Free Trial

Microsoft (MSFT) Competitors

Microsoft logo
$412.51 -3.62 (-0.87%)
As of 01:29 PM 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 business? We will contrast the two companies based on the strength of their analyst recommendations, valuation, risk, media sentiment, community ranking, institutional ownership, dividends, profitability and earnings.

Microsoft pays an annual dividend of $3.32 per share and has a dividend yield of 0.8%. Oracle pays an annual dividend of $1.60 per share and has a dividend yield of 0.9%. Microsoft pays out 26.7% of its earnings in the form of a dividend. Oracle pays out 39.1% 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.

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$245.12B12.62$88.14B$12.4233.50
Oracle$52.96B9.30$10.47B$4.0943.04

Microsoft has a beta of 0.9, meaning that its stock price is 10% less volatile than the S&P 500. Comparatively, Oracle has a beta of 1.05, meaning that its stock price is 5% more volatile than the S&P 500.

Microsoft currently has a consensus target price of $510.96, suggesting a potential upside of 22.79%. Oracle has a consensus target price of $182.73, suggesting a potential upside of 3.82%. Given Microsoft's stronger consensus rating and higher possible upside, equities 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)
3 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.90
Oracle
1 Sell rating(s)
10 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.67

In the previous week, Microsoft had 121 more articles in the media than Oracle. MarketBeat recorded 224 mentions for Microsoft and 103 mentions for Oracle. Microsoft's average media sentiment score of 1.22 beat Oracle's score of 1.18 indicating that Microsoft is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Microsoft
165 Very Positive mention(s)
26 Positive mention(s)
25 Neutral mention(s)
4 Negative mention(s)
3 Very Negative mention(s)
Positive
Oracle
74 Very Positive mention(s)
6 Positive mention(s)
13 Neutral mention(s)
3 Negative mention(s)
7 Very Negative mention(s)
Positive

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 1094 more outperform votes than Oracle when rated by MarketBeat users. Likewise, 72.80% of users gave Microsoft an outperform vote while only 69.84% of users gave Oracle an outperform vote.

CompanyUnderperformOutperform
MicrosoftOutperform Votes
3217
72.80%
Underperform Votes
1202
27.20%
OracleOutperform Votes
2123
69.84%
Underperform Votes
917
30.16%

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 hedge funds, endowments and large money managers 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.

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$3.08T$25.87B$26.94B$9.18B
Dividend Yield0.80%1.80%2.75%3.85%
P/E Ratio33.5085.6038.6514.65
Price / Sales12.6212.522,562.6081.30
Price / Cash27.9288.8735.7637.53
Price / Book10.229.807.024.76
Net Income$88.14B$435.90M$732.88M$245.88M
7 Day Performance1.89%-1.91%-0.74%-0.90%
1 Month Performance-2.89%4.20%1.31%-0.52%
1 Year Performance3.47%28.21%22.23%16.50%

Microsoft Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MSFT
Microsoft
4.8807 of 5 stars
$412.60
-0.8%
$510.96
+23.8%
+3.3%$3.07T$261.80B33.25228,000Options Volume
Analyst Revision
Positive News
ORCL
Oracle
4.5957 of 5 stars
$173.50
-0.2%
$182.73
+5.3%
+62.3%$482.06B$52.96B42.42159,000Analyst Downgrade
Positive News
NOW
ServiceNow
4.8106 of 5 stars
$985.67
-0.4%
$1,129.72
+14.6%
+28.6%$210.80B$10.98B144.3126,293Analyst Forecast
Insider Trade
Positive News
FTNT
Fortinet
4.3954 of 5 stars
$111.64
+1.5%
$103.72
-7.1%
+68.1%$80.26B$5.96B49.4013,568Insider Trade
Positive News
AXON
Axon Enterprise
3.4014 of 5 stars
$683.41
+2.8%
$542.15
-20.7%
+101.7%$51.65B$1.56B176.594,260Analyst Downgrade
CVLT
Commvault Systems
3.8646 of 5 stars
$184.91
+0.7%
$156.44
-15.4%
+100.3%$7.59B$839.25M48.532,882
QLYS
Qualys
2.513 of 5 stars
$143.76
+1.9%
$146.57
+2.0%
-15.0%$5.15B$607.57M30.922,188Insider Trade
AI
C3.ai
4.0202 of 5 stars
$31.60
-4.0%
$35.00
+10.8%
+10.7%$4.34B$310.58M0.00700Upcoming Earnings
PRGS
Progress Software
4.336 of 5 stars
$57.32
-1.0%
$72.43
+26.4%
+1.8%$2.48B$753.41M36.742,815
SAP
SAP
3.0341 of 5 stars
$290.49
-1.1%
$248.83
-14.3%
+63.1%$347.95B$36.99B101.21107,602
CRM
Salesforce
4.8475 of 5 stars
$325.49
-1.3%
$377.63
+16.0%
+11.3%$316.59B$34.86B53.5372,682Upcoming Earnings
Analyst Forecast
Insider Trade
Short Interest ↓
Positive News

Related Companies and Tools


This page (NASDAQ:MSFT) was last updated on 2/21/2025 by MarketBeat.com Staff
From Our Partners