Microsoft's fourth-quarter results topped the high end of guidance on key items. Revenue increased 17% year over year in constant currency to $90.0 billion, versus the high end of guidance of $87.8 billion, while operating margin was 45.1%, compared with the high end of guidance implied at 44.7%.
Public cloud remains the present and future of enterprise computing, and Azure is a leading full stack service for AI and more traditional public cloud workloads.
Momentum has slowed in the ongoing shift to subscriptions, particularly in Office, which is generally considered a mature product.
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Metric
|
MSFT
|
ORCL
|
GOOGL
|
|---|---|---|---|
Price/Earnings (Normalized) | 29.78 | 19.27 | 21.24 |
Price/Book Value | 8.39 | 11.27 | 6.96 |
Price/Sales | 11.23 | 6.36 | 9.73 |
Price/Cash Flow | 19.84 | 15.39 | 22.80 |
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Metric
|
MSFT
|
ORCL
|
GOOGL
|
|---|---|---|---|
Quick Ratio | 0.93 | 1.01 | 2.47 |
Current Ratio | 1.23 | 1.12 | 2.72 |
Interest Coverage | 54.30 | 5.08 | 131.63 |
|
Metric
|
MSFT
|
ORCL
|
GOOGL
|
|---|---|---|---|
Return on Assets (Normalized) | 20.85% | 10.48% | 22.33% |
Return on Equity (Normalized) | 35.98% | 76.33% | 32.12% |
Return on Invested Capital (Normalized) | 31.25% | 15.95% | 27.38% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Oracle Corp
ORCL
| LOCK|kYPtXxQ | LOCK|s^wW$ | $423B | |||
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| LOCK|vlFQ#Nc | LOCK|D!>@% | $413B | |||
| Palo Alto Networks Inc
PANW
| LOCK|#>?Y>z>q | LOCK|ZM& | $297B | |||
| CrowdStrike Holdings Inc Class A
CRWD
| LOCK|fqxT%rg | LOCK|&H& | $218B | |||
| Fortinet Inc
FTNT
| LOCK|P@?<%@ | LOCK|F& | $117B | |||
| Cloudflare Inc
NET
| LOCK|#n>tm^w | LOCK|^%> | $107B | |||
| Synopsys Inc
SNPS
| LOCK|!rjx?#R | LOCK|!%@ | $80B | |||
| CoreWeave Inc Ordinary Shares - Class A
CRWV
| LOCK|t?q?@q | LOCK|D&$ | $49B | |||
| Block Inc Class A
XYZ
| LOCK|@xtP@% | LOCK|KJ&>> | $47B |
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United States