Where Does Microsoft Stock Rank Among Competitors?
Microsoft (MSFT) stock, as of February 6, 2026, has experienced a modest dip over the past year, but how does its robust cloud and enterprise software standing truly measure up against AI-scaling peers? A closer look at the provided data reveals MSFT’s superior operating profitability and robust revenue growth, alongside a moderate valuation, yet its muted 12-month market return suggests market preference for even higher growth narratives.
- MSFT’s 46.7% operating margin, highest among peers, reflects its software & cloud dominance, enabling AI infrastructure investment.
- MSFT’s 16.7% revenue growth, outpacing peers, is driven by robust Azure & AI demand, signaling successful digital transformation.
- MSFT’s stock is down 2.8% in 1 yr, underperforming GOOGL, AAPL, at a PE of 25.0; market may weigh AI capex vs. growth prospects.
Here’s how Microsoft stacks up across size, valuation, and profitability versus key peers.
| MSFT | GOOGL | AMZN | AAPL | ORCL | CRM | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 2,980.9 | 3,898.2 | 2,252.5 | 4,101.8 | 409.0 | 181.4 |
| Revenue ($ Bil) | 305.5 | 402.8 | 716.9 | 435.6 | 61.0 | 40.3 |
| PE Ratio | 25.0 | 29.5 | 29.0 | 34.8 | 26.5 | 25.1 |
| LTM Revenue Growth | 16.7% | 15.1% | 12.4% | 10.1% | 11.1% | 8.4% |
| LTM Operating Margin | 46.7% | 32.0% | 11.2% | 32.4% | 31.9% | 22.0% |
| LTM FCF Margin | 25.3% | 18.2% | 1.1% | 28.3% | -21.6% | 32.0% |
| 12M Market Return | -2.8% | 69.2% | -11.9% | 19.8% | -16.3% | -41.8% |
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 | |
|---|---|---|---|---|
| MSFT | 16.7% | 14.9% | 15.7% | 6.9% |
| GOOGL | 15.1% | 15.1% | 13.9% | 8.7% |
| AMZN | 12.4% | 12.4% | 11.0% | 11.8% |
| AAPL | 10.1% | 6.4% | 2.0% | -2.8% |
| 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 | |
|---|---|---|---|---|
| MSFT | 46.7% | 45.6% | 44.6% | 41.8% |
| GOOGL | 32.0% | 32.0% | 32.1% | 27.4% |
| AMZN | 11.2% | 11.2% | 10.8% | 6.4% |
| AAPL | 32.4% | 32.0% | 31.5% | 29.8% |
| 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 | |
|---|---|---|---|---|
| MSFT | 25.0 | 35.3 | 35.5 | 38.7 |
| GOOGL | 29.5 | 28.7 | 23.3 | 23.9 |
| AMZN | 29.0 | 31.7 | 38.8 | 51.5 |
| AAPL | 34.8 | 36.3 | 41.0 | 31.3 |
| ORCL | 26.5 | 43.7 | 43.7 | 33.4 |
| CRM | 25.1 | 41.1 | 78.7 | 1255.0 |
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