AAPL vs MSFT: Which Is the Better Buy?
Side-by-side comparison of Apple Inc. and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Apple Inc. · Technology
$337.02
+9.9% upside to fair value
Med Conviction
Grade B
High Quality
VS
Microsoft Corporation · Technology
$497.12
+41.3% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(+41.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AAPL |
MSFT |
| Current Price |
$337.02 |
$497.12 |
| Fair Value Estimate |
$370.54 |
$702.35 |
| Upside to Fair Value |
+9.9%
|
+41.3%
|
| Market Cap |
$4,949.9B |
$3,691.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
29.6x
|
18.3x
|
| Price / Sales |
10.6x
|
11.1x
|
| Price / FCF |
36.2x
|
55.1x
|
| Revenue Growth YoY |
+16.4%
|
+17.7%
|
| Gross Margin |
48.7%
|
67.9%
|
| Operating Margin |
33.2%
|
46.8%
|
| Return on Equity |
137.2%
|
33.2%
|
| Dividend Yield |
0.31% |
0.73% |
| FCF Yield |
2.76%
|
1.81%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Apple Inc. is a global consumer-electronics and services platform whose hardware lineup (iPhone, Mac, iPad, wearables) and digital ecosystem (App Store, Apple Music, iCloud, Apple Pay, advertising) generated $31.78 of revenue per share and $9.30 of free cash flow per share on a trailing basis, with TTM gross margin of 48.7%, operating margin of 33.2%, net margin of 27.6%, and ROE of 137.2%. Busin…
Microsoft is a global infrastructure-software platform spanning Azure, Microsoft 365, security, Dynamics, Windows, GitHub and AI copilots, with high business quality supported by enterprise distribution, explicitly cited switching costs, a $678 billion commercial RPO balance, 67.9% TTM gross margin, 46.8% TTM operating margin, 40.3% TTM net margin and 33.2% ROE. Revenue grew 17.7% and earnings gr…
Accumulation Zones
| Metric |
AAPL |
MSFT |
| Zone Low |
$277.91 |
$526.76 |
| Zone High |
$314.96 |
$597.00 |
| In Buy Zone? |
No
|
Yes
|