Verdict: Side-by-side breakdown using the Bull Rankings model. ORCL scored 68.7, ADSK scored 81.9 — ADSK leads.
Compare another set
ORCL
Oracle Corporation
Software - Infrastructure · Quality-Growth
68.7
$143.20 · $434.1B
fundamentals as of
Score gap
13.2
ADSK leads
ADSK
Autodesk, Inc.
Software - Application · Quality-Growth
81.9
$230.43 · $48.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthORCL+21.6%
Strongest balance sheetADSK1.10
Highest qualityADSK88 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
ORCL
stronger →← stronger
ADSK
62
Qualityreturns · margins · balance sheet
88
89
Growthrevenue & earnings expansion
88
59
Valuevaluation vs sector peers
71
ADSK is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ORCL
ADSK
-$28.7bF
FCF
$2.8bB
+21.6%A-
Rev
+17.9%B+
2.52D
D/E
1.10C
6.0xC+
P/S
—
0.79A-
PEG
0.79A-
—
P/E
30.3xB
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ORCL
ADSK
—
Price vs fair valuelower is cheaper
16% above
—
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~13%/yr
—
1-yr DCF upside
-24%
—
5-yr DCF upside
-14%
—
10-yr DCF upside
+2%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ORCL
Why this score
Raising its dividend
Durable high returns
Diluting shareholders
ADSK
Why this score
Durable high returns
The companies
ORCLOracle Corporation
Software - Infrastructure · $143.20 · beta 1.77
Why now
Software - Infrastructure · market cap $434.1b. Down 56% from 52-week high of $322.54 — deep drawdown territory. Revenue growing +22%, comfortably above the S&P median. PEG 0.79 — paying under fair value for the growth rate. 41 sell-side analysts rate this a Buy with a mean 1-yr target of $237.97 (implying +66% upside).
Moat
Net margin 26% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 28% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $434.1b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
D/E 2.52 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$28.7b) — capital raises or debt issuance likely required; dilution / leverage risk. Down 56% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
ADSKAutodesk, Inc.
Software - Application · $230.43 · beta 1.33
Why now
Software - Application · market cap $48.2b. Down 28% from 52-week high of $320.00 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.79 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Buy with a mean 1-yr target of $307.54 (implying +33% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 49% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 173% of net income — earnings translate cleanly into cash.
Risk
Trailing P/E 30x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ORCL and ADSK diverge
On the headline score the gap is 13.2 points in favor of ADSK. The widest single difference is Quality, where ADSK leads by 25.3 points.
QualityORCL 62.2 · ADSK 87.5ADSK +25.3
ValueORCL 58.6 · ADSK 71.5ADSK +12.9
GrowthORCL 88.8 · ADSK 87.8level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is ADSK or ORCL the better stock?
ADSK scores higher: ADSK 81.9, ORCL 68.7 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do ADSK and ORCL differ most?
The widest gap is quality, where ADSK leads by 25 points on the 0–100 pillar scale. ADSK also leads value, while growth is effectively level between them.
How are ADSK and ORCL scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.