ORCL vs AMZN: Oracle vs Amazon Stock Comparison: AI Score, Valuation, Performance and Upside
Oracle is an enterprise database and ERP software company rapidly growing its OCI cloud infrastructure, while Amazon AWS is the world's largest cloud platform with diversified AI, compute, storage, and database services. Oracle offers a focused cloud database and ERP migration thesis; Amazon offers the broadest cloud platform with e-commerce cash flow support.
ORCL vs AMZN is enterprise database lock-in migrating to cloud versus the world's largest cloud infrastructure platform — Oracle wins if OCI captures AI training workloads and enterprise ERP cloud migration sustains; Amazon wins if AWS maintains cloud market leadership through AI services breadth.
ORCL holds the edge across 3 of 5 key metrics in this comparison. AMZN has delivered stronger 1-year price return (+9.91% vs -42.95%), though ORCL has the better forward P/E setup (12.88x vs 24.81x for AMZN). ORCL leads on both revenue growth (20.60%) and operating margin (36.20%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for ORCL (+79.07%) than for AMZN (+27.54%).
- →want enterprise software lock-in exposure as Oracle databases and Fusion ERP migrate to OCI cloud
- →value Cerner's healthcare cloud opportunity as a long-duration enterprise IT migration
- →believe OCI's AI infrastructure architecture is preferred by customers over AWS for certain AI training workloads
- →prefer Oracle's more focused cloud and software thesis vs Amazon's multi-business complexity
- →prefer the world's broadest cloud platform with the largest enterprise customer base
- →value AWS's AI services stack (Bedrock, SageMaker, Trainium) as the most complete AI cloud offering
- →want Amazon's diversified cash flows from e-commerce and advertising funding AI capex
- →are comfortable with large enterprise cloud spending dependence and AI capex competition
| Metric | ORCL | AMZN |
|---|---|---|
| AI score | 50.7 | 60.8 |
| AI rank | #471 | #192 |
| Latest close | $131.54 | $247.31 |
| 1M return | -28.56% | +3.67% |
| 6M return | -33.74% | -0.03% |
| 1Y return | -42.95% | +9.91% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ORCL | AMZN |
|---|---|---|
| 1Y ago | $5.74K (-42.6%) started 2025-07-14 | $10.96K (+9.6%) started 2025-07-14 |
| 5Y ago | $16.69K (+66.9%) started 2021-07-14 | $13.43K (+34.3%) started 2021-07-14 |
| 10Y ago | $41.8K (+318.0%) started 2016-07-14 | $66.73K (+567.3%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
| Metric | ORCL | AMZN |
|---|---|---|
| Market cap | $405.11B | $2.64T |
| Trailing P/E | 24.08 | 29.31 |
| Forward P/E | 12.88 | 24.81 |
| Price/Sales | 8.75 | 3.49 |
| EV/Revenue | 8.11 | 3.68 |
| Analyst target | $251.85 | $312.91 |
| Target upside | +79.07% | +27.54% |
| Metric | ORCL | AMZN |
|---|---|---|
| Revenue growth | 20.60% | 16.60% |
| Earnings growth | 21.90% | 74.80% |
| EPS growth | +21.90% | +74.80% |
| FCF margin | -36.43% | +1.32% |
| Operating margin | 36.20% | 13.14% |
| Profit margin | 25.37% | 12.22% |
| ROIC proxy | 53.38% | 24.29% |
| Return on equity | 53.38% | 24.29% |
| Dividend yield | 1.39% | N/A |
| Beta | 1.71 | 1.46 |
| Debt/equity | 388.87 | 53.30 |
| Current ratio | 1.11 | 1.18 |
| Quick ratio | 1.01 | 0.97 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | ORCL | AMZN |
|---|---|---|---|
| 1Y | Growth | -42.63% | +9.58% |
| CAGR | -42.76% | +9.62% | |
| Sharpe ratio | -0.62 | 0.31 | |
| Max drawdown | 59.94% | 21.74% | |
| Max daily drop | 10.83% | 8.27% | |
| Max wkly drop | 22.10% | 14.09% | |
| 5Y | Growth | +57.26% | +34.35% |
| CAGR | +9.48% | +6.09% | |
| Sharpe ratio | 0.31 | 0.22 | |
| Max drawdown | 59.94% | 55.77% | |
| Max daily drop | 13.79% | 14.05% | |
| Max wkly drop | 22.10% | 20.35% | |
| 10Y | Growth | +261.60% | +567.32% |
| CAGR | +13.72% | +20.91% | |
| Sharpe ratio | 0.41 | 0.61 | |
| Max drawdown | 59.94% | 56.15% | |
| Max daily drop | 13.79% | 14.05% | |
| Max wkly drop | 22.10% | 20.35% |
| Category | ORCL | AMZN |
|---|---|---|
| Company | Oracle Corporation | Amazon.com, Inc. |
| Sector | Technology | Consumer Cyclical |
| Industry | Software - Infrastructure | Internet Retail |
| Core business | Enterprise software and cloud infrastructure company with Oracle Cloud Infrastructure (OCI), Oracle Database, Fusion ERP, and healthcare cloud (Cerner). Oracle's cloud revenue is growing rapidly as customers migrate Oracle workloads to OCI. | AWS is the world's largest cloud computing platform with compute, storage, database, AI, and machine learning services. Amazon also operates the world's largest e-commerce marketplace, a fast-growing advertising business, and Prime membership ecosystem. |
| Investor focus | OCI cloud revenue growth, Cerner healthcare cloud integration, Fusion ERP SaaS adoption, AI infrastructure contracts, and remaining performance obligations (RPO) as a forward indicator. | AWS revenue growth and margin expansion, AI services adoption, advertising growth, and e-commerce profitability improvement. |
- →Oracle Database is deeply embedded in enterprise data infrastructure — migrating to a non-Oracle database is extremely painful, creating lasting lock-in
- →OCI's tenancy model and networking architecture are preferred by AI cloud customers including Microsoft and NVIDIA for training workloads
- →Cerner acquisition gives Oracle a dominant position in US hospital EHR software — a multi-decade healthcare cloud migration opportunity
- →AWS has the largest cloud market share (~32%) and the broadest service catalog in cloud computing
- →Amazon Bedrock, SageMaker, and Trainium provide a complete AI services stack for enterprise customers
- →E-commerce and advertising generate enormous cash flows that fund AWS and AI capex without debt financing
- →Oracle's cloud growth is accelerating but still far smaller than AWS, Azure, and GCP in total cloud revenue
- →Cerner integration is complex — healthcare IT is notoriously difficult to modernize at hospital scale
- →Oracle database license revenue is in secular decline as cloud-native databases reduce dependencies
- →AWS revenue growth has shown deceleration risk as enterprise cloud adoption matures
- →AI capex from Microsoft, Google, and AWS creates a capital spending race that may reduce near-term free cash flow
- →AWS faces growing competition from Azure (growing faster) and Google Cloud (gaining enterprise share)
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