Microsoft vs Oracle (MSFT vs ORCL)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Microsoft is the larger company by revenue ($331.8B vs $67.4B) and market value ($3.9T vs $388.7B). Microsoft has grown revenue faster over the last 4 fiscal years (+67.4% cumulative vs +58.7%). Microsoft runs the higher operating margin (46.8% vs 30.6%). Oracle trades at the lower trailing P/E (20.1x vs 29.5x).
About Microsoft
Microsoft Corporation develops, licenses, and supports a wide range of software products, services, and devices. Its main offerings include operating systems like Windows, cloud-based services, artificial intelligence solutions, and platform-based ecosystems for developers and users. Microsoft serves both business and consumer markets globally, competing in areas such as personal computing, cloud infrastructure, and AI technologies.
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 (MSFT FY2026 vs ORCL FY2026)
| Metric | MSFTFY2026 | ORCLFY2026 |
|---|---|---|
| Revenue | $331.84B | $67.36B |
| Revenue growth (YoY) | 17.8% | 17.3% |
| Gross margin | 67.9% | — |
| Operating margin | 46.8% | 30.6% |
| Net margin | 40.3% | 25.4% |
| Net income | $133.75B | $17.09B |
| Diluted EPS | $17.95 | $5.83 |
| FCF margin | 20.2% | -35.2% |
| ROE | 30.2% | 39.7% |
| Long-term debt / equity | 0.07× | — |
| Market cap | $3.93T | $388.73B |
| P/E | 29.5× | 20.1× |
Fundamentals are from each company’s SEC filings (MSFT FY2026, ORCL FY2026). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.
Five-year trend (as reported)
| Revenue | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| MSFT | $198.27B | $211.91B | $245.12B | $281.72B | $331.84B |
| ORCL | $42.44B | $49.95B | $52.96B | $57.40B | $67.36B |
Peer standing
Where each company ranks among the 332 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 | MSFT | ORCL |
|---|---|---|
| Operating margin | 46.8%99th percentile of 303 | 30.6%94th percentile of 303 |
| Net margin | 40.3%96th percentile of 307 | 25.4%88th percentile of 307 |
| FCF margin | 20.2%63rd percentile of 285 | -35.2%6th percentile of 285 |
| Revenue growth (YoY) | +17.8%68th percentile of 325 | +17.3%67th percentile of 325 |
| ROE | 30.2%87th percentile of 286 | 39.7%91st percentile of 286 |
| P/E | 29.5×56th percentile of 163 | 20.1×41st percentile of 163 |
| Short interest (days to cover) | 2.55d34th percentile of 330 | 1.47d19th percentile of 330 |
Short interest
| FINRA settlement data | MSFT | ORCL |
|---|---|---|
| Shares sold short | 61.1M | 48.5M |
| Change vs prior settlement | -9.2% | -4.6% |
| Days to cover | 2.55 | 1.47 |
| As of settlement | 2026-09-30 | 2026-09-30 |
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 activity (codes P/S) | MSFT | ORCL |
|---|---|---|
| Buys | 0 | 1 ($3.5M) |
| Sells | 19 ($75.4M) | 3 ($5.3M) |
Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.
Held by the same investors
12 tracked 13F managers hold both Microsoft 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, Renaissance Technologies, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
Go deeper
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Data sourced from SEC EDGAR. 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.