How Does Microsoft Stock Stack Up Against Its Peers?
Microsoft‘s stock has posted solid returns over the past year, but how does it truly stack up against peers driving the cloud and AI boom as of 11/17/2025? A closer look reveals MSFT’s industry-leading profitability, with strong operating and FCF margins. Its revenue growth remains solid, supporting a moderate-to-premium valuation, yet potential upside may be constrained if growth-focused pure-plays continue to garner investor momentum.
- MSFT’s 46.3% operating margin is peer-leading, fueled by high-margin cloud services like Azure and premium AI offerings like Copilot.
- MSFT’s 15.6% revenue growth, outpacing AAPL, GOOGL, AMZN, is strongly driven by robust Azure cloud adoption and surging AI services demand.
- MSFT’s stock gained 23.2%, trading at a 36.0 PE reflecting strong AI/cloud growth, though GOOGL saw stronger returns due to its own AI advancements.
Here’s how Microsoft stacks up across size, valuation, and profitability versus key peers.
| MSFT | AAPL | GOOGL | AMZN | GEN | S | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 3,772.2 | 3,985.9 | 3,444.8 | 2,477.0 | 16.1 | 5.3 |
| Revenue ($ Bil) | 293.8 | 408.6 | 385.5 | 670.0 | 4.5 | 0.9 |
| PE Ratio | 36.0 | 40.1 | 27.7 | 35.1 | 28.2 | -12.5 |
| LTM Revenue Growth | 15.6% | 6.0% | 13.4% | 10.9% | 16.2% | 25.4% |
| LTM Operating Margin | 46.3% | 31.9% | 32.2% | 11.4% | 37.9% | -36.2% |
| LTM FCF Margin | 26.6% | 23.5% | 19.1% | 2.0% | 29.1% | 1.8% |
| 12M Market Return | 23.2% | 19.4% | 66.0% | 14.9% | -9.7% | -38.1% |
For more details on Microsoft, read Buy or Sell MSFT Stock. Below we compare MSFT’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MSFT | 15.6% | 14.9% | 15.7% | 6.9% | |
| AAPL | 6.0% | – | 2.0% | -2.8% | 7.8% |
| GOOGL | 13.4% | – | 13.9% | 8.7% | 9.8% |
| AMZN | 10.9% | – | 11.0% | 11.8% | 9.4% |
| GEN | 16.2% | 3.6% | 14.6% | 18.6% | |
| S | 25.4% | 32.2% | 47.1% | 106.1% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MSFT | 46.3% | 45.6% | 44.6% | 41.8% | |
| AAPL | 31.9% | – | 31.5% | 29.8% | 30.3% |
| GOOGL | 32.2% | – | 32.1% | 27.4% | 26.5% |
| AMZN | 11.4% | – | 10.8% | 6.4% | 2.4% |
| GEN | 37.9% | 41.2% | 30.7% | 38.4% | |
| S | -36.2% | -40.1% | -59.8% | -95.4% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MSFT | 36.0 | 30.8 | 31.7 | 24.7 | |
| AAPL | 40.1 | – | 41.0 | 31.3 | 21.1 |
| GOOGL | 27.7 | – | 23.3 | 23.9 | 19.2 |
| AMZN | 35.1 | – | 38.8 | 51.5 | -314.4 |
| GEN | 28.2 | 26.3 | 23.9 | 9.9 | |
| S | -12.5 | -24.2 | -23.9 | -10.7 |
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