$Oracle(ORCL)$ Simple YoY fundamentals.
Revenue (FY ended May 31):
FY2026: $67.4B
FY2025: $57.4B
Change: +17%
GAAP Diluted EPS:
FY2026: $5.83
FY2025: $4.34
Change: +34%
Stock price:
Now (Sep 3, 2026 close): $154
Same time last year (Sep 3, 2025 close): ~$223
Change: -31%
Business grew, multiple compressed. Cloud, especially IaaS, was the driver.
I still think it's undervalued. FCF will take a hit in the short term, but the scale of the AI data centers should make up for it longer term.
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