Head to head · SEC data as of July 10, 2026

Oracle vs IBM: which has the stronger fundamentals?

Oracle

71

Quality score · out of 100

IBM

78

Quality score · out of 100

IBM comes in ahead: a quality score of 78 versus 71 for Oracle. IBM wins on cash generation (FCF) (18.7% vs -35.2%) and earnings growth (12.1% vs 5.1%). Oracle answers with net margin (25.4% vs 15.6%), ROE (40.2% vs 32.6%) and revenue growth (10.7% vs 4.3%).

The metrics, head to head

MetricOracleIBM
Quality score (0-100)7178
Net margin25.4%15.6%
Gross margin58.4%
ROE40.2%32.6%
Net debt/EBITDA-0.85×
FCF margin-35.2%18.7%
Revenue growth (annualized)10.7%4.3%
Earnings growth (annualized)5.1%12.1%

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.

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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: 78 versus 71 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.

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