WallStSmart

Littelfuse Inc (LFUS)vsMicrosoft Corporation (MSFT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Microsoft Corporation generates 12687% more annual revenue ($318.27B vs $2.49B). MSFT leads profitability with a 39.3% profit margin vs -1.6%. MSFT appears more attractively valued with a PEG of 1.28. MSFT earns a higher WallStSmart Score of 72/100 (B).

LFUS

Buy

50

out of 100

Grade: C-

Growth: 6.7Profit: 4.5Value: 3.0Quality: 7.5
Piotroski: 5/9Altman Z: 2.45

MSFT

Strong Buy

72

out of 100

Grade: B

Growth: 8.0Profit: 9.5Value: 4.7Quality: 6.5
Piotroski: 4/9Altman Z: 2.51
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LFUSSignificantly Overvalued (-22.5%)

Margin of Safety

-22.5%

Fair Value

$292.25

Current Price

$457.03

$164.78 premium

UndervaluedFair: $292.25Overvalued
MSFTSignificantly Overvalued (-75.3%)

Margin of Safety

-75.3%

Fair Value

$240.06

Current Price

$415.12

$175.06 premium

UndervaluedFair: $240.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LFUS2 strengths · Avg: 9.0/10
EPS GrowthGrowth
69.1%10/10

Earnings expanding 69.1% YoY

Revenue GrowthGrowth
18.5%8/10

18.5% revenue growth

MSFT6 strengths · Avg: 9.7/10
Market CapQuality
$3.13T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.0%10/10

Every $100 of equity generates 34 in profit

Profit MarginProfitability
39.3%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
46.3%10/10

Strong operational efficiency at 46.3%

Free Cash FlowQuality
$15.80B10/10

Generating 15.8B in free cash flow

Revenue GrowthGrowth
18.3%8/10

18.3% revenue growth

Areas to Watch

LFUS3 concerns · Avg: 1.7/10
PEG RatioValuation
2.812/10

Expensive relative to growth rate

Return on EquityProfitability
-1.6%2/10

ROE of -1.6% — below average capital efficiency

Profit MarginProfitability
-1.6%1/10

Currently unprofitable

MSFT1 concerns · Avg: 4.0/10
P/E RatioValuation
25.0x4/10

Moderate valuation

Comparative Analysis Report

WallStSmart Research

Bull Case : LFUS

The strongest argument for LFUS centers on EPS Growth, Revenue Growth. Revenue growth of 18.5% demonstrates continued momentum.

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 : LFUS

The primary concerns for LFUS are PEG Ratio, Return on Equity, Profit Margin.

Bear Case : MSFT

The primary concerns for MSFT are P/E Ratio.

Key Dynamics to Monitor

LFUS carries more volatility with a beta of 1.46 — expect wider price swings.

LFUS is growing revenue faster at 18.5% — sustainability is the question.

MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.

Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MSFT scores higher overall (72/100 vs 50/100), 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.

Littelfuse Inc

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in Asia-Pacific, the Americas, and Europe. The company is headquartered in Chicago, Illinois.

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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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