Oracle (ORCL) vs Shopify (SHOP)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Shopify (SHOP) has outperformed Oracle (ORCL) over the past year, gaining 2.9% versus a loss of 49.5%. Over five years, ORCL leads with a +50.6% price change compared with +16.5% for SHOP. Oracle is the larger company by market cap ($411.34 billion vs $213.54 billion), about 1.9 times the size, while Shopify is growing revenue faster (+30.1% vs +17.3%).
On valuation, Oracle trades at a lower forward P/E (12.3x vs 67.1x for Shopify). Oracle pays a dividend yielding 1.47%, while Shopify does not currently pay one. Oracle converts more of its revenue into profit, with a net margin of 25.4% versus 10.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ORCL | SHOP |
|---|---|---|
| Share price | $135.69 | $164.56 |
| Market cap | $411.34B | $213.54B |
| 1-day change | -5.48% | -0.89% |
| YTD return | -26.35% | +3.14% |
| 1-year return | -49.49% | +2.95% |
| 5-year return | +50.59% | +16.55% |
| P/E ratio (TTM) | 21.27 | 111.19 |
| Forward P/E | 12.34 | 67.14 |
| EPS (TTM) | $6.38 | $1.48 |
| Dividend yield | 1.47% | 0.00% |
| Annual dividend | $2.00 | $0.00 |
| Revenue (latest FY) | $67.36B | $11.56B |
| Revenue growth (YoY) | +17.35% | +30.14% |
| Net income (latest FY) | $17.09B | $1.23B |
| Gross margin | — | 48.07% |
| Operating margin | 30.59% | 12.70% |
| Net margin | 25.37% | 10.65% |
| 52-week high | $322.54 | $182.19 |
| 52-week low | $114.50 | $94.00 |
| Distance from 52-week high | -57.93% | -9.68% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +75.38% | +5.18% |
| Average volume | 31.63M | 9.45M |
| Shares outstanding | 3.03B | 1.22B |
| Employees | 141,000 | 7,600 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- SHOP has outperformed ORCL by 52.4 percentage points over the past year.
- Shopify trades at a higher earnings multiple (111.2x vs 21.3x trailing P/E).
- Oracle offers a meaningfully higher dividend yield (1.47% vs 0.00%).
- Oracle is more profitable, keeping 25.4 cents of every revenue dollar as net income versus 10.7 cents for Shopify.
- Shopify grew revenue faster in its latest fiscal year (+30.14% vs +17.35%).
About Oracle
ORCL stock →Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide. Its Oracle cloud software as a service offering includes various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing.
Technology · Computer Software: Prepackaged Software · 141,000 employees
About Shopify
SHOP stock →Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The Company offers Shopify platform that enables merchants to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics, and reporting and access financing for running their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces.
Technology · Computer Software: Prepackaged Software · 7,600 employees
ORCL vs SHOP FAQ
Which is bigger, Oracle or Shopify?
Oracle (ORCL) is larger, with a market capitalization of $411.34B compared with $213.54B for Shopify (SHOP).
Which stock has performed better over the past year, ORCL or SHOP?
SHOP returned +2.95% over the past 12 months, compared with -49.49% for ORCL (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ORCL or SHOP?
ORCL has the lower trailing P/E at 21.3, versus 111.2 for SHOP. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Oracle or Shopify?
Oracle pays a dividend yielding 1.47%, while Shopify does not currently pay a regular dividend.
Are Oracle and Shopify in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.