Oracle vs SAP
This page provides a comprehensive comparison between Oracle and SAP, two leading technology companies. We examine their respective business models, analyse key aspects of their financial performance, and consider their positions within the broader market context. This analysis aims to offer an accessible overview for those interested in understanding the differences and similarities between these two prominent stocks. Educational content, not financial advice.
This page provides a comprehensive comparison between Oracle and SAP, two leading technology companies. We examine their respective business models, analyse key aspects of their financial performance,...
Why It's Moving
Oracle's Q3 Earnings Crush Expectations, Fueling Bullish Momentum on Explosive Cloud Growth
- Non-GAAP EPS of $1.79 beat estimates by $0.05, highlighting Oracle's first quarter in 15 years with 20%+ organic revenue and EPS growth.
- Cloud revenue boom underscores surging enterprise adoption of Oracle's AI-driven services, outpacing overall growth.
- Remaining performance obligations skyrocketed 325% YoY to $553 billion, pointing to a fortified backlog and sustained revenue visibility.
SAP Stock Dives Over 10% on Weak Cloud Outlook Amid Broader Software Sector Slump
- Cloud backlog missed estimates, signaling slower-than-expected growth in SAP's key high-margin segment despite prior strong FY2025 performance.
- 2026 cloud revenue projection underwhelmed, raising doubts about the company's ability to counter sector-wide pressures and geopolitical volatility.
- Analysts note broader software retreat, with SAP underperforming as AI hype meets reality and peers like Adobe grapple with similar market concerns.
Oracle's Q3 Earnings Crush Expectations, Fueling Bullish Momentum on Explosive Cloud Growth
- Non-GAAP EPS of $1.79 beat estimates by $0.05, highlighting Oracle's first quarter in 15 years with 20%+ organic revenue and EPS growth.
- Cloud revenue boom underscores surging enterprise adoption of Oracle's AI-driven services, outpacing overall growth.
- Remaining performance obligations skyrocketed 325% YoY to $553 billion, pointing to a fortified backlog and sustained revenue visibility.
SAP Stock Dives Over 10% on Weak Cloud Outlook Amid Broader Software Sector Slump
- Cloud backlog missed estimates, signaling slower-than-expected growth in SAP's key high-margin segment despite prior strong FY2025 performance.
- 2026 cloud revenue projection underwhelmed, raising doubts about the company's ability to counter sector-wide pressures and geopolitical volatility.
- Analysts note broader software retreat, with SAP underperforming as AI hype meets reality and peers like Adobe grapple with similar market concerns.
Investment Analysis
Oracle
ORCL
Pros
- Oracle forecasts over 70% growth in cloud segment driven by data centres and AI applications.
- Oracle demonstrates superior scale with revenue of $61 billion versus SAP's $36.5 billion.
- Oracle shares exhibit strong upward trend with potential to exceed $500 billion market capitalisation.
Considerations
- Oracle carries substantial total debt of $124 billion compared to SAP's $9.12 billion.
- Oracle's SMR rating of 100 indicates slower stock growth than SAP over last 12 months.
- Oracle's profit versus risk rating stands at 48, lower than SAP's 27.
SAP
SAP
Pros
- SAP appears undervalued with valuation score of 21 compared to Oracle's fair-valued 50.
- SAP holds stronger outlook rating of 72 versus Oracle's 50.
- SAP maintains healthy liquidity with total cash of €9.93 billion and lower debt levels.
Considerations
- SAP experienced a 14-16% share price drop over past 12 months while Oracle gained 19-31%.
- SAP shares approach cycle end with analysts predicting sharp correction ahead.
- SAP's technical indicators show mixed signals including sell on MACD and Bollinger Bands.
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Oracle (ORCL) Next Earnings Date
Oracle's next earnings announcement is scheduled for June 10, 2026, where the company will report its fourth quarter fiscal year 2026 results. Based on current analyst projections, the company is expected to report earnings per share of approximately $1.80 for the quarter. Oracle most recently reported Q3 2026 earnings on March 10, 2026, posting an EPS of $1.79, which exceeded analyst expectations by 15.48%. The June earnings call will provide executives an opportunity to discuss financial performance and forward guidance with investors.
SAP (SAP) Next Earnings Date
SAP's next earnings release is scheduled for April 23, 2026, when the company will report Q1 2026 financial results. The earnings disclosure is expected at 10:05 PM CEST, followed by a teleconference for analysts and investors at 11:00 PM CEST. This timing aligns with SAP's historical quarterly reporting pattern, with the company typically releasing first-quarter results in late April.
Oracle (ORCL) Next Earnings Date
Oracle's next earnings announcement is scheduled for June 10, 2026, where the company will report its fourth quarter fiscal year 2026 results. Based on current analyst projections, the company is expected to report earnings per share of approximately $1.80 for the quarter. Oracle most recently reported Q3 2026 earnings on March 10, 2026, posting an EPS of $1.79, which exceeded analyst expectations by 15.48%. The June earnings call will provide executives an opportunity to discuss financial performance and forward guidance with investors.
SAP (SAP) Next Earnings Date
SAP's next earnings release is scheduled for April 23, 2026, when the company will report Q1 2026 financial results. The earnings disclosure is expected at 10:05 PM CEST, followed by a teleconference for analysts and investors at 11:00 PM CEST. This timing aligns with SAP's historical quarterly reporting pattern, with the company typically releasing first-quarter results in late April.
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