Better Buy: Microsoft vs. Oracle
I compared Microsoft (NASDAQ: MSFT) to Oracle (NYSE: ORCL) about a year ago and declared the former was the better investment option.
At the time, I predicted investors would continue to pay a premium for Microsoft's stock as long as its cloud business was firing on all cylinders. I noted that Oracle's stock looked cheap, but its revenue growth was tepid and it relied too heavily on big buybacks to "buy" earnings beats.
Microsoft's stock price has rallied about 40% since I wrote that article, but Oracle's stock has advanced more than 50%. Let's see if I overestimated Microsoft and underestimated Oracle and if the slower-growth tech company will remain ahead of its higher-growth peer for the rest of the year.
Source Fool.com