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Microsoft (MSFT) Competitors

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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.

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

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

In the previous week, Microsoft had 143 more articles in the media than Oracle. MarketBeat recorded 238 mentions for Microsoft and 95 mentions for Oracle. Oracle's average media sentiment score of 1.11 beat Microsoft's score of 0.91 indicating that Oracle is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oracle
58 Very Positive mention(s)
11 Positive mention(s)
22 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive
Microsoft
154 Very Positive mention(s)
22 Positive mention(s)
29 Neutral mention(s)
20 Negative mention(s)
10 Very Negative mention(s)
Positive

Oracle currently has a consensus price target of $178.65, suggesting a potential upside of 33.16%. Microsoft has a consensus price target of $505.41, suggesting a potential upside of 29.17%. Given Oracle's higher probable upside, analysts clearly believe Oracle is more favorable than Microsoft.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oracle
0 Sell rating(s)
12 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.62
Microsoft
0 Sell rating(s)
3 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.90

Oracle pays an annual dividend of $2.00 per share and has a dividend yield of 1.5%. Microsoft pays an annual dividend of $3.32 per share and has a dividend yield of 0.8%. Oracle pays out 46.9% of its earnings in the form of a dividend. Microsoft pays out 26.7% 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. 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
Oracle$55.78B6.73$10.47B$4.2631.50
Microsoft$261.80B11.11$88.14B$12.4231.50

Microsoft received 1090 more outperform votes than Oracle when rated by MarketBeat users. Likewise, 72.81% of users gave Microsoft an outperform vote while only 69.71% of users gave Oracle an outperform vote.

CompanyUnderperformOutperform
OracleOutperform Votes
2136
69.71%
Underperform Votes
928
30.29%
MicrosoftOutperform Votes
3226
72.81%
Underperform Votes
1205
27.19%

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
Oracle21.16% 133.25% 9.55%
Microsoft 35.43%33.36%18.07%

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

Summary

Microsoft beats Oracle on 14 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$2.91T$22.54B$22.15B$7.55B
Dividend Yield0.92%2.09%3.01%4.34%
P/E Ratio31.49103.9439.0917.70
Price / Sales11.1116.612,066.3493.58
Price / Cash28.0186.0634.7234.64
Price / Book9.617.765.683.90
Net Income$88.14B$438.39M$738.69M$247.45M
7 Day Performance9.34%3.35%2.78%2.34%
1 Month Performance0.70%-6.29%-6.44%-8.64%
1 Year Performance-7.26%2.90%53,058.49%-3.88%

Microsoft Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MSFT
Microsoft
4.8858 of 5 stars
$391.27
+0.7%
$505.41
+29.2%
-7.9%$2.91T$261.80B31.49221,000Analyst Revision
ORCL
Oracle
4.8917 of 5 stars
$137.22
-5.9%
$178.65
+30.2%
+9.2%$383.52B$55.78B33.53159,000Positive News
NOW
ServiceNow
4.6595 of 5 stars
$776.19
-5.8%
$1,087.21
+40.1%
+2.2%$159.70B$10.98B113.5026,293Positive News
FTNT
Fortinet
3.8624 of 5 stars
$90.09
-8.2%
$105.77
+17.4%
+47.1%$69.25B$5.96B39.8513,568Positive News
AXON
Axon Enterprise
3.8401 of 5 stars
$547.39
-2.0%
$604.67
+10.5%
+82.7%$41.94B$2.08B141.442,150Positive News
CVLT
Commvault Systems
4.057 of 5 stars
$153.90
-7.5%
$156.44
+1.7%
+58.0%$6.76B$943.87M40.322,882Positive News
QLYS
Qualys
2.5152 of 5 stars
$124.28
-3.7%
$144.36
+16.2%
-25.3%$4.55B$607.57M26.832,188Analyst Upgrade
News Coverage
AI
C3.ai
3.8361 of 5 stars
$20.29
-7.7%
$31.33
+54.4%
-8.4%$2.71B$366.92M-9.23700
PRGS
Progress Software
4.3333 of 5 stars
$58.20
-1.3%
$75.17
+29.2%
+13.2%$2.50B$753.41M37.272,815Gap Down
SAP
SAP
2.6632 of 5 stars
$265.01
-2.4%
$248.83
-6.1%
+43.3%$325.26B$34.18B92.25107,602Dividend Increase
Positive News
CRM
Salesforce
4.8635 of 5 stars
$256.90
-5.4%
$361.42
+40.7%
-13.4%$246.75B$37.90B42.2372,682Positive News
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This page (NASDAQ:MSFT) was last updated on 4/14/2025 by MarketBeat.com Staff
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