Alphabet vs Oracle (GOOG vs ORCL)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Alphabet is the larger company by revenue ($402.8B vs $67.4B) and market value ($4.3T vs $378.9B). Oracle has grown revenue faster over the last 4 fiscal years (+58.7% cumulative vs +56.4%). Alphabet runs the higher operating margin (32.0% vs 30.6%). Oracle trades at the lower trailing P/E (22.5x vs 27.1x).
About Alphabet
Alphabet Inc. operates as a collection of businesses, with its largest segment being Google. Google provides services including Search, YouTube, advertising platforms, Android, Chrome, and devices like the Pixel series, serving users worldwide. Alphabet also offers Google Cloud services to businesses, delivering cloud computing solutions and productivity tools.
About Oracle
Oracle provides enterprise information technology products and services, including cloud applications, infrastructure, and hardware systems. Its offerings incorporate artificial intelligence technologies and support various deployment models such as cloud-based, on-premise, and hybrid environments. Oracle serves a global customer base across multiple industries, including businesses, government agencies, educational institutions, and resellers.
Head to head (GOOG FY2025 vs ORCL FY2026)
| Metric | GOOGFY2025 | ORCLFY2026 |
|---|---|---|
| Revenue | $402.84B | $67.36B |
| Revenue growth (YoY) | 15.1% | 17.3% |
| Gross margin | 59.7% | — |
| Operating margin | 32.0% | 30.6% |
| Net margin | 32.8% | 25.4% |
| Net income | $132.17B | $17.09B |
| Diluted EPS | $10.81 | $5.83 |
| FCF margin | 18.2% | -35.2% |
| ROE | 31.8% | 39.7% |
| Debt / equity | 0.1× | — |
| Market cap | $4.33T | $378.90B |
| P/E (TTM) | 27.1× | 22.5× |
Fundamentals are from each company’s SEC filings (GOOG FY2025, ORCL FY2026). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| GOOG by fiscal year | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $257.64B | $282.84B | $307.39B | $350.02B | $402.84B |
| Net income | $76.03B | $59.97B | $73.80B | $100.12B | $132.17B |
| Operating margin | 30.6% | 26.5% | 27.4% | 32.1% | 32.0% |
| ORCL by fiscal year | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| Revenue | $42.44B | $49.95B | $52.96B | $57.40B | $67.36B |
| Net income | $6.72B | $8.50B | $10.47B | $12.44B | $17.09B |
| Operating margin | 25.7% | 26.2% | 29.0% | 30.8% | 30.6% |
Alphabet and Oracle use different fiscal calendars (GOOG's FY2025 ended 2025-12-31, ORCL's FY2026 ended 2026-05-31), so their fiscal years are shown separately rather than forced into one timeline.
Peer standing
Where each company ranks among the 330 software companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | GOOG | ORCL |
|---|---|---|
| Operating margin | 32.0%95th percentile of 302 | 30.6%94th percentile of 302 |
| Net margin | 32.8%93rd percentile of 306 | 25.4%88th percentile of 306 |
| FCF margin | 18.2%58th percentile of 283 | -35.2%5th percentile of 283 |
| Revenue growth (YoY) | +15.1%62nd percentile of 323 | +17.3%68th percentile of 323 |
| ROE | 31.8%88th percentile of 283 | 39.7%91st percentile of 283 |
| P/E (TTM) | 27.1×52nd percentile of 171 | 22.5×46th percentile of 171 |
| Short interest (days to cover) | 1.99d27th percentile of 329 | 1.38d19th percentile of 329 |
Short interest
| FINRA settlement data | GOOG | ORCL |
|---|---|---|
| Shares sold short | 58.5M | 42.0M |
| Change vs prior settlement | +10.9% | +11.4% |
| Days to cover | 1.99 | 1.38 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 open-market activity | GOOG | ORCL |
|---|---|---|
| Buys | — | 0 |
| Sells | — | 11 ($63.7M) |
Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.
Held by the same investors
10 tracked 13F managers hold both Alphabet and Oracle as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, First Eagle Investment Management, Gotham Asset Management, Harris Associates (Oakmark), Millennium Management, Point72 Asset Management, Polen Capital Management. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.