VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

CoStar Group, Inc. vs Oracle Corporation

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

CoStar Group, Inc.

CSGP · NASDAQ

Market cap (USD)$28.6B
SectorReal Estate
CountryUS
Data as of2025-12-29
Moat score
75/ 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 CoStar Group, Inc.'s moat claims, evidence, and risks.

View CSGP analysis

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: CoStar Group, Inc. leads (75 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: CoStar Group, Inc. has 6 segments (39% in Multifamily (Apartments.com Network)); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: CoStar Group, Inc. has 9 moat types across 4 domains; Oracle Corporation has 7 across 3.

Primary market context

CoStar Group, Inc.

Multifamily (Apartments.com Network)

Market

Online multifamily rental marketplaces and advertising

Geography

United States

Customer

Two-sided (renters + property managers/owners)

Role

Marketplace (subscription advertising + workflow tools)

Revenue share

39%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

CoStar Group, Inc.
Oracle Corporation
Ticker / Exchange
CSGP - NASDAQ
ORCL - New York Stock Exchange
Market cap (USD)
$28.6B
$567.4B
Sector
Real Estate
Technology
HQ country
US
US
Primary segment
Multifamily (Apartments.com Network)
Infrastructure cloud services and license support
Market structure
Oligopoly
Oligopoly
Market share
n/a
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
75 / 100
56 / 100
Moat domains
Supply, Network, Demand, Legal
Demand, Supply, Network
Last update
2025-12-29
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow ScaleSuite Bundling

CoStar Group, Inc. strengths

Data Network EffectsData Workflow LockinDe Facto StandardIP Choke PointTwo Sided NetworkBrand TrustEcosystem Complements

Oracle Corporation strengths

Long Term ContractsInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

Segment mix

CoStar Group, Inc. segments

Full profile >

CoStar (commercial real estate info & analytics)

Oligopoly

37.3%

Information Services (lease management software + international info)

Competitive

5%

Multifamily (Apartments.com Network)

Oligopoly

39%

LoopNet (commercial property marketing marketplace)

Oligopoly

10.3%

Residential (Homes.com + OnTheMarket)

Oligopoly

3.7%

Other Marketplaces (Ten-X, Land.com, BizBuySell, etc.)

Competitive

4.8%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.