VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Oracle Corporation vs Roper Technologies, 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

Roper Technologies, Inc.

ROP · The Nasdaq Stock Market LLC

Market cap (USD)$48.5B
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
67/ 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 Roper Technologies, Inc.'s moat claims, evidence, and risks.

View ROP analysis

Comparison highlights

  • Moat score gap: Roper Technologies, Inc. leads (67 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); Roper Technologies, Inc. has 3 segments (55% in Application Software).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Strong.
  • Moat breadth: Oracle Corporation has 7 moat types across 3 domains; Roper Technologies, Inc. has 7 across 4.

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%

Roper Technologies, Inc.

Application Software

Market

Vertical application software for niche end markets

Geography

Global

Customer

Businesses, institutions, and public-sector organizations

Role

Software vendor (SaaS, subscriptions, and related services)

Revenue share

55%

Side-by-side metrics

Oracle Corporation
Roper Technologies, Inc.
Ticker / Exchange
ORCL - New York Stock Exchange
ROP - The Nasdaq Stock Market LLC
Market cap (USD)
$567.4B
$48.5B
Sector
Technology
Technology
HQ country
US
US
Primary segment
Infrastructure cloud services and license support
Application Software
Market structure
Oligopoly
Oligopoly
Market share
3% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
56 / 100
67 / 100
Moat domains
Demand, Supply, Network
Demand, Legal, Financial, Network
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

Switching Costs General

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleInteroperability HubKeystone ComponentTraining Org Change Costs

Roper Technologies, Inc. strengths

Data Workflow LockinCompliance AdvantageNegative Working CapitalTwo Sided NetworkData Network EffectsDesign In Qualification

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%

Roper Technologies, Inc. segments

Full profile >

Application Software

Oligopoly

55%

Network Software

Oligopoly

21%

Technology Enabled Products

Competitive

24.1%

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.