VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Microchip Technology Incorporated vs Oracle Corporation

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

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$34.9B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
71/ 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 Microchip Technology Incorporated's moat claims, evidence, and risks.

View MCHP 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: Microchip Technology Incorporated leads (71 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Microchip Technology Incorporated has 3 segments (51.1% in Mixed-signal Microcontrollers); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Microchip Technology Incorporated has 6 moat types across 3 domains; Oracle Corporation has 7 across 3.

Primary market context

Microchip Technology Incorporated

Mixed-signal Microcontrollers

Market

Embedded microcontrollers & microprocessors for embedded control

Geography

Global

Customer

OEMs and distributors (embedded system designers)

Role

IDM / hybrid manufacturing semiconductor supplier

Revenue share

51.1%

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

Microchip Technology Incorporated
Oracle Corporation
Ticker / Exchange
MCHP - NASDAQ
ORCL - New York Stock Exchange
Market cap (USD)
$34.9B
$567.4B
Sector
Technology
Technology
HQ country
US
US
Primary segment
Mixed-signal Microcontrollers
Infrastructure cloud services and license support
Market structure
Oligopoly
Oligopoly
Market share
6%-12% (implied)
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
71 / 100
56 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Network
Last update
2025-12-29
2025-12-26

Moat coverage

Shared moat types

Training Org Change CostsSwitching Costs General

Microchip Technology Incorporated strengths

Operational ExcellenceScope EconomiesIP Choke PointDesign In Qualification

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleInteroperability HubKeystone Component

Segment mix

Microchip Technology Incorporated segments

Full profile >

Mixed-signal Microcontrollers

Oligopoly

51.1%

Analog

Oligopoly

26.3%

Other (FPGA, memory, timing systems, manufacturing services, SuperFlash licensing)

Oligopoly

22.6%

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?

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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.