★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Amazon.com, Inc. vs Oracle Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Amazon.com, Inc.

AMZN · NASDAQ

Market cap (USD)$2.8T
Gross margin (TTM)50.8%
Operating margin (TTM)12.1%
Net margin (TTM)17.4%
SectorConsumer
IndustrySpecialty Retail
CountryUS
Data as of2026-08-23
Moat score
95/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Amazon.com, Inc.'s moat claims, evidence, and risks.

View AMZN analysis

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$421.9B
Gross margin (TTM)65.8%
Operating margin (TTM)30.9%
Net margin (TTM)25.4%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2026-08-23
Moat score
78/ 100

Partial score covering 87% of segment weight.

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Segment focus: Amazon.com, Inc. has 4 segments (68.2% in Amazon Stores (Retail, Marketplace and Prime)); Oracle Corporation has 5 segments (36.4% in Software license and support).
  • Moat breadth: Amazon.com, Inc. has 6 moat types across 3 domains; Oracle Corporation has 4 across 2.

Primary market context

Amazon.com, Inc.

Amazon Stores (Retail, Marketplace and Prime)

Market

Online and physical retail, third-party marketplace, fulfillment and membership commerce

Geography

Global

Customer

Consumers and third-party merchants

Role

Marketplace operator, retailer, membership provider and fulfillment network

Revenue share

68.2%

Oracle Corporation

Software license and support

Market

Enterprise software licenses and support for databases, middleware, and applications (on-premise and hybrid/cloud)

Geography

Global

Customer

Enterprises & public sector

Role

Software vendor (licenses)

Revenue share

36.4%

Side-by-side metrics

Amazon.com, Inc.
Oracle Corporation
Ticker / Exchange
AMZN - NASDAQ
ORCL - New York Stock Exchange
Market cap (USD)
$2.8T
$421.9B
Gross margin (TTM)
50.8%
65.8%
Operating margin (TTM)
12.1%
30.9%
Net margin (TTM)
17.4%
25.4%
Sector
Consumer
Technology
Industry
Specialty Retail
Software - Infrastructure
HQ country
US
US
Primary segment
Amazon Stores (Retail, Marketplace and Prime)
Software license and support
Market structure
Oligopoly
Oligopoly
Market share
39%-40% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
95 / 100
78 / 100 (partial, 87% coverage)
Moat domains
Supply, Demand, Network
Demand, Supply
Last update
2026-08-23
2026-08-23

Moat coverage

Shared moat types

Capex Knowhow ScaleLong Term ContractsSuite Bundling

Amazon.com, Inc. strengths

Two Sided NetworkPhysical Network DensityDistribution Control

Oracle Corporation strengths

Switching Costs General

Segment mix

Amazon.com, Inc. segments

Full profile >

Amazon Web Services (AWS)

Oligopoly

21.1%

Amazon Stores (Retail, Marketplace and Prime)

Oligopoly

68.2%

Advertising Services (Amazon Ads and Retail Media)

Oligopoly

9.9%

Other Services and Adjacencies

Competitive

0.9%

Oracle Corporation segments

Full profile >

Cloud applications

Oligopoly

23.6%

Cloud infrastructure

Oligopoly

26.9%

Software license and support

Oligopoly

36.4%

Hardware

Competitive

4.6%

Services

Competitive

8.5%

Act on this comparison

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.