Oracle Stock vs Competition: Who Wins?
Oracle‘s stock has underperformed over the past year, down 11% as of February 17, 2026. But how does it measure up against peers driving the cloud and AI boom? A closer look reveals moderate 11.08% LTM revenue growth and a 31.94% operating margin, but a premium 28.59 PE ratio and notably negative 21.6% free cash flow, indicating potential headwinds amidst strong rivals like Microsoft and Google.
- ORCL’s 31.9% operating margin is robust, yet trails MSFT’s 46.7% due to Oracle’s aggressive cloud data center build-out.
- ORCL’s 11.1% revenue growth, fueled by OCI and AI demand, outpaces CRM/IBM but lags MSFT, AMZN, GOOGL’s strong cloud/AI momentum.
- ORCL stock, down 10.7% in 1yr, underperforms peers despite a 28.6 PE; high cloud capex impacts free cash flow.
Here’s how Oracle stacks up across size, valuation, and profitability versus key peers.
| ORCL | MSFT | AMZN | CRM | GOOGL | IBM | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 441.0 | 2,949.1 | 2,154.3 | 174.7 | 3,646.6 | 241.2 |
| Revenue ($ Bil) | 61.0 | 305.5 | 716.9 | 40.3 | 402.8 | 65.4 |
| PE Ratio | 28.6 | 24.7 | 27.7 | 24.2 | 27.6 | 30.5 |
| LTM Revenue Growth | 11.1% | 16.7% | 12.4% | 8.4% | 15.1% | 4.5% |
| LTM Operating Margin | 31.9% | 46.7% | 11.2% | 22.0% | 32.0% | 17.7% |
| LTM FCF Margin | -21.6% | 25.3% | 1.1% | 32.0% | 18.2% | 18.1% |
| 12M Market Return | -10.7% | -2.1% | -12.0% | -43.2% | 63.7% | 1.3% |
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 | 16.7% | 14.9% | 15.7% | 6.9% | |
| AMZN | 12.4% | 12.4% | 11.0% | 11.8% | |
| CRM | 8.4% | 8.7% | 11.2% | 18.3% | |
| GOOGL | 15.1% | 15.1% | 13.9% | 8.7% | |
| 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 | 46.7% | 45.6% | 44.6% | 41.8% | |
| AMZN | 11.2% | 11.2% | 10.8% | 6.4% | |
| CRM | 22.0% | 20.2% | 17.2% | 5.9% | |
| GOOGL | 32.0% | 32.0% | 32.1% | 27.4% | |
| IBM | 17.7% | – | 16.1% | 15.9% | 13.5% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ORCL | 28.6 | 43.7 | 43.7 | 33.4 | |
| MSFT | 24.7 | 35.3 | 35.5 | 38.7 | |
| AMZN | 27.7 | 31.7 | 38.8 | 51.5 | |
| CRM | 24.2 | 41.1 | 78.7 | 1255.0 | |
| GOOGL | 27.6 | 28.7 | 23.3 | 23.9 | |
| IBM | 30.5 | – | 45.3 | 26.7 | 90.0 |
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