VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Oracle Corporation vs Union Pacific 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)$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.

Full stock profile

Dive deeper into Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Union Pacific Corporation

UNP · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-30
Moat score
72/ 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 Union Pacific Corporation's moat claims, evidence, and risks.

View UNP analysis

Comparison highlights

  • Moat score gap: Union Pacific Corporation leads (72 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support); Union Pacific Corporation has 4 segments (34.8% in Industrial).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Oracle Corporation has 7 moat types across 3 domains; Union Pacific Corporation has 5 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%

Union Pacific Corporation

Industrial

Market

Rail freight transportation for industrial commodities (chemicals and plastics, metals and minerals, forest products, energy and specialized markets)

Geography

U.S. western two-thirds with interchange to other railroads; cross-border corridors to Mexico and Canada

Customer

Chemical producers, refiners, plastics manufacturers, construction and material suppliers, metals and mining, industrial shippers

Role

Class I rail carrier / linehaul freight transport

Revenue share

34.8%

Side-by-side metrics

Oracle Corporation
Union Pacific Corporation
Ticker / Exchange
ORCL - New York Stock Exchange
UNP - New York Stock Exchange
Market cap (USD)
$567.4B
n/a
Sector
Technology
Industrials
HQ country
US
US
Primary segment
Infrastructure cloud services and license support
Industrial
Market structure
Oligopoly
Oligopoly
Market share
3% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
72 / 100
Moat domains
Demand, Supply, Network
Legal, Supply
Last update
2025-12-26
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleInteroperability HubSwitching Costs GeneralKeystone ComponentTraining Org Change Costs

Union Pacific Corporation strengths

Permits Rights Of WayPhysical Network DensityScale Economies Unit CostOperational ExcellenceScope Economies

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%

Union Pacific Corporation segments

Full profile >

Bulk

Oligopoly

29.7%

Industrial

Oligopoly

34.8%

Premium

Oligopoly

29.5%

Other subsidiary, accessorial and other revenues

Competitive

5.9%

Want the full wide moat stocks list?

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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.