Free Trial

Microsoft (MSFT) Competitors

Microsoft logo
$431.18 +35.92 (+9.09%)
As of 10:26 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

MSFT vs. ORCL, NOW, FTNT, AXON, CVLT, QLYS, AI, PRGS, SAP, and CRM

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 Salesforce (CRM).

Microsoft vs.

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

Microsoft pays an annual dividend of $3.32 per share and has a dividend yield of 0.8%. Oracle pays an annual dividend of $2.00 per share and has a dividend yield of 1.4%. Microsoft pays out 26.7% 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 raised its dividend for 23 consecutive years.

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%

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

Microsoft has a beta of 1, indicating that its stock price has a similar volatility profile to the S&P 500.Comparatively, Oracle has a beta of 1.22, indicating that its stock price is 22% more volatile than the S&P 500.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Microsoft$261.80B12.18$88.14B$12.4234.55
Oracle$55.78B7.37$10.47B$4.2634.52

In the previous week, Microsoft had 232 more articles in the media than Oracle. MarketBeat recorded 304 mentions for Microsoft and 72 mentions for Oracle. Microsoft's average media sentiment score of 0.99 beat Oracle's score of 0.80 indicating that Microsoft is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Microsoft
174 Very Positive mention(s)
38 Positive mention(s)
56 Neutral mention(s)
16 Negative mention(s)
3 Very Negative mention(s)
Positive
Oracle
39 Very Positive mention(s)
8 Positive mention(s)
13 Neutral mention(s)
6 Negative mention(s)
6 Very Negative mention(s)
Positive

Microsoft received 1108 more outperform votes than Oracle when rated by MarketBeat users. Likewise, 72.87% of users gave Microsoft an outperform vote while only 69.65% of users gave Oracle an outperform vote.

CompanyUnderperformOutperform
MicrosoftOutperform Votes
3245
72.87%
Underperform Votes
1208
27.13%
OracleOutperform Votes
2137
69.65%
Underperform Votes
931
30.35%

Microsoft currently has a consensus price target of $503.27, indicating a potential upside of 17.30%. Oracle has a consensus price target of $174.42, indicating a potential upside of 18.60%. Given Oracle's higher possible upside, analysts clearly believe Oracle is more favorable than Microsoft.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Microsoft
0 Sell rating(s)
4 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.88
Oracle
0 Sell rating(s)
13 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.59

Summary

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

Get Microsoft News Delivered to You Automatically

Sign up to receive the latest news and ratings for MSFT and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

MSFT vs. The Competition

MetricMicrosoftPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$3.19T$25.08B$23.52B$7.93B
Dividend Yield0.85%1.94%2.97%4.22%
P/E Ratio34.60115.1942.4918.49
Price / Sales12.1818.162,087.22102.66
Price / Cash28.0186.0634.7234.62
Price / Book10.548.656.194.25
Net Income$88.14B$440.05M$739.49M$248.31M
7 Day Performance10.78%2.05%1.80%1.12%
1 Month Performance12.26%3.28%2.10%3.68%
1 Year Performance8.64%14.51%52,785.36%5.19%

Microsoft Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MSFT
Microsoft
4.8867 of 5 stars
$429.06
+8.6%
$503.27
+17.3%
+1.5%$3.19T$261.80B34.60221,000Earnings Report
ORCL
Oracle
4.6524 of 5 stars
$137.41
+4.6%
$174.42
+26.9%
+23.8%$383.87B$55.78B33.56143,000
NOW
ServiceNow
4.2706 of 5 stars
$934.14
+14.9%
$1,037.77
+11.1%
+37.7%$193.93B$10.98B137.1720,400Insider Trade
Analyst Revision
High Trading Volume
FTNT
Fortinet
4.4278 of 5 stars
$100.67
+3.8%
$104.77
+4.1%
+64.2%$77.37B$5.96B44.5212,600Upcoming Earnings
Positive News
AXON
Axon Enterprise
2.2716 of 5 stars
$589.46
+2.2%
$626.45
+6.3%
+95.5%$45.89B$2.08B152.322,150Upcoming Earnings
Positive News
Gap Down
CVLT
Commvault Systems
4.1186 of 5 stars
$161.79
+5.2%
$158.00
-2.3%
+63.1%$7.13B$943.87M42.522,850Earnings Report
Analyst Forecast
Analyst Revision
News Coverage
Positive News
QLYS
Qualys
2.6621 of 5 stars
$124.43
+2.2%
$142.21
+14.3%
-23.3%$4.54B$607.57M26.742,140Upcoming Earnings
Analyst Forecast
Gap Down
AI
C3.ai
4.1189 of 5 stars
$21.85
+7.2%
$29.58
+35.4%
-2.3%$2.90B$366.92M-9.87700
PRGS
Progress Software
4.0157 of 5 stars
$58.83
+0.8%
$74.33
+26.4%
+20.4%$2.53B$806.74M37.712,070
SAP
SAP
2.3325 of 5 stars
$273.00
+0.6%
$251.00
-8.1%
+61.2%$335.66B$34.18B95.20112,000Analyst Forecast
Short Interest ↓
Gap Down
CRM
Salesforce
4.8484 of 5 stars
$263.97
+5.4%
$355.19
+34.6%
-0.2%$253.70B$37.90B43.4273,500Analyst Forecast
Positive News

Related Companies and Tools


This page (NASDAQ:MSFT) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners