Oracle Corporation (ORCL)
Return on assets (ROA)
| May 31, 2025 | Feb 28, 2025 | Nov 30, 2024 | Aug 31, 2024 | May 31, 2024 | Feb 29, 2024 | Nov 30, 2023 | Aug 31, 2023 | May 31, 2023 | Feb 28, 2023 | Nov 30, 2022 | Aug 31, 2022 | May 31, 2022 | Feb 28, 2022 | Nov 30, 2021 | Aug 31, 2021 | May 31, 2021 | Feb 28, 2021 | Nov 30, 2020 | Aug 31, 2020 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income (ttm) | US$ in thousands | 12,443,000 | 12,160,000 | 11,625,000 | 10,977,000 | 10,468,000 | 10,643,000 | 10,138,000 | 9,376,000 | 8,504,000 | 8,374,000 | 8,797,000 | 5,809,000 | 6,718,000 | 7,562,000 | 10,264,000 | 13,953,000 | 13,747,000 | 12,830,000 | 10,380,000 | 10,249,000 |
| Total assets | US$ in thousands | 168,361,000 | 161,378,000 | 148,483,000 | 144,214,000 | 140,976,000 | 137,082,000 | 134,324,000 | 136,662,000 | 134,384,000 | 131,620,000 | 128,469,000 | 130,309,000 | 109,297,000 | 108,644,000 | 106,897,000 | 122,924,000 | 131,107,000 | 118,109,000 | 110,014,000 | 113,546,000 |
| ROA | 7.39% | 7.54% | 7.83% | 7.61% | 7.43% | 7.76% | 7.55% | 6.86% | 6.33% | 6.36% | 6.85% | 4.46% | 6.15% | 6.96% | 9.60% | 11.35% | 10.49% | 10.86% | 9.44% | 9.03% |
May 31, 2025 calculation
ROA = Net income (ttm) ÷ Total assets
= $12,443,000K ÷ $168,361,000K
= 7.39%
The analysis of Oracle Corporation’s return on assets (ROA) over the specified periods reveals notable fluctuations and trends. Starting from August 31, 2020, with a ROA of 9.03%, there was a steady increase reaching a peak of 11.35% as of August 31, 2021. This period indicates improved efficiency in generating profits from the company’s assets, possibly driven by favorable operational performance or strategic initiatives.
Following this peak, a decline is observed, with ROA decreasing sharply to 6.96% by February 28, 2022, and further down to 4.46% as of August 31, 2022. The decline suggests a period of reduced asset efficiency or increased asset base without a proportional increase in profits, which could be attributed to market dynamics, investments, or operational challenges.
In the subsequent periods, ROA shows signs of recovery and stabilization. From a low of 4.46% in August 2022, the figure recovers to 6.85% by November 30, 2022, and maintains a relatively stable trend, with minor fluctuations. The data indicates a gradual improvement in asset utilization and profitability, with ROA reaching 7.83% as of November 30, 2024.
Overall, the trend demonstrates an initial growth phase in ROA, followed by a significant decline, and then a period of recovery. The shifting ROA figures reflect the company’s evolving operational efficiency and profitability over time, influenced by internal strategies and external market conditions. The recent upward movement suggests a positive trajectory in asset utilization and profitability performance.
Peer comparison
May 31, 2025