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.
10.29%
Revenue growth 50-75% of ORCL's 15.83%. Martin Whitman would scrutinize if slower growth is temporary.
2.38%
Cost growth 50-75% of ORCL's 4.40%. Bruce Berkowitz would examine sustainable cost advantages.
14.23%
Similar gross profit growth to ORCL's 18.79%. Walter Schloss would investigate industry dynamics.
3.58%
Margin expansion 1.25-1.5x ORCL's 2.55%. Bruce Berkowitz would examine sustainability.
4.56%
R&D growth 50-75% of ORCL's 8.34%. Bruce Berkowitz would examine spending effectiveness.
20.87%
G&A growth above 1.5x ORCL's 4.43%. Michael Burry would check for operational inefficiency.
8.70%
Marketing expense growth 50-75% of ORCL's 13.02%. Bruce Berkowitz would examine spending effectiveness.
-856.25%
Both companies reducing other expenses. Martin Whitman would check industry patterns.
8.35%
Operating expenses growth 50-75% of ORCL's 13.85%. Bruce Berkowitz would examine efficiency.
5.35%
Total costs growth less than half of ORCL's 10.87%. David Dodd would verify sustainability.
-0.30%
Interest expense reduction while ORCL shows 3.14% growth. Joel Greenblatt would examine advantage.
-0.07%
D&A reduction while ORCL shows 1.75% growth. Joel Greenblatt would examine efficiency.
22.02%
EBITDA growth 1.25-1.5x ORCL's 17.65%. Bruce Berkowitz would examine sustainability.
3.45%
EBITDA margin growth below 50% of ORCL's 8.37%. Michael Burry would check for structural issues.
19.96%
Operating income growth 50-75% of ORCL's 29.08%. Martin Whitman would scrutinize operations.
8.77%
Similar operating margin growth to ORCL's 11.44%. Walter Schloss would investigate industry trends.
31.72%
Other expenses growth while ORCL reduces costs. John Neff would investigate differences.
20.12%
Similar pre-tax income growth to ORCL's 25.19%. Walter Schloss would investigate industry trends.
8.91%
Pre-tax margin growth 1.25-1.5x ORCL's 8.08%. Bruce Berkowitz would examine sustainability.
-135.24%
Both companies reducing tax expense. Martin Whitman would check patterns.
49.70%
Net income growth 1.25-1.5x ORCL's 36.25%. Bruce Berkowitz would examine sustainability.
35.73%
Net margin growth exceeding 1.5x ORCL's 17.63%. David Dodd would verify competitive advantages.
49.57%
EPS growth 1.25-1.5x ORCL's 41.03%. Bruce Berkowitz would examine sustainability.
50.00%
Diluted EPS growth 1.25-1.5x ORCL's 40.79%. Bruce Berkowitz would examine sustainability.
-0.22%
Both companies reducing share counts. Martin Whitman would check patterns.
-0.18%
Both companies reducing diluted shares. Martin Whitman would check patterns.