VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Oracle Corporation vs Tyler 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)$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

Tyler Technologies, Inc.

TYL · New York Stock Exchange

Market cap (USD)$13.6B
Gross margin (TTM)44.7%
Operating margin (TTM)15.3%
Net margin (TTM)13.5%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-26
Moat score
66/ 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 Tyler Technologies, Inc.'s moat claims, evidence, and risks.

View TYL analysis

Comparison highlights

  • Moat score gap: Tyler Technologies, Inc. leads (66 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); Tyler Technologies, Inc. has 2 segments (70.7% in Enterprise Software).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Oracle Corporation has 7 moat types across 3 domains; Tyler Technologies, Inc. has 7 across 2.

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%

Tyler Technologies, Inc.

Enterprise Software

Market

Public sector enterprise application software for mission-critical back-office functions (ERP/public administration, courts & justice, public safety, education, property & recording)

Geography

Primarily United States; also Canada and other international locations

Customer

Government agencies and other public entities (state/local/federal), school districts

Role

Vertical software vendor + implementation/services

Revenue share

70.7%

Side-by-side metrics

Oracle Corporation
Tyler Technologies, Inc.
Ticker / Exchange
ORCL - New York Stock Exchange
TYL - New York Stock Exchange
Market cap (USD)
$425.6B
$13.6B
Gross margin (TTM)
68.5%
44.7%
Operating margin (TTM)
30.3%
15.3%
Net margin (TTM)
25.3%
13.5%
Sector
Technology
Technology
Industry
Software - Infrastructure
Software - Application
HQ country
US
US
Primary segment
Infrastructure cloud services and license support
Enterprise Software
Market structure
Oligopoly
Competitive
Market share
3% (estimated)
5%-7% (reported)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
66 / 100
Moat domains
Demand, Supply, Network
Demand, Supply
Last update
2025-12-26
2025-12-26

Moat coverage

Shared moat types

Suite BundlingLong Term ContractsTraining Org Change Costs

Oracle Corporation strengths

Capex Knowhow ScaleInteroperability HubSwitching Costs GeneralKeystone Component

Tyler Technologies, Inc. strengths

Procurement InertiaData Workflow LockinScale Economies Unit CostBrand 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%

Tyler Technologies, Inc. segments

Full profile >

Enterprise Software

Competitive

70.7%

Platform Technologies

Competitive

29%

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

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.