FMP
Sep 14, 2021 6:24 PM - Davit Kirakosyan
Oracle Corporation (NYSE:ORCL) reported mixed Q1/22 results with EPS of $1.03 being above the consensus estimate of $0.97. Quarterly revenue grew 3.8% year-over-year to $9.73 billion, missing the consensus by 30bps.
The management guided Q2 revenue growth of 3–5% year-over-year, which is relatively in line with the Street estimate of 4.3% growth.
Following the results, the company’s shares were trading around 3% lower today.
According to the analysts at Oppenheimer, the company has been slow to transition to the cloud to date but recently has committed to incremental investments to capture cloud demand. The analysts expect these investments to drive sustainable mid-single digit revenue growth as the mix shifts towards cloud assets and away from on premise software. However, they expect incremental investments to weigh on earnings and cash flow generation in the medium term, limiting multiple expansion and share appreciation.
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...