Oracle stock jumped 11% after positive Q1 FY'25 earnings, but Fiserv and Barrick Gold seem better

From Nasdaq: 2024-09-13 01:04:07

Investors in Oracle (NYSE:ORCL) saw a stock jump of 11% after better-than-expected Q1 FY’25 earnings, but Fiserv (NYSE:FI) and Barrick Gold (NYSE:GOLD) now appear more attractive based on valuation and growth data. Fiserv and Barrick Gold have shown higher revenue and profit growth and are cheaper than Oracle.

Fiserv (FI) offers a better opportunity with higher revenue and profit growth, lower valuation, and stronger quarterly and annual growth compared to Oracle. Barrick Gold (GOLD) also outperformed Oracle in revenue growth and margin expansion, while ORCL trades at a higher price-to-operating income ratio.

FI stock has shown strong market performance with a 41% return over the past year, surpassing ORCL returns. A year ago, ORCL had a higher valuation but lower growth compared to FI, indicating a possible market reward shift towards FI and GOLD.

Fiserv benefits from the digital commerce shift, providing technology for payment processing and solutions for banks and merchants. Barrick Gold, a major gold mining company, has a strong portfolio of assets and is expanding its copper business, driven by bullish sentiment towards precious metals and futuristic industries.

Oracle’s return of 10% in September 2024 and 49% YTD lags behind S&P 500 and Trefis Reinforced Value Portfolio. Consider investing in Trefis Market-Beating Portfolios for potential market outperformance.



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