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Oracle — Returns

$Open the interactive terminal to run `audit returns` with custom options.→
Capital FlowReturnsEarning QualityDebt DisciplineMoat
RETURN METRICS

TICKER: [US.ORCL - Oracle]
PERIOD: [2010-ANNUAL ~ 2026-ANNUAL]


Parameter  Value
----------------
ROIIC LAG     3Y
Tax Rate   21.0%


[+] ROE Quality: Mean 99.5% (Mean > 15% = high quality)
[~] ROE Stability: CoV 196.1% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 27.3% (> 15% = high quality)
[+] ROIIC Efficiency: 10.4% (> 10% = value creating)
[~] ROIC Trend: -1.72%/yr (Slope > 0.5%/yr = strengthening moat)


Metric                   Value
------------------------------
ROE CoV (Stability)     196.1%
ROIC Trend (Slope)   -1.72%/yr


Period          ROE    ROTE    ROA   ROIC  ROIIC-3Y
---------------------------------------------------
2010 ANNUAL   19.9%  583.2%  10.0%      -         -
2011 ANNUAL   21.5%   82.5%  11.6%  37.4%         -
2012 ANNUAL   22.8%   93.5%  12.7%  39.4%         -
2013 ANNUAL   24.5%  102.4%  13.4%  37.7%         -
2014 ANNUAL   23.4%   98.8%  12.1%  37.5%     45.2%
2015 ANNUAL   20.4%  121.6%   9.0%  33.0%      3.5%
2016 ANNUAL   18.8%  114.8%   7.9%  29.0%    -15.5%
2017 ANNUAL   17.5%  301.4%   7.0%  26.4%    -29.0%
2018 ANNUAL    7.7%       -   2.6%  25.7%     -2.2%
2019 ANNUAL   50.9%       -  10.2%  27.7%     20.9%
2020 ANNUAL   83.9%       -   8.8%  27.8%     11.2%
2021 ANNUAL  262.4%       -  10.5%  29.8%    -29.2%
2022 ANNUAL       -       -   6.1%  27.6%     44.6%
2023 ANNUAL  792.5%       -   6.3%  16.9%     -4.5%
2024 ANNUAL  120.3%       -   7.4%  14.7%      0.6%
2025 ANNUAL   60.8%       -   7.4%  13.9%      3.6%
2026 ANNUAL   45.2%       -   6.5%  12.7%     10.4%
audit returns
RETURN METRICS TICKER: [US.ORCL - Oracle] PERIOD: [2010-ANNUAL ~ 2026-ANNUAL]
Parameter Value
----------------
ROIIC LAG 3Y
Tax Rate 21.0%
[+] ROE Quality: Mean 99.5% (Mean > 15% = high quality)
[~] ROE Stability: CoV 196.1% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 27.3% (> 15% = high quality)
[+] ROIIC Efficiency: 10.4% (> 10% = value creating)
[~] ROIC Trend: -1.72%/yr (Slope > 0.5%/yr = strengthening moat)
Metric Value
------------------------------
ROE CoV (Stability) 196.1%
ROIC Trend (Slope) -1.72%/yr
Period ROE ROTE ROA ROIC ROIIC-3Y
---------------------------------------------------
2010 ANNUAL 19.9% 583.2% 10.0% - -
2011 ANNUAL 21.5% 82.5% 11.6% 37.4% -
2012 ANNUAL 22.8% 93.5% 12.7% 39.4% -
2013 ANNUAL 24.5% 102.4% 13.4% 37.7% -
2014 ANNUAL 23.4% 98.8% 12.1% 37.5% 45.2%
2015 ANNUAL 20.4% 121.6% 9.0% 33.0% 3.5%
2016 ANNUAL 18.8% 114.8% 7.9% 29.0% -15.5%
2017 ANNUAL 17.5% 301.4% 7.0% 26.4% -29.0%
2018 ANNUAL 7.7% - 2.6% 25.7% -2.2%
2019 ANNUAL 50.9% - 10.2% 27.7% 20.9%
2020 ANNUAL 83.9% - 8.8% 27.8% 11.2%
2021 ANNUAL 262.4% - 10.5% 29.8% -29.2%
2022 ANNUAL - - 6.1% 27.6% 44.6%
2023 ANNUAL 792.5% - 6.3% 16.9% -4.5%
2024 ANNUAL 120.3% - 7.4% 14.7% 0.6%
2025 ANNUAL 60.8% - 7.4% 13.9% 3.6%
2026 ANNUAL 45.2% - 6.5% 12.7% 10.4%