VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Fair Isaac Corporation vs Oracle Corporation

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

Fair Isaac Corporation

FICO · New York Stock Exchange

Market cap (USD)$41.4B
SectorTechnology
CountryUS
Data as of2025-12-31
Moat score
82/ 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 Fair Isaac Corporation's moat claims, evidence, and risks.

View FICO 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: Fair Isaac Corporation leads (82 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Fair Isaac Corporation has 2 segments (58.7% in Scores); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: Fair Isaac Corporation has 5 moat types across 2 domains; Oracle Corporation has 7 across 3.

Primary market context

Fair Isaac Corporation

Scores

Market

Consumer credit scoring and related predictive scores used in lending decisions

Geography

Primarily United States; also international

Customer

Lenders (mortgage, credit card, auto, etc.), consumer reporting agencies, and consumers (B2C)

Role

Score model developer/licensor; distribution via consumer reporting agencies and direct-to-consumer channels

Revenue share

58.7%

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

Fair Isaac Corporation
Oracle Corporation
Ticker / Exchange
FICO - New York Stock Exchange
ORCL - New York Stock Exchange
Market cap (USD)
$41.4B
$567.4B
Sector
Technology
Technology
HQ country
US
US
Primary segment
Scores
Infrastructure cloud services and license support
Market structure
Quasi-Monopoly
Oligopoly
Market share
90% (reported)
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
82 / 100
56 / 100
Moat domains
Network, Demand
Demand, Supply, Network
Last update
2025-12-31
2025-12-26

Moat coverage

Shared moat types

Switching Costs General

Fair Isaac Corporation strengths

De Facto StandardFormat Lock InBrand TrustData Workflow Lockin

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleInteroperability HubKeystone ComponentTraining Org Change Costs

Segment mix

Fair Isaac Corporation segments

Full profile >

Scores

Quasi-Monopoly

58.7%

Software

Competitive

41.3%

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.