ORCL vs SHOP
Oracle Corp. and Shopify Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | ORCL | SHOP |
|---|---|---|
| Revenue | $67.4B | $11.6B |
| Net income | $17.1B | $1.2B |
| Gross margin | · | 48.1% |
| Net margin | 25.7% | 10.7% |
| Return on equity | 54.3% | 9.8% |
| Diluted EPS | $5.83 | $0.94 |
| Dividend / share | $2.00 | · |
| Payout ratio | 33.9% | · |
| Free cash flow | $-23.7B | $2.0B |
| Equity | $42.5B | $13.5B |
| Net debt / equity | −0.57× | · |
| Current ratio | 1.12× | 5.96× |
| Revenue CAGR 5y | 10.7% | 31.6% |
| Profit CAGR 5y | 4.4% | 31.0% |
ORCL bills 5.8× the revenue of SHOP, and keeps more of each dollar of revenue as profit (25.7% against 10.7%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | ORCL | SHOP |
|---|---|---|
| FY2025 | $67.4B | $11.6B |
| FY2024 | $57.4B | $8.9B |
| FY2023 | $53.0B | $7.1B |
| FY2022 | $50.0B | $5.6B |
| FY2021 | $42.4B | $4.6B |
| FY2020 | $40.5B | $2.9B |
| FY2019 | $39.1B | $1.6B |
| FY2018 | $39.5B | $1.1B |
| FY2017 | $39.4B | $673.3M |
| FY2016 | $37.8B | $389.3M |
Bottom line
| Fiscal year | ORCL | SHOP |
|---|---|---|
| FY2025 | $17.1B | $1.2B |
| FY2024 | $12.4B | $2.0B |
| FY2023 | $10.5B | $132.0M |
| FY2022 | $8.5B | $-3.5B |
| FY2021 | $6.7B | $2.9B |
| FY2020 | $13.7B | $319.5M |
| FY2019 | $10.1B | $-124.8M |
| FY2018 | $11.1B | $-64.6M |
| FY2017 | $3.6B | $-40.0M |
| FY2016 | $9.5B | $-35.4M |
13 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$55,801,000,000 | ORCL |
| FY2024 | +$48,519,000,000 | ORCL |
| FY2023 | +$45,901,000,000 | ORCL |
| FY2022 | +$44,354,000,000 | ORCL |
| FY2021 | +$37,828,144,000 | ORCL |
| FY2020 | +$37,549,509,000 | ORCL |
| FY2019 | +$37,489,827,000 | ORCL |
| FY2018 | +$38,432,771,000 | ORCL |
| FY2017 | +$38,709,696,000 | ORCL |
| FY2016 | +$37,402,670,000 | ORCL |
| FY2015 | +$36,841,767,000 | ORCL |
| FY2014 | +$38,120,982,000 | ORCL |
| FY2013 | +$38,224,748,000 | ORCL |
ORCL has reported the higher revenue in every one of these 13 fiscal years. The gap has widened since the earliest year compared.
13 of 19 comparable fiscal years — a year missing data on either side is not counted.
13 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +15.0 pp | ORCL |
| FY2024 | −0.7 pp | SHOP |
| FY2023 | +18.2 pp | ORCL |
| FY2022 | +79.1 pp | ORCL |
| FY2021 | −46.9 pp | SHOP |
| FY2020 | +23.5 pp | ORCL |
| FY2019 | +34.3 pp | ORCL |
| FY2018 | +34.5 pp | ORCL |
| FY2017 | +15.4 pp | ORCL |
| FY2016 | +34.4 pp | ORCL |
| FY2015 | +33.5 pp | ORCL |
| FY2014 | +47.5 pp | ORCL |
| FY2013 | +38.5 pp | ORCL |
The higher net margin has changed hands between ORCL and SHOP over this period.
13 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
SHOP's net margin has been more volatile than ORCL's over the 13 comparable fiscal years — 26.9 percentage points of standard deviation against 6.2.
13 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between ORCL and SHOP over these 13 fiscal years — ORCL led in 11 and SHOP in 2.
13 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ORCL's return on equity has been more volatile than SHOP's over the 11 comparable fiscal years — 63.2 percentage points of standard deviation against 12.4.
11 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ORCL led in return on equity in every one of the 11 comparable fiscal years — a structural lead, not a recent swing.
11 of 19 comparable fiscal years — a year missing data on either side is not counted.