Can Oracle Stock Outpace The Giants?

How Oracle compares against key competitors in terms of size, valuation, and profitability.

Published on Feb. 21, 2026

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Oracle stock has lagged behind its competitors over the last year, experiencing a decline of 11% as of February 17, 2026. Yet, a deeper examination shows Oracle has a reasonable LTM revenue growth of 11.08% and an operating margin of 31.94%, but also a high PE ratio of 28.59 and a significantly negative free cash flow of 21.6%, which suggests possible challenges in the face of strong competition from companies like Microsoft and Google.

Why it matters

This analysis of Oracle's performance compared to its key competitors in the cloud and AI sectors provides valuable insights for investors looking to understand the company's positioning and potential future growth.

The details

The article compares Oracle's growth, margin, and valuation metrics against its main rivals over the years, highlighting areas where Oracle may be struggling relative to the industry giants. This information can help investors make more informed decisions about whether to invest in Oracle stock.

  • The data and analysis in the article are current as of February 17, 2026.

The players

Oracle

A major technology company that provides enterprise software products and services.

Microsoft

A multinational technology company that develops software, consumer electronics, personal computers, and related services.

Google

A multinational technology company that specializes in Internet-related services and products.

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What’s next

The article suggests that investors who are uncertain about Oracle stock should consider a diversified portfolio approach, which could involve investing in a mix of assets beyond just Oracle.

The takeaway

This analysis highlights the challenges Oracle faces in outpacing its larger competitors in the cloud and AI sectors, despite having some positive financial metrics. Investors should carefully weigh Oracle's strengths and weaknesses against the broader industry landscape when considering an investment in the company.