Head to head · SEC data as of September 11, 2026

Oracle vs IBM: which has the stronger fundamentals?

Oracle

66

Quality score · out of 100

IBM

73

Quality score · out of 100

IBM comes in ahead: a quality score of 73 versus 66 for Oracle. IBM wins on cash generation (FCF) (20% vs -35.2%) and earnings growth (11.4% vs 5.1%). Oracle answers with net margin (25.4% vs 15.5%), ROE (40.2% vs 31.1%) and revenue growth (10.7% vs 4.2%).

The metrics, head to head

MetricOracleIBM
Quality score (0-100)6673
Net margin25.4%15.5%
Gross margin58.1%
ROE40.2%31.1%
Net debt/EBITDA3.48×3.75×
FCF margin-35.2%20%
Revenue growth (annualized)10.7%4.2%
Earnings growth (annualized)5.1%11.4%

TTM metrics with official SEC data, refreshed daily. Bold green marks the winner of each metric. A dash means the metric doesn't apply or isn't reliable.

What each one does

Oracle. Oracle is one of the world's largest enterprise-software companies, known for its databases. Its current growth leans on the cloud: renting infrastructure and applications to companies, including capacity for AI.

IBM. IBM is a tech veteran that has reinvented itself toward enterprise software, consulting and hybrid cloud (after buying Red Hat). It no longer mainly sells computers: today its business is helping large companies manage their technology, with AI (watsonx) as its bet.

Advertising

Want to invest in IBM?

Open your account in minutes with regulated brokers and buy U.S. and European stocks from small amounts. No paperwork.

Interactive BrokersGlobal markets

The serious investor's standard

Open free account →
WebullCommission-free

Popular in the U.S.

Open free account →

Investing carries risk of loss.

What this comparison doesn't tell you

The score measures business quality, not whether the stock is cheap or expensive: the better company can be the worse investment if you overpay. For the valuation verdict, enter each one's current price in the analyzer:

Analyze Oracle →Analyze IBM →

Frequently asked questions

Who has the stronger fundamentals today, Oracle or IBM?

By the StockSemáforo model (profitability, growth and financial strength, built on official SEC data), IBM scores higher: 73 versus 66 out of 100. The score is recomputed nightly with the latest filings.

Does that make IBM the better investment?

No. The score measures business quality, not valuation: an excellent company can trade at an excessive price and be a poor investment at that price. To find out whether it's cheap or expensive, enter its current quote in the StockSemáforo analyzer.

Who's behind the methodology and model · how the score is computed

Data: official SEC filings (EDGAR) · Recomputed on September 11, 2026

Spotted a figure that looks wrong? Report it and we'll review it.

Was this page helpful?