From each company's latest annual SEC filing. Fiscal years can end on different dates.
Microsoft (MSFT) is the larger business by reported revenue: $281.7B in its fiscal year ended Jun 2025, about 4.2× ORCL's $67.4B (fiscal year ended May 2026). MSFT's net margin was 36.1% and ORCL's 25.2%. Both file with the SEC under the same industry code, SIC 7372 (Services-Prepackaged Software).
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
| Company fact | MSFT | ORCL |
|---|---|---|
| Company | Microsoft Corporation | Oracle Corporation |
| Exchange | NASDAQ | NYSE |
| Headquarters | Redmond, Washington | Austin, Texas |
| Founded | 1975 | 1977 |
| SEC industry | Services-Prepackaged Software | Services-Prepackaged Software |
| Fiscal year-end | June 30 | May 31 |
| Latest annual filing | 10-K · 2026-07-29 | 10-K · 2026-06-22 |
| Metric | MSFT | ORCL |
|---|---|---|
| Revenue | $281.7B2024-07-01 to 2025-06-30 · SEC filing | $67.4B2025-06-01 to 2026-05-31 · SEC filing |
| Net income | $101.8B2024-07-01 to 2025-06-30 · SEC filing | $17.0B2025-06-01 to 2026-05-31 · SEC filing |
| Operating cash flow | $136.2B2024-07-01 to 2025-06-30 · SEC filing | $32.0B2025-06-01 to 2026-05-31 · SEC filing |
| Diluted EPS | $13.642024-07-01 to 2025-06-30 · SEC filing | $5.832025-06-01 to 2026-05-31 · SEC filing |
| Net margin | 36.1%2024-07-01 to 2025-06-30 · SEC filing | 25.2%2025-06-01 to 2026-05-31 · SEC filing |
MSFT: FY ending 2025-06-30 · ORCL: FY ending 2026-05-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Microsoft sells productivity software, the Windows operating system, and the Azure cloud platform, and has become a leading distributor of generative AI through its partnership with OpenAI. Its enterprise footprint spans nearly every large organization in the world.
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.
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
You now know MSFT reports about 4.2× ORCL's revenue, and MSFT keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about “Azure and other cloud services consumption, including AI services” at MSFT and “Oracle Cloud Infrastructure capacity additions and data-center build-out” at ORCL, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchStart with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. MSFT's fiscal year ends June 30, 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 208 matched transaction rows for MSFT and 48 matched transaction rows 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.
Microsoft and Oracle share the SEC industry classification “Services-Prepackaged Software.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Microsoft (MSFT) is the larger business by reported revenue: $281.7B in its fiscal year ended Jun 2025, about 4.2× ORCL's $67.4B (fiscal year ended May 2026). MSFT's net margin was 36.1% and ORCL's 25.2%. Both file with the SEC under the same industry code, SIC 7372 (Services-Prepackaged Software). Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
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 Microsoft 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 2026-10-10. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-10-10. Independent educational research; not investment advice.
MSFT vs ORCL compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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