Extreme Networks Inc (EXTR)vsMicrosoft Corporation (MSFT)
EXTR
Extreme Networks Inc
$29.61
+0.13%
TECHNOLOGY · Cap: $3.47B
MSFT
Microsoft Corporation
$416.67
+0.10%
TECHNOLOGY · Cap: $3.28T
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 25320% more annual revenue ($318.27B vs $1.25B). MSFT leads profitability with a 39.3% profit margin vs 1.3%. EXTR appears more attractively valued with a PEG of 0.98. MSFT earns a higher WallStSmart Score of 72/100 (B).
EXTR
Buy62
out of 100
Grade: C+
MSFT
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 206.4% YoY
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
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
Conservative balance sheet, low leverage
Areas to Watch
1.3% margin — thin
Premium valuation, high expectations priced in
Trading at 49.4x book value
Distress zone — elevated risk
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : EXTR
The strongest argument for EXTR centers on EPS Growth, Return on Equity, PEG Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.98 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 : EXTR
The primary concerns for EXTR are Profit Margin, P/E Ratio, Price/Book. A P/E of 220.9x leaves little room for execution misses. Debt-to-equity of 2.99 is elevated, increasing financial risk.
Bear Case : MSFT
The primary concerns for MSFT are P/E Ratio.
Key Dynamics to Monitor
EXTR profiles as a value stock while MSFT is a growth play — different risk/reward profiles.
EXTR carries more volatility with a beta of 1.77 — 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 62/100), backed by strong 39.3% margins and 18.3% 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.
Extreme Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Extreme Networks, Inc. provides software-driven networking solutions for businesses, data centers, and service provider customers globally. The company is headquartered in San Jose, California.
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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