VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Oracle Corporation vs Teradyne, 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)$425.6B
Gross margin (TTM)68.5%
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

Teradyne, Inc.

TER · Nasdaq Stock Market

Market cap (USD)$51.7B
Gross margin (TTM)58.3%
Operating margin (TTM)20.9%
Net margin (TTM)17.4%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-23
Moat score
79/ 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 Teradyne, Inc.'s moat claims, evidence, and risks.

View TER analysis

Comparison highlights

  • Moat score gap: Teradyne, Inc. leads (79 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); Teradyne, Inc. has 3 segments (77.9% in Semiconductor Test).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Oracle Corporation has 7 moat types across 3 domains; Teradyne, Inc. has 6 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%

Teradyne, Inc.

Semiconductor Test

Market

Semiconductor automated test equipment (ATE) and system-level test (SLT)

Geography

Global

Customer

IDMs, foundries, fabless, OSATs

Role

Capital equipment supplier

Revenue share

77.9%

Side-by-side metrics

Oracle Corporation
Teradyne, Inc.
Ticker / Exchange
ORCL - New York Stock Exchange
TER - Nasdaq Stock Market
Market cap (USD)
$425.6B
$51.7B
Gross margin (TTM)
68.5%
58.3%
Operating margin (TTM)
30.3%
20.9%
Net margin (TTM)
25.3%
17.4%
Sector
Technology
Technology
Industry
Software - Infrastructure
Semiconductors
HQ country
US
US
Primary segment
Infrastructure cloud services and license support
Semiconductor Test
Market structure
Oligopoly
Duopoly
Market share
3% (estimated)
27%-30% (implied)
HHI estimate
n/a
3,565
Pricing power
Weak
Moderate
Moat score
56 / 100
79 / 100
Moat domains
Demand, Supply, Network
Demand, Supply, Network
Last update
2025-12-26
2025-12-23

Moat coverage

Shared moat types

Capex Knowhow ScaleSwitching Costs General

Oracle Corporation strengths

Suite BundlingLong Term ContractsInteroperability HubKeystone ComponentTraining Org Change Costs

Teradyne, Inc. strengths

Format Lock InDesign In QualificationEcosystem ComplementsBrand Trust

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%

Teradyne, Inc. segments

Full profile >

Semiconductor Test

Duopoly

77.9%

Product Test

Competitive

11.7%

Robotics

Competitive

10.4%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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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.