Free Trial

Microsoft (MSFT) Competitors

Microsoft logo
$393.08 +1.82 (+0.47%)
Closing price 03/24/2025 04:00 PM Eastern
Extended Trading
$394.25 +1.17 (+0.30%)
As of 08:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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 investment? We will compare the two businesses based on the strength of their institutional ownership, dividends, media sentiment, community ranking, risk, earnings, profitability, analyst recommendations and valuation.

Microsoft currently has a consensus target price of $510.59, suggesting a potential upside of 29.89%. Oracle has a consensus target price of $179.20, suggesting a potential upside of 15.63%. Given Microsoft's stronger consensus rating and higher possible upside, 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)
2 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.93
Oracle
0 Sell rating(s)
12 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.61

In the previous week, Microsoft had 55 more articles in the media than Oracle. MarketBeat recorded 205 mentions for Microsoft and 150 mentions for Oracle. Microsoft's average media sentiment score of 0.91 beat Oracle's score of 0.84 indicating that Microsoft is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Microsoft
123 Very Positive mention(s)
22 Positive mention(s)
43 Neutral mention(s)
7 Negative mention(s)
6 Very Negative mention(s)
Positive
Oracle
75 Very Positive mention(s)
19 Positive mention(s)
40 Neutral mention(s)
11 Negative mention(s)
4 Very Negative mention(s)
Positive

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 1.3%. 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 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$261.80B11.16$88.14B$12.4231.65
Oracle$55.78B7.77$10.47B$4.2636.38

Microsoft received 1089 more outperform votes than Oracle when rated by MarketBeat users. Likewise, 72.81% of users gave Microsoft an outperform vote while only 69.68% of users gave Oracle an outperform vote.

CompanyUnderperformOutperform
MicrosoftOutperform Votes
3222
72.81%
Underperform Votes
1203
27.19%
OracleOutperform Votes
2133
69.68%
Underperform Votes
928
30.32%

Microsoft has a beta of 0.92, indicating that its stock price is 8% less volatile than the S&P 500. Comparatively, Oracle has a beta of 1.07, indicating that its stock price is 7% more volatile than the S&P 500.

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 owned by institutional investors. Comparatively, 42.4% of Oracle shares are owned by institutional investors. 0.0% of Microsoft shares are owned by insiders. Comparatively, 42.2% of Oracle shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Microsoft beats Oracle on 16 of the 22 factors compared between the two stocks.

Remove Ads
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$2.92T$23.65B$24.13B$8.28B
Dividend Yield0.87%2.06%2.80%4.02%
P/E Ratio31.65112.0143.1319.36
Price / Sales11.1621.932,365.9893.27
Price / Cash28.0186.0634.6334.64
Price / Book9.658.686.384.51
Net Income$88.14B$436.62M$734.58M$247.14M
7 Day Performance2.49%1.88%1.81%3.94%
1 Month Performance-1.21%-5.03%49,628.46%-2.14%
1 Year Performance-7.04%10.64%52,588.10%4.94%

Microsoft Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MSFT
Microsoft
4.9227 of 5 stars
$393.08
+0.5%
$510.59
+29.9%
-8.3%$2.92T$261.80B31.65228,000
ORCL
Oracle
4.8877 of 5 stars
$152.75
+0.2%
$179.20
+17.3%
+21.3%$426.73B$55.78B37.30159,000Gap Up
NOW
ServiceNow
4.728 of 5 stars
$822.88
-2.5%
$1,100.31
+33.7%
+10.0%$169.58B$10.98B120.5326,293Analyst Revision
Positive News
Gap Up
FTNT
Fortinet
3.9419 of 5 stars
$98.50
+0.3%
$105.69
+7.3%
+46.1%$75.72B$5.96B43.5713,568Analyst Revision
AXON
Axon Enterprise
3.4015 of 5 stars
$560.99
-1.3%
$604.67
+7.8%
+81.0%$42.98B$2.08B144.962,150Positive News
Gap Up
CVLT
Commvault Systems
3.8284 of 5 stars
$162.49
-1.8%
$156.44
-3.7%
+68.3%$7.16B$943.87M42.682,882Positive News
Gap Up
QLYS
Qualys
3.3452 of 5 stars
$129.62
-1.9%
$146.14
+12.7%
-21.6%$4.73B$607.57M27.882,188
AI
C3.ai
4.1711 of 5 stars
$22.38
-1.4%
$31.33
+40.0%
-15.6%$2.97B$366.92M-10.12700Gap Up
PRGS
Progress Software
4.6742 of 5 stars
$54.29
-2.0%
$72.43
+33.4%
+4.8%$2.35B$753.41M34.792,815Positive News
SAP
SAP
2.5283 of 5 stars
$272.09
+0.2%
$248.83
-8.5%
+41.1%$333.87B$34.18B94.69107,602
CRM
Salesforce
4.8513 of 5 stars
$279.40
+0.0%
$362.74
+29.8%
-7.0%$268.39B$37.90B45.9372,682Analyst Revision
Positive News
Remove Ads

Related Companies and Tools


This page (NASDAQ:MSFT) was last updated on 3/25/2025 by MarketBeat.com Staff
From Our Partners