Oracle Corp.

ORCL · NYSE · ·

$137.87+4.0%9月29日終値

1M: -8.6%
6M: 0.0%
1Y: -50.4%
5Y: +62.0%

Oracle sells business software, database products, cloud computing services, computer hardware, and related support and consulting.

Oracle Corp.（ORCL）株——良い事業でしょうか？ — InspectStocks

Oracle Corp.

ORCL · NYSE · ·

$137.87+4.0%9月29日終値

1M: -8.6%
6M: 0.0%
1Y: -50.4%
5Y: +62.0%

比較

Oracle sells business software, database products, cloud computing services, computer hardware, and related support and consulting.

どうやって稼いでいるか

Cloud and software89%
Hardware4%
Services7%

売上構成比はthree months ended August 31, 2026の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

Oracle Cloud Infrastructure
Internet-delivered computing services, including computing power, storage, networking, and tools for building and running applications. Customers can also use some services in their own data centers or alongside other cloud providers.
Oracle Cloud Applications
Subscription software for business tasks such as finance, supply chains, hiring, sales, and customer service. It includes Oracle Fusion applications, NetSuite for smaller and medium-sized organizations, and healthcare applications.
Oracle AI Database
Software that stores, organizes, and retrieves an organization’s data. Customers can license it for their own systems or use it as a service through Oracle or other cloud providers.

さらに3件を表示

Java and Oracle Middleware
Java is a programming language used to build software. Oracle Middleware includes tools that help organizations connect applications, manage security, and run software.
Oracle Engineered Systems
Preassembled computer systems that combine Oracle hardware and software. Oracle Exadata is designed for running Oracle database workloads.
Consulting and customer success services
Consultants help customers plan, install, connect, and update Oracle products. Customer success services provide additional help with customers’ use of those products.

誰が買っているか5

Businesses across many industries buy cloud subscriptions, software licenses, support, hardware, and consulting, directly from Oracle or through resellers and other partners.
Small and medium-sized organizations can subscribe to NetSuite applications for tasks such as finance, inventory, and customer management.
Government agencies buy business applications, cloud computing services, databases, and industry-specific products.

さらに2件を表示

Educational institutions buy Oracle products and services for their administrative and technology needs.
Healthcare organizations buy healthcare applications and database and cloud services; Oracle also sells electronic health record systems to healthcare providers.

何に支えられ、何に崩されうるか

事業が頼っているもの

1Oracle’s cloud services rely on data center capacity, power, and other infrastructure being available where customers need it and at costs Oracle can manage.
2Oracle relies on third-party manufacturers to make most of its hardware and depends on suppliers for components, including some that have sole or single sources.
3A substantial portion of software customers renew support contracts, and customers can choose whether to renew cloud and hardware support contracts.
4Oracle sells internationally and operates in regulated areas such as healthcare, so trade rules, privacy requirements, and healthcare regulations can affect its business.

うまくいかなくなる可能性

1Oracle says that if it cannot secure enough data center capacity at affordable rates, or plan and manage that capacity accurately, its profitability may decline.
2Oracle’s cloud and hardware products are complex and rely on technologies and components from suppliers; supply or delivery problems, or difficulty managing that complexity, could harm results.
3Oracle says its AI products may not work as intended and that failure to compete or execute its cloud strategy could affect customer relationships, revenue, and profitability.

財務諸表をすべて見る →

同じ業種のなかでの位置

3 つの評価。いずれも Software Infrastructure で当社がカバーする 171 社に対するパーセンタイルです。1 つのスコアに混ぜず、あえて分けています。割安であること、上昇していること、うまく経営されていることは別々の事実で、単一の数字ではどれがどれか分からなくなるからです。

モメンタム

39同業種で 100 点満点中

同業種の多くより下

1 か月前までの 12 か月-32.5%

1 か月前までの 6 か月4.5%

直近 1 か月はあえて除いています。リターンは 7〜12 か月は続きやすい一方、直近の 1 か月は反転しやすいためです。これは株価がどう動いたかの説明であり、これからどう動くかについては何も述べていません。

バリュエーション

44同業種で 100 点満点中

同業種の中位

価格に対する利益4.54%

価格に対するキャッシュ-6.89%

価格に対する売上17.22%

価格に対する資産10.20%

事業全体に対する営業利益6.95%

利回りなので、高いほど割安です。赤字の会社は対象から外れるのではなく最下位になります。割安と優良は別物で、高い利回りはたいてい理由があって下がった株価です。 5 つの指標がすべて揃っています。

資本の使い方

3/5まちまち

1 項目が未開示

資本利益率20.8%

株主還元利回り1.41%

株式数、3 年9.3%

純有利子負債 / EBITDA0.44x

インサイダー、12 か月-$47.5M

経営陣がお金をどう使っているか。開示から答えが出る範囲だけで採点し、全体に対する割合としては決して扱いません。

資本の使い方に関する 6 つのチェック

投じた資金の利回り投下資本に対して 20.8%
利益に対する負債営業利益に対する純有利子負債 0.44 倍
株主に返した現金自社株買いと配当で年 1.4%
3 年間の株式数3 年間で株式数が 9.3% 増加
キャッシュフローで賄えている支払い生み出す額より多く支払っています
インサイダーの市場での買い$47.5M の売り越し — 減点はしていません

競合のなかでこの会社がどこに位置するかの説明であり、推奨ではありません。評価の更新日は 2026年9月30日です。

Oracle Corp.について

Oracle makes software businesses use to manage work such as accounting, hiring, customer service, and health records. It also sells database software and cloud computing services, which provide computing power, storage, and software over the internet or in a customer’s own data center. Its products can include artificial intelligence (AI) features, and customers can buy subscriptions, software licenses, hardware, support, or consulting.

本社: Austin, Texas
設立: 1977 (founding year, high confidence)
従業員数: Approximately 141,000 (May 31, 2026, high)
上場市場: NYSE
決算期: May 31

Oracle Corp. 自身の SEC 提出書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

どうやって稼いでいるか

Cloud and software89%
Hardware4%
Services7%

売上構成比はthree months ended August 31, 2026の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

Oracle Cloud Infrastructure
Internet-delivered computing services, including computing power, storage, networking, and tools for building and running applications. Customers can also use some services in their own data centers or alongside other cloud providers.
Oracle Cloud Applications
Subscription software for business tasks such as finance, supply chains, hiring, sales, and customer service. It includes Oracle Fusion applications, NetSuite for smaller and medium-sized organizations, and healthcare applications.
Oracle AI Database
Software that stores, organizes, and retrieves an organization’s data. Customers can license it for their own systems or use it as a service through Oracle or other cloud providers.

さらに3件を表示

Java and Oracle Middleware
Java is a programming language used to build software. Oracle Middleware includes tools that help organizations connect applications, manage security, and run software.
Oracle Engineered Systems
Preassembled computer systems that combine Oracle hardware and software. Oracle Exadata is designed for running Oracle database workloads.
Consulting and customer success services
Consultants help customers plan, install, connect, and update Oracle products. Customer success services provide additional help with customers’ use of those products.

誰が買っているか5

Businesses across many industries buy cloud subscriptions, software licenses, support, hardware, and consulting, directly from Oracle or through resellers and other partners.
Small and medium-sized organizations can subscribe to NetSuite applications for tasks such as finance, inventory, and customer management.
Government agencies buy business applications, cloud computing services, databases, and industry-specific products.

さらに2件を表示

Educational institutions buy Oracle products and services for their administrative and technology needs.
Healthcare organizations buy healthcare applications and database and cloud services; Oracle also sells electronic health record systems to healthcare providers.

何に支えられ、何に崩されうるか

事業が頼っているもの

1Oracle’s cloud services rely on data center capacity, power, and other infrastructure being available where customers need it and at costs Oracle can manage.
2Oracle relies on third-party manufacturers to make most of its hardware and depends on suppliers for components, including some that have sole or single sources.
3A substantial portion of software customers renew support contracts, and customers can choose whether to renew cloud and hardware support contracts.
4Oracle sells internationally and operates in regulated areas such as healthcare, so trade rules, privacy requirements, and healthcare regulations can affect its business.

うまくいかなくなる可能性

1Oracle says that if it cannot secure enough data center capacity at affordable rates, or plan and manage that capacity accurately, its profitability may decline.
2Oracle’s cloud and hardware products are complex and rely on technologies and components from suppliers; supply or delivery problems, or difficulty managing that complexity, could harm results.
3Oracle says its AI products may not work as intended and that failure to compete or execute its cloud strategy could affect customer relationships, revenue, and profitability.

財務諸表をすべて見る →

同じ業種のなかでの位置

モメンタム

39同業種で 100 点満点中

同業種の多くより下

1 か月前までの 12 か月-32.5%

1 か月前までの 6 か月4.5%

バリュエーション

44同業種で 100 点満点中

同業種の中位

価格に対する利益4.54%

価格に対するキャッシュ-6.89%

価格に対する売上17.22%

価格に対する資産10.20%

事業全体に対する営業利益6.95%

資本の使い方

3/5まちまち

1 項目が未開示

資本利益率20.8%

株主還元利回り1.41%

株式数、3 年9.3%

純有利子負債 / EBITDA0.44x

インサイダー、12 か月-$47.5M

経営陣がお金をどう使っているか。開示から答えが出る範囲だけで採点し、全体に対する割合としては決して扱いません。

資本の使い方に関する 6 つのチェック

投じた資金の利回り投下資本に対して 20.8%
利益に対する負債営業利益に対する純有利子負債 0.44 倍
株主に返した現金自社株買いと配当で年 1.4%
3 年間の株式数3 年間で株式数が 9.3% 増加
キャッシュフローで賄えている支払い生み出す額より多く支払っています
インサイダーの市場での買い$47.5M の売り越し — 減点はしていません

競合のなかでこの会社がどこに位置するかの説明であり、推奨ではありません。評価の更新日は 2026年9月30日です。

Oracle Corp.について

本社: Austin, Texas
設立: 1977 (founding year, high confidence)
従業員数: Approximately 141,000 (May 31, 2026, high)
上場市場: NYSE
決算期: May 31

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか5

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

同じ業種のなかでの位置

Oracle Corp.について

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか5

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

同じ業種のなかでの位置

Oracle Corp.について

成長と現金——5 項目中 2 項目