In the dynamic and fiercely competitive business environment, conducting a thorough analysis of companies is crucial for investors and industry enthusiasts. In this article, we will perform an extensive industry comparison, evaluating Microsoft (NASDAQ:MSFT) in relation to its major competitors in the Software industry. By closely examining crucial financial metrics, market position, and growth prospects, we aim to offer valuable insights for 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 | 23.22 | 7.05 | 9.06 | 10.2% | $58.18 | $55.3 | 16.72% |
| Oracle Corp | 26.22 | 12.52 | 6.61 | 11.65% | $8.16 | $11.1 | 21.66% |
| Palo Alto Networks Inc | 85.12 | 13.23 | 11.02 | 4.78% | $0.64 | $1.91 | 14.93% |
| ServiceNow Inc | 61.71 | 8.32 | 8.12 | 3.31% | $0.76 | $2.73 | 20.66% |
| Fortinet Inc | 32.60 | 47.17 | 8.87 | 51.3% | $0.69 | $1.52 | 14.75% |
| Nebius Group NV | 1004.13 | 6.31 | 54.96 | -5.3% | $0.01 | $0.1 | 55.85% |
| Check Point Software Technologies Ltd | 14.80 | 5.30 | 5.74 | 10.21% | $0.22 | $0.59 | 9.95% |
| Gen Digital Inc | 20.07 | 5.06 | 2.56 | 8.02% | $0.57 | $0.97 | 25.76% |
| UiPath Inc | 21.02 | 2.81 | 3.70 | 5.21% | $0.09 | $0.41 | 13.56% |
| Dolby Laboratories Inc | 23.74 | 2.16 | 4.26 | 2.04% | $0.1 | $0.3 | -2.88% |
| Monday.Com Ltd | 30.93 | 2.84 | 2.99 | 6.1% | $0.01 | $0.3 | 24.59% |
| CommVault Systems Inc | 41.54 | 16.18 | 3.14 | 8.33% | $0.03 | $0.25 | 19.5% |
| Qualys Inc | 16.53 | 5.72 | 4.90 | 9.75% | $0.06 | $0.15 | 10.11% |
| Teradata Corp | 19.27 | 10.43 | 1.51 | 16.48% | $0.08 | $0.26 | 2.93% |
| BlackBerry Ltd | 82.25 | 2.62 | 3.67 | 1.87% | $0.02 | $0.11 | -1.25% |
| Average | 105.71 | 10.05 | 8.72 | 9.55% | $0.82 | $1.48 | 16.44% |
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