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Microsoft (MSFT) Competitors

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$452.57 -5.60 (-1.22%)
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MSFT vs. ORCL, NOW, FTNT, AXON, CVLT, QLYS, AI, PRGS, SAP, and PLTR

Should you be buying Microsoft stock or one of its competitors? The main competitors of Microsoft include Oracle (ORCL), ServiceNow (NOW), Fortinet (FTNT), Axon Enterprise (AXON), Commvault Systems (CVLT), Qualys (QLYS), C3.ai (AI), Progress Software (PRGS), SAP (SAP), and Palantir Technologies (PLTR).

Microsoft vs.

Microsoft (NASDAQ:MSFT) and Oracle (NYSE:ORCL) are both large-cap computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their valuation, earnings, dividends, analyst recommendations, community ranking, risk, profitability, media sentiment and institutional ownership.

Microsoft pays an annual dividend of $3.32 per share and has a dividend yield of 0.7%. Oracle pays an annual dividend of $2.00 per share and has a dividend yield of 1.2%. Microsoft pays out 25.7% of its earnings in the form of a dividend. Oracle pays out 46.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Microsoft has increased its dividend for 23 consecutive years and Oracle has increased its dividend for 1 consecutive years.

Microsoft has a beta of 0.99, indicating that its stock price is 1% less volatile than the S&P 500. Comparatively, Oracle has a beta of 1.27, indicating that its stock price is 27% more volatile than the S&P 500.

Microsoft presently has a consensus price target of $510.30, suggesting a potential upside of 12.02%. Oracle has a consensus price target of $174.42, suggesting a potential upside of 8.98%. Given Microsoft's stronger consensus rating and higher probable upside, equities research analysts clearly believe Microsoft is more favorable than Oracle.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Microsoft
0 Sell rating(s)
5 Hold rating(s)
29 Buy rating(s)
0 Strong Buy rating(s)
2.85
Oracle
0 Sell rating(s)
13 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.59

71.1% of Microsoft shares are owned by institutional investors. Comparatively, 42.4% of Oracle shares are owned by institutional investors. 0.0% of Microsoft shares are owned by company insiders. Comparatively, 42.2% of Oracle shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Microsoft has a net margin of 35.43% compared to Oracle's net margin of 21.16%. Oracle's return on equity of 133.25% beat Microsoft's return on equity.

Company Net Margins Return on Equity Return on Assets
Microsoft35.43% 33.36% 18.07%
Oracle 21.16%133.25%9.55%

Microsoft received 1118 more outperform votes than Oracle when rated by MarketBeat users. Likewise, 72.90% of users gave Microsoft an outperform vote while only 69.65% of users gave Oracle an outperform vote.

CompanyUnderperformOutperform
MicrosoftOutperform Votes
3255
72.90%
Underperform Votes
1210
27.10%
OracleOutperform Votes
2137
69.65%
Underperform Votes
931
30.35%

In the previous week, Microsoft had 234 more articles in the media than Oracle. MarketBeat recorded 315 mentions for Microsoft and 81 mentions for Oracle. Oracle's average media sentiment score of 0.95 beat Microsoft's score of 0.91 indicating that Oracle is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Microsoft
200 Very Positive mention(s)
38 Positive mention(s)
56 Neutral mention(s)
11 Negative mention(s)
6 Very Negative mention(s)
Positive
Oracle
47 Very Positive mention(s)
12 Positive mention(s)
16 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Positive

Microsoft has higher revenue and earnings than Oracle. Microsoft is trading at a lower price-to-earnings ratio than Oracle, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Microsoft$270.01B12.54$88.14B$12.9435.20
Oracle$55.78B8.02$10.47B$4.2637.57

Summary

Microsoft beats Oracle on 15 of the 22 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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MSFT vs. The Competition

MetricMicrosoftPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$3.38T$26.53B$25.49B$8.53B
Dividend Yield0.73%1.74%2.89%4.11%
P/E Ratio36.65121.4545.0319.97
Price / Sales12.5422.912,087.85122.22
Price / Cash28.0186.0634.7834.62
Price / Book11.199.396.774.59
Net Income$88.14B$436.62M$739.33M$248.18M
7 Day Performance0.57%0.74%0.23%2.15%
1 Month Performance26.85%24.10%15.98%16.14%
1 Year Performance6.18%20.18%52,512.26%8.06%

Microsoft Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MSFT
Microsoft
4.8644 of 5 stars
$452.57
-1.2%
$512.63
+13.3%
+7.7%$3.36T$270.01B36.44221,000Trending News
Analyst Forecast
Insider Trade
ORCL
Oracle
4.7629 of 5 stars
$161.79
+0.8%
$174.42
+7.8%
+28.5%$452.04B$55.78B39.52143,000Trending News
NOW
ServiceNow
4.0738 of 5 stars
$1,021.29
-1.8%
$1,062.50
+4.0%
+31.8%$211.31B$11.47B149.4620,400Trending News
FTNT
Fortinet
4.2153 of 5 stars
$103.97
-0.6%
$104.80
+0.8%
+68.1%$79.66B$6.14B46.0512,600Positive News
Analyst Upgrade
AXON
Axon Enterprise
1.1779 of 5 stars
$734.54
+0.2%
$652.73
-11.1%
+154.3%$57.18B$2.23B189.802,150Positive News
Insider Trade
CVLT
Commvault Systems
4.0636 of 5 stars
$175.32
-1.5%
$175.25
0.0%
+62.4%$7.74B$995.62M46.052,850Positive News
QLYS
Qualys
1.7749 of 5 stars
$136.77
-0.1%
$137.50
+0.5%
-5.7%$4.98B$621.67M29.502,140Positive News
AI
C3.ai
4.1674 of 5 stars
$23.08
-4.5%
$29.58
+28.2%
-12.7%$3.05B$366.92M-10.41700News Coverage
Upcoming Earnings
Insider Trade
Gap Down
PRGS
Progress Software
3.9165 of 5 stars
$62.78
-0.5%
$74.33
+18.4%
+22.3%$2.70B$806.74M40.272,070Positive News
SAP
SAP
2.9415 of 5 stars
$298.20
+0.6%
$264.00
-11.5%
+53.2%$366.27B$35.15B103.88112,000Trending News
Analyst Forecast
PLTR
Palantir Technologies
1.7712 of 5 stars
$125.16
-3.4%
$83.95
-32.9%
+480.9%$293.43B$3.12B658.503,936Trending News

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This page (NASDAQ:MSFT) was last updated on 5/21/2025 by MarketBeat.com Staff
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