Stock Analysis on Net

Oracle Corp. (NYSE:ORCL)

$24.99

Return on Assets (ROA)
since 2005

Microsoft Excel

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Calculation

Oracle Corp., ROA, long-term trends, calculation

Microsoft Excel

Based on: 10-K (reporting date: 2025-05-31), 10-K (reporting date: 2024-05-31), 10-K (reporting date: 2023-05-31), 10-K (reporting date: 2022-05-31), 10-K (reporting date: 2021-05-31), 10-K (reporting date: 2020-05-31), 10-K (reporting date: 2019-05-31), 10-K (reporting date: 2018-05-31), 10-K (reporting date: 2017-05-31), 10-K (reporting date: 2016-05-31), 10-K (reporting date: 2015-05-31), 10-K (reporting date: 2014-05-31), 10-K (reporting date: 2013-05-31), 10-K (reporting date: 2012-05-31), 10-K (reporting date: 2011-05-31), 10-K (reporting date: 2010-05-31), 10-K (reporting date: 2009-05-31), 10-K (reporting date: 2008-05-31), 10-K (reporting date: 2007-05-31), 10-K (reporting date: 2006-05-31), 10-K (reporting date: 2005-05-31).

1 US$ in millions


Net income
Net income exhibited a general upward trend over the period analyzed, rising from 2,886 million US dollars in 2005 to 12,443 million US dollars projected for 2025. Despite this overall increase, there were fluctuations, with notable declines occurring around 2014 to 2016, including a sharp drop to 3,825 million US dollars in 2018. Recovery was observed after 2018, with net income increasing steadily towards 2025.
Total assets
Total assets expanded significantly over the years, starting at 20,687 million US dollars in 2005 and reaching an estimated 168,361 million US dollars by 2025. The asset base grew consistently with occasional periods of accelerated growth, particularly between 2010 and 2017. There was a slight reduction in assets around 2019 and 2021, but the overall trajectory remained upward.
Return on Assets (ROA)
ROA displayed considerable variability throughout the periods analyzed. The ratio started at a relatively high level of 13.95% in 2005 and generally declined over time, dropping to lows below 7% during 2014 to 2018, with the lowest point at 2.79% in 2018. Following 2018, ROA demonstrated some recovery, stabilizing near 7.4% by 2025. This pattern suggests that while the company grew its asset base significantly, the efficiency in generating net income from these assets decreased during certain intervals but saw improvement towards the end of the period.
Observations
The data shows that the company expanded its assets substantially, which likely supports revenue growth potential and market reach. However, the decline and subsequent partial recovery in ROA indicate that asset utilization effectiveness faced challenges, possibly due to operational inefficiencies or strategic investments not immediately translating into proportional income gains. The volatility in net income around 2014 to 2018 warrants further investigation, as it may reflect external economic conditions, increased expenses, or changes in business segments impacting profitability. Overall, the long-term trends point to growth and resilience with some periods of performance softness.

Comparison to Competitors

Oracle Corp., ROA, long-term trends, comparison to competitors

Microsoft Excel

Based on: 10-K (reporting date: 2025-05-31), 10-K (reporting date: 2024-05-31), 10-K (reporting date: 2023-05-31), 10-K (reporting date: 2022-05-31), 10-K (reporting date: 2021-05-31), 10-K (reporting date: 2020-05-31), 10-K (reporting date: 2019-05-31), 10-K (reporting date: 2018-05-31), 10-K (reporting date: 2017-05-31), 10-K (reporting date: 2016-05-31), 10-K (reporting date: 2015-05-31), 10-K (reporting date: 2014-05-31), 10-K (reporting date: 2013-05-31), 10-K (reporting date: 2012-05-31), 10-K (reporting date: 2011-05-31), 10-K (reporting date: 2010-05-31), 10-K (reporting date: 2009-05-31), 10-K (reporting date: 2008-05-31), 10-K (reporting date: 2007-05-31), 10-K (reporting date: 2006-05-31), 10-K (reporting date: 2005-05-31).


Comparison to Sector (Software & Services)


Comparison to Industry (Information Technology)