Microsoft Corporation (MSFT)vsNetApp Inc (NTAP)
MSFT
Microsoft Corporation
$499.99
+0.03%
TECHNOLOGY · Cap: $3.66T
NTAP
NetApp Inc
$189.52
-1.02%
TECHNOLOGY · Cap: $34.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 4692% more annual revenue ($331.84B vs $6.92B). MSFT leads profitability with a 40.3% profit margin vs 18.4%. MSFT appears more attractively valued with a PEG of 1.52. MSFT earns a higher WallStSmart Score of 72/100 (B).
MSFT
Strong Buy72
out of 100
Grade: B
NTAP
Strong Buy66
out of 100
Grade: B-
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 15.8B in free cash flow
17.7% revenue growth
Every $100 of equity generates 94 in profit
Strong operational efficiency at 27.3%
Earnings expanding 23.4% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 8.4x book value
Expensive relative to growth rate
Moderate valuation
Trading at 27.5x book value
Distress zone — elevated risk
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 : NTAP
The strongest argument for NTAP centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 18.4% and operating margin at 27.3%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : MSFT
The primary concerns for MSFT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : NTAP
The primary concerns for NTAP are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 2.02 is elevated, increasing financial risk.
Key Dynamics to Monitor
MSFT profiles as a growth stock while NTAP is a mature play — different risk/reward profiles.
NTAP carries more volatility with a beta of 1.45 — expect wider price swings.
MSFT is growing revenue faster at 17.7% — 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 66/100), backed by strong 40.3% margins and 17.7% revenue growth. 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.
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 →NetApp Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
NetApp, Inc. is an American hybrid cloud data services and data management company headquartered in Sunnyvale, California. Founded in 1992 with an IPO in 1995, NetApp offers cloud data services for management of applications and data both online and physically.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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