Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, enterprise-software giant Oracle (ORCL +1.44%) has earned a respected four-star ranking.
With that in mind, let's take a closer look at Oracle and see what CAPS investors are saying about the stock right now.
Oracle facts
|
Headquarters (founded) |
Redwood City, Calif. (1977) |
|
Market Cap |
$169.8 billion |
|
Industry |
Systems software |
|
Trailing-12-Month Revenue |
$37.2 billion |
|
Management |
Co-Founder/CEO Larry Ellison President/CFO Safra Catz |
|
Return on Capital (average, past 3 years) |
23.5% |
|
Cash/Debt |
$33.7 billion / $19.8 billion |
|
Dividend Yield |
0.7% |
|
Competitors |
IBM Microsoft SAP |
Sources: S&P Capital IQ and Motley Fool CAPS.
On CAPS, 94% of the 3,647 members who have rated Oracle believe the stock will outperform the S&P 500 going forward.
Just last week, one of those bulls, Googlespooch, succinctly summed up the bull case for our community:
Oracle holds a number of distinct competitive competencies. First of all, Oracle has an uncanny ability to continue to innovate and push new and better IT solutions products on the market. ...
In addition, Oracle has been able to effectively integrate the important components of companies that it has acquired without depreciating the corporate character of Oracle itself (this is definitely something that Hewlett-Packard could stand to educate itself on from Oracle). ...Another very important resource is Oracle's cash hoard. Oracle has a huge amount of cash on hand that has allowed it to weather downturns in the industry, take significant risks, and acquire interesting competitive firms. ...
Finally, Oracle has an extremely strong customer list. They hold the business of the top 100 Fortune firms which account for approximately $13 billion of revenue alone. ...
Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.
