VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Oracle Corporation vs UiPath, Inc.

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

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

UiPath, Inc.

PATH · New York Stock Exchange

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
70/ 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 UiPath, Inc.'s moat claims, evidence, and risks.

View PATH analysis

Comparison highlights

  • Moat score gap: UiPath, Inc. leads (70 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); UiPath, Inc. has 2 segments (97.2% in Automation Platform).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Oracle Corporation has 7 moat types across 3 domains; UiPath, Inc. has 3 across 2.

Primary market context

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%

UiPath, Inc.

Automation Platform

Market

Enterprise automation software (RPA + agentic automation platform)

Geography

Global

Customer

Enterprises and public sector

Role

Software platform vendor

Revenue share

97.2%

Side-by-side metrics

Oracle Corporation
UiPath, Inc.
Ticker / Exchange
ORCL - New York Stock Exchange
PATH - New York Stock Exchange
Market cap (USD)
$567.4B
n/a
Sector
Technology
Technology
HQ country
US
US
Primary segment
Infrastructure cloud services and license support
Automation Platform
Market structure
Oligopoly
Oligopoly
Market share
3% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
70 / 100
Moat domains
Demand, Supply, Network
Demand, Network
Last update
2025-12-26
2025-12-29

Moat coverage

Shared moat types

Suite BundlingTraining Org Change Costs

Oracle Corporation strengths

Long Term ContractsCapex Knowhow ScaleInteroperability HubSwitching Costs GeneralKeystone Component

UiPath, Inc. strengths

Ecosystem Complements

Segment mix

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%

UiPath, Inc. segments

Full profile >

Automation Platform

Oligopoly

97.2%

Professional Services and Enablement

Competitive

2.8%

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.