WIDE MOAT STOCKS COMPARISON

Checking

 

Stock Comparison

Oracle Corporation vs Xero Limited

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)$366.8B
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

Xero Limited

XRO · Australian Securities Exchange

Market cap (USD)$6.6B
Gross margin (TTM)83.9%
Operating margin (TTM)11.5%
Net margin (TTM)6.1%
SectorTechnology
IndustryApplication software
CountryNZ
Data as of2026-08-23
82/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Xero Limited's moat claims, evidence, and risks.

View XRO analysis

Comparison highlights

  • Moat score gap: Xero Limited leads (82 / 100 vs 68 / 100 for Oracle Corporation).
  • Segment focus: Oracle Corporation has 5 segments (36.4% in Software license and support); Xero Limited has 2 segments (50.6% in Australia and New Zealand).
  • Moat breadth: Oracle Corporation has 4 moat types across 2 domains; Xero Limited has 4 across 2.

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%

Xero Limited

Australia and New Zealand

Market

Cloud accounting, payroll, payments and financial operations software for small businesses and advisors

Geography

Australia and New Zealand

Customer

SMB; accountants & bookkeepers

Role

SaaS financial operating platform

Revenue share

50.6%

Side-by-side metrics

Oracle Corporation
Xero Limited
Ticker / Exchange
ORCL - New York Stock Exchange
XRO - Australian Securities Exchange
Market cap (USD)
$366.8B
$6.6B
Gross margin (TTM)
64%
83.9%
Operating margin (TTM)
32.1%
11.5%
Net margin (TTM)
26.4%
6.1%
Sector
Technology
Technology
Industry
Infrastructure software
Application software
HQ country
US
NZ
Primary segment
Software license and support
Australia and New Zealand
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
68 / 100
82 / 100
Moat domains
Demand, Supply
Demand, Network
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Suite Bundling

Oracle Corporation strengths

Capex Knowhow ScaleLong Term ContractsSwitching Costs General

Xero Limited strengths

Data Workflow LockinInteroperability HubData Network Effects

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%

Xero Limited segments

Full profile >

Australia and New Zealand

Oligopoly

50.6%

International

Competitive

49.4%

Act on this comparison

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

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.