How Does Microsoft Stock Stack Up Against Its Peers?
Microsoft‘s stock delivered a modest 12-month return, but how does it truly stack up against peers thriving in the AI and cloud boom? As of January 21, 2026, a closer look reveals Microsoft‘s leading profitability, robust revenue growth, and a valuation comparable to mega-cap peers. Its dominant position in AI and cloud, with Azure maintaining a strong second place in market share and experiencing significant growth, continues to offer strong ongoing upside.
- MSFT’s 46.3% operating margin leads peers, reflecting strong profitability from diversified software, cloud, and enterprise services.
- MSFT’s 15.6% revenue growth, outpacing peers, is driven by strong Azure cloud adoption and enterprise software demand, fueled by AI.
- MSFT stock gained 4.4% with a 31.5 PE, reflecting growth expectations, though AI momentum shifts occasionally favored GOOGL and AAPL.
Here’s how Microsoft stacks up across size, valuation, and profitability versus key peers.
| MSFT | GOOGL | AMZN | AAPL | ORCL | CRM | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 3,301.1 | 3,968.8 | 2,460.4 | 3,690.7 | 498.0 | 210.1 |
| Revenue ($ Bil) | 293.8 | 385.5 | 670.0 | 408.6 | 61.0 | 40.3 |
| PE Ratio | 31.5 | 31.9 | 34.8 | 37.2 | 32.3 | 29.1 |
| LTM Revenue Growth | 15.6% | 13.4% | 10.9% | 6.0% | 11.1% | 8.4% |
| LTM Operating Margin | 46.3% | 32.2% | 11.4% | 31.9% | 31.9% | 22.0% |
| LTM FCF Margin | 26.6% | 19.1% | 2.0% | 23.5% | -21.6% | 32.0% |
| 12M Market Return | 4.4% | 66.5% | 0.3% | 11.7% | 1.8% | -31.8% |
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% | |
| GOOGL | 13.4% | – | 13.9% | 8.7% | 9.8% |
| AMZN | 10.9% | – | 11.0% | 11.8% | 9.4% |
| AAPL | 6.0% | – | 2.0% | -2.8% | 7.8% |
| ORCL | 11.1% | 8.4% | 6.0% | 17.7% | |
| CRM | 8.4% | 8.7% | 11.2% | 18.3% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MSFT | 46.3% | 45.6% | 44.6% | 41.8% | |
| GOOGL | 32.2% | – | 32.1% | 27.4% | 26.5% |
| AMZN | 11.4% | – | 10.8% | 6.4% | 2.4% |
| AAPL | 31.9% | – | 31.5% | 29.8% | 30.3% |
| ORCL | 31.9% | 31.5% | 30.3% | 27.6% | |
| CRM | 22.0% | 20.2% | 17.2% | 5.9% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MSFT | 31.5 | 35.3 | 35.5 | 38.7 | |
| GOOGL | 31.9 | – | 38.5 | 32.4 | 30.4 |
| AMZN | 34.8 | – | 40.8 | 74.3 | -568.7 |
| AAPL | 37.2 | – | 44.5 | 40.6 | 31.3 |
| ORCL | 32.3 | 43.7 | 43.7 | 33.4 | |
| CRM | 29.1 | 41.1 | 78.7 | 1255.0 |
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