Apple vs Oracle

Apple and Oracle are compared on this page to present how they differ in business models, financial performance, and market context. The tone remains neutral and accessible, outlining the key factors shaping each company's approach and position. Educational content, not financial advice.

Apple and Oracle are compared on this page to present how they differ in business models, financial performance, and market context. The tone remains neutral and accessible, outlining the key factors ...

Comparison Snapshot

Key Financial Metrics

AAPL

Metric

ORCL

$3.75T

Market Cap

$524.17B

11.56%

Potential Profit

63.12%

Buy

Analyst Rating

Buy

Why It's Moving

Apple's Services Surge Powers Through Tariff Clouds as Q1 Guidance Sparks Optimism.

Services revenues boom with more than 1 billion paid subscribers, bolstering profitability amid hardware challenges.
iPhone 17 series set to ignite top-line expansion, while AI Intelligence upgrades draw investor excitement.
Q1 fiscal 2026 outlook projects 10-12% net sales growth, driven by double-digit iPhone gains despite Mac segment headwinds.

Sentiment:

🐃Bullish

Oracle's Stock Surges on Stellar Q2 Earnings, Crushing Expectations with Massive Backlog Growth

Remaining performance obligations exploded 438% to $523 billion, highlighting locked-in future revenue from high-demand cloud deals.
GAAP earnings per share rocketed 91% to $2.10, with non-GAAP EPS also posting strong gains, reflecting operational efficiency and AI tailwinds.
Stock rebounded 2.47% to $178.18 after recent dips, as investors focus on growth trajectory over valuation concerns pegging it as overvalued.

Sentiment:

🐃Bullish

Apple's Services Surge Powers Through Tariff Clouds as Q1 Guidance Sparks Optimism.

Services revenues boom with more than 1 billion paid subscribers, bolstering profitability amid hardware challenges.
iPhone 17 series set to ignite top-line expansion, while AI Intelligence upgrades draw investor excitement.
Q1 fiscal 2026 outlook projects 10-12% net sales growth, driven by double-digit iPhone gains despite Mac segment headwinds.

Sentiment:

🐃Bullish

Oracle's Stock Surges on Stellar Q2 Earnings, Crushing Expectations with Massive Backlog Growth

Remaining performance obligations exploded 438% to $523 billion, highlighting locked-in future revenue from high-demand cloud deals.
GAAP earnings per share rocketed 91% to $2.10, with non-GAAP EPS also posting strong gains, reflecting operational efficiency and AI tailwinds.
Stock rebounded 2.47% to $178.18 after recent dips, as investors focus on growth trajectory over valuation concerns pegging it as overvalued.

Sentiment:

🐃Bullish

Investment Analysis

Apple

AAPL

Pros

Apple has a massive market capitalization near $4 trillion, reflecting strong investor confidence and scale.
The company reported high revenue of over $416 billion in the trailing twelve months, indicating solid sales performance.
Apple enjoys high profitability with net income exceeding $112 billion and strong returns on equity above 160%.

Considerations

Apple's forward price-to-earnings ratio around 33 indicates a relatively high valuation, which may limit upside.
The quick and current ratios below 1 suggest relatively lower short-term liquidity compared to some peers.
Apple faces risks from high competition in consumer electronics and dependency on key product cycles like the iPhone.

Oracle

ORCL

Pros

Oracle is a leading enterprise software and cloud services company with consistent revenue streams.
The company benefits from strong demand for digital transformation and cloud adoption across businesses worldwide.
Oracle has a focused business model with less exposure to volatile hardware markets compared to peers.

Considerations

Oracle's growth is somewhat slower compared to high-growth tech peers due to its mature software market position.
The company faces strong competition from cloud leaders like AWS, Microsoft Azure, and Google Cloud.
Oracle's legacy on-premise business still represents a significant portion, creating some transition execution risks.

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