Microsoftvs.Oracle
MSFT 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.
Microsoft is about 9.5× larger than Oracle by market cap; Oracle trades at the lower P/E (21.7 vs 29.3); year to date, Microsoft leads (+8.1% vs −30.4%).
Side by side
| MSFT | ORCL | |
|---|---|---|
| Market cap | $3.9T | $410B |
| Price | $535.07 | $141.40 |
| Today | +2.4% | +4.2% |
| Return YTD | +8.1% | −30.4% |
| Return 1Y | −0.4% | −53.0% |
| Since June 26, 2026 | +43.5% | −4.8% |
| P/E | 29.3 | 21.7 |
| P/S | 11.8 | 5.7 |
| P/B | 8.8 | 6.1 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
MicrosoftMSFT
No software company is bigger, and few have as many places to put AI: Azure rents the infrastructure, Copilot sells the assistant inside Microsoft 365 and GitHub, Maia is a chip of Microsoft's own, and the OpenAI partnership sits underneath much of it.
Full MSFT 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 MSFT & ORCL comparisons
Other head-to-heads in the Cloud platforms segment.