VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Alphabet Inc. vs Oracle Corporation

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

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$3.8T
Gross margin (TTM)59.7%
Operating margin (TTM)32%
Net margin (TTM)32.8%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2025-12-21
Moat score
86/ 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 Alphabet Inc.'s moat claims, evidence, and risks.

View GOOGL analysis

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$425.6B
Gross margin (TTM)68.5%
Operating margin (TTM)30.3%
Net margin (TTM)25.3%
SectorTechnology
IndustrySoftware - Infrastructure
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: Alphabet Inc. leads (86 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Alphabet Inc. has 6 segments (56.6% in Google Search & other (Advertising)); 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: Alphabet Inc. has 10 moat types across 4 domains; Oracle Corporation has 7 across 3.

Primary market context

Alphabet Inc.

Google Search & other (Advertising)

Market

Search advertising (intent-based digital ads)

Geography

Global

Customer

Advertisers (SMB to enterprise)

Role

Ad platform / publisher

Revenue share

56.6%

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

Alphabet Inc.
Oracle Corporation
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
ORCL - New York Stock Exchange
Market cap (USD)
$3.8T
$425.6B
Gross margin (TTM)
59.7%
68.5%
Operating margin (TTM)
32%
30.3%
Net margin (TTM)
32.8%
25.3%
Sector
Communication Services
Technology
Industry
Internet Content & Information
Software - Infrastructure
HQ country
US
US
Primary segment
Google Search & other (Advertising)
Infrastructure cloud services and license support
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-91% (reported)
3% (estimated)
HHI estimate
8,115
n/a
Pricing power
Strong
Weak
Moat score
86 / 100
56 / 100
Moat domains
Network, Demand, Legal, Supply
Demand, Supply, Network
Last update
2025-12-21
2025-12-26

Moat coverage

Shared moat types

Switching Costs GeneralCapex Knowhow Scale

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkContent Rights CurrencyOperational ExcellenceDefault OS GatewayEcosystem ComplementsIncubation & patient capital

Oracle Corporation strengths

Suite BundlingLong Term ContractsInteroperability HubKeystone ComponentTraining Org Change Costs

Segment mix

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

56.6%

YouTube (Advertising)

Oligopoly

10.3%

Google Network (Advertising)

Competitive

8.7%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.5%

Google Cloud

Oligopoly

12.4%

Other Bets

Competitive

0.5%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.