MySQL NASDAQ: ORCL

mysql.com

+26%

est. 2Y upside i

DevOps & Infra

Rank

#1480

Sector

Relational Databases

Est. Liquidity

~0Y

Data Quality

Data: High

Moderate upside with manageable risk; Oracle's current valuation at 5.4x trailing revenue is reasonable for a mature growth company.

Last updated: July 19, 2026

Bull (20%)+77%

AI database demand and strong execution push exit multiple to 8x, yielding 77% upside net of 10% dilution.

Base (50%)+31%

Revenue grows to $85B with multiple holding at 6x, resulting in 30.5% upside after dilution.

Bear (30%)-16%

Competitive pressure and capex concerns compress multiple to 4x, leading to 16.3% decline net of dilution.

Est. time to liquidity~0.0 years

Preference Stack Risk

low

Funding Intensity

0%

No preferred stock; equity is common stock of a public company with no preference overhang.

Dilution Risk

moderate

Dilution from ongoing stock-based compensation estimated at ~10% over 2 years.

Secondary Liquidity

active

Equity is publicly traded on NASDAQ under ORCL, offering full liquidity.

Questions to Ask at the Interview

Strategic questions based on MySQL NASDAQ: ORCL's data — designed to show you've done your homework.

  • 1

    How does MySQL maintain its competitive edge against PostgreSQL and cloud-native databases?

  • 2

    What are the key drivers for Oracle's cloud database revenue growth?

  • 3

    How do you evaluate equity compensation at a mature public company vs a high-growth startup?

Community

Valuation Sentiment

Our model estimates +26% upside. What do you think?

Anonymous. Do not share material non-public information.


Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.