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
- Debt / equity: Oracle 1.8×, Microsoft 0.1×.
- Market value: Microsoft $3.93T, Oracle $387.70B.
- One-year price return: Microsoft +3.4%, Oracle −59.0%.
- Price / sales: Microsoft 11.8×, Oracle 5.4×.
Price return
2025-10-16 → 2026-10-16
MSFT+3.4%
ORCL−59.0%
Profile
latestSector
Technology
Technology
Industry
Software - Infrastructure
Software - Infrastructure
Market value
$3.93T
$387.70B
Enterprise value
$3.94T
$469.05B
Employees
223,000
141,000
Revenue per employee (TTM)
$1.5M
$509K
Our models
nightlythe valuation on each stock's pagePrice vs model
10% overvalued vs model
30% undervalued vs model
Model range
$322–954
$163–238
Models in the headline
1
1
FCF growth priced in, at a 10% return
30.1%
—
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 2026-10-16Last close
$529.05
$128.23
52-week high
$543.45
$291.31
52-week low
$356.76
$114.99
Price vs 52-week high
−2.6%
−56.0%
Price vs 52-week low
+48.3%
+11.5%
Average daily volume / shares
0.4%
1.1%
Beta
1.10
1.77
Returns
to 2026-10-161 month
+7.9%
−10.4%
3 months
+31.9%
+3.2%
6 months
+25.9%
−28.1%
Year to date
+9.4%
−34.2%
1 year
+3.4%
−59.0%
1 year, dividends added
+4.1%
−58.4%
2 years
+27.1%
−26.6%
Valuation
MSFT price × FY2026 · ORCL price × TTM to Aug 2026P/E (TTM)
29.5×
20.1×
P/E on consensus EPS (next FY)
26.8×
15.8×
Price / sales
11.8×
5.4×
EV / sales
11.9×
6.5×
EV / EBITDA
20.3×
—
Price / book
9.5×
5.8×
Price / free cash flow (FY)
58.6×
n/m
Free-cash-flow yield (FY)
1.7%
−6.1%
Growth
TTM and FY2026Revenue growth (TTM)
+4.3%
+12.0%
Revenue growth, consensus next FY
+17.8%
+34.3%
Revenue, 3-year CAGR
16.1%
10.5%
Revenue, 5-year CAGR
14.6%
10.7%
EPS growth (TTM)
+6.8%
+14.5%
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%
32.1%
EBITDA margin
58.5%
—
Net margin
40.3%
26.4%
Free-cash-flow margin (FY)
20.2%
−35.2%
Return on equity
32.3%
28.3%
Return on assets
19.3%
6.2%
Asset turnover
0.48
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 Mar 2026 · ORCL MRQ Aug 2026Cash
$32.10B
$36.37B
Total debt
$40.26B
$117.71B
Net debt
$8.16B
$81.34B
Debt / equity
0.1×
1.8×
Net debt / EBITDA (TTM)
0.0×
—
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
$194.24B
—
Operating income
$155.24B
$23.06B
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 from the companies' SEC filings; 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.