x |
| 52-Week HighHighest price in past year | $474.79 | $345.72 |
| 52-Week LowLowest price in past year | $189.07 | $134.57 |
| % of 52W HighCurrent price vs 52-week peak | +47.1% | +56.7% |
| RSI (14)Momentum oscillator 0–100 | 50.0 | 68.7 |
| Avg Volume (50D)Average daily shares traded | 899K | 26.3M |
Analyst Outlook
FDS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates FDS as "Hold" and ORCL as "Buy". Consensus price targets imply 31.2% upside for ORCL (target: $257) vs 24.3% for FDS (target: $278). For income investors, FDS offers the higher dividend yield at 1.86% vs ORCL's 0.84%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $277.89 | $257.09 |
| # AnalystsCovering analysts | 28 | 86 |
| Dividend YieldAnnual dividend ÷ price | +1.9% | +0.8% |
| Dividend StreakConsecutive years of raises | 21 | 18 |
| Dividend / ShareAnnual DPS | $4.17 | $1.65 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.1% | +0.3% |
FDS leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). ORCL leads in 1 (Total Returns). 1 tied.
FDS vs ORCL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is FDS or ORCL a better buy right now?
For growth investors, Oracle Corporation (ORCL) is the stronger pick with 8.
4% revenue growth year-over-year, versus 5. 4% for FactSet Research Systems Inc. (FDS). FactSet Research Systems Inc. (FDS) offers the better valuation at 14. 4x trailing P/E (12. 6x forward), making it the more compelling value choice. Analysts rate Oracle Corporation (ORCL) a "Buy" — based on 86 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — FDS or ORCL?
On trailing P/E, FactSet Research Systems Inc.
(FDS) is the cheapest at 14. 4x versus Oracle Corporation at 45. 1x. On forward P/E, FactSet Research Systems Inc. is actually cheaper at 12. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: FactSet Research Systems Inc. wins at 1. 26x versus Oracle Corporation's 3. 69x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — FDS or ORCL?
Over the past 5 years, Oracle Corporation (ORCL) delivered a total return of +154.
4%, compared to -27. 5% for FactSet Research Systems Inc. (FDS). Over 10 years, the gap is even starker: ORCL returned +428. 7% versus FDS's +68. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — FDS or ORCL?
By beta (market sensitivity over 5 years), FactSet Research Systems Inc.
(FDS) is the lower-risk stock at 0. 36β versus Oracle Corporation's 1. 58β — meaning ORCL is approximately 342% more volatile than FDS relative to the S&P 500. On balance sheet safety, FactSet Research Systems Inc. (FDS) carries a lower debt/equity ratio of 71% versus 5% for Oracle Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — FDS or ORCL?
By revenue growth (latest reported year), Oracle Corporation (ORCL) is pulling ahead at 8.
4% versus 5. 4% for FactSet Research Systems Inc. (FDS). On earnings-per-share growth, the picture is similar: Oracle Corporation grew EPS 17. 0% year-over-year, compared to 11. 8% for FactSet Research Systems Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — FDS or ORCL?
FactSet Research Systems Inc.
(FDS) is the more profitable company, earning 25. 7% net margin versus 21. 7% for Oracle Corporation — meaning it keeps 25. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FDS leads at 32. 2% versus 30. 8% for ORCL. At the gross margin level — before operating expenses — ORCL leads at 70. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is FDS or ORCL more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, FactSet Research Systems Inc. (FDS) is the more undervalued stock at a PEG of 1. 26x versus Oracle Corporation's 3. 69x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, FactSet Research Systems Inc. (FDS) trades at 12. 6x forward P/E versus 26. 2x for Oracle Corporation — 13. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ORCL: 31. 2% to $257. 09.
08Which pays a better dividend — FDS or ORCL?
All stocks in this comparison pay dividends.
FactSet Research Systems Inc. (FDS) offers the highest yield at 1. 9%, versus 0. 8% for Oracle Corporation (ORCL).
09Is FDS or ORCL better for a retirement portfolio?
For long-horizon retirement investors, FactSet Research Systems Inc.
(FDS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 36), 1. 9% yield). Oracle Corporation (ORCL) carries a higher beta of 1. 58 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (FDS: +68. 3%, ORCL: +428. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between FDS and ORCL?
These companies operate in different sectors (FDS (Financial Services) and ORCL (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: FDS is a small-cap deep-value stock; ORCL is a large-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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