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 ($281.7B vs $67.4B) and market value ($2.9T vs $378.9B). Microsoft has grown revenue faster over the last 4 fiscal years (+67.6% cumulative vs +58.7%). Microsoft runs the higher operating margin (45.6% vs 30.6%). Oracle trades at the lower trailing P/E (22.5x vs 23.4x).
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 FY2025 vs ORCL FY2026)
| Metric | MSFTFY2025 | ORCLFY2026 |
|---|---|---|
| Revenue | $281.72B | $67.36B |
| Revenue growth (YoY) | 14.9% | 17.3% |
| Gross margin | 68.8% | — |
| Operating margin | 45.6% | 30.6% |
| Net margin | 36.1% | 25.4% |
| Net income | $101.83B | $17.09B |
| Diluted EPS | $13.64 | $5.83 |
| FCF margin | 25.4% | -35.2% |
| ROE | 29.6% | 39.7% |
| Debt / equity | 0.1× | — |
| Market cap | $2.93T | $378.90B |
| P/E (TTM) | 23.4× | 22.5× |
Fundamentals are from each company’s SEC filings (MSFT FY2025, ORCL FY2026). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| MSFT by fiscal year | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $168.09B | $198.27B | $211.91B | $245.12B | $281.72B |
| Net income | $61.27B | $72.74B | $72.36B | $88.14B | $101.83B |
| Operating margin | 41.6% | 42.1% | 41.8% | 44.6% | 45.6% |
| 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% |
Microsoft and Oracle use different fiscal calendars (MSFT's FY2025 ended 2025-06-30, 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 | MSFT | ORCL |
|---|---|---|
| Operating margin | 45.6%99th percentile of 302 | 30.6%94th percentile of 302 |
| Net margin | 36.1%94th percentile of 306 | 25.4%88th percentile of 306 |
| FCF margin | 25.4%77th percentile of 283 | -35.2%5th percentile of 283 |
| Revenue growth (YoY) | +14.9%62nd percentile of 323 | +17.3%68th percentile of 323 |
| ROE | 29.6%87th percentile of 283 | 39.7%91st percentile of 283 |
| P/E (TTM) | 23.4×47th percentile of 171 | 22.5×46th percentile of 171 |
| Short interest (days to cover) | 1.47d20th percentile of 329 | 1.38d19th percentile of 329 |
Short interest
| FINRA settlement data | MSFT | ORCL |
|---|---|---|
| Shares sold short | 89.1M | 42.0M |
| Change vs prior settlement | -6.4% | +11.4% |
| Days to cover | 1.47 | 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 | MSFT | ORCL |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 4 ($10.5M) | 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 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, 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.