Compare Stocks › DXCM vs ORCL

DexCom, Inc. (DXCM) vs Oracle Corporation (ORCL): Which Is the Better Buy in 2026?

As of 2026-06-19, DXCM is undervalued at $72, with a DCF intrinsic value of $91 and a margin of safety of 21%. ORCL is undervalued at $184, with an intrinsic value of $285 and a margin of safety of 35%. Of the two, ORCL has the wider margin of safety.

DXCM

DexCom, Inc.

$72.47

ORCL

Oracle Corporation

$184.29

Rewards

DXCM

★Gross margin of 61.5% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
★Free cash flow has grown at a 52.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
★Each dollar of retained earnings has created $2.82 of earning power — management is an exceptional capital allocator.

ORCL

★Oracle Corporation has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
★Gross margin of 65.8% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
★Return on equity has consistently exceeded 20% over 3 years, indicating efficient use of shareholder capital.

Risks

DXCM

⚠5 insider sales totaling $2.9M with no purchases in the past 3 months — insiders are reducing their exposure.

ORCL

⚠Despite buyback spending, shares outstanding increased in 3 out of 4 years — stock-based compensation is offsetting repurchases.
⚠High leverage (2.89x net debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
⚠Insiders have sold $2.6M worth of stock in the past 3 months — significant insider liquidation.

Key Valuation Metrics

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DXCM

ORCL

Valuation

$1.06B

Free Cash Flow

$-20.34B

3.78%

FCF Yield

-3.84%

31.10

Trailing P/E

31.56

23.51

Forward P/E

16.89

Quality & Moat

18.78%

ROIC

9.68%

35.62%

ROE

53.38%

61.50%

Gross Margin

65.82%

1.36

PEG Ratio

1.06

Balance Sheet Safety

Net cash

Net Debt / Equity

2.89

N/A

Interest Coverage

N/A

-0.80

Net Debt / EBITDA

3.92

0.00%

Dividend Yield

1.09%

DXCM: 5Ties: 2ORCL: 5

DXCMORCL

Historical Fundamentals

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DXCM

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

ORCL

$1 Retained Earnings Test

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DXCM

$-9.32

created per $1 retained over 3 years

Market Cap Declined

Σ Retained

$1.95B

Δ Market Cap

$-18.21B

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

ORCL

$17.69

created per $1 retained over 3 years

Exceptional Value Creator

Σ Retained

$18.61B

Δ Market Cap

+$329.28B

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

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DXCM

20.5% Margin of Safety

Price is 20.5% below estimated fair value

Current Price: $72.47

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

Fair Value: $91.17

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

ORCL

35.4% Margin of Safety

Price is 35.4% below estimated fair value

Current Price: $184.29

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

Fair Value: $285.39

Strongly undervalued

Undervalued

Fairly valued

Overvalued

Strongly overvalued

Reverse DCF — Market-Implied Growth

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DXCM

What growth rate is the market pricing in at $72?

+14.2%

Market-Implied Owner Earnings Growth

Standard FCF implies +11.0%

The market implies +14.2% Owner Earnings growth, below historical trends — potential opportunity.

Standard FCF implies a more demanding +11.0%, reflecting heavy growth investment expected to generate future returns.

ORCL

Requires positive FCF to compute implied growth rate.

Economic Moat Score

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DXCM

65/100

Narrow Moat

70+ Wide · 40-69 Narrow · <40 None

Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability would strengthen the moat.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

ORCL

68/100

Narrow Moat

70+ Wide · 40-69 Narrow · <40 None

Narrow moat with revenue predictability as the key competitive advantage. Improving reinvestment efficiency would strengthen the moat.

Forensic Accounting

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DXCM

-2.62

Unlikely Manipulator

Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

ORCL

-2.57

Unlikely Manipulator

Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Ownership Breakdown

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DXCM

Insiders 0.3%Institutions 102.7%

No. of Institutional Holders1,422

High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

ORCL

Insiders 40.5%Institutions 44.0%Retail & Other 15.5%

No. of Institutional Holders4,512

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

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DXCM

Buys (3M)

Buys (12M)

Total value (12M): $1.00M

LEACH JACOB STEVEN

President

$1.00M

@ $55.04 · 2025-11-10

Open market purchases · includes direct & indirect ownership · excludes option exercises

ORCL

Buys (3M)

Buys (12M)

Total value (12M): $112,258

FAIRHEAD RONA ALISON

Director

$112,258

@ $233.87 · 2025-07-07

MOORMAN CHARLES W IV

Director

$947,913

@ $172.35 · 2025-02-12

Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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DXCM

Sells (3M)

Sells (12M)

Total value (12M): $4.02M

COLEMAN JON

Officer

$722,628

@ $73.56 · 2026-06-04

SAYER KEVIN R

Officer and Director

$1.93M

@ $72.00 · 2026-05-21

BROWN MICHAEL JON

Officer

$101,847

@ $59.91 · 2026-05-15

HELLER BRIDGETTE P

Director

$60,730

@ $60.01 · 2026-05-12

BROWN MICHAEL JON

Officer

$107,168

@ $63.04 · 2026-04-15

BROWN MICHAEL JON

Officer

$110,245

@ $64.85 · 2026-03-16

HELLER BRIDGETTE P

Director

$68,826

@ $68.01 · 2026-02-12

HELLER BRIDGETTE P

Director

$58,767

@ $58.07 · 2025-11-12

MALADY KYLE

Director

$53,934

@ $80.86 · 2025-09-05

STERN SADIE

Officer

$117,280

@ $80.00 · 2025-09-04

SYLVAIN JEREME M

Chief Financial Officer

$357,796

@ $74.17 · 2025-09-02

BROWN MICHAEL JON

Officer

$40,145

@ $80.29 · 2025-08-15

STERN SADIE

Officer

$130,459

@ $88.99 · 2025-07-28

BROWN MICHAEL JON

Officer

$43,015

@ $86.03 · 2025-07-15

STERN SADIE

Officer

$124,698

@ $85.06 · 2025-06-26

BROWN MICHAEL JON

Officer

$41,400

@ $82.80 · 2025-06-16

STERN SADIE

Officer

$526,318

@ $85.11 · 2025-05-27

BROWN MICHAEL JON

Officer

$842,849

@ $84.28 · 2025-05-23

HELLER BRIDGETTE P

Director

$24,756

@ $70.33 · 2025-03-17

SYLVAIN JEREME M

Chief Financial Officer

$844,632

@ $70.38 · 2025-03-12

BROWN MICHAEL JON

Officer

$914,941

@ $70.38 · 2025-03-12

STERN SADIE

Officer

$786,568

@ $70.38 · 2025-03-12

SAYER KEVIN R

Chief Executive Officer

$2.29M

@ $70.38 · 2025-03-12

LEACH JACOB STEVEN

Chief Operating Officer

$990,670

@ $70.38 · 2025-03-12

SYLVAIN JEREME M

Chief Financial Officer

$516,830

@ $73.83 · 2025-03-10

SYLVAIN JEREME M

Chief Financial Officer

$181,650

@ $86.91 · 2025-01-29

SAYER KEVIN R

Chief Executive Officer

$2.90M

@ $86.91 · 2025-01-29

STERN SADIE

Officer

$181,911

@ $86.91 · 2025-01-29

DOLAN MATTHEW VINCENT

Officer

$102,820

@ $86.91 · 2025-01-29

LEACH JACOB STEVEN

Chief Operating Officer

$228,932

@ $86.91 · 2025-01-29

SYLVAIN JEREME M

Chief Financial Officer

$57,191

@ $76.87 · 2024-12-16

HELLER BRIDGETTE P

Director

$76,870

@ $76.87 · 2024-12-16

STERN SADIE

Officer

$32,593

@ $76.87 · 2024-12-16

LEACH JACOB STEVEN

Chief Operating Officer

$57,191

@ $76.87 · 2024-12-16

STERN SADIE

Officer

$318,275

@ $74.73 · 2024-11-20

SYLVAIN JEREME M

Chief Financial Officer

$264,285

@ $75.51 · 2024-11-15

HELLER BRIDGETTE P

Director

$70,000

@ $70.00 · 2024-09-16

SYLVAIN JEREME M

Chief Financial Officer

$51,586

@ $69.15 · 2024-09-09

STERN SADIE

Officer

$29,458

@ $69.15 · 2024-09-09

LEACH JACOB STEVEN

Chief Operating Officer

$51,586

@ $69.15 · 2024-09-09

BROWN MICHAEL JON

Officer

$48,020

@ $70.00 · 2024-08-30

BROWN MICHAEL JON

Officer

$45,347

@ $69.55 · 2024-07-31

BROWN MICHAEL JON

Officer

$75,317

@ $114.29 · 2024-06-28

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

ORCL

Sells (3M)

Sells (12M)

Total value (12M): $1.89B

LEVEY STUART A

Officer

$2.64M

@ $176.19 · 2026-04-16

MAGOUYRK CLAYTON M

Chief Executive Officer

$1.55M

@ $155.23 · 2026-02-09

KEHRING DOUGLAS A

Officer

$6.82M

@ $194.89 · 2026-01-15

HURA MARK

Officer

$2.95M

@ $196.89 · 2025-12-24

SELIGMAN NAOMI O

Director

$437,064

@ $196.61 · 2025-12-23

MAGOUYRK CLAYTON M

Chief Executive Officer

$1.93M

@ $192.52 · 2025-12-19

SMITH MARIA

Officer

$2.80M

@ $280.31 · 2025-10-23

MAGOUYRK CLAYTON M

Chief Executive Officer

$11.07M

@ $276.64 · 2025-10-21

LEVEY STUART A

Officer

$5.93M

@ $300.00 · 2025-10-10

SELIGMAN NAOMI O

Director

$641,958

@ $288.91 · 2025-09-26

SICILIA MICHAEL D

Officer

$10.87M

@ $321.16 · 2025-09-23

SICILIA MICHAEL D

Officer

$5.12M

@ $313.60 · 2025-09-16

MAGOUYRK CLAYTON M

President

$6.31M

@ $297.11 · 2025-09-12

SICILIA MICHAEL D

Officer

$4.04M

@ $254.48 · 2025-08-05

SELIGMAN NAOMI O

Director

$770,656

@ $233.32 · 2025-07-16

SMITH MARIA

Officer

$2.33M

@ $232.99 · 2025-07-03

CATZ SAFRA A

Chief Executive Officer

$267.24M

@ $212.01 · 2025-06-27

CATZ SAFRA A

Chief Executive Officer

$794.64M

@ $212.50 · 2025-06-26

CATZ SAFRA A

Chief Executive Officer

$764.01M

@ $206.77 · 2025-06-23

CONRADES GEORGE HENRY

Director

$1.74M

@ $213.49 · 2025-06-17

MAGOUYRK CLAYTON M

Officer

$3.21M

@ $214.10 · 2025-06-17

SELIGMAN NAOMI O

Director

$428,562

@ $149.53 · 2025-05-05

SELIGMAN NAOMI O

Director

$291,620

@ $145.81 · 2025-04-02

CATZ SAFRA A

Chief Executive Officer

$705.46M

@ $185.40 · 2025-01-24

SMITH MARIA

Officer

$1.04M

@ $165.00 · 2024-09-16

ELLISON LAWRENCE JOSEPH

Chief Technology Officer

$322.05M

@ $143.13 · 2024-07-16

SCREVEN EDWARD LLOYD

Officer

$60.58M

@ $141.91 · 2024-07-10

SCREVEN EDWARD LLOYD

Officer

$5.22M

@ $140.19 · 2024-06-26

SCREVEN EDWARD LLOYD

Officer

$34.04M

@ $144.30 · 2024-06-20

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

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DXCM

😐Neutral(45/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

ORCL

😨Fear(32/100)

"Market is pessimistic — investigate whether fears are temporary or structural"

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

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DXCM

⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (45)

ORCL

⚪Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Fear (32)

View DXCM Full Analysis View ORCL Full Analysis

Frequently Asked Questions: DXCM vs ORCL

Is DexCom, Inc. or Oracle Corporation more undervalued in 2026?▼

Based on our discounted cash flow model, ORCL trades at a 35.4% margin of safety (intrinsic value $285 vs. price $184), compared to DXCM's 20.5% margin of safety (intrinsic $91 vs. $72).

Which stock has a wider economic moat, DexCom, Inc. or Oracle Corporation?▼

ORCL scores 68/100 (Narrow moat), while DXCM scores 65/100 (Narrow moat). The moat score measures competitive advantage durability across ROIC consistency, margin stability, revenue predictability, and reinvestment efficiency.

Is Oracle Corporation in financial distress?▼

ORCL's Altman Z-Score of 2.7 places it in the Grey zone, signaling elevated bankruptcy risk. DXCM scores 6.4 (Safe zone). The Altman Z-Score is a five-factor model that predicts insolvency within two years; scores below 1.81 indicate significant distress.

Which company has better free cash flow, DexCom, Inc. or Oracle Corporation?▼

DexCom, Inc. (DXCM) generates a 3.8% free cash flow yield, compared to Oracle Corporation's -3.8%. A higher FCF yield means the business converts more of its market value into cash that can be returned to shareholders or reinvested.

Which stock has higher return on invested capital, DexCom, Inc. or Oracle Corporation?▼

DXCM earns 18.8% ROIC versus ORCL's 9.7%. A higher ROIC means the company generates more profit per dollar of capital employed, a hallmark of durable competitive advantage in Buffett-style analysis.