ORCL vs GOOGL: Oracle vs Google Stock Comparison: AI Score, Valuation, Performance and Upside
Oracle is an enterprise software and cloud infrastructure company with deep database lock-in and growing AI infrastructure demand, while Alphabet's Google Cloud competes through Gemini AI, Vertex AI, and TPU chips alongside the dominant Google Search and YouTube advertising businesses. Oracle is more focused on enterprise migrations; Google offers AI search and cloud breadth.
ORCL vs GOOGL is enterprise database migration to OCI cloud versus AI search and cloud platform growth — Oracle wins if database lock-in and AI infrastructure demand sustain OCI's growth; Google wins if Gemini AI defends Search monetization and accelerates GCP enterprise adoption.
ORCL holds the edge across 3 of 5 key metrics in this comparison. GOOGL has delivered stronger 1-year price return (+39.11% vs -55.71%), though ORCL has the better forward P/E setup (13.81x vs 23.37x for GOOGL). On fundamentals, GOOGL is growing revenue faster (24.20%), while ORCL maintains the higher operating margin (36.20%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for ORCL (+61.83%) than for GOOGL (+23.51%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- want enterprise software lock-in migration to cloud at an accelerating pace
- value Oracle's AI infrastructure niche as a preferred GPU training cloud for specific workloads
- believe Cerner healthcare cloud migration is a multi-decade enterprise IT opportunity
- prefer a more focused enterprise software and cloud thesis vs Alphabet's media complexity
- prefer diversified exposure to Search, YouTube, Cloud, and AI across Alphabet's portfolio
- value Google Cloud's Gemini and TPU differentiation in the AI platform market
- want YouTube's advertising growth as a structural driver alongside Search
- are comfortable with AI search disruption risk offset by Alphabet's own AI capabilities
| Metric | ORCL | GOOGL |
|---|---|---|
| AI scorei | 49.3 | 64.1 |
| AI ranki | #502 | #79 |
| Latest closei | $134.47 | $349.22 |
| 1M returni | -4.19% | +1.23% |
| 3M returni | +8.26% | -1.48% |
| 6M returni | -24.60% | +3.93% |
| 1Y returni | -55.71% | +39.11% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ORCL | GOOGL |
|---|---|---|
| 1Y ago | $4.3K (-57.0%) started 2025-10-16 | $13.89K (+38.9%) started 2025-10-16 |
| 5Y ago | $15.44K (+54.4%) started 2021-10-18 | $24.7K (+147.0%) started 2021-10-18 |
| 10Y ago | $46.12K (+361.2%) started 2016-10-17 | $87.4K (+774.0%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | ORCL | GOOGL |
|---|---|---|
| Market capi | $434.52B | $4.24T |
| Trailing P/Ei | 25.92 | 17.39 |
| Forward P/Ei | 13.81 | 23.37 |
| Price/Salesi | 8.75 | 5.88 |
| EV/Revenuei | 8.54 | 9.27 |
| Analyst targeti | $244.12 | $428.07 |
| Target upsidei | +61.83% | +23.51% |
| Metric | ORCL | GOOGL |
|---|---|---|
| Revenue growthi | 20.60% | 24.20% |
| Earnings growthi | 21.90% | 294.00% |
| EPS growthi | +21.90% | +294.00% |
| FCF margini | -36.43% | +5.08% |
| Operating margini | 36.20% | 34.03% |
| Profit margini | 25.37% | 54.77% |
| ROIC proxyi | 53.38% | 48.68% |
| Return on equityi | 53.38% | 48.68% |
| Dividend yieldi | 1.33% | 0.25% |
| Payout ratioi | 31.35% | 4.26% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.72 | 1.24 |
| Debt/equityi | 388.87 | 18.86 |
| Current ratioi | 1.11 | 2.72 |
| Quick ratioi | 1.01 | 2.47 |
Over the past year, ORCL and GOOGL have moved weakly in the same direction (correlation of 0.23), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | ORCL | GOOGL |
|---|---|---|---|
| 1Y | Growthi | -57.04% | +38.88% |
| CAGRi | -57.10% | +38.96% | |
| Volatilityi | 57.25% | 31.35% | |
| Sharpe ratioi | -1.27 | 1.06 | |
| Sortino ratioi | -1.76 | 1.68 | |
| Max drawdowni | 63.26% | 21.09% | |
| Current drawdowni | 57.04% | 13.26% | |
| Avg drawdowni | 44.39% | 7.82% | |
| Ulcer Indexi | 46.05% | 9.84% | |
| Max daily dropi | 10.83% | 7.13% | |
| Max wkly dropi | 22.10% | 10.37% | |
| 5Y | Growthi | +46.55% | +145.76% |
| CAGRi | +7.95% | +19.73% | |
| Volatilityi | 44.19% | 32.12% | |
| Sharpe ratioi | 0.29 | 0.58 | |
| Sortino ratioi | 0.45 | 0.86 | |
| Max drawdowni | 64.98% | 44.32% | |
| Current drawdowni | 59.04% | 13.26% | |
| Avg drawdowni | 19.95% | 13.72% | |
| Ulcer Indexi | 26.25% | 17.64% | |
| Max daily dropi | 13.79% | 9.51% | |
| Max wkly dropi | 22.10% | 13.41% | |
| 10Y | Growthi | +300.73% | +769.79% |
| CAGRi | +14.90% | +24.16% | |
| Volatilityi | 36.45% | 29.61% | |
| Sharpe ratioi | 0.44 | 0.73 | |
| Sortino ratioi | 0.67 | 1.06 | |
| Max drawdowni | 64.98% | 44.32% | |
| Current drawdowni | 59.04% | 13.26% | |
| Avg drawdowni | 12.73% | 9.82% | |
| Ulcer Indexi | 19.24% | 13.80% | |
| Max daily dropi | 13.79% | 11.63% | |
| Max wkly dropi | 22.10% | 15.46% |
| Category | ORCL | GOOGL |
|---|---|---|
| Company | Oracle Corporation | Alphabet Inc. |
| Sector | Technology | Communication Services |
| Industry | Software - Infrastructure | Internet Content & Information |
| Core business | Enterprise database, cloud ERP (Fusion), and Oracle Cloud Infrastructure (OCI). Oracle's AI infrastructure partnerships (NVIDIA, CoreWeave, Microsoft) have made OCI a preferred AI training cloud for specific workloads. | Google Search, YouTube, Google Cloud Platform (GCP) with Vertex AI and Gemini, Android, Maps, DeepMind, and Waymo. Google Cloud is the third-largest public cloud and a major enterprise AI platform. |
| Investor focus | OCI revenue acceleration, Fusion and NetSuite SaaS growth, AI infrastructure deal wins, and Cerner healthcare cloud migration. | Search advertising resilience, GCP AI acceleration (Vertex AI, Gemini), YouTube advertising growth, and Waymo commercialization. |
- Oracle Database's deep enterprise lock-in means OCI gets the benefit when customers cloud-migrate Oracle workloads
- OCI's low-latency interconnect architecture is specifically preferred for GPU cluster training workloads
- Fusion ERP and NetSuite create growing recurring SaaS revenue from cloud ERP adoption
- Google Cloud's Gemini and TPU chips provide differentiated AI capabilities including cost-competitive large-scale inference
- YouTube is the world's most-used video platform and a structural advertising growth engine
- DeepMind research provides a constant supply of breakthrough AI capabilities that can be commercialized through GCP
- Google Cloud is growing faster than OCI and competes for AI training workloads with TPU chips
- Oracle's total cloud revenue is still far smaller than GCP, AWS, or Azure
- Enterprise ERP migration from SAP and on-premise Oracle is a long cycle that takes years to materialize
- AI search challengers reduce Google's per-search revenue — the core advertising business is under structural pressure
- GCP's enterprise sales motion has historically been weaker than AWS and Azure for large account capture
- Antitrust pressure on search distribution agreements threatens Google's dominant search market position
Compare more than two at a time
This page is a fixed writeup on ORCL and GOOGL. Our comparison engine is the interactive version: load up to five tickers, switch timeframes, and get the correlation, drawdown, and overlap analysis that a static page can't show.
Add three more names beside ORCL and GOOGL, mixing stocks and ETFs in the same table — useful when the real question is which of a whole peer group to own.
AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.
Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.
A scatter plot of forward P/E against return on equity, plus drawdown and 30-day rolling volatility charts, to separate what is cheap from what is merely beaten down.
For ETFs, a top-holdings comparison that exposes hidden overlap between funds. Every comparison exports to CSV for your own spreadsheet work.
Two comparisons a week are free without an account. A 14-day trial removes the limit and adds AI price forecasts, stock rankings, saved watchlists, and the intrinsic value calculator — no credit card required.
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Full valuation workup with AI Score, Monte Carlo forecast, and bull/bear case — free preview, premium data from $3.99.