WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Oracle Corporation vs SAP SE

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)$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

SAP SE

SAP · XETRA

Market cap (USD)$237.8B
Gross margin (TTM)72.8%
Operating margin (TTM)26.7%
Net margin (TTM)20.4%
SectorTechnology
IndustryApplication software
CountryDE
Data as of2026-08-23
81/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into SAP SE's moat claims, evidence, and risks.

View SAP analysis

Comparison highlights

  • Moat score gap: SAP SE leads (81 / 100 vs 68 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (36.4% in Software license and support); SAP SE has 2 segments (90.2% in Applications, Technology & Support).
  • Moat breadth: Oracle Corporation has 4 moat types across 2 domains; SAP SE has 5 across 3.

Primary market context

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%

SAP SE

Applications, Technology & Support

Market

Enterprise application software suites, ERP-centric cloud subscriptions, software support, and platform services

Geography

Global

Customer

Large enterprises and upper mid-market

Role

Software vendor (SaaS + on-prem support + platform)

Revenue share

90.2%

Side-by-side metrics

Oracle Corporation
SAP SE
Ticker / Exchange
ORCL - New York Stock Exchange
SAP - XETRA
Market cap (USD)
$411.3B
$237.8B
Gross margin (TTM)
64%
72.8%
Operating margin (TTM)
32.1%
26.7%
Net margin (TTM)
26.4%
20.4%
Sector
Technology
Technology
Industry
Infrastructure software
Application software
HQ country
US
DE
Primary segment
Software license and support
Applications, Technology & Support
Market structure
Oligopoly
Oligopoly
Market share
n/a
4.7% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
68 / 100
81 / 100
Moat domains
Demand, Supply
Demand, Network, Legal
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Suite BundlingLong Term Contracts

Oracle Corporation strengths

Capex Knowhow ScaleSwitching Costs General

SAP SE strengths

Data Workflow LockinEcosystem ComplementsCompliance Advantage

Segment mix

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%

SAP SE segments

Full profile >

Applications, Technology & Support

Oligopoly

90.2%

Core Services

Competitive

9.8%

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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.