Oracle Corporation (ORCL)
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.
Information Technology stock comparison
ORCL vs SNPS: which business are you actually underwriting?
Oracle (ORCL) is the larger business by reported revenue: $67.4B in its fiscal year ended May 2026, about 9.5× SNPS's $7.1B (fiscal year ended Oct 2025). ORCL's net margin was 25.2% and SNPS's 18.9%. 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.
- Sector
- Information Technology
- SEC industry
- Prepackaged Software
- Same classification
- Fiscal year ends
- Different
- ORCL May 31 · SNPS October 31
- Reviewed
- Jun 22, 2026
ORCL vs SNPS: quick comparison
| Company fact | ORCL | SNPS |
|---|---|---|
| Company | Oracle Corporation | Synopsys, Inc. |
| Exchange | NYSE | NASDAQ |
| Headquarters | Austin, Texas | — |
| Founded | 1977 | — |
| SEC industry | Services-Prepackaged Software | Services-Prepackaged Software |
| Fiscal year-end | May 31 | October 31 |
| Latest annual filing | 10-K · 2026-06-22 | 10-K · 2025-12-22 |
ORCL vs SNPS: audited financials
- Scale: ORCL's $67.4B of revenue is about 9.5× SNPS's $7.1B.
- Net margin: ORCL kept 25.2% of revenue as net income versus 18.9% at SNPS.
- Cash conversion: operating cash flow equalled ORCL 47.5% of revenue, or 1.88× net income; SNPS 21.5% of revenue, or 1.14× net income. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: the fiscal years end about 7 months apart (2026-05-31 for ORCL, 2025-10-31 for SNPS), so each figure reflects somewhat different demand and cost conditions.
| Metric | ORCL | SNPS |
|---|---|---|
| Revenue | $67.4B2025-06-01 to 2026-05-31 · SEC filing | $7.1B2024-11-01 to 2025-10-31 · SEC filing |
| Net income | $17.0B2025-06-01 to 2026-05-31 · SEC filing | $1.3B2024-11-01 to 2025-10-31 · SEC filing |
| Operating cash flow | $32.0B2025-06-01 to 2026-05-31 · SEC filing | $1.5B2024-11-01 to 2025-10-31 · SEC filing |
| Diluted EPS | $5.832025-06-01 to 2026-05-31 · SEC filing | $8.042024-11-01 to 2025-10-31 · SEC filing |
| Net margin | 25.2%2025-06-01 to 2026-05-31 · SEC filing | 18.9%2024-11-01 to 2025-10-31 · SEC filing |
ORCL: FY ending 2026-05-31 · SNPS: FY ending 2025-10-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where ORCL and SNPS overlap, and where they don't
Overlap
- Same SEC industry: both report under SIC 7372, Services-Prepackaged Software.
- Shared research theme: Artificial intelligence.
Differences
- Offset fiscal calendars: ORCL's year ends May 31 and SNPS's October 31, about 7 months apart.
- Scale: ORCL reported about 9.5× the annual revenue of SNPS.
- Profitability: net margin of 25.2% for ORCL versus 18.9% for SNPS.
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.
Synopsys, Inc. (SNPS)
Synopsys develops electronic design automation software and semiconductor IP used to design and verify complex chips.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves ORCL
- Oracle Cloud Infrastructure capacity additions and data-center build-out
- Migration of software support customers to cloud applications and infrastructure
- Renewal of software support contracts on the installed license base
- Capital spending and borrowing to fund data-center expansion
What moves SNPS
We have not yet published a company-specific driver list for SNPS. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2025-12-22.
The investment question
You now know ORCL reports about 9.5× SNPS's revenue, and ORCL keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about their exposure to artificial intelligence, including “Oracle Cloud Infrastructure capacity additions and data-center build-out” at ORCL, and which evidence in the next filings would prove that assumption wrong.
Members-only research
What members are reading this month
Sep 22, 2026
Meta jumped 11%. What must happen next to justify the price?A member research report on Meta’s AI rally: Muse, subscription economics, the cash-flow burden, legal costs and the earnings assumptions behind the new price.
Feb 23, 2026
Newmont and the gap between a gold rally and shareholder cashA February 23, 2026 historical cutoff tests whether portfolio simplification and cost control could turn stronger gold economics into cash.
The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. ORCL's fiscal year ends May 31, while SNPS's ends October 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 48 matched transaction rows for ORCL and 17 matched transaction rows for SNPS. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
ORCL primary filings
SNPS primary filings
What this comparison cannot tell you
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.
ORCL vs SNPS FAQs
Are ORCL and SNPS direct competitors?
Oracle and Synopsys 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.
Is ORCL or SNPS the bigger company by revenue?
Oracle (ORCL) is the larger business by reported revenue: $67.4B in its fiscal year ended May 2026, about 9.5× SNPS's $7.1B (fiscal year ended Oct 2025). ORCL's net margin was 25.2% and SNPS's 18.9%. 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.
Which is better, ORCL or SNPS?
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.
Does this ORCL vs SNPS comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Oracle Corporation and Synopsys, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-26. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-26. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
ORCL vs SNPS compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $15/month or $150/year.
Members-only research
$15/mo or $150/yr · cancel future renewals anytime · sources included