Microsoft vs Oracle
The cloud incumbent versus the database stalwart's cloud resurgence compared on moat, growth, and valuation.
| Metric | MICROSOFT CORPORATION MSFT | Oracle Corporation ORCL |
|---|---|---|
| ValueOS Score | 91 | 76 |
| Verdict | HOLD | BUY |
| Moat | Wide Moat | Narrow Moat |
| Margin of Safety | -292.2% | +0.1% |
| Intrinsic Value / share | $135.90 | $129.26 |
| Price | $532.95 | $129.13 |
Live scores from the latest SEC filings · refreshed daily. Open any card for the full workup.
The Takeaway
Microsoft's Azure moat is enterprise breadth; Oracle's is database lock-in and a fast-growing cloud. Oracle is the cheaper, higher-growth comeback story; Microsoft the steadier wide-moat. Compare the Scores and margins of safety above to judge the better bargain at today's price.
Frequently Asked Questions
How do Microsoft and Oracle differ as clouds?
Microsoft wins on enterprise breadth and AI reach; Oracle on database lock-in and a resurgent cloud. Their moats come from different sources.
Which is better value today?
The DCF and Score cards above show intrinsic value, margin of safety, and quality for each. Weigh growth against current price.
Run the full workup yourself
Open either name across the three tools for the complete Buffett-style analysis.
Cite this page
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ValueOS Editorial Team. "Microsoft vs Oracle." ValueOS. Accessed 2026-10-22. https://getvalueos.com/compare/msft-vs-orcl