Intuit vs Oracle
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The short version
- 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%).
| Latest fiscal year | INTU · FY26 | ORCL · FY26 |
|---|---|---|
| Size | ||
| Market cap | $95.1B | $378.5B |
| 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 |
Revenue
FY17
INTU $5.2B
ORCL $37.8B
FY18
INTU $6.0B
ORCL $39.4B
FY19
INTU $6.8B
ORCL $39.5B
FY20
INTU $7.7B
ORCL $39.1B
FY21
INTU $9.6B
ORCL $40.5B
FY22
INTU $12.7B
ORCL $42.4B
FY23
INTU $14.4B
ORCL $50.0B
FY24
INTU $16.3B
ORCL $53.0B
FY25
INTU $18.8B
ORCL $57.4B
FY26
INTU $21.4B
ORCL $67.4B
INTU
ORCL
Operating margin
FY17
INTU 27.3%
ORCL 34.2%
FY18
INTU 25.9%
ORCL 33.7%
FY19
INTU 27.3%
ORCL 34.3%
FY20
INTU 28.3%
ORCL 35.6%
FY21
INTU 26.0%
ORCL 37.6%
FY22
INTU 20.2%
ORCL 25.7%
FY23
INTU 21.9%
ORCL 26.2%
FY24
INTU 22.3%
ORCL 29.0%
FY25
INTU 26.1%
ORCL 30.8%
FY26
INTU 27.4%
ORCL 30.6%
INTU
ORCL
Free cash flow
FY17
INTU $1.5B
ORCL $12.1B
FY18
INTU $2.1B
ORCL $13.7B
FY19
INTU $2.2B
ORCL $12.9B
FY20
INTU $2.4B
ORCL $11.6B
FY21
INTU $3.2B
ORCL $13.8B
FY22
INTU $3.7B
ORCL $5.0B
FY23
INTU $4.8B
ORCL $8.5B
FY24
INTU $4.7B
ORCL $11.8B
FY25
INTU $6.1B
ORCL −$394M
FY26
INTU $8.7B
ORCL −$23.7B
INTU
ORCL
Return on capital
FY17
INTU 88.9%
ORCL 14.0%
FY18
INTU 93.0%
ORCL 11.3%
FY19
INTU 106.5%
ORCL 32.0%
FY20
INTU —
ORCL 28.5%
FY21
INTU 49.6%
ORCL 35.8%
FY22
INTU 14.9%
ORCL —
FY23
INTU 12.6%
ORCL 45.0%
FY24
INTU 15.1%
ORCL 16.4%
FY25
INTU 19.0%
ORCL 16.3%
FY26
INTU 22.0%
ORCL 14.2%
INTU
ORCL
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.