Information Technology stock comparison
| Company fact | IBM | ORCL |
|---|---|---|
| Company | International Business Machines Corporation | Oracle Corporation |
| Exchange | NYSE | NYSE |
| Headquarters | Armonk, New York | Austin, Texas |
| Founded | 1911 | 1977 |
| SEC industry | Computer & office Equipment | Services-Prepackaged Software |
| Fiscal year-end | December 31 | May 31 |
| Latest annual filing | 10-K · 2026-02-24 | 10-K · 2026-06-22 |
IBM reported revenue roughly in line with ORCL in the latest audited fiscal year. On profitability, ORCL converted a larger share of revenue into net income (25.4% versus 15.7%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | IBM | ORCL |
|---|---|---|
| Revenue | $67.5B | $67.4B |
| Net income | $10.6B | $17.1B |
| Operating cash flow | $13.2B | $32.0B |
| Diluted EPS | $11.17 | $5.83 |
| Net margin | 15.7% | 25.4% |
IBM: FY ending 2025-12-31 · ORCL: FY ending 2026-05-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
IBM and ORCL have different SEC industry classifications, but both map to the maintained Artificial intelligence research theme inside the Information Technology sector. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
IBM provides hybrid-cloud software, consulting, and mainframe systems to large enterprises and governments. Its Red Hat and watsonx platforms anchor a strategy built around open hybrid cloud and enterprise AI.
Oracle runs one of the world's most widely used database platforms and has pivoted aggressively into cloud infrastructure and applications. Its cloud regions have become a favored home for large AI training workloads.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. IBM is classified by the SEC as Computer & office Equipment, while ORCL is classified as Services-Prepackaged Software. The different industry codes are a warning against treating sector membership as proof of identical economics.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchUse the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.IBM's fiscal year ends December 31, while ORCL's ends May 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 48matched transaction rows for IBMand 48 for ORCL. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
International Business Machines Corporation and Oracle Corporation sit in the same Information Technology sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers International Business Machines Corporation and Oracle Corporation tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
IBM vs ORCL shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
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