Microsoft Corporation (MSFT)vsPlexus Corp (PLXS)
MSFT
Microsoft Corporation
$495.63
+0.65%
TECHNOLOGY · Cap: $3.68T
PLXS
Plexus Corp
$255.34
+3.40%
TECHNOLOGY · Cap: $6.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 7119% more annual revenue ($331.84B vs $4.60B). MSFT leads profitability with a 40.3% profit margin vs 4.0%. MSFT appears more attractively valued with a PEG of 1.60. MSFT earns a higher WallStSmart Score of 72/100 (B).
MSFT
Strong Buy72
out of 100
Grade: B
PLXS
Hold48
out of 100
Grade: D+
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 19.6B in free cash flow
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Revenue surging 28.1% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 8.3x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.0% margin — thin
Operating margin of 4.7%
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 : PLXS
The strongest argument for PLXS centers on Altman Z-Score, Debt/Equity, Revenue Growth. Revenue growth of 28.1% demonstrates continued momentum.
Bear Case : MSFT
The primary concerns for MSFT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : PLXS
The primary concerns for PLXS are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
MSFT carries more volatility with a beta of 1.11 — expect wider price swings.
PLXS is growing revenue faster at 28.1% — sustainability is the question.
MSFT generates stronger free cash flow (19.6B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MSFT scores higher overall (72/100 vs 48/100), backed by strong 40.3% margins and 17.7% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Plexus Corp
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Plexus Corp. The company is headquartered in Neenah, Wisconsin.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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