503.87 - 512.55
344.79 - 555.45
23.62M / 20.39M (Avg.)
37.30 | 13.67
Helps investors judge whether earnings growth is driven by sustainable operations or temporary factors. Consistent, organic income expansion can justify a higher intrinsic value for patient, long-term investors.
14.09%
Revenue growth 1.25-1.5x ORCL's 11.66%. Bruce Berkowitz would examine if growth advantage is sustainable.
22.52%
Cost growth above 1.5x ORCL's 12.97%. Michael Burry would check for structural cost disadvantages.
9.42%
Similar gross profit growth to ORCL's 11.34%. Walter Schloss would investigate industry dynamics.
-4.09%
Both companies show margin pressure. Martin Whitman would check industry conditions.
-5.29%
R&D reduction while ORCL shows 3.53% growth. Joel Greenblatt would examine competitive risk.
-4.69%
Both companies reducing G&A. Martin Whitman would check industry cost trends.
15.75%
Marketing expense growth 1.25-1.5x ORCL's 11.20%. Martin Whitman would scrutinize spending rationale.
-497.14%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
4.67%
Similar operating expenses growth to ORCL's 5.02%. Walter Schloss would investigate norms.
13.78%
Total costs growth above 1.5x ORCL's 7.36%. Michael Burry would check for inefficiency.
0.62%
Interest expense growth less than half of ORCL's 8.05%. David Dodd would verify sustainability.
6.51%
Similar D&A growth to ORCL's 6.50%. Walter Schloss would investigate industry patterns.
27.36%
EBITDA growth exceeding 1.5x ORCL's 15.60%. David Dodd would verify competitive advantages.
-2.37%
EBITDA margin decline while ORCL shows 3.53% growth. Joel Greenblatt would examine position.
33.06%
Operating income growth exceeding 1.5x ORCL's 16.88%. David Dodd would verify competitive advantages.
16.63%
Operating margin growth exceeding 1.5x ORCL's 4.68%. David Dodd would verify competitive advantages.
42.31%
Other expenses growth while ORCL reduces costs. John Neff would investigate differences.
33.14%
Pre-tax income growth exceeding 1.5x ORCL's 20.27%. David Dodd would verify competitive advantages.
16.70%
Pre-tax margin growth exceeding 1.5x ORCL's 7.72%. David Dodd would verify competitive advantages.
46.53%
Similar tax expense growth to ORCL's 43.63%. Walter Schloss would investigate patterns.
29.14%
Net income growth exceeding 1.5x ORCL's 14.56%. David Dodd would verify competitive advantages.
13.19%
Net margin growth exceeding 1.5x ORCL's 2.60%. David Dodd would verify competitive advantages.
29.09%
EPS growth exceeding 1.5x ORCL's 16.33%. David Dodd would verify competitive advantages.
31.48%
Diluted EPS growth exceeding 1.5x ORCL's 16.67%. David Dodd would verify competitive advantages.
-0.25%
Both companies reducing share counts. Martin Whitman would check patterns.
-0.65%
Both companies reducing diluted shares. Martin Whitman would check patterns.