Intuit vs Oracle
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KIRA’s take AI analyst
I put Intuit and Oracle side by side, using each one’s latest annual report. Here is what stands out:
- Oracle is the larger business, with $67.4B of revenue in fiscal 2026 against $21.4B for Intuit, about 3.1 times as much.
- Oracle grew revenue faster (17.4%, against 13.9%).
- Oracle kept more of each dollar of sales as operating profit (30.6% operating margin, against 27.4%).
- Intuit turned more of its sales into free cash flow (40.4% FCF margin, against −35.2%).
- Intuit earned a higher return on the capital invested in it (22.0%, against 14.2%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Intuit
INTU
6/10
5-year growthFCF marginReturn on capitalPiotroski F-scoreNet debt / EBITDAShare count change
Oracle
ORCL
4/10
Revenue growthOperating marginNet marginReturn on equity
Side by side
Best in the row
| Latest fiscal year | INTU FY26 | ORCL FY26 |
|---|---|---|
| Size | ||
| Market cap | $94.1B | $378.2B |
| Revenue | $21.4B | $67.4B |
| Free cash flow | $8.7B | −$23.7B |
| Net income | $4.6B | $17.1B |
| Growth | ||
| Revenue growth | 13.9% | 17.4% |
| 5-year growth | 17.4% | 10.7% |
| Share count change | −2.1% | 1.7% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 27.4% | 30.6% |
| Net margin | 21.3% | 25.4% |
| FCF margin | 40.4% | −35.2% |
| Return on capital | 22.0% | 14.2% |
| Return on equity | 23.6% | 54.3% |
| Balance sheet | ||
| Net debt | $469M | $105.3B |
| Net debt / EBITDA | 0.1x | 3.5x |
| Dividends and buybacks | $6.8B | $5.9B |
| Valuation & quality | ||
| P/E | — | 19.8x |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.