AAPL vs MSFT: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and Microsoft Corporation โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-10.
Apple Inc. ยท Technology
$260.88
+135.9% upside to fair value
Grade B High Quality
VS
Microsoft Corporation ยท Technology
$372.20
+32.4% upside to fair value
High Conviction Grade A
QuantHub Verdict
AAPL has more upside to fair value (+135.9%). MSFT trades at a lower forward P/E (22.0x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric AAPL MSFT
Current Price $260.88 $372.20
Fair Value Estimate $615.48 $493.00
Upside to Fair Value +135.9% +32.4%
Market Cap $3,834.4B $2,763.6B
Forward P/E 32.6x 22.0x
EV / EBITDA 25.4x 17.5x
Price / Sales 8.8x 9.1x
Price / FCF 31.1x 35.8x
Revenue Growth YoY +40.3% +14.9%
Gross Margin 47.3% 68.8%
Operating Margin 32.4% 45.6%
Return on Equity 159.9% 29.6%
Dividend Yield 0% 0.94%
FCF Yield 3.21% 2.8%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AAPL โ€” Apple Inc.
Apple Inc. is a leading technology company specializing in consumer electronics, software, and services with a strong brand and durable competitive advantages. The business quality is high, demonstrated by exceptional profitability metrics including a 159.9% return on equity, 40.3% revenue growth year-over-year, and 53.3% earnings growth year-over-year. Despite these fundamentals, the stock is cuโ€ฆ
MSFT โ€” Microsoft Corporation
Microsoft is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37โ€ฆ
Accumulation Zones
Metric AAPL MSFT
Zone Low $461.61 $370.00
Zone High $523.16 $419.00
In Buy Zone? Yes Yes
โ† AAPL Research    MSFT Research โ†’    All Research