Can Oracle Stock Overtake the Giants?

Can Oracle Stock Overtake the Giants?

By Trefis Team
Publication Date: 2026-02-18 13:55:00

Oracle stock has underperformed its peers over the last year, registering a decline of 11% as of February 17, 2026. But how does the company compare to its competitors in the areas of cloud and AI? A closer look shows reasonable LTM revenue growth of 11.08% and operating margin of 31.94%. However, it also has a high P/E ratio of 28.59 and a significantly negative free cash flow of 21.6%, suggesting potential challenges given strong competition from companies like… Microsoft And Google.

  • ORCL’s operating margin is respectable at 31.9%, but lower than MSFT’s 46.7% due to Oracle’s heavy investments in cloud data center infrastructure.
  • ORCL’s revenue growth of 11.1%, driven by demand for OCI and AI, is ahead of CRM and IBM, but…