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Side-by-side financial comparison of Coca-Cola Company (The) (KO) and Oracle Corporation (ORCL). Click either name above to swap in a different company.
Oracle Corporation is the larger business by last-quarter revenue ($16.1B vs $11.8B, roughly 1.4× Coca-Cola Company (The)). Oracle Corporation runs the higher net margin — 38.2% vs 19.2%, a 19.0% gap on every dollar of revenue. On growth, Oracle Corporation posted the faster year-over-year revenue change (14.2% vs 2.4%). Coca-Cola Company (The) produced more free cash flow last quarter ($2.9B vs $-10.0B). Over the past eight quarters, Oracle Corporation's revenue compounded faster (10.0% CAGR vs 2.3%).
The Coca-Cola Company is an American multinational corporation founded in 1892 headquartered in Atlanta, Georgia. It manufactures, sells and markets soft drinks including Coca-Cola, other non-alcoholic beverage concentrates and syrups, and alcoholic beverages. Its stock is listed on the New York Stock Exchange and is a component of the DJIA and the S&P 500 and S&P 100 indices.
An oracle is a person or thing considered to provide insight, wise counsel or prophetic predictions, most notably including precognition of the future, inspired by deities. If done through occultic means, it is a form of divination.
KO vs ORCL — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $11.8B | $16.1B |
| Net Profit | $2.3B | $6.1B |
| Gross Margin | 60.0% | — |
| Operating Margin | 15.6% | 29.5% |
| Net Margin | 19.2% | 38.2% |
| Revenue YoY | 2.4% | 14.2% |
| Net Profit YoY | 3.5% | 94.7% |
| EPS (diluted) | $0.53 | $2.10 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $11.8B | $16.1B | ||
| Q3 25 | $12.5B | $14.9B | ||
| Q2 25 | $12.5B | $15.9B | ||
| Q1 25 | $11.1B | $14.1B | ||
| Q4 24 | $11.5B | $14.1B | ||
| Q3 24 | $11.9B | $13.3B | ||
| Q2 24 | $12.4B | $14.3B | ||
| Q1 24 | $11.3B | $13.3B |
| Q4 25 | $2.3B | $6.1B | ||
| Q3 25 | $3.7B | $2.9B | ||
| Q2 25 | $3.8B | $3.4B | ||
| Q1 25 | $3.3B | $2.9B | ||
| Q4 24 | $2.2B | $3.2B | ||
| Q3 24 | $2.8B | $2.9B | ||
| Q2 24 | $2.4B | $3.1B | ||
| Q1 24 | $3.2B | $2.4B |
| Q4 25 | 60.0% | — | ||
| Q3 25 | 61.5% | — | ||
| Q2 25 | 62.4% | — | ||
| Q1 25 | 62.6% | — | ||
| Q4 24 | 60.0% | — | ||
| Q3 24 | 60.7% | — | ||
| Q2 24 | 61.1% | — | ||
| Q1 24 | 62.5% | — |
| Q4 25 | 15.6% | 29.5% | ||
| Q3 25 | 32.0% | 28.7% | ||
| Q2 25 | 34.1% | 32.1% | ||
| Q1 25 | 32.9% | 30.8% | ||
| Q4 24 | 23.5% | 30.0% | ||
| Q3 24 | 21.2% | 30.0% | ||
| Q2 24 | 21.3% | 32.8% | ||
| Q1 24 | 18.9% | 28.2% |
| Q4 25 | 19.2% | 38.2% | ||
| Q3 25 | 29.7% | 19.6% | ||
| Q2 25 | 30.4% | 21.5% | ||
| Q1 25 | 29.9% | 20.8% | ||
| Q4 24 | 19.0% | 22.4% | ||
| Q3 24 | 24.0% | 22.0% | ||
| Q2 24 | 19.5% | 22.0% | ||
| Q1 24 | 28.1% | 18.1% |
| Q4 25 | $0.53 | $2.10 | ||
| Q3 25 | $0.86 | $1.01 | ||
| Q2 25 | $0.88 | $1.19 | ||
| Q1 25 | $0.77 | $1.02 | ||
| Q4 24 | $0.50 | $1.10 | ||
| Q3 24 | $0.66 | $1.03 | ||
| Q2 24 | $0.56 | $1.11 | ||
| Q1 24 | $0.74 | $0.85 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $10.3B | $19.2B |
| Total DebtLower is stronger | $42.1B | — |
| Stockholders' EquityBook value | $32.2B | $30.0B |
| Total Assets | $104.8B | $205.0B |
| Debt / EquityLower = less leverage | 1.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $10.3B | $19.2B | ||
| Q3 25 | $12.7B | $10.4B | ||
| Q2 25 | $9.6B | $10.8B | ||
| Q1 25 | $8.4B | $17.4B | ||
| Q4 24 | $10.8B | $10.9B | ||
| Q3 24 | $13.9B | $10.6B | ||
| Q2 24 | $13.7B | $10.5B | ||
| Q1 24 | $10.4B | $9.5B |
| Q4 25 | $42.1B | — | ||
| Q3 25 | $43.2B | — | ||
| Q2 25 | $45.0B | — | ||
| Q1 25 | $43.5B | — | ||
| Q4 24 | $42.4B | — | ||
| Q3 24 | $43.0B | — | ||
| Q2 24 | $38.1B | — | ||
| Q1 24 | $36.5B | — |
| Q4 25 | $32.2B | $30.0B | ||
| Q3 25 | $31.2B | $24.2B | ||
| Q2 25 | $28.6B | $20.5B | ||
| Q1 25 | $26.2B | $16.7B | ||
| Q4 24 | $24.9B | $13.7B | ||
| Q3 24 | $26.5B | $10.8B | ||
| Q2 24 | $25.9B | $8.7B | ||
| Q1 24 | $26.4B | $5.6B |
| Q4 25 | $104.8B | $205.0B | ||
| Q3 25 | $106.0B | $180.4B | ||
| Q2 25 | $104.3B | $168.4B | ||
| Q1 25 | $101.7B | $161.4B | ||
| Q4 24 | $100.5B | $148.5B | ||
| Q3 24 | $106.3B | $144.2B | ||
| Q2 24 | $101.2B | $141.0B | ||
| Q1 24 | $99.4B | $137.1B |
| Q4 25 | 1.31× | — | ||
| Q3 25 | 1.38× | — | ||
| Q2 25 | 1.57× | — | ||
| Q1 25 | 1.66× | — | ||
| Q4 24 | 1.70× | — | ||
| Q3 24 | 1.62× | — | ||
| Q2 24 | 1.47× | — | ||
| Q1 24 | 1.38× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $3.8B | $2.1B |
| Free Cash FlowOCF − Capex | $2.9B | $-10.0B |
| FCF MarginFCF / Revenue | 24.3% | -62.1% |
| Capex IntensityCapex / Revenue | 7.5% | 74.9% |
| Cash ConversionOCF / Net Profit | 1.65× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | $5.3B | $-13.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.8B | $2.1B | ||
| Q3 25 | $5.0B | $8.1B | ||
| Q2 25 | $3.8B | $6.2B | ||
| Q1 25 | $-5.2B | $5.9B | ||
| Q4 24 | $4.0B | $1.3B | ||
| Q3 24 | $-1.3B | $7.4B | ||
| Q2 24 | $3.6B | $6.1B | ||
| Q1 24 | $528.0M | $5.5B |
| Q4 25 | $2.9B | $-10.0B | ||
| Q3 25 | $4.6B | $-362.0M | ||
| Q2 25 | $3.4B | $-2.9B | ||
| Q1 25 | $-5.5B | $71.0M | ||
| Q4 24 | $3.1B | $-2.7B | ||
| Q3 24 | $-1.7B | $5.1B | ||
| Q2 24 | $3.2B | $3.3B | ||
| Q1 24 | $158.0M | $3.8B |
| Q4 25 | 24.3% | -62.1% | ||
| Q3 25 | 36.6% | -2.4% | ||
| Q2 25 | 26.9% | -18.4% | ||
| Q1 25 | -49.5% | 0.5% | ||
| Q4 24 | 27.3% | -19.0% | ||
| Q3 24 | -14.6% | 38.5% | ||
| Q2 24 | 25.6% | 23.0% | ||
| Q1 24 | 1.4% | 28.6% |
| Q4 25 | 7.5% | 74.9% | ||
| Q3 25 | 3.8% | 57.0% | ||
| Q2 25 | 3.5% | 57.1% | ||
| Q1 25 | 2.8% | 41.5% | ||
| Q4 24 | 7.0% | 28.2% | ||
| Q3 24 | 4.0% | 17.3% | ||
| Q2 24 | 3.4% | 19.6% | ||
| Q1 24 | 3.3% | 12.6% |
| Q4 25 | 1.65× | 0.34× | ||
| Q3 25 | 1.36× | 2.78× | ||
| Q2 25 | 1.00× | 1.80× | ||
| Q1 25 | -1.56× | 2.02× | ||
| Q4 24 | 1.80× | 0.41× | ||
| Q3 24 | -0.44× | 2.54× | ||
| Q2 24 | 1.49× | 1.93× | ||
| Q1 24 | 0.17× | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KO
| Other | $7.0B | 59% |
| Finished Product Operations | $2.4B | 21% |
| Concentrate Operations | $2.4B | 20% |
ORCL
| Software Support | $4.9B | 31% |
| Cloud Infrastructure | $4.1B | 25% |
| Cloud Applications | $3.9B | 24% |
| Services Business | $1.4B | 9% |
| Software License | $939.0M | 6% |
| Hardware Business | $776.0M | 5% |
