stocksbrew

MSFT vs PLTR

as of Friday's close

as of Friday's close

  • MSFTKeepsales growth, past year18%

    Microsoft's sales grew 18% over the past year, but it trades at 28 times its past year's earnings, above the 25 it typically traded at from April to July.

  • PLTRBuy morein the past month−20%

    Buy more below $160, 4.5% under Friday's $168.

Percent return

  • MSFT+4.95%
  • PLTR−2.41%

Nov 13, 2025 to Nov 13, 2026

Where they differ

MSFT leads on 4 of 6
MSFTPLTR
  • Company size: MSFT $3.94T, PLTR $386B.
  • Sales growth, 1 yr: MSFT +18%, PLTR +87%. PLTR is ahead.
  • Price for $1 of next year's profit: MSFT $26, PLTR $70. MSFT is ahead.
  • Profit per $1 of sales: MSFT 47¢, PLTR 46¢. MSFT is ahead.
  • Cash minus debt: MSFT −$69.4B, PLTR +$10.3B. PLTR is ahead.
  • Price change, 1 yr: MSFT +4.9%, PLTR −2.4%. MSFT is ahead. S&P 500 +13%.
  • How much the price swings: MSFT 37%, PLTR 67%. MSFT is ahead.
MeasureMSFTMicrosoftPLTRPalantir Technologies
Price and returns
Price$524.31$167.98
FridayBest in this row: +0.25%−2.10%
1 monthBest in this row: −3.60%−19.49%
3 monthsBest in this row: +5.72%−6.16%
This yearBest in this row: +9.01%−5.49%
1 yearBest in this row: +4.95%−2.41%
5 years+62.11%Best in this row: +635.83%
From 52-week high−5.7%−19.6%
How much it swings (90 days)Best in this row: 37%67%
Valuation
Market value$3.94T$386B
Price vs last year's earningsBest in this row: 27.7×112.4×
Price vs next year's expected earningsBest in this row: 25.6×69.8×
Price vs earnings, adjusted for growth1.02×Best in this row: 0.91×
Price to salesBest in this row: 11.4×53.0×
Price vs cash it brings inBest in this row: 65.7×95.3×
Company value vs operating profitBest in this row: 19.5×112.1×
Price vs earnings, against its own past (0 = cheapest)HighestBest in this row: Lowest
Growth
Revenue growth, 1 year+17.9%Best in this row: +87.1%
Revenue growth a year, last 3 years+16.1%Best in this row: +32.9%
Earnings per share growth, last year+29.6%Best in this row: +283.8%
Earnings per share growth expected next year+20.0%Best in this row: +49.4%
Profitability
Kept from sales after making the product67.7%Best in this row: 84.7%
Kept as operating profitBest in this row: 47.1%45.6%
Kept as final profit41.2%Best in this row: 50.3%
Kept as spare cash17.3%Best in this row: 55.6%
Profit on shareholders' money34.2%Best in this row: 40.9%
Profit on all money put in25.4%Best in this row: 386.9%
Balance sheet
Net cash (cash minus debt)−$69.4BBest in this row: $10.3B
Debt for each $1 of shareholders' money0.28×Best in this row: 0.02×
Short-term assets per $1 of bills due1.22×Best in this row: 7.10×
Dividend yield0.74%–
Share of profit paid as dividends20%–
Our read
Our callKeepBuy more
WhyMicrosoft's sales grew 18% over the past year, but it trades at 28 times its past year's earnings, above the 25 it typically traded at from April to July.Palantir fell 20% over the past month, far more than other software stocks (down 7.5%), but its sales grew 87% over the past year.
Where the price sitsBuy rangeIn betweenbuy more under $160
Our overall score (out of 100)Best in this row: 7876
Our value scoreBest in this row: 7747
Our growth score82Best in this row: 100
Our quality scoreBest in this row: 9491
Our price trend scoreBest in this row: 6354
Earnings and analysts
Analyst consensusBuyBuy
To average analyst target+20.6%Best in this row: +36.4%
Average analyst target$632.48$229.09
Analysts rating it a buyBest in this row: 91%67%
Buy ratings added, 3 months+1+1
Analysts covering3825

PLTR: our only Buy more, with faster sales growth

Our pick of these: Palantir Technologies

Buy more

Sales growth +87.1% vs +17.9%

MSFT +17.9%, PLTR +87.1%.

Forward P/E per point of sales growth 0.80 vs 1.43

MSFT 1.43, PLTR 0.80.

+36.4% to the average analyst target, vs +20.6%

MSFT +20.6%, PLTR +36.4%.

Where it loses: MSFT has a better past year, +4.9% vs −2.4%

  • 2ndMSFTKeepWould need our call to move up from Keep
Backtest as a basket

Prices as of Friday, 3:59 PM ET. A view, not advice.

Against their other rivals

Weekend

Still Sunday. Nothing's moving except the clock.

1days03hrs03min18sec

Market opens Monday, Nov 16 at 9:30 AM ET