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Side-by-side financial comparison of Oracle Corporation (ORCL) and PDD Holdings Inc. (PDD). Click either name above to swap in a different company.
Oracle Corporation is the larger business by last-quarter revenue ($16.1B vs $15.2B, roughly 1.1× PDD Holdings Inc.). Oracle Corporation runs the higher net margin — 38.2% vs 27.1%, a 11.1% gap on every dollar of revenue. Over the past eight quarters, PDD Holdings Inc.'s revenue compounded faster (74.6% CAGR vs 10.0%).
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.
Pinduoduo is a Chinese online retailer, with a focus on the traditional agriculture industry. The business is the largest product of PDD Holdings, a company currently headquartered in Ireland that also owns the online marketplace Temu.
ORCL vs PDD — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $16.1B | $15.2B |
| Net Profit | $6.1B | $4.1B |
| Gross Margin | — | 56.7% |
| Operating Margin | 29.5% | 23.1% |
| Net Margin | 38.2% | 27.1% |
| Revenue YoY | 14.2% | — |
| Net Profit YoY | 94.7% | — |
| EPS (diluted) | $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 | $16.1B | — | ||
| Q3 25 | $14.9B | $15.2B | ||
| Q2 25 | $15.9B | $14.5B | ||
| Q1 25 | $14.1B | — | ||
| Q4 24 | $14.1B | — | ||
| Q3 24 | $13.3B | $14.2B | ||
| Q2 24 | $14.3B | — | ||
| Q1 24 | $13.3B | $12.0B |
| Q4 25 | $6.1B | — | ||
| Q3 25 | $2.9B | $4.1B | ||
| Q2 25 | $3.4B | $4.3B | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $2.9B | $3.6B | ||
| Q2 24 | $3.1B | — | ||
| Q1 24 | $2.4B | $3.9B |
| Q4 25 | — | — | ||
| Q3 25 | — | 56.7% | ||
| Q2 25 | — | 55.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 60.0% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 62.3% |
| Q4 25 | 29.5% | — | ||
| Q3 25 | 28.7% | 23.1% | ||
| Q2 25 | 32.1% | 24.8% | ||
| Q1 25 | 30.8% | — | ||
| Q4 24 | 30.0% | — | ||
| Q3 24 | 30.0% | 24.5% | ||
| Q2 24 | 32.8% | — | ||
| Q1 24 | 28.2% | 29.9% |
| Q4 25 | 38.2% | — | ||
| Q3 25 | 19.6% | 27.1% | ||
| Q2 25 | 21.5% | 29.6% | ||
| Q1 25 | 20.8% | — | ||
| Q4 24 | 22.4% | — | ||
| Q3 24 | 22.0% | 25.1% | ||
| Q2 24 | 22.0% | — | ||
| Q1 24 | 18.1% | 32.3% |
| Q4 25 | $2.10 | — | ||
| Q3 25 | $1.01 | — | ||
| Q2 25 | $1.19 | — | ||
| Q1 25 | $1.02 | — | ||
| Q4 24 | $1.10 | — | ||
| Q3 24 | $1.03 | — | ||
| Q2 24 | $1.11 | — | ||
| Q1 24 | $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 | $19.2B | $13.0B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $30.0B | $55.0B |
| Total Assets | $205.0B | $86.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.2B | — | ||
| Q3 25 | $10.4B | $13.0B | ||
| Q2 25 | $10.8B | $8.8B | ||
| Q1 25 | $17.4B | — | ||
| Q4 24 | $10.9B | — | ||
| Q3 24 | $10.6B | $9.3B | ||
| Q2 24 | $10.5B | — | ||
| Q1 24 | $9.5B | $7.7B |
| Q4 25 | $30.0B | — | ||
| Q3 25 | $24.2B | $55.0B | ||
| Q2 25 | $20.5B | $50.5B | ||
| Q1 25 | $16.7B | — | ||
| Q4 24 | $13.7B | — | ||
| Q3 24 | $10.8B | $39.7B | ||
| Q2 24 | $8.7B | — | ||
| Q1 24 | $5.6B | $30.3B |
| Q4 25 | $205.0B | — | ||
| Q3 25 | $180.4B | $86.2B | ||
| Q2 25 | $168.4B | $79.2B | ||
| Q1 25 | $161.4B | — | ||
| Q4 24 | $148.5B | — | ||
| Q3 24 | $144.2B | $66.5B | ||
| Q2 24 | $141.0B | — | ||
| Q1 24 | $137.1B | $52.3B |
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 | $2.1B | $6.4B |
| Free Cash FlowOCF − Capex | $-10.0B | — |
| FCF MarginFCF / Revenue | -62.1% | — |
| Capex IntensityCapex / Revenue | 74.9% | — |
| Cash ConversionOCF / Net Profit | 0.34× | 1.56× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.2B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.1B | — | ||
| Q3 25 | $8.1B | $6.4B | ||
| Q2 25 | $6.2B | $3.0B | ||
| Q1 25 | $5.9B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $7.4B | $3.9B | ||
| Q2 24 | $6.1B | — | ||
| Q1 24 | $5.5B | $2.9B |
| Q4 25 | $-10.0B | — | ||
| Q3 25 | $-362.0M | — | ||
| Q2 25 | $-2.9B | — | ||
| Q1 25 | $71.0M | — | ||
| Q4 24 | $-2.7B | — | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $3.3B | — | ||
| Q1 24 | $3.8B | — |
| Q4 25 | -62.1% | — | ||
| Q3 25 | -2.4% | — | ||
| Q2 25 | -18.4% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | -19.0% | — | ||
| Q3 24 | 38.5% | — | ||
| Q2 24 | 23.0% | — | ||
| Q1 24 | 28.6% | — |
| Q4 25 | 74.9% | — | ||
| Q3 25 | 57.0% | — | ||
| Q2 25 | 57.1% | — | ||
| Q1 25 | 41.5% | — | ||
| Q4 24 | 28.2% | — | ||
| Q3 24 | 17.3% | — | ||
| Q2 24 | 19.6% | — | ||
| Q1 24 | 12.6% | — |
| Q4 25 | 0.34× | — | ||
| Q3 25 | 2.78× | 1.56× | ||
| Q2 25 | 1.80× | 0.70× | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 0.41× | — | ||
| Q3 24 | 2.54× | 1.10× | ||
| Q2 24 | 1.93× | — | ||
| Q1 24 | 2.28× | 0.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
PDD
Segment breakdown not available.
