Blackbaud Inc (BLKB)vsMicrosoft Corporation (MSFT)
BLKB
Blackbaud Inc
$42.18
+17.39%
TECHNOLOGY · Cap: $1.49B
MSFT
Microsoft Corporation
$390.54
-0.71%
TECHNOLOGY · Cap: $2.90T
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 27829% more annual revenue ($318.27B vs $1.14B). MSFT leads profitability with a 39.3% profit margin vs 12.4%. BLKB appears more attractively valued with a PEG of 0.36. MSFT earns a higher WallStSmart Score of 72/100 (B).
BLKB
Strong Buy68
out of 100
Grade: B-
MSFT
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.4%
Fair Value
$79.25
Current Price
$42.18
$37.07 discount
Margin of Safety
-82.9%
Fair Value
$215.02
Current Price
$390.54
$175.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 42 in profit
Earnings expanding 651.0% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Generating 15.8B in free cash flow
18.3% revenue growth
Areas to Watch
4.2% revenue growth
Smaller company, higher risk/reward
Trading at 55.5x book value
Distress zone — elevated risk
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : BLKB
The strongest argument for BLKB centers on PEG Ratio, P/E Ratio, Return on Equity. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 39.3% and operating margin at 46.3%. Revenue growth of 18.3% demonstrates continued momentum.
Bear Case : BLKB
The primary concerns for BLKB are Revenue Growth, Market Cap, Price/Book. Debt-to-equity of 34.33 is elevated, increasing financial risk.
Bear Case : MSFT
No major red flags identified for MSFT, but monitor valuation.
Key Dynamics to Monitor
BLKB profiles as a value stock while MSFT is a growth play — different risk/reward profiles.
MSFT carries more volatility with a beta of 1.13 — expect wider price swings.
MSFT is growing revenue faster at 18.3% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Bottom Line
MSFT scores higher overall (72/100 vs 68/100), backed by strong 39.3% margins and 18.3% revenue growth. BLKB offers better value entry with a 36.4% margin of safety. 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.
Blackbaud Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, businesses, educational institutions, healthcare organizations, and other social concern entities in the United States and internationally. The company is headquartered in Charleston, South Carolina.
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 →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?