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Alphabetvs.Oracle

GOOGL 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.

Alphabet is about 11× larger than Oracle by market cap; Oracle trades at the lower P/E (23.7 vs 26.9); year to date, Alphabet leads (+14.1% vs −27.8%).

Side by side

GOOGLORCL
Market cap$4.3T$405B
Price$357.18$140.64
Today−0.5%−2.5%
Return YTD+14.1%−27.8%
Return 1Y+101.1%−40.2%
P/E26.923.7
P/S10.26.0
P/B9.09.4

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

AlphabetGOOGL

NASDAQ · USA

Google's parent company is unique: its own cloud, own TPU chips, own frontier model (Gemini) and the world's largest distribution channel in Search and Android.

Cloud infrastructureAI softwareCustom silicon
Full GOOGL profile →

OracleORCL

NYSE · USA

The database giant has reinvented itself as an AI cloud: massive compute agreements including with OpenAI (Stargate) have made OCI one of the fastest-growing clouds.

Cloud infrastructureEnterprise software
Full ORCL profile →

More comparisons in Cloud platforms

See where GOOGL and ORCL sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →