VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

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Stock Comparison

Oracle Corporation vs RTX Corporation

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)$555B

Gross margin (TTM)70.7%

Operating margin (TTM)30.3%

Net margin (TTM)25.3%

SectorTechnology

IndustrySoftware - Infrastructure

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

RTX Corporation

RTX · New York Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorIndustrials

Industry—

CountryUS

Data as of2026-01-02

Moat score

69/ 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 RTX Corporation's moat claims, evidence, and risks.

View RTX analysis

Comparison highlights

Moat score gap: RTX Corporation leads (69 / 100 vs 56 / 100 for Oracle Corporation).
Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); RTX Corporation has 3 segments (34.8% in Pratt & Whitney).
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
Moat breadth: Oracle Corporation has 7 moat types across 3 domains; RTX Corporation has 8 across 3.

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%

RTX Corporation

Pratt & Whitney

Market

Aircraft engines & aftermarket services (commercial and military)

Geography

Global

Customer

Airframers, airlines, governments

Role

Engine OEM + MRO

Revenue share

34.8%

Side-by-side metrics

Oracle Corporation

RTX Corporation

Ticker / Exchange

ORCL - New York Stock Exchange

RTX - New York Stock Exchange

Market cap (USD)

$555B

n/a

Gross margin (TTM)

70.7%

n/a

Operating margin (TTM)

30.3%

n/a

Net margin (TTM)

25.3%

n/a

Sector

Technology

Industrials

Industry

Software - Infrastructure

n/a

HQ country

Primary segment

Infrastructure cloud services and license support

Pratt & Whitney

Market structure

Oligopoly

Market share

3% (estimated)

n/a

HHI estimate

n/a

Pricing power

Weak

Moderate

Moat score

56 / 100

69 / 100

Moat domains

Demand, Supply, Network

Demand, Legal, Supply

Last update

2025-12-26

2026-01-02

Moat coverage

Shared moat types

Long Term ContractsCapex Knowhow Scale

Oracle Corporation strengths

Suite BundlingInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

RTX Corporation strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeService Field NetworkGovernment Contracting RelationshipsCompliance Advantage

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%

RTX Corporation segments

Full profile >

Collins Aerospace

Oligopoly

32.1%

Pratt & Whitney

Oligopoly

34.8%

Raytheon

Oligopoly

32.9%

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.