Comparison

C3.ai, Inc. (AI) vs ORACLE CORP (ORCL)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

C3.ai, Inc.

Software—Application

Revenue, FY26: $250M
Net income: −$470M
Operating cash flow: −$190M
Free cash flow: −$192M
Net margin: −187.95%
Operating margin: −199.19%
Gross margin: 30.92%

ORCL

ORACLE CORP

Software—Infrastructure

Revenue, FY26: $67.36B
Net income: $17.09B
Operating cash flow: $31.98B
Free cash flow: −$23.69B
Net margin: 25.37%
Operating margin: 30.59%
Gross margin: -

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AI	ORCL
Revenue growth, latest filed year	−35.67%	+17.35%
Piotroski F-score	1 of 8	5 of 8
P/E against its own history	-	28.77% below

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

Data privacy
Litigation
Export controls
Cybersecurity
AI and its regulation
Russia and Ukraine

And 16 more.

ORCL

Currency moves
Export controls
Tax
Litigation
Cybersecurity
Data privacy

And 21 more.

Tracked managers holding both

No manager tracked here reports a position in both, as of each company’s latest filed 13F.

Updated Sep 14, 2026 · the newer of the two companies' filings