Microsoft's third-quarter results topped the high end of guidance. Revenue increased 15% year over year in constant currency to $82.9 billion, compared with the high end of guidance of $81.75 billion, while operating margin was 46.3%, compared with the high end of guidance at 46.1%.
Public cloud is widely considered to be the future of enterprise computing, and Azure is a leading service that benefits the evolution to first to hybrid environments, and then ultimately to public cloud environments.
Momentum is slowing in the ongoing shift to subscriptions, particularly in Office, which is generally considered a mature product.
|
Metric
|
MSFT
|
GOOGL
|
ORCL
|
|---|---|---|---|
Price/Earnings (Normalized) | 25.99 | 37.75 | 29.60 |
Price/Book Value | 7.47 | 9.33 | 18.32 |
Price/Sales | 9.76 | 10.66 | 9.68 |
Price/Cash Flow | 17.22 | 25.38 | 23.39 |
|
Metric
|
MSFT
|
GOOGL
|
ORCL
|
|---|---|---|---|
Quick Ratio | 1.01 | 1.71 | 1.22 |
Current Ratio | 1.28 | 1.92 | 1.35 |
Interest Coverage | 54.48 | 154.63 | 5.27 |
|
Metric
|
MSFT
|
GOOGL
|
ORCL
|
|---|---|---|---|
Return on Assets (Normalized) | 20.92% | 24.77% | 10.91% |
Return on Equity (Normalized) | 36.26% | 35.04% | 83.96% |
Return on Invested Capital (Normalized) | 31.12% | 30.59% | 16.80% |
|
1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Oracle Corp
ORCL
| Qhthgcj | Xwpfyg | $615B | |||
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| Zywscthw | Xjvmydb | $325B | |||
| Palo Alto Networks Inc
PANW
| Cfcqylmsw | Pncw | $222B | |||
| CrowdStrike Holdings Inc Class A
CRWD
| Nrndcgxm | Yngv | $171B | |||
| Fortinet Inc
FTNT
| Mdwmfrss | Lqzjp | $106B | |||
| Synopsys Inc
SNPS
| Rkfnlxsj | Mdpr | $89B | |||
| Cloudflare Inc
NET
| Ssyxptym | Sghr | $88B | |||
| CoreWeave Inc Ordinary Shares - Class A
CRWV
| Hwswrytw | Hgfmg | $55B | |||
| Block Inc Class A
XYZ
| Nrryskbc | Tjmjxds | $41B |
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United States