SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?


To: P.M.Freedman who wrote (5567)2/17/1998 7:05:00 PM
From: Teri Skogerboe  Read Replies (1) | Respond to of 19079
 
FIRST CALL EARNINGS ESTIMATES

ORCL Oracle Corp. 02/16/98
Industry: Software SIC: 7372
Latest Price: $26.50 1998 P/E: 29.4
Analyst Recommendation: 2.7

QTR QTR FY FY
Feb 98 May 98 May 98 May 99
--- --- -- --
CURRENT MEAN EPS 0.19 0.37 0.90 1.10
Number of Brokers 26 25 26 26

Median 0.19 0.36 0.90 1.10
Standard Deviation 0.01 0.04 0.04 0.06
Current High 0.23 0.43 1.00 1.23
Current Low 0.18 0.29 0.82 1.00

Year Ago EPS 0.19A 0.36A 0.84A 0.90
Current vs. Year Ago Change 0% 3% 7% 22%
Report Date wk/Mar 13 wk/Jun 17 wk/Jun 17 -

EARNINGS ESTIMATE REVISION MOMENTUM

Up Revisions last 7 days 1 0 1 1
Up Revisions last 30 days 4 3 5 5
Down Revisions last 7 days 1 0 1 0
Down Revisions last 30 days 1 1 1 0

EARNINGS ESTIMATES CONSENSUS TRENDS

Current Mean 0.19 0.37 0.90 1.10
7-days ago Mean 0.19 0.37 0.90 1.10
30-days ago Mean 0.19 0.37 0.90 1.10
60-days ago Mean 0.19 0.37 0.90 1.12
90-days ago Mean 0.25 0.47 1.11 1.41

COMPARATIVE ESTIMATES AND TRENDS

Industry - Software 75.41 73.50 284.71 348.03
Current vs. Year Ago Change 20% 21% 22% 22%

Sector - TECHNOLOGY 8.62 10.19 37.32 46.89
Current vs. Year Ago Change 4% 11% 10% 26%

WSJ/DJ US Index 10.52 11.83 44.48 50.21
Current vs. Year Ago Change 6% 10% 9% 13%

Ratios Relative To: Company Industry Sector WSJ/DJ

P/E on 1998 Cal Yr Mean 27.6 34.89 23.68 20.17
PEG on 1998 Cal Yr Mean 1.10 1.63 1.34 1.63

RECOMMENDATION AND GROWTH RATES

RECOMMENDATIONS LONG TERM GROWTH RATES

Current Mean 2.7 Next 5 yrs - Median 25%
Number of Brokers 25 Number of Brokers 11
Industry Recommendation: 2.1 Industry Growth Rate: 21%

7-days ago Mean 2.7 Next 5 yrs - High 33%
30-days ago Mean 2.7 Next 5 yrs - Low 20%
60-days ago Mean 1.5 Last 5 Years 41%
90-days ago Mean 1.5

Diff. from Industry -0.6 Rel. to Industry 1.2
Diff. from Sector -0.7 Rel. to Sector 1.4
Diff. from WSJ/DJ US -0.5 Rel. to WSJ/DJ US 2.0

Transmitted: 02/17/98 10:03 (E_ORCL)
----



To: P.M.Freedman who wrote (5567)2/18/1998 9:50:00 AM
From: Wizard Wannabe  Read Replies (1) | Respond to of 19079
 
P.M. Freedman: You raise a key issue re: NCs. That may be a factor regarding stock price.



To: P.M.Freedman who wrote (5567)2/18/1998 5:56:00 PM
From: Wizard Wannabe  Read Replies (1) | Respond to of 19079
 
Just for the heck of it, I performed another fundamental analysis over at eduvest.com, but I assumed a different scenario.

Let's say that next year's earnings don't come in at $1.14/shr as projected by Zacks but instead come in at $1.00/shr (9% growth).

The value point came in at just under $30.00.

Still not bad.

(p.s. anyone can review my analysis by hitting the "Forum" icon at the above site)