★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Microsoft Corporation vs Oracle Corporation

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

Microsoft Corporation

MSFT · Nasdaq Global Select Market

Market cap (USD)$3.3T
Gross margin (TTM)68.3%
Operating margin (TTM)46.8%
Net margin (TTM)39.3%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2026-06-02
Moat score
84/ 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 Microsoft Corporation's moat claims, evidence, and risks.

View MSFT 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: Microsoft Corporation leads (84 / 100 vs 65 / 100 for Oracle Corporation).
  • Segment focus: Microsoft Corporation has 3 segments (42.2% in Productivity and Business Processes); Oracle Corporation has 5 segments (36.8% in Software license and support).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Microsoft Corporation has 9 moat types across 4 domains; Oracle Corporation has 7 across 3.

Primary market context

Microsoft Corporation

Productivity and Business Processes

Market

Enterprise productivity & collaboration suites, business applications, and professional network platforms

Geography

Global

Customer

Enterprises, SMBs, consumers, recruiters/advertisers

Role

SaaS platform + professional network

Revenue share

42.2%

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

Microsoft Corporation
Oracle Corporation
Ticker / Exchange
MSFT - Nasdaq Global Select Market
ORCL - New York Stock Exchange
Market cap (USD)
$3.3T
$548.7B
Gross margin (TTM)
68.3%
66.4%
Operating margin (TTM)
46.8%
30.8%
Net margin (TTM)
39.3%
25.3%
Sector
Technology
Technology
Industry
Software - Infrastructure
Software - Infrastructure
HQ country
US
US
Primary segment
Productivity and Business Processes
Software license and support
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
84 / 100
65 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply, Network
Last update
2026-06-02
2026-05-27

Moat coverage

Shared moat types

Suite BundlingLong Term ContractsCapex Knowhow Scale

Microsoft Corporation strengths

Data Workflow LockinTwo Sided NetworkEcosystem ComplementsOperational ExcellenceDefault OS GatewayContent Rights Currency

Oracle Corporation strengths

Interoperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

Segment mix

Microsoft Corporation segments

Full profile >

Productivity and Business Processes

Oligopoly

42.2%

Intelligent Cloud

Oligopoly

40.7%

More Personal Computing

Quasi-Monopoly

17%

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%

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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.