Amazonvs.Oracle
AMZN vs ORCL · both in Cloud platforms, part of the AI & digital infrastructure value chain: Rents out the compute, the 'power grid' of the AI era.
Amazon is about 6.3× larger than Oracle by market cap; Amazon trades at the lower P/E (21.1 vs 26.4); year to date, Amazon leads (+13.5% vs −26.9%).
Side by side
| AMZN | ORCL | |
|---|---|---|
| Market cap | $2.9T | $452B |
| Price | $261.06 | $144.76 |
| Today | −0.4% | +1.6% |
| Return YTD | +13.5% | −26.9% |
| Return 1Y | +14.5% | −39.7% |
| P/E | 21.1 | 26.4 |
| P/S | 3.7 | 6.7 |
| P/B | 5.2 | 10.5 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
AmazonAMZN
AWS is still the biggest cloud platform, and Amazon increasingly fills it with its own Trainium and Inferentia silicon rather than buying everything in. Bedrock is the model layer sold on top. The company is also Anthropic's lead investor.
Full AMZN profile →OracleORCL
The database business paid for the pivot. Oracle Cloud Infrastructure has become one of the faster-growing clouds on the back of very large compute contracts, the OpenAI Stargate work among them, while databases and ERP keep running underneath.
Full ORCL profile →More AMZN & ORCL comparisons
Other head-to-heads in the Cloud platforms segment.