MSFT vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Microsoft Corporation and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-29.
Microsoft Corporation · Technology
$429.25
-1.3% upside to fair value
Grade B
High Quality
VS
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
MSFT trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
ORCL |
| Current Price |
$429.25 |
$175.08 |
| Fair Value Estimate |
$423.82 |
$253.87 |
| Upside to Fair Value |
-1.3%
|
+45.0%
|
| Market Cap |
$3,187.4B |
$503.5B |
| Forward P/E |
26.8x
|
30.8x
|
| EV / EBITDA |
17.2x
|
21.4x
|
| Price / Sales |
10.4x
|
7.9x
|
| Price / FCF |
41.2x
|
-20.4x
|
| Revenue Growth YoY |
+16.7%
|
+21.7%
|
| Gross Margin |
68.6%
|
66.4%
|
| Operating Margin |
46.7%
|
30.8%
|
| Return on Equity |
33.6%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.43%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
MSFT |
ORCL |
| Zone Low |
$317.87 |
$190.40 |
| Zone High |
$360.25 |
$215.79 |
| In Buy Zone? |
No
|
Yes
|