IBM (NYSE: IBM) and Oracle (NYSE: ORCL) are similar in many ways.
Both tech giants are weighed down by slow-growth legacy businesses, both are trying to generate fresh growth with new cloud services, and both face stiff competition from higher-growth rivals like Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT).
But over the past five years, IBM's stock has declined more than 20% as shares of Oracle have surged over 40%. Let's see why that happened, and whether or not Oracle will keep outperforming IBM over the next few years.
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