VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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)$4.7T
Gross margin (TTM)60.4%
Operating margin (TTM)32.7%
Net margin (TTM)37.9%
SectorCommunication Services
IndustryInternet Content & Information
CountryUS
Data as of2026-05-26
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)$548.7B
Gross margin (TTM)66.4%
Operating margin (TTM)30.8%
Net margin (TTM)25.3%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2026-05-27
Moat score
65/ 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 65 / 100 for Oracle Corporation).
  • Segment focus: Alphabet Inc. has 6 segments (55.7% in Google Search & other (Advertising)); Oracle Corporation has 5 segments (36.8% in Software license and support).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • 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

55.7%

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

36.8%

Side-by-side metrics

Alphabet Inc.
Oracle Corporation
Ticker / Exchange
GOOGL - The Nasdaq Stock Market
ORCL - New York Stock Exchange
Market cap (USD)
$4.7T
$548.7B
Gross margin (TTM)
60.4%
66.4%
Operating margin (TTM)
32.7%
30.8%
Net margin (TTM)
37.9%
25.3%
Sector
Communication Services
Technology
Industry
Internet Content & Information
Software - Infrastructure
HQ country
US
US
Primary segment
Google Search & other (Advertising)
Software license and support
Market structure
Quasi-Monopoly
Oligopoly
Market share
89%-91% (reported)
n/a
HHI estimate
8,135
n/a
Pricing power
Strong
Moderate
Moat score
86 / 100
65 / 100
Moat domains
Network, Demand, Legal, Supply
Demand, Supply, Network
Last update
2026-05-26
2026-05-27

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

55.7%

YouTube (Advertising)

Oligopoly

10%

Google Network (Advertising)

Competitive

7.4%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.9%

Google Cloud

Oligopoly

14.6%

Other Bets

Competitive

0.4%

Oracle Corporation segments

Full profile >

Cloud applications

Oligopoly

24.4%

Cloud infrastructure

Oligopoly

25.6%

Software license and support

Oligopoly

36.8%

Hardware

Competitive

4.5%

Services

Competitive

8.8%

Want the full wide moat stocks list?

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

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.