Meta Platforms vs Oracle (META vs ORCL)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Meta Platforms is the larger company by revenue ($201.0B vs $67.4B) and market value ($1.7T vs $378.9B). Meta Platforms has grown revenue faster over the last 4 fiscal years (+70.4% cumulative vs +58.7%). Meta Platforms runs the higher operating margin (41.4% vs 30.6%). Oracle trades at the lower trailing P/E (22.5x vs 23.9x).
About Meta Platforms
Meta Platforms, Inc. develops technology products that enable people to connect, share, and build communities through mobile devices, personal computers, virtual reality headsets, and AI glasses. Its main offerings include social media apps like Facebook, Instagram, Messenger, Threads, and WhatsApp, as well as virtual reality devices such as Meta Quest and AI-powered wearables like Meta AI glasses. Meta serves individual users, creators, businesses, and advertisers worldwide by providing platforms for communication, content sharing, and digital advertising.
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 (META FY2025 vs ORCL FY2026)
| Metric | METAFY2025 | ORCLFY2026 |
|---|---|---|
| Revenue | $200.97B | $67.36B |
| Revenue growth (YoY) | 22.2% | 17.3% |
| Gross margin | 82.0% | — |
| Operating margin | 41.4% | 30.6% |
| Net margin | 30.1% | 25.4% |
| Net income | $60.46B | $17.09B |
| Diluted EPS | $23.49 | $5.83 |
| FCF margin | 22.9% | -35.2% |
| ROE | 27.8% | 39.7% |
| Debt / equity | 0.3× | — |
| Market cap | $1.67T | $378.90B |
| P/E (TTM) | 23.9× | 22.5× |
Fundamentals are from each company’s SEC filings (META FY2025, ORCL FY2026). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| META by fiscal year | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $117.93B | $116.61B | $134.90B | $164.50B | $200.97B |
| Net income | $39.37B | $23.20B | $39.10B | $62.36B | $60.46B |
| Operating margin | 39.6% | 24.8% | 34.7% | 42.2% | 41.4% |
| 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% |
Meta Platforms and Oracle use different fiscal calendars (META'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 | META | ORCL |
|---|---|---|
| Operating margin | 41.4%97th percentile of 302 | 30.6%94th percentile of 302 |
| Net margin | 30.1%92nd percentile of 306 | 25.4%88th percentile of 306 |
| FCF margin | 22.9%71st percentile of 283 | -35.2%5th percentile of 283 |
| Revenue growth (YoY) | +22.2%77th percentile of 323 | +17.3%68th percentile of 323 |
| ROE | 27.8%85th percentile of 283 | 39.7%91st percentile of 283 |
| P/E (TTM) | 23.9×48th percentile of 171 | 22.5×46th percentile of 171 |
| Short interest (days to cover) | 2.02d27th percentile of 329 | 1.38d19th percentile of 329 |
Short interest
| FINRA settlement data | META | ORCL |
|---|---|---|
| Shares sold short | 34.5M | 42.0M |
| Change vs prior settlement | +15.0% | +11.4% |
| Days to cover | 2.02 | 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 | META | ORCL |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 70 ($24.9M) | 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
11 tracked 13F managers hold both Meta Platforms 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, Two Sigma Investments. 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.