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 9.4× larger than Oracle by market cap; Alphabet trades at the lower P/E (17.3 vs 26.4); year to date, Alphabet leads (+11.2% vs −26.9%).
Side by side
| GOOGL | ORCL | |
|---|---|---|
| Market cap | $4.2T | $452B |
| Price | $346.96 | $144.76 |
| Today | −0.3% | +1.6% |
| Return YTD | +11.2% | −26.9% |
| Return 1Y | +68.9% | −39.7% |
| P/E | 17.3 | 26.4 |
| P/S | 9.5 | 6.7 |
| P/B | 6.6 | 10.5 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
AlphabetGOOGL
Few companies own the whole stack. Alphabet runs its own cloud, designs its own TPUs, trains its own frontier model in Gemini, then puts the result in front of users through Search, YouTube and Android.
Full GOOGL 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 GOOGL & ORCL comparisons
Other head-to-heads in the Cloud platforms segment.