VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Oracle Corporation vs The Trade Desk, 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.

View full moat analysis >

The Trade Desk, Inc.

TTD · NASDAQ

Market cap (USD)$18.5B
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
62/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Oracle Corporation
The Trade Desk, Inc.
Ticker / Exchange
ORCL - New York Stock Exchange
TTD - NASDAQ
Market cap (USD)
$567.4B
$18.5B
Sector
Technology
Communication Services
HQ country
US
US
Primary segment
Infrastructure cloud services and license support
Advertising Technology Platform (DSP)
Market structure
Oligopoly
Competitive
Market share
3% (estimated)
6%-10% (implied)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
62 / 100
Moat domains
Demand, Supply, Network
Network, Demand
Last update
2025-12-26
2025-12-26

Moat coverage

Shared moat types

Interoperability HubSwitching Costs General

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleKeystone ComponentTraining Org Change Costs

The Trade Desk, Inc. strengths

Data Network EffectsStandards Registry

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%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

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.