Microsoft Corporation (MSFT)vsXunlei Ltd Adr (XNET)
MSFT
Microsoft Corporation
$390.49
+1.62%
TECHNOLOGY · Cap: $2.77T
XNET
Xunlei Ltd Adr
$5.64
-6.24%
TECHNOLOGY · Cap: $341.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 64223% more annual revenue ($318.27B vs $494.81M). XNET leads profitability with a 176.7% profit margin vs 39.3%. MSFT appears more attractively valued with a PEG of 1.15. XNET earns a higher WallStSmart Score of 75/100 (B+).
MSFT
Strong Buy72
out of 100
Grade: B
XNET
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.6%
Fair Value
$213.84
Current Price
$390.49
$176.65 premium
Margin of Safety
+25.4%
Fair Value
$7.80
Current Price
$5.64
$2.16 discount
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 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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 73 in profit
Keeps 177 of every $100 in revenue as profit
Revenue surging 53.9% year-over-year
Earnings expanding 11785.0% YoY
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
Operating margin of 4.4%
Weak financial health signals
Expensive relative to growth rate
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 39.3% and operating margin at 46.3%. Revenue growth of 18.3% demonstrates continued momentum.
Bull Case : XNET
The strongest argument for XNET centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 176.7% and operating margin at 4.4%. Revenue growth of 53.9% demonstrates continued momentum.
Bear Case : MSFT
No major red flags identified for MSFT, but monitor valuation.
Bear Case : XNET
The primary concerns for XNET are Market Cap, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
XNET carries more volatility with a beta of 1.11 — expect wider price swings.
XNET is growing revenue faster at 53.9% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
XNET scores higher overall (75/100 vs 72/100), backed by strong 176.7% margins and 53.9% 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 →Xunlei Ltd Adr
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · China
Xunlei Limited, operates an Internet platform for digital media content in the People's Republic of China. The company is headquartered in Shenzhen, the People's Republic of China.
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