Microsoft vs Oracle MSFT vs ORCL
Microsoft and Oracle on one sheet: valuation multiples, growth, margins, debt, dividends and returns, each section labelled with the period it covers, from the companies' filings. Add or remove a stock above the sheet; the link holds the set.
What differs most
- Market value: Microsoft $3.95T, Oracle $381.17B.
- Debt / equity: Oracle 2.3×, Microsoft 0.3×.
- One-year price return: Microsoft +1.7%, Oracle −55.5%.
- Price / sales: Microsoft 11.9×, Oracle 5.3×.
Price return
2025-10-26 → 2026-10-26
MSFT+1.7%
ORCL−55.5%
Profile
latestSector
Technology
Technology
Industry
Software - Infrastructure
Software - Infrastructure
Market value
$3.95T
$381.17B
Enterprise value
$4.06T
$500.73B
Employees
223,000
141,000
Revenue per employee (TTM)
$1.5M
$509K
Our models
nightlythe valuation on each stock's pagePrice vs model
7% overvalued vs model
33% undervalued vs model
Model range
$330–1025
$170–255
Models in the headline
1
1
FCF growth priced in, at a 10% return
30.4%
—
Every model, its assumptions and its range: MSFT valuation · ORCL valuation. The growth priced in, at any return: MSFT reverse DCF · ORCL reverse DCF.
Trading
close 2026-10-26Last close
$532.60
$126.06
52-week high
$543.45
$281.40
52-week low
$356.76
$114.99
Price vs 52-week high
−2.0%
−55.2%
Price vs 52-week low
+49.3%
+9.6%
Average daily volume / shares
0.4%
1.1%
Beta
1.10
1.77
Returns
to 2026-10-261 month
+3.2%
−8.1%
3 months
+39.5%
+9.6%
6 months
+25.4%
−27.3%
Year to date
+10.1%
−35.3%
1 year
+1.7%
−55.5%
1 year, dividends added
+2.4%
−54.8%
2 years
+24.4%
−27.4%
Valuation
MSFT price × FY2026 · ORCL price × TTM to Aug 2026P/E (TTM)
29.7×
19.8×
P/E on consensus EPS (next FY)
27.0×
15.5×
Price / sales
11.9×
5.3×
EV / sales
12.2×
7.0×
EV / EBITDA
19.6×
13.3×
Price / book
8.9×
5.7×
Price / free cash flow (FY)
59.0×
n/m
Free-cash-flow yield (FY)
1.7%
−6.2%
Growth
TTM and FY2026Revenue growth (TTM)
+4.3%
—
Revenue growth, consensus next FY
+17.9%
+34.3%
Revenue, 3-year CAGR
16.1%
10.5%
Revenue, 5-year CAGR
14.6%
10.7%
EPS growth (TTM)
+6.8%
—
EPS growth, consensus next FY
+10.0%
+39.6%
EPS, 3-year CAGR
22.9%
23.8%
Free cash flow, 3-year CAGR
4.0%
—
Diluted shares, 3-year change
−0.3%
+5.4%
Profitability
MSFT FY2026 · ORCL TTM to Aug 2026Gross margin (FY)†
67.9%
65.2%
Operating margin
46.8%
32.4%
EBITDA margin
62.5%
52.6%
Net margin
40.3%
26.4%
Free-cash-flow margin (FY)
20.2%
−35.2%
Return on equity
30.2%
28.3%
Return on assets
17.6%
6.2%
Asset turnover
0.44
0.24
† Gross margin (FY): As filed. Companies draw the cost-of-revenue line in different places, so gross margins of two companies in one industry can differ for that reason alone; operating margin does not depend on where the line is drawn.
Balance sheet
MSFT MRQ Jun 2026 · ORCL MRQ Aug 2026Cash
$20.93B
$36.37B
Total debt
$128.81B
$155.93B
Net debt
$107.87B
$119.56B
Debt / equity
0.3×
2.3×
Net debt / EBITDA (TTM)
0.5×
3.2×
Interest coverage (FY)
50.9×
4.5×
Current ratio (FY)
1.23
1.12
Dividends
trailing 12 monthsDividend yield
0.7%
1.6%
Dividends per share
$3.64
$2.00
Payout ratio (of TTM EPS)
20.3%
31.3%
Dividend per share, 5-year CAGR
10.2%
10.8%
Frequency
Quarterly
Quarterly
Ownership and activity
last 90 days · latest 13FTracked superinvestors holding (13F)
39
15
Insider open-market buys (Form 4)
$0
$3.5M
Insider sales (Form 4)
$24.7M
$3.8M
Analyst upgrades
1
0
Analyst downgrades
0
0
Statements
MSFT income FY2026 · cash flow FY2026 · ORCL income TTM to Aug 2026 · cash flow FY2026Revenue
$331.84B
$71.78B
EBITDA
$207.52B
$37.76B
Operating income
$155.24B
$23.23B
Net income
$133.75B
$18.92B
EPS (diluted)
$17.95
$6.38
Operating cash flow
$182.94B
$31.98B
Capital expenditure
−$115.95B
−$55.66B
Free cash flow
$66.99B
−$23.69B
Dividends paid
$26.45B
$5.79B
Keep comparing
Statements, prices, dividends and consensus estimates from Financial Modeling Prep; insider trades from Form 4 and holdings from 13F. Refreshed nightly. A comparison of filed numbers, not a recommendation to buy, sell or hold any security.