In today’s rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing Microsoft (NASDAQ:MSFT) alongside its primary competitors in the Software industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to investors and shed light on company’s performance within the industry.
Microsoft Background
Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).
| Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
|---|---|---|---|---|---|---|---|
| Microsoft Corp | 24.60 | 7.47 | 9.60 | 10.2% | $58.18 | $55.3 | 16.72% |
| Oracle Corp | 29.26 | 13.98 | 7.38 | 11.65% | $8.16 | $11.1 | 21.66% |
| Palo Alto Networks Inc | 89.77 | 13.95 | 11.62 | 4.78% | $0.64 | $1.91 | 14.93% |
| ServiceNow Inc | 52.57 | 7.02 | 6.92 | 3.31% | $0.76 | $2.73 | 20.66% |
| Fortinet Inc | 32.52 | 47.06 | 8.85 | 51.3% | $0.69 | $1.52 | 14.75% |
| Nebius Group NV | 1412.88 | 8.88 | 77.34 | -5.3% | $0.01 | $0.1 | 55.85% |
| Check Point Software Technologies Ltd | 14.01 | 4.87 | 5.44 | 10.21% | $0.37 | $0.65 | 5.85% |
| Gen Digital Inc | 19.49 | 4.91 | 2.49 | 8.02% | $0.57 | $0.97 | 25.76% |
| Dolby Laboratories Inc | 25.08 | 2.28 | 4.50 | 2.04% | $0.1 | $0.3 | -2.88% |
| UiPath Inc | 19.27 | 2.52 | 3.39 | 5.21% | $0.09 | $0.41 | 13.56% |
| CommVault Systems Inc | 46.67 | 18.18 | 3.52 | 8.33% | $0.03 | $0.25 | 19.5% |
| Monday.Com Ltd | 27.54 | 2.53 | 2.66 | 6.1% | $0.01 | $0.3 | 24.59% |
| Qualys Inc | 15.30 | 5.29 | 4.53 | 9.75% | $0.06 | $0.15 | 10.11% |
| Teradata Corp | 19.05 | 10.57 | 1.49 | 16.48% | $0.08 | $0.26 | 2.93% |
| BlackBerry Ltd | 44.11 | 3.13 | 4.32 | 3.27% | $0.04 | $0.12 | 10.09% |
| A10 Networks Inc | 43.95 | 8.49 | 6.34 | 4.72% | $0.03 | $0.06 | 8.29% |
| Average | 126.1 | 10.24 | 10.05 | 9.32% | $0.78 | $1.39 | 16.38% |
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