Microsoft Corporation (MSFT)vsSeagate Technology PLC (STX)
MSFT
Microsoft Corporation
$487.46
-1.09%
TECHNOLOGY · Cap: $3.66T
STX
Seagate Technology PLC
$837.66
-0.91%
TECHNOLOGY · Cap: $191.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 2621% more annual revenue ($331.84B vs $12.20B). MSFT leads profitability with a 40.3% profit margin vs 26.1%. STX appears more attractively valued with a PEG of 0.49. STX earns a higher WallStSmart Score of 79/100 (B+).
MSFT
Strong Buy72
out of 100
Grade: B
STX
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 45.1%
Generating 15.8B in free cash flow
17.7% revenue growth
Growing faster than its price suggests
Every $100 of equity generates 217 in profit
Strong operational efficiency at 43.1%
Revenue surging 48.5% year-over-year
Earnings expanding 149.1% YoY
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 8.2x book value
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 171.7x book value
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : STX
The strongest argument for STX centers on PEG Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 26.1% and operating margin at 43.1%. Revenue growth of 48.5% demonstrates continued momentum.
Bear Case : MSFT
The primary concerns for MSFT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : STX
The primary concerns for STX are Debt/Equity, P/E Ratio, Price/Book. A P/E of 59.9x leaves little room for execution misses. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
STX carries more volatility with a beta of 2.10 — expect wider price swings.
STX is growing revenue faster at 48.5% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STX scores higher overall (79/100 vs 72/100), backed by strong 26.1% margins and 48.5% revenue growth. Both earn "Strong Buy" and "Strong 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.
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.
Visit Website →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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