ORCL vs SHOP
Oracle Corp (ORCL) and Shopify Inc. (SHOP) are both filed with the SEC under Services-Prepackaged Software. ORCL is 2.2× SHOP's size by market cap ($437.7B against $201.4B); SHOP trades at the higher fiscal-year P/E (164.2× against 26.1×); ORCL reports the higher net margin (25.4% against 10.7%); SHOP grew sales faster over three years (+27.3% against +10.5%); and over the past year SHOP returned +8.0% against ORCL's -36.5%.
| ORCL | SHOP | |
|---|---|---|
| Last close | $150.85 | $152.90 |
| Market cap | $437.7B | $201.4B |
| P/E (FY) | 26.1× | 164.2× |
| P/S | 6.5× | 17.4× |
| EV/EBITDA | — | 130.5× |
| Gross margin | — | 48.1% |
| Operating margin | 30.6% | 12.7% |
| Net margin | 25.4% | 10.7% |
| Return on equity | 54.3% | 9.8% |
| Sales growth (3y) | +10.5% | +27.3% |
| EPS growth (3y) | +23.8% | — |
| Dividend yield | 1.3% | — |
| 1-year return | -36.5% | +8.0% |
Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year, and the two differ: ORCL FY2026 (ended 2026-05-31); SHOP FY2025 (ended 2025-12-31). — not published for this company. A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined on the filed basis — EV/EBITDA is not printed on non-positive EBITDA, and return on equity is not computed on a zero or negative equity base.
Who holds them, and who has traded them
| ORCL | SHOP | |
|---|---|---|
| Institutional holders (13F) | 3,482 | 1,714 |
| Insider buyers − sellers (180d) | -2 | — |
| Congressional trades disclosed (180d) | 5 | 0 |
| Executive-branch officials on file — trades disclosed (180d) | 16 | 0 |
Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5. — no open-market Form 4 purchases or sales in the window.
ORCL vs SHOP: common questions
- Is ORCL bigger than SHOP?
- ORCL carries the larger market cap — $437.7B against $201.4B, both struck on 2026-08-27.
- Which trades at a higher P/E, ORCL or SHOP?
- SHOP, at a fiscal-year 164.2× against 26.1× for ORCL. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
- How have ORCL and SHOP performed over the past year?
- SHOP returned +8.0% and ORCL -36.5%, measured on the trailing calendar year to the last close.
- How many institutions hold ORCL and SHOP?
- 3,482 13F filers report a position in ORCL and 1,714 in SHOP, on the latest quarter in the panel.
- Are ORCL and SHOP in the same industry?
- Both are filed with the SEC under Services-Prepackaged Software, which is the classification this pairing is built on.
ORCL overview → · SHOP overview → · ORCL institutional ownership → · SHOP institutional ownership → · Congress and ORCL → · Executive branch and ORCL →
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Source: SPZCO — https://spzco.com/vs/orcl-vs-shop