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Side-by-side financial comparison of Oracle Corporation (ORCL) and Target Corporation (TGT). Click either name above to swap in a different company.
Target Corporation is the larger business by last-quarter revenue ($25.3B vs $16.1B, roughly 1.6× Oracle Corporation). Oracle Corporation runs the higher net margin — 38.2% vs 2.7%, a 35.5% gap on every dollar of revenue. On growth, Oracle Corporation posted the faster year-over-year revenue change (14.2% vs -1.6%). Target Corporation produced more free cash flow last quarter ($149.0M vs $-10.0B). Over the past eight quarters, Oracle Corporation's revenue compounded faster (10.0% CAGR vs -11.0%).
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.
Target Corporation, doing business as Target, is an American retail corporation headquartered in Minneapolis, Minnesota, United States. Target operates retail stores. It is the eighth-largest retailer in the United States and is a component of the S&P 500 Index.
ORCL vs TGT — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $16.1B | $25.3B |
| Net Profit | $6.1B | $689.0M |
| Gross Margin | — | 28.2% |
| Operating Margin | 29.5% | 3.8% |
| Net Margin | 38.2% | 2.7% |
| Revenue YoY | 14.2% | -1.6% |
| Net Profit YoY | 94.7% | -19.3% |
| EPS (diluted) | $2.10 | $1.51 |
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 | $25.3B | ||
| Q3 25 | $14.9B | $25.2B | ||
| Q2 25 | $15.9B | $23.8B | ||
| Q1 25 | $14.1B | $30.9B | ||
| Q4 24 | $14.1B | $25.7B | ||
| Q3 24 | $13.3B | $25.5B | ||
| Q2 24 | $14.3B | $24.5B | ||
| Q1 24 | $13.3B | $31.9B |
| Q4 25 | $6.1B | $689.0M | ||
| Q3 25 | $2.9B | $935.0M | ||
| Q2 25 | $3.4B | $1.0B | ||
| Q1 25 | $2.9B | $1.1B | ||
| Q4 24 | $3.2B | $854.0M | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $3.1B | $942.0M | ||
| Q1 24 | $2.4B | $1.4B |
| Q4 25 | — | 28.2% | ||
| Q3 25 | — | 29.0% | ||
| Q2 25 | — | 28.2% | ||
| Q1 25 | — | 26.0% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | — | 30.1% | ||
| Q2 24 | — | 28.9% | ||
| Q1 24 | — | 26.7% |
| Q4 25 | 29.5% | 3.8% | ||
| Q3 25 | 28.7% | 5.2% | ||
| Q2 25 | 32.1% | 6.2% | ||
| Q1 25 | 30.8% | 4.7% | ||
| Q4 24 | 30.0% | 4.6% | ||
| Q3 24 | 30.0% | 6.4% | ||
| Q2 24 | 32.8% | 5.3% | ||
| Q1 24 | 28.2% | 5.8% |
| Q4 25 | 38.2% | 2.7% | ||
| Q3 25 | 19.6% | 3.7% | ||
| Q2 25 | 21.5% | 4.3% | ||
| Q1 25 | 20.8% | 3.6% | ||
| Q4 24 | 22.4% | 3.3% | ||
| Q3 24 | 22.0% | 4.7% | ||
| Q2 24 | 22.0% | 3.8% | ||
| Q1 24 | 18.1% | 4.3% |
| Q4 25 | $2.10 | $1.51 | ||
| Q3 25 | $1.01 | $2.05 | ||
| Q2 25 | $1.19 | $2.27 | ||
| Q1 25 | $1.02 | $2.41 | ||
| Q4 24 | $1.10 | $1.85 | ||
| Q3 24 | $1.03 | $2.57 | ||
| Q2 24 | $1.11 | $2.03 | ||
| Q1 24 | $0.85 | $2.99 |
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 | $3.8B |
| Total DebtLower is stronger | — | $15.4B |
| Stockholders' EquityBook value | $30.0B | $15.5B |
| Total Assets | $205.0B | $60.0B |
| Debt / EquityLower = less leverage | — | 0.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.2B | $3.8B | ||
| Q3 25 | $10.4B | $4.3B | ||
| Q2 25 | $10.8B | $2.9B | ||
| Q1 25 | $17.4B | $8.7B | ||
| Q4 24 | $10.9B | $3.4B | ||
| Q3 24 | $10.6B | $3.5B | ||
| Q2 24 | $10.5B | $3.6B | ||
| Q1 24 | $9.5B | $6.7B |
| Q4 25 | — | $15.4B | ||
| Q3 25 | — | $15.3B | ||
| Q2 25 | — | $14.3B | ||
| Q1 25 | — | $14.3B | ||
| Q4 24 | — | $14.3B | ||
| Q3 24 | — | $13.7B | ||
| Q2 24 | — | $13.5B | ||
| Q1 24 | — | $14.9B |
| Q4 25 | $30.0B | $15.5B | ||
| Q3 25 | $24.2B | $15.4B | ||
| Q2 25 | $20.5B | $14.9B | ||
| Q1 25 | $16.7B | $14.7B | ||
| Q4 24 | $13.7B | $14.5B | ||
| Q3 24 | $10.8B | $14.4B | ||
| Q2 24 | $8.7B | $13.8B | ||
| Q1 24 | $5.6B | $13.4B |
| Q4 25 | $205.0B | $60.0B | ||
| Q3 25 | $180.4B | $57.9B | ||
| Q2 25 | $168.4B | $56.2B | ||
| Q1 25 | $161.4B | $57.8B | ||
| Q4 24 | $148.5B | $58.5B | ||
| Q3 24 | $144.2B | $56.0B | ||
| Q2 24 | $141.0B | $55.1B | ||
| Q1 24 | $137.1B | $55.4B |
| Q4 25 | — | 0.99× | ||
| Q3 25 | — | 0.99× | ||
| Q2 25 | — | 0.96× | ||
| Q1 25 | — | 0.98× | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | — | 0.95× | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | — | 1.11× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | $-10.0B | $149.0M |
| FCF MarginFCF / Revenue | -62.1% | 0.6% |
| Capex IntensityCapex / Revenue | 74.9% | 3.9% |
| Cash ConversionOCF / Net Profit | 0.34× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.2B | $3.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $8.1B | $2.1B | ||
| Q2 25 | $6.2B | $275.0M | ||
| Q1 25 | $5.9B | $3.3B | ||
| Q4 24 | $1.3B | $739.0M | ||
| Q3 24 | $7.4B | $2.2B | ||
| Q2 24 | $6.1B | $1.1B | ||
| Q1 24 | $5.5B | $3.3B |
| Q4 25 | $-10.0B | $149.0M | ||
| Q3 25 | $-362.0M | $1.0B | ||
| Q2 25 | $-2.9B | $-515.0M | ||
| Q1 25 | $71.0M | $2.4B | ||
| Q4 24 | $-2.7B | $84.0M | ||
| Q3 24 | $5.1B | $1.6B | ||
| Q2 24 | $3.3B | $427.0M | ||
| Q1 24 | $3.8B | $2.4B |
| Q4 25 | -62.1% | 0.6% | ||
| Q3 25 | -2.4% | 4.0% | ||
| Q2 25 | -18.4% | -2.2% | ||
| Q1 25 | 0.5% | 7.7% | ||
| Q4 24 | -19.0% | 0.3% | ||
| Q3 24 | 38.5% | 6.3% | ||
| Q2 24 | 23.0% | 1.7% | ||
| Q1 24 | 28.6% | 7.6% |
| Q4 25 | 74.9% | 3.9% | ||
| Q3 25 | 57.0% | 4.3% | ||
| Q2 25 | 57.1% | 3.3% | ||
| Q1 25 | 41.5% | 3.0% | ||
| Q4 24 | 28.2% | 2.6% | ||
| Q3 24 | 17.3% | 2.5% | ||
| Q2 24 | 19.6% | 2.7% | ||
| Q1 24 | 12.6% | 2.7% |
| Q4 25 | 0.34× | 1.64× | ||
| Q3 25 | 2.78× | 2.23× | ||
| Q2 25 | 1.80× | 0.27× | ||
| Q1 25 | 2.02× | 2.98× | ||
| Q4 24 | 0.41× | 0.87× | ||
| Q3 24 | 2.54× | 1.88× | ||
| Q2 24 | 1.93× | 1.17× | ||
| Q1 24 | 2.28× | 2.38× |
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% |
TGT
| Food And Beverage | $6.0B | 24% |
| Household Essentials | $4.5B | 18% |
| Home Furnishings And Decor | $3.9B | 15% |
| Apparel And Accessories | $3.8B | 15% |
| Beauty | $3.2B | 13% |
| Hardlines | $3.2B | 13% |
| Advertising Revenue | $241.0M | 1% |
| Other Other Revenue | $158.0M | 1% |
| Credit Card Profit Sharing | $119.0M | 0% |
| Other Product | $34.0M | 0% |
