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Oracle Corp (ORCL)

Software
Tecnología
growth
dividend achiever

Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle cloud license and on-premise license; and Oracle license support services. In addition, it provides cloud and license business’ infrastructure technologies, such as the Oracle Database and MySQL Database; Java, a software development language; and middleware, including development tools and others. The company’s cloud and license business’ infrastructure technologies also comprise cloud-based compute, storage, and networking capabilities; and Oracle autonomous database, as well as AI, Internet-of-Things, machine learning, digital assistant, and blockchain. Further, it provides hardware products and other hardware-related software offerings, including Oracle engineered systems, enterprise servers, storage solutions, industry-specific hardware, virtualization software, operating systems, management software, and related hardware support services, and consulting and advanced customer services. It markets and sells its cloud, license, hardware, support, and services offerings directly to businesses in various industries, government agencies, and educational institutions, as well as through indirect channels. Oracle Corporation has a strategic alliance with Metron, Inc. The company was founded in 1977 and is headquartered in Austin, Texas.

Precio Actual

$171.74
-0.83% vs día anterior

Capitalización

494B

Desviación

+4.73%

Crec. Y/Y

31.3%

Margen EBIT

38%

ROIC

16%

PEG Ratio

0.73

ROE

168.3%

Crec. EPS 3A

34.4%

Yield Div.

1.05%

Net Debt / EBITDA

2.8x

Último Análisis

04/2026
Fecha en la que se realizó la última valoración profunda de esta acción.

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
28.9%
CAGR EV/FCF 2026:
-4.5%
CAGR Prom.:
29.4%
CAGR P/E:
27.3%
CAGR EV/EBITDA: 30.5%
CAGR EV/EBIT: 30.8%
Precio de compra para +15%:
$241.09

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

PER
25x
(Fair P/E: 77x)
EV/FCF
25x
CAGR EV/EBITDA
18x
CAGR EV/EBIT
23x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
31x
Fair P/E
77x
CAGR EV/FCF
Tu Múltiplo: 25x
28.9%
34.5%
61.4%
CAGR P/E
Tu Múltiplo: 25x
27.3%
32.9%
59.4%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Reverse DCF

Crec. Implícito del Mercado7.4%
Tu CAGR EV/FCF28.9%
7.4%28.9%
Margen de Seguridad: +21.4pp

Rentabilidad mínima que exiges a tu inversión. Refleja el coste de oportunidad y el riesgo.

Múltiplo EV/FCF al que se valorará la empresa al final del periodo de proyección.

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-275.93%
Media vs. Gold
+7.38%
Media vs. Bono USA 7-10y
+19.03%
Media vs. Bono USA 1-3y
+18.13%
Media vs. Bono USA 20+y
+20.23%
Media vs. Dow Jones
+6.86%
Media vs. S&P 500
+4.28%
Media vs. NASDAQ 100
-1.86%
Media vs. MSCI World
+6.63%
Media vs. Russell 2000
+9.43%
Media vs. STOXX Europe 600
+13.06%
statistics.year
Rendimiento ORCL
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2026
YTD en Vivo
-11.50%-10.01%-1.49%8.78%-20.28%-0.54%-10.96%-0.35%-11.15%-0.37%-11.13%1.75%-13.26%4.47%-15.97%6.89%-18.39%4.70%-16.20%11.11%-22.62%2.43%-13.94%
2025
17.39%110.77%-93.38%26.96%-9.56%-3.73%+21.12%0.05%+17.35%-11.17%+28.56%12.80%+4.59%24.01%-6.62%30.78%-13.38%17.88%-0.49%10.80%+6.60%5.50%+11.89%
2024
60.14%153.66%-93.52%11.76%+48.38%-0.15%+60.28%0.98%+59.15%-2.54%+62.68%13.74%+46.40%24.73%+35.41%44.52%+15.62%21.92%+38.21%15.78%+44.35%11.67%+48.47%
2023
25.93%-65.23%+91.16%0.78%+25.15%-15.93%+41.86%-5.00%+30.93%-31.00%+56.94%-9.40%+35.33%-19.95%+45.88%-33.89%+59.83%-19.70%+45.63%-22.50%+48.43%-13.29%+39.22%
2022
-7.01%60.33%-67.34%-6.24%-0.77%-4.15%-2.86%-0.98%-6.02%-5.94%-1.07%20.23%-27.24%28.79%-35.80%23.20%-30.21%21.22%-28.23%15.39%-22.39%21.66%-28.67%
2021
36.80%301.93%-265.13%23.90%+12.90%8.33%+28.47%2.02%+34.78%15.12%+21.68%6.02%+30.78%15.29%+21.51%41.75%-4.95%12.94%+23.86%18.48%+18.32%-4.64%+41.44%
2020
19.91%88.85%-68.95%17.78%+2.13%5.55%+14.35%1.20%+18.71%10.91%+8.99%21.91%-2.01%28.34%-8.43%34.60%-14.70%25.23%-5.32%23.05%-3.14%23.42%-3.51%
2019
17.16%-71.79%+88.95%-3.12%+20.28%-0.97%+18.13%-0.24%+17.40%-3.17%+20.33%-6.03%+23.19%-7.01%+24.17%-5.30%+22.46%-11.16%+28.32%-13.00%+30.16%-13.42%+30.58%
2018
-3.17%1,184.56%-1,187.74%11.93%-15.10%0.76%-3.94%-0.63%-2.55%6.03%-9.21%24.33%-27.51%18.42%-21.59%27.16%-30.33%19.45%-22.63%12.45%-15.63%7.16%-10.33%
2017
22.65%1,184.56%-1,161.92%11.93%+10.72%-1.15%+23.80%-0.02%+22.67%-1.91%+24.56%24.33%-1.69%18.42%+4.23%27.16%-4.51%19.45%+3.19%12.45%+10.19%7.16%+15.49%
common.average17.83%293.76%-275.93%10.45%+7.38%-1.20%+19.03%-0.30%+18.13%-2.40%+20.23%10.97%+6.86%13.55%+4.28%19.69%-1.86%11.19%+6.63%8.40%+9.43%4.77%+13.06%
Rendimiento anual de cada inversión. La línea discontinua marca el benchmark. 0% (punto de equilibrio).

Historial de Valoración

Registro de los cambios en los parámetros de valoración a lo largo del tiempo.

Fecha de Valoración
Crec. Y/Y
Margen EBIT
Deuda/Pat.
PER
EV/FCF
CAGR EV/EBITDA
CAGR EV/EBIT
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
Objetivo 2030
4/6/202631.3%38%2.8x25x(77x)25x18x23x$163.98$207.00$301.66$375.80$484.91
3/11/202631.1%38.1%2.7x25x(77x)25x18x23x$165.84$209.88$299.66$374.65$483.42
12/1/202530.7%38.5%2.7x25x(76x)25x18x23x$165.10$198.70$297.95$368.83$475.92
11/3/202530.4%38.7%3.5x30x(69x)30x25x25x$186.86$224.71$325.57$402.49$519.35
9/24/202531%40.5%3.5x30x(71x)30x25x25x$217.20$276.30$345.97$446.43$576.04

Historial de Dividendos

Evolución de los dividendos por acción y métricas de crecimiento.

Yield Actual
104.81%
Crecimiento (5A)
1,298.3%
Años Consecutivos
9