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 8.2× larger than Oracle by market cap; year to date, Microsoft leads (+0.8% vs −26.9%).
Side by side
| MSFT | ORCL | |
|---|---|---|
| Market cap | $3.7T | $452B |
| Price | $491.71 | $144.76 |
| Today | +0.9% | +1.6% |
| Return YTD | +0.8% | −26.9% |
| Return 1Y | −3.9% | −39.7% |
| P/E | 27.7 | 26.4 |
| P/S | 11.1 | 6.7 |
| P/B | 8.4 | 10.5 |
Data as of 2026-08-26 · updates daily after U.S. close
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.