Microsoft Corporation (MSFT)vsViavi Solutions Inc (VIAV)
MSFT
Microsoft Corporation
$505.41
+1.97%
TECHNOLOGY · Cap: $3.68T
VIAV
Viavi Solutions Inc
$33.82
-12.72%
TECHNOLOGY · Cap: $9.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 21756% more annual revenue ($331.84B vs $1.52B). MSFT leads profitability with a 40.3% profit margin vs -2.0%. VIAV appears more attractively valued with a PEG of 1.34. MSFT earns a higher WallStSmart Score of 72/100 (B).
MSFT
Strong Buy72
out of 100
Grade: B
VIAV
Buy52
out of 100
Grade: C-
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 19.6B in free cash flow
Conservative balance sheet, low leverage
Revenue surging 52.5% year-over-year
Earnings expanding 326.5% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 8.5x book value
ROE of -6.5% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : VIAV
The strongest argument for VIAV centers on Revenue Growth, EPS Growth. Revenue growth of 52.5% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : MSFT
The primary concerns for MSFT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : VIAV
The primary concerns for VIAV are Return on Equity, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
MSFT profiles as a growth stock while VIAV is a hypergrowth play — different risk/reward profiles.
VIAV carries more volatility with a beta of 1.23 — expect wider price swings.
VIAV is growing revenue faster at 52.5% — sustainability is the question.
MSFT generates stronger free cash flow (19.6B), providing more financial flexibility.
Bottom Line
MSFT scores higher overall (72/100 vs 52/100), backed by strong 40.3% margins and 17.7% revenue growth. 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.
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 →Viavi Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viavi Solutions Inc. provides network testing, monitoring and assurance solutions to communications service providers, enterprises, network equipment manufacturers, government, civil, military and avionics customers worldwide. The company is headquartered in San Jose, California.
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