Oracle Corporation vs Shopify Inc. — how do they compare? Oracle Corporation trades at $162.5 (market cap $468.13B), while Shopify Inc. trades at $126.97 (market cap $172.54B). The key difference: Oracle Corporation is far larger — about 2.7× Shopify Inc.'s market cap, and Oracle Corporation pays a 1.23% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| ORCL | SHOP | |
|---|---|---|
Market Cap | $468.13B | $172.54B |
Sector | Technology | Technology |
52-Week High | $328.33 | $179.01 |
52-Week Low | $114.99 | $95.40 |
Enterprise Value | $597.38B | $167.77B |
Dividend Yield | 1.23% | — |
Signals from Pluang's Aura AI — not financial advice
Oracle (ORCL) trades at $161.70, up 1.81% today, with a bullish technical signal and strong earnings beats in recent quarters. Revenue grew to $57.40B in 2025, with net income margin expanding to 25.37%. The stock is supported by positive AI infrastructure developments and a consensus analyst price target of $243.38, indicating significant upside potential from current levels.
The outlook remains positive driven by AI partnerships and cloud growth, but risks include high valuation multiples and rising capital expenditures. Institutional sentiment is bullish with 65% buy ratings, though legal scrutiny and competitive pressures warrant monitoring for sustained momentum.
Shopify (SHOP) trades at $134.10, down 7.57% amid broader market weakness. The stock shows bearish technical signals with key support at $131 and resistance at $140. Fundamentally, revenue growth remains strong at $11.56B in 2025 with improving profitability, though valuation metrics appear elevated with a P/E of 90.6. Recent earnings show mixed results with a Q4 2025 miss but subsequent beats in 2026.
Analyst consensus remains bullish with 67% buy ratings and $167.50 price target, representing 25% upside. Key risks include premium valuation compression and competitive pressures in e-commerce infrastructure. The company's expanding B2B segment and AI integration provide growth catalysts, but investors should weigh rich multiples against execution risks.
Trailing returns across standard periods
Latest headlines on both assets
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
Read more on ORCL →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →