Oracle Corporation (ORCL) is a application software company in the Information Technology sector. Listed on the NASDAQ, Oracle Corporation is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $201.26.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $201.26 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 27.73% |
| Risk / Std Dev (Annualized) | 42.01% |
| Sharpe Ratio (rf=4.5%) | 0.55 |
S&P 500 Context
- Sector: Information Technology
- Sub-Industry: Application Software
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 27.73% with an annualized volatility of 42.01%. The Sharpe ratio of 0.55 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 578.83B |
| Enterprise Value | 707.38B |
| Trailing P/E | 36.07 |
| Forward P/E | 18.73 |
| Price to Book | 17.25 |
| Price to Sales | 9.03 |
| EV/Revenue | 11.04 |
| EV/EBITDA | 25.78 |
| Profitability | | | Profit Margin | 25.3% | | Operating Margin | 32.68% | | ROE | 57.57% | | ROA | 6.33% |
| Growth | | | Revenue Growth | 21.7% | | Earnings Growth | 24.5% |
| Dividend | | | Dividend Yield | 99.0% | | Payout Ratio | 35.91% | | 5Y Avg Yield | 128.0% |
| Financial Health | | | Total Revenue | 64.08B | | Total Debt | 162.16B | | Total Cash | 39.13B | | Free Cash Flow | -22.3B | | Operating Cash Flow | 23.51B |
| Price & Technical | | | 52W High | $345.72$ | | 52W Low | $134.57$ | | 50-Day Avg | $182.22$ | | 200-Day Avg | $206.52$ | | Beta | 1.66 | | Shares Outstanding | 2.88B | | Float Shares | 1.71B | | Insider Holdings | 40.54% | | Institutional Holdings | 43.98% | | Short Ratio | 1.65 | | Short % of Float | 2.04% |
| Analyst Targets | | | Target High | $400.0$ | | Target Low | $155.0$ | | Target Mean | $255.18$ | | Target Median | $255.0$ | | # of Analysts | 39 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.