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← CockpitCompetitor Analysis › 4716.T Oracle Corporation JapanOpen in the cockpit ↗

Oracle Corporation Japan4716.TCompetitor analysis, valuation and peers

Japan · JPY·Information Technology›Packaged Software

Sells and supports Oracle's database and enterprise software products to Japanese businesses.

≈ The Japanese sales/support subsidiary of OracleMomentum strong 73
Mkt cap
$7.73B
US dollars, full cap
Free float
26%
of shares outstanding
$/day
$20.2M
20-day average traded
Fwd P/E
17.0×
forward earnings
ROIC−WACC
+83.5 pp
WACC 5.0%
Hurdle
-13 pp
Req g minus delivered
Next earnings
46 days
22 Dec 2026
Close · JPY¥9,503
1D-6.3%
1W-3.4%
1M-3.8%
3M+8.8%
6M+9.9%
YTD-27.9%
1Y-35.7%
ATR %3.1%
52w lowhigh37.0% off high

What Oracle Corporation Japan does

Sells and supports Oracle's database and enterprise software products to Japanese businesses.

Majority-owned by Oracle Corporation, it sells and supports the parent's products in Japan rather than developing its own. Annually renewing software support contracts form the steadiest income, with cloud subscriptions growing. Most sales are made through Japanese IT partners.

In one line: The Japanese sales/support subsidiary of Oracle.

Products and services

  • Database software licensing
  • Cloud/ERP software
  • Support/consulting services

Customers

  • Japanese enterprises/government

Where it sits in the supply chain

  • Enterprise software
  • Software distribution & support
  • Database, ERP, cloud software sales

What could go right

  • Cloud/database migration demand

What could go wrong

  • Competition from cloud-native software vendors

Moat: narrow (switching costs, installed base). Deeply embedded Oracle database systems are costly for Japanese enterprise customers to replace.

Headquarters: Tokyo, Japan · Founded: 1985 · Employees: 2,097

Named competitors

Oracle Corporation Japan at a glance

Size Oracle Corporation Japan (4716.T) is a Japan Information Technology company (Packaged Software) with a market value of $7.73B, the 168th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥9,503 on 6 Nov 2026.

Performance Over six months the shares gained 9.9%, against +7.8% for the median peer and +1.8% for the Japan market (cap-weighted) — 11th highest of 21 in its peer set.

Growth Revenue grew 10.4% over the last twelve months (peer median +21.1%); the operating margin is 32.2% (peer median 6.7%).

Valuation It trades at 17.0× forward earnings against a peer median of 53.6× (2nd cheapest of 19).

Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -13 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 83.5 points above its cost of capital (5.0% WACC).

Next results Next results expected around 22 Dec 2026 (exchange calendar; dates can move).

Relative performance

10011012011 May 202611 Aug 20266 Nov 20264716.T 111Peer median 107
Six months, rebased to 100: Oracle Corporation Japan against the median of its 20 peers (local-currency closes).

Oracle Corporation Japan financials

Reported figures in JPY; fiscal year ends 2026-05-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥294B¥285B¥264B¥245B¥227B
Revenue growth—+8%+8%+8%—
Gross profit¥132B¥128B¥121B¥113B¥107B
EBITDA¥95.9B¥91.1B¥88.1B¥81.1B¥75.7B
Net income¥67.0B¥63.5B¥60.7B¥55.6B¥52.0B
Free cash flown/a¥72.6B¥64.6B¥79.8B¥67.0B
Capital expendituren/a¥2.13B¥1.96B¥501M¥765M
Total debt¥0¥0¥0¥0¥0

Quarterly statements and history in the cockpit →

Oracle Corporation Japan competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%0%+20%301269ZETA3004549660STTANYOUDBXDUOLGTLBTNEDSGIDCC300418XROSNAPNEM968430163801004716.T6-month return →1-month return →
Up and to the right = strong over both horizons. Oracle Corporation Japan is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×500×1,000×301269ZETA3004549660SDBXTNEDSGIDCC300418XRO96844716.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Oracle Corporation Japan is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%20%40%60%ZETA300454STTANYOUDBXDUOLGTLBTNEDSGIDCCXROSNAP96843016384716.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Oracle Corporation Japan is the large dot.

Oracle Corporation Japan competitors and peer comparison

Head to head with its named competitors (4716.T vs 6702.T vs SAP.DE vs MSFT)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Oracle Corporation Japan 4716.T$7.73B+10%+10%32%17.0×-6.9%
Fujitsu 6702.T$35.4B+1%+4%10%18.0×4.1%
Sap SAP.DE$276B+49%+8%29%29.8×14.9%
Microsoft MSFT$3.94T+28%+18%47%25.5×17.2%
Nec 6701.T$36.3B+5%+7%12%18.6×5.5%
IBM IBM$232B+6%+7%21%18.8×7.6%

How Oracle Corporation Japan compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Oracle Corporation Japan against its 20 peers (data as of 6 Nov 2026)
Measure4716.TPeer medianRank in peer set
1-month return-3.8%+0.9%10th lowest of 21
6-month return+9.9%+7.8%11th highest of 21
Distance from 52-week high-37.0%-26.5%7th lowest of 21
Revenue growth (TTM)+10.4%+21.1%4th lowest of 21
Operating margin32.2%6.7%3rd highest of 21
Forward P/E17.0×53.6×2nd cheapest of 19
Growth the price implies (Req g, 7 yrs)-6.9%18.4%least demanding of 17
Growth delivered (Del g)+6.5%+18.6%3rd lowest of 17
Hurdle (Req g minus delivered)-13.4 pp-5.7 pp5th least demanding of 17
ROIC minus cost of capital+83.5 pp-6.2 pphighest of 19
EV / EBITDA12.3×20.8×2nd cheapest of 11
Net debt / EBITDA-0.4×-0.9×4th most indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Oracle Corporation Japan 4716.TJapan$7.73B+10%+10%32%17.0×-6.9%+6.5%
Empyrean Technology 301269.SZChina$7.70B+5%+15%-10%357.4×n/an/a
Zeta Global ZETAUnited States$7.79B+81%+36%3%28.2×49.7%+28.8%
Sangfor Technologies 300454.SZChina$7.84B+5%+21%2%71.4×46.1%+6.9%
Horizon Robotics 9660.HKHong Kong$7.61B-48%+46%-101%159.5×n/an/a
SentinelOne SUnited States$7.58B+31%+21%-26%54.7×53.7%+60.8%
ServiceTitan TTANUnited States$7.89B+36%+23%-13%55.6×20.7%+27.1%
Clear Secure YOUUnited States$7.55B-2%+23%26%24.2×15.8%+31.3%
Dropbox DBXUnited States$7.54B+20%0%26%11.1×-5.0%+5.7%
Duolingo DUOLUnited States$7.51B+49%+23%12%52.6×19.8%+45.0%
Gitlab GTLBUnited States$8.01B+85%+23%-8%55.0×18.8%+44.4%
Technology One TNE.AXAustralia$7.40B+15%+14%29%56.7×33.3%+14.9%
Descartes Systems DSG.TOCanada$8.10B+32%+12%33%37.9×4.4%+16.8%
InterDigital IDCCUnited States$7.35B+2%-12%45%41.4×13.4%+18.4%
Kunlun Tech 300418.SZChina$7.33B-21%+48%-21%1,291.3×n/an/a
Xero XRO.AXAustralia$8.36B-13%+27%13%66.7×25.9%+25.3%
Snap SNAPUnited States$8.39B-18%+13%-5%32.3×2.7%+18.8%
Nemetschek NEM.DEGermany$8.39B+10%+13%26%29.9×11.1%+14.8%
Square Enix 9684.TJapan$7.02B+25%+1%20%26.9×-5.4%-2.1%
CSG Digital Power Grid Research Institute 301638.SZChina$8.52B-37%+18%10%n/a18.0%+8.2%
MiniMax 0100.HKHong Kong$7.00B-81%+159%-407%n/an/an/a

Questions

Who are Oracle Corporation Japan's main competitors?
Named competitors: Fujitsu (6702.T), SAP (SAP.DE), Microsoft (MSFT), NEC (6701.T), IBM (IBM). The cockpit's measured peer set (industry) also includes Empyrean Technology (301269.SZ), Zeta Global (ZETA), Sangfor Technologies (300454.SZ), Horizon Robotics (9660.HK), SentinelOne (S), ServiceTitan (TTAN).
Is Oracle Corporation Japan expensive compared with its peers?
On forward p/e it trades at 17.0× against a peer median of 53.6×, 2nd cheapest of 19 in its peer set. For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -13 pp: the price already allows for a slowdown.
How has Oracle Corporation Japan stock performed?
Over six months to 6 Nov 2026 the shares returned +9.9% against +7.8% for the median peer; over one year -35.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.