How Does Oracle Stock Stack Up Against Its Peers?
Oracle‘s stock has outperformed many peers over the past year, but how does its aggressive AI infrastructure push truly measure up against rivals rapidly scaling the AI and data-center boom? A closer look reveals solid operating profitability and steady growth. However, massive capital expenditures for AI are driving significant negative free cash flow, alongside a premium valuation. Upside may be limited if execution risks persist and hyperscale momentum favors pure-play cloud leaders.
- ORCL’s 31.9% operating margin is robust in cloud/enterprise software, yet trails MSFT’s 46.3%, reflecting Microsoft’s dominant AI-driven cloud scale.
- ORCL’s 11.1% revenue growth is strong via OCI/AI demand, but lags MSFT/GOOGL, who gain more from broader AI-driven cloud investments.
- ORCL’s 32.8% gain and 37.6 PE reflects cloud momentum; however, GOOGL/IBM’s stronger returns show greater AI/hybrid cloud market optimism.
Here’s how Oracle stacks up across size, valuation, and profitability versus key peers.
| ORCL | MSFT | AMZN | CRM | GOOGL | IBM | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 579.4 | 3,498.5 | 2,580.5 | 228.5 | 4,060.5 | 283.1 |
| Revenue ($ Bil) | 61.0 | 293.8 | 670.0 | 40.3 | 385.5 | 65.4 |
| PE Ratio | 37.6 | 33.3 | 36.5 | 31.6 | 32.7 | 35.8 |
| LTM Revenue Growth | 11.1% | 15.6% | 10.9% | 8.4% | 13.4% | 4.5% |
| LTM Operating Margin | 31.9% | 46.3% | 11.4% | 22.0% | 32.2% | 17.7% |
| LTM FCF Margin | -21.6% | 26.6% | 2.0% | 32.0% | 19.1% | 18.1% |
| 12M Market Return | 32.8% | 13.7% | 11.1% | -24.0% | 76.6% | 43.1% |
For more details on Oracle, read Buy or Sell ORCL Stock. Below we compare ORCL’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ORCL | 11.1% | 8.4% | 6.0% | 17.7% | |
| MSFT | 15.6% | 14.9% | 15.7% | 6.9% | |
| AMZN | 10.9% | – | 11.0% | 11.8% | 9.4% |
| CRM | 8.4% | 8.7% | 11.2% | 18.3% | |
| GOOGL | 13.4% | – | 13.9% | 8.7% | 9.8% |
| IBM | 4.5% | – | 1.4% | 2.2% | 5.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ORCL | 31.9% | 31.5% | 30.3% | 27.6% | |
| MSFT | 46.3% | 45.6% | 44.6% | 41.8% | |
| AMZN | 11.4% | – | 10.8% | 6.4% | 2.4% |
| CRM | 22.0% | 20.2% | 17.2% | 5.9% | |
| GOOGL | 32.2% | – | 32.1% | 27.4% | 26.5% |
| IBM | 17.7% | – | 16.1% | 15.9% | 13.5% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ORCL | 37.6 | 43.7 | 43.7 | 33.4 | |
| MSFT | 33.3 | 35.3 | 35.5 | 38.7 | |
| AMZN | 36.5 | – | 40.8 | 74.3 | -568.7 |
| CRM | 31.6 | 41.1 | 78.7 | 1255.0 | |
| GOOGL | 32.7 | – | 38.5 | 32.4 | 30.4 |
| IBM | 35.8 | – | 45.3 | 26.7 | 90.0 |
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