2024-04-24 09:03:28 ET
Summary
- We examined revenue growth and market shares of Oracle and IBM in the software sector, finding Oracle's larger market share and more extensive product offering giving it the edge.
- Our analysis shows Oracle outperforming IBM in profitability metrics, showing higher margins and efficiency ratios, indicating better asset and capital utilization.
- We expect Oracle to enhance its financial position, including reduced net debt and stronger liquidity ratios, supporting our higher price target and Buy rating for the company.
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Oracle Vs. IBM: Battle Of The Software And Services Giants