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U.S.-listed market research with live data and structured thesis notes.

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Compare names across metrics and research quality

Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

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24 shared metrics lined up

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Clear
Compute Stack AI Platforms Power Buildout Robotics
MSFT Platforms & Software

Microsoft

Enterprise AI platform

Detail page

Azure is one of the main cloud platforms funding and serving AI workloads.

Price $417.24
1D change -0.84%
Market cap $3.10T
Sector —

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

On smaller screens, swipe this table horizontally to compare the full set.

Metric MSFT
Price $417.24
1D Change -0.84%
Market Cap $3.10T
Enterprise Value —
Trailing P/E 24.9
Forward P/E 21.6
Price / Sales —
EV / Revenue —
Revenue Growth —
Earnings Growth —
Gross Margin —
Operating Margin —
Net Margin —
ROE —
Free Cash Flow —
FCF Margin —
Debt / Equity —
Current Ratio —
Dividend Yield 87.00%
Next Earnings Jul 29, 2026
Quarterly Revenue $82.89B
Revenue QoQ +2.0%
Quarterly Net Income $31.78B
Net Income QoQ -17.4%

MSFT thesis lens

Enterprise AI platform

Why it could benefit

  • Azure is one of the main cloud platforms funding and serving AI workloads.
  • Copilot can raise average revenue per user across Microsoft 365, GitHub, Dynamics, and security products.
  • Its distribution into nearly every large enterprise makes AI attach rates especially valuable.

Moat / edge

  • Massive installed base in productivity and enterprise infrastructure.
  • Deep cloud stack plus model partnerships and proprietary tooling.
  • Switching costs are high once AI workflows are embedded in daily software.

What to watch

  • Azure growth excluding currency and one-time items.
  • Copilot user adoption, pricing durability, and seat expansion.
  • Capex efficiency versus AI revenue realized.

Key risks

  • Capex could stay ahead of monetization for longer than the market expects.
  • Competition from Google, Amazon, and specialized AI software vendors.