How Does Oracle Stock Stack Up Against Its Peers?
Oracle‘s stock has faced a notable decline year-to-date in early 2026, prompting a closer look at its standing among cloud and AI leaders. While showcasing solid operating margins, its revenue growth remains moderate. A higher PE ratio and a significant negative free cash flow margin underscore investor concerns over aggressive AI infrastructure spending and rising debt, creating a mixed outlook despite a massive backlog and long-term rebound potential.
- ORCL’s 31.9% operating margin, high but below MSFT’s 46.7%, signals strong efficiency yet Microsoft’s superior cloud software dominance.
- ORCL’s 11.1% LTM revenue growth, outpacing CRM/IBM but lagging MSFT/AMZN/GOOGL, highlights strong OCI/AI demand despite hyperscaler cloud scale.
- ORCL’s 3.2% 1-yr stock decline, underperforming MSFT/AMZN/GOOGL/IBM with a 28.7 P/E, indicates investor growth concerns amid significant cloud capex.
Here’s how Oracle stacks up across size, valuation, and profitability versus key peers.
| ORCL | MSFT | AMZN | CRM | GOOGL | IBM | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 443.3 | 3,051.8 | 2,344.8 | 188.3 | 3,632.8 | 240.3 |
| Revenue ($ Bil) | 61.0 | 305.5 | 716.9 | 41.5 | 402.8 | 67.5 |
| PE Ratio | 28.7 | 25.6 | 30.2 | 25.3 | 27.5 | 22.7 |
| LTM Revenue Growth | 11.1% | 16.7% | 12.4% | 9.6% | 15.1% | 7.6% |
| LTM Operating Margin | 31.9% | 46.7% | 11.2% | 21.5% | 32.0% | 18.5% |
| LTM FCF Margin | -21.6% | 25.3% | 1.1% | 34.7% | 18.2% | 17.0% |
| 12M Market Return | -3.2% | 3.2% | 5.1% | -30.6% | 74.6% | 4.6% |
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 | 2026 | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|
| 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 | 9.6% | 9.6% | 8.7% | 11.2% | |
| GOOGL | 15.1% | – | 15.1% | 13.9% | 8.7% |
| IBM | 7.6% | – | 7.6% | 1.4% | 2.2% |
Operating Margin Comparison
| LTM | 2026 | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|
| 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 | 21.5% | 21.5% | 20.2% | 17.2% | |
| GOOGL | 32.0% | – | 32.0% | 32.1% | 27.4% |
| IBM | 18.5% | – | 18.5% | 16.1% | 15.2% |
PE Ratio Comparison
| LTM | 2026 | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|
| ORCL | 28.7 | – | 43.7 | 43.7 | 33.4 |
| MSFT | 25.6 | – | 35.3 | 35.5 | 38.7 |
| AMZN | 30.2 | – | 31.7 | 38.8 | 51.5 |
| CRM | 25.3 | 33.7 | 51.9 | 62.0 | |
| GOOGL | 27.5 | – | 28.7 | 23.3 | 23.9 |
| IBM | 22.7 | – | 26.1 | 33.6 | 19.9 |
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