MSTR vs ORCL
MSTR: MicroStrategy is a hybrid entity that combines an enterprise business intelligence software business with a massive, debt-financed Bitcoin treasury reserve strategy. ORCL: Oracle is a major enterprise technology powerhouse shifting its massive software footprint to a high-growth, AI-driven cloud infrastructure and applications platform.
Side-by-side fundamentals
| Metric | MSTR | ORCL | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $151.47 | $135.69 | |
| Market cap | $58.2B | $410.3B | |
| P/E as of 2026-10-08 | n/a | 23.15 | |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2026 | n/a | 0.97 | |
| Net margin | -806.3% | +25.4% | ORCL higher |
| Gross margin FY2025, SEC XBRL | +68.7% | n/a | |
| Operating margin | -1140.8% | +30.6% | ORCL higher |
| ROE | -8.7% | +39.7% | ORCL higher |
| ROA | -6.2% | +6.5% | ORCL higher |
| Debt / equity as of 2026-09-03 | 0.15 | 3.01 | MSTR lower |
| Revenue growth (YoY) as of 2026-09-03 | +7.8% | +17.4% | ORCL higher |
| Revenue CAGR (3y) SEC XBRL | -1.5% | +10.5% | ORCL higher |
| Dividend yield as of 2026-09-03 | +2.5% | +1.4% | MSTR higher |
| Dividend streak (yrs) SEC XBRL | n/a | 17 | |
| Beta as of 2026-09-03 | 2.45 | 1.70 | |
| 1-year return as of 2026-10-08 close | -54.2% | -53.0% | ORCL higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.