Microsoft’s fiscal 2027 first-quarter revenue increased 19% to $92.3 billion. Earnings per share excluding gains and losses on OpenAI investments rose 18%, with Azure and Microsoft 365 cloud leading the way. Both revenue and earnings were slightly ahead of FactSet consensus.
Azure can maintain rapid growth as new capacity serves contracted demand and enterprise customers expand both AI and conventional cloud workloads.
AI infrastructure spending could remain elevated, and there are no guarantees of the returns on these investments, as no one knows for sure what AI-related demand will look like long-term.
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Metric
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MSFT
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GOOGL
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ORCL
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|---|---|---|---|
Price/Earnings (Normalized) | 30.22 | 143.45 | 17.27 |
Price/Book Value | 8.37 | 5.29 | 6.83 |
Price/Sales | 11.40 | 7.41 | 5.71 |
Price/Cash Flow | 20.37 | 17.00 | 13.43 |
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Metric
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MSFT
|
GOOGL
|
ORCL
|
|---|---|---|---|
Quick Ratio | 0.83 | 2.51 | 1.02 |
Current Ratio | 1.22 | 2.79 | 1.17 |
Interest Coverage | 55.15 | 92.63 | 5.07 |
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Metric
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MSFT
|
GOOGL
|
ORCL
|
|---|---|---|---|
Return on Assets (Normalized) | 19.01% | 20.58% | 9.91% |
Return on Equity (Normalized) | 32.28% | 30.20% | 63.39% |
Return on Invested Capital (Normalized) | 28.37% | 25.12% | 15.17% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| LOCK|>$K!vdk | LOCK|sw#HV | $472B | |||
| Oracle Corp
ORCL
| LOCK|!^^ncZ? | LOCK|R!%P | $423B | |||
| Palo Alto Networks Inc
PANW
| LOCK|!lb%P>< | LOCK|w% | $311B | |||
| CrowdStrike Holdings Inc Class A
CRWD
| LOCK|wW!L<cY | LOCK|sM | $267B | |||
| Cloudflare Inc
NET
| LOCK|^WY@$!YQ | LOCK|># | $110B | |||
| Fortinet Inc
FTNT
| LOCK|^Y<z#k | LOCK|>Y | $102B | |||
| Synopsys Inc
SNPS
| LOCK|sHnBhR$j | LOCK|@vq | $94B | |||
| Block Inc Class A
XYZ
| LOCK|^#Z&KZ& | LOCK|<Gmc! | $46B | |||
| Zscaler Inc
ZS
| LOCK|DtYLnts? | LOCK|dn?N | $40B |
United States