MSFT vs PANW
Microsoft Corporation and Palo Alto Networks, both Technology
Microsoft Corporation is the larger company at $2.8T against $235B. On trailing earnings MSFT is the cheaper of the two at a P/E of 27.7 against 292.5, a gap that is only a bargain if the two are growing at similar rates. Over the past year PANW returned +106% against -4.4% for MSFT. Ryufin's sector-relative Smart Score puts MSFT ahead, 9/10 against 7/10.
| Figure | MSFT | PANW |
|---|---|---|
| Last close | $498 | $357 |
| Market cap | $2.8T | $235B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 27.7 | 292.5 |
| Dividend yield | 0.7% | n/a |
| 1-year return | -4.4% | +106% |
| 5-year return | +82% | +437% |
| Ryufin Smart Scoresector-relative, 1–10 | 9/10 | 7/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Microsoft Corporation
Revenue of $90B in Q4 2026, net income $36B. Its largest reported line is Server Products And Cloud Services, 39% of the disclosed total.
Palo Alto Networks
Revenue of $3.0B in Q3 2026, net income null. Its largest reported line is US, 62% of the disclosed total.
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