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.
10.66%
Similar revenue growth to ORCL's 11.32%. Walter Schloss would investigate if similar growth reflects similar quality.
7.25%
Cost growth 50-75% of ORCL's 10.81%. Bruce Berkowitz would examine sustainable cost advantages.
12.21%
Similar gross profit growth to ORCL's 11.44%. Walter Schloss would investigate industry dynamics.
1.40%
Margin expansion exceeding 1.5x ORCL's 0.11%. David Dodd would verify competitive advantages.
9.28%
R&D growth above 1.5x ORCL's 4.32%. Michael Burry would check for spending discipline.
14.69%
G&A growth while ORCL reduces overhead. John Neff would investigate operational differences.
15.25%
Marketing expense growth above 1.5x ORCL's 8.46%. Michael Burry would check for spending discipline.
266.67%
Other expenses growth less than half of ORCL's 1941.18%. David Dodd would verify if advantage is sustainable.
12.51%
Operating expenses growth while ORCL reduces costs. John Neff would investigate differences.
9.73%
Total costs growth above 1.5x ORCL's 2.37%. Michael Burry would check for inefficiency.
-12.64%
Interest expense reduction while ORCL shows 19.15% growth. Joel Greenblatt would examine advantage.
13.90%
D&A growth above 1.5x ORCL's 2.73%. Michael Burry would check for excessive investment.
16.60%
Similar EBITDA growth to ORCL's 21.99%. Walter Schloss would investigate industry trends.
1.16%
EBITDA margin growth below 50% of ORCL's 4.28%. Michael Burry would check for structural issues.
12.01%
Operating income growth 50-75% of ORCL's 17.48%. Martin Whitman would scrutinize operations.
1.22%
Operating margin growth below 50% of ORCL's 5.53%. Michael Burry would check for structural issues.
64.89%
Other expenses growth above 1.5x ORCL's 36.05%. Michael Burry would check for concerning trends.
12.58%
Pre-tax income growth below 50% of ORCL's 26.86%. Michael Burry would check for structural issues.
1.74%
Pre-tax margin growth below 50% of ORCL's 13.96%. Michael Burry would check for structural issues.
65.65%
Tax expense growth while ORCL reduces burden. John Neff would investigate differences.
6.48%
Net income growth while ORCL declines. John Neff would investigate advantages.
-3.78%
Both companies show margin pressure. Martin Whitman would check industry conditions.
6.83%
EPS growth while ORCL declines. John Neff would investigate advantages.
6.90%
Diluted EPS growth while ORCL declines. John Neff would investigate advantages.
-0.16%
Both companies reducing share counts. Martin Whitman would check patterns.
-0.21%
Both companies reducing diluted shares. Martin Whitman would check patterns.