WallStSmart

Avepoint Inc (AVPT)vsMicrosoft Corporation (MSFT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Microsoft Corporation generates 71087% more annual revenue ($331.84B vs $466.15M). MSFT leads profitability with a 40.3% profit margin vs 15.3%. MSFT trades at a lower P/E of 27.4x. MSFT earns a higher WallStSmart Score of 72/100 (B).

AVPT

Buy

54

out of 100

Grade: C-

Growth: 9.3Profit: 6.5Value: 5.7Quality: 6.0
Piotroski: 3/9Altman Z: 1.26

MSFT

Strong Buy

72

out of 100

Grade: B

Growth: 8.7Profit: 9.5Value: 5.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AVPTUndervalued (+24.4%)

Margin of Safety

+24.4%

Fair Value

$13.97

Current Price

$12.66

$1.31 discount

UndervaluedFair: $13.97Overvalued

Intrinsic value data unavailable for MSFT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVPT3 strengths · Avg: 9.3/10
EPS GrowthGrowth
1100.0%10/10

Earnings expanding 1100.0% YoY

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
22.0%8/10

Revenue surging 22.0% year-over-year

MSFT6 strengths · Avg: 9.8/10
Market CapQuality
$3.68T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.2%10/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
40.3%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
45.1%10/10

Strong operational efficiency at 45.1%

Free Cash FlowQuality
$19.64B10/10

Generating 19.6B in free cash flow

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

Areas to Watch

AVPT3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
43.2x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.262/10

Distress zone — elevated risk

MSFT3 concerns · Avg: 4.0/10
PEG RatioValuation
1.604/10

Expensive relative to growth rate

P/E RatioValuation
27.4x4/10

Moderate valuation

Price/BookValuation
8.3x4/10

Trading at 8.3x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : AVPT

The strongest argument for AVPT centers on EPS Growth, Debt/Equity, Revenue Growth. Profitability is solid with margins at 15.3% and operating margin at 8.2%. Revenue growth of 22.0% demonstrates continued momentum.

Bull Case : MSFT

The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 40.3% and operating margin at 45.1%. Revenue growth of 17.7% demonstrates continued momentum.

Bear Case : AVPT

The primary concerns for AVPT are Piotroski F-Score, P/E Ratio, Altman Z-Score. A P/E of 43.2x leaves little room for execution misses.

Bear Case : MSFT

The primary concerns for MSFT are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

AVPT carries more volatility with a beta of 1.19 — expect wider price swings.

AVPT is growing revenue faster at 22.0% — sustainability is the question.

MSFT generates stronger free cash flow (19.6B), providing more financial flexibility.

Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MSFT scores higher overall (72/100 vs 54/100), backed by strong 40.3% margins and 17.7% revenue growth. AVPT offers better value entry with a 24.4% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Avepoint Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

AvePoint Inc. (AVPT) stands out as a leading provider of advanced data management solutions, specifically designed for Microsoft 365 and other collaboration platforms, with a focus on governance, compliance, and data protection. The company leverages innovative technologies to enhance operational efficiency while ensuring the security of critical data assets, catering to the increasing demands of digital transformation. With its diverse and comprehensive product offerings, AvePoint is well-positioned to capitalize on the growing market for data management solutions, presenting a compelling investment opportunity for institutional investors seeking growth in the technology sector.

Microsoft Corporation

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.

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