Oracle vs Palantir Technologies (ORCL vs PLTR)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Oracle is the larger company by revenue ($67.4B vs $4.5B) and market value ($378.9B vs $311.7B). Palantir Technologies has grown revenue faster over the last 4 fiscal years (+190.3% cumulative vs +58.7%). Palantir Technologies runs the higher operating margin (31.6% vs 30.6%). Oracle trades at the lower trailing P/E (22.5x vs 146.1x).
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.
About Palantir Technologies
Palantir Technologies Inc. develops software platforms that help organizations integrate their data, decisions, and operations at scale. Its main products include Gotham, Foundry, Apollo, and the Artificial Intelligence Platform (AIP), which serve government agencies and commercial enterprises across various industries. The company’s software supports data management, analytics, AI integration, and continuous software delivery in diverse environments worldwide.
Head to head (ORCL FY2026 vs PLTR FY2025)
| Metric | ORCLFY2026 | PLTRFY2025 |
|---|---|---|
| Revenue | $67.36B | $4.48B |
| Revenue growth (YoY) | 17.3% | 56.2% |
| Gross margin | — | 82.4% |
| Operating margin | 30.6% | 31.6% |
| Net margin | 25.4% | 36.3% |
| Net income | $17.09B | $1.63B |
| Diluted EPS | $5.83 | $0.63 |
| FCF margin | -35.2% | 46.9% |
| ROE | 39.7% | 21.7% |
| Debt / equity | — | — |
| Market cap | $378.90B | $311.75B |
| P/E (TTM) | 22.5× | 146.1× |
Fundamentals are from each company’s SEC filings (ORCL FY2026, PLTR FY2025). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| 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% |
| PLTR by fiscal year | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $1.54B | $1.91B | $2.23B | $2.87B | $4.48B |
| Net income | $-520.4M | $-373.7M | $209.8M | $462.2M | $1.63B |
| Operating margin | -26.7% | -8.5% | 5.4% | 10.8% | 31.6% |
Oracle and Palantir Technologies use different fiscal calendars (ORCL's FY2026 ended 2026-05-31, PLTR's FY2025 ended 2025-12-31), 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 | ORCL | PLTR |
|---|---|---|
| Operating margin | 30.6%94th percentile of 302 | 31.6%94th percentile of 302 |
| Net margin | 25.4%88th percentile of 306 | 36.3%95th percentile of 306 |
| FCF margin | -35.2%5th percentile of 283 | 46.9%99th percentile of 283 |
| Revenue growth (YoY) | +17.3%68th percentile of 323 | +56.2%93rd percentile of 323 |
| ROE | 39.7%91st percentile of 283 | 21.7%81st percentile of 283 |
| P/E (TTM) | 22.5×46th percentile of 171 | 146.1×96th percentile of 171 |
| Short interest (days to cover) | 1.38d19th percentile of 329 | 1.87d26th percentile of 329 |
Short interest
| FINRA settlement data | ORCL | PLTR |
|---|---|---|
| Shares sold short | 42.0M | 87.3M |
| Change vs prior settlement | +11.4% | +14.2% |
| Days to cover | 1.38 | 1.87 |
| 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 | ORCL | PLTR |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 11 ($63.7M) | 49 ($156.7M) |
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
8 tracked 13F managers hold both Oracle and Palantir Technologies as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Point72 Asset 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.