WIDE MOAT STOCKS COMPARISON

Checking

 

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 · The Nasdaq Global Select Market

Market cap (USD)$3.9T
Gross margin (TTM)67.9%
Operating margin (TTM)46.8%
Net margin (TTM)40.3%
SectorTechnology
IndustryInfrastructure software
CountryUS
Data as of2026-08-23
95/100
Moat score

Weighted across the company's segments.

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)$411.3B
Gross margin (TTM)64%
Operating margin (TTM)32.1%
Net margin (TTM)26.4%
SectorTechnology
IndustryInfrastructure software
CountryUS
Data as of2026-08-23
68/100
Moat score

Weighted across the company's segments.

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 (95 / 100 vs 68 / 100 for Oracle Corporation).
  • Segment focus: Microsoft Corporation has 2 segments (80.8% in Agents and Infra); Oracle Corporation has 5 segments (36.4% in Software license and support).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Microsoft Corporation has 8 moat types across 4 domains; Oracle Corporation has 4 across 2.

Primary market context

Microsoft Corporation

Agents and Infra

Market

Cloud infrastructure, commercial and consumer productivity and AI applications, developer tools, business solutions and server licensing

Geography

Global

Customer

Enterprises, governments, developers, households and individual productivity subscribers

Role

Integrated application, model and infrastructure platform

Revenue share

80.8%

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

36.4%

Side-by-side metrics

Microsoft Corporation
Oracle Corporation
Ticker / Exchange
MSFT - The Nasdaq Global Select Market
ORCL - New York Stock Exchange
Market cap (USD)
$3.9T
$411.3B
Gross margin (TTM)
67.9%
64%
Operating margin (TTM)
46.8%
32.1%
Net margin (TTM)
40.3%
26.4%
Sector
Technology
Technology
Industry
Infrastructure software
Infrastructure software
HQ country
US
US
Primary segment
Agents and Infra
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
95 / 100
68 / 100
Moat domains
Demand, Network, Supply, Legal
Demand, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Suite BundlingLong Term ContractsCapex Knowhow Scale

Microsoft Corporation strengths

Data Workflow LockinTwo Sided NetworkEcosystem ComplementsDefault OS GatewayContent Rights Currency

Oracle Corporation strengths

Switching Costs General

Segment mix

Microsoft Corporation segments

Full profile >

Agents and Infra

Oligopoly

80.8%

Devices and Consumer

Competitive

19.2%

Oracle Corporation segments

Full profile >

Cloud applications

Oligopoly

23.6%

Cloud infrastructure

Oligopoly

26.9%

Software license and support

Oligopoly

36.4%

Hardware

Competitive

4.6%

Services

Competitive

8.5%

Act on this comparison

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

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.