MSFT vs PANW

Microsoft Corporation and Palo Alto Networks, both Technology

Microsoft Corporation is the larger company at $3.1T against $235B. On trailing earnings MSFT is the cheaper of the two at a P/E of 27.5 against 275.2, a gap that is only a bargain if the two are growing at similar rates. Over the past year PANW returned +90% against -4.3% for MSFT. Ryufin's sector-relative Smart Score puts MSFT ahead, 8/10 against 3/10.

Microsoft Corporation and Palo Alto Networkscompared on valuation, return and Ryufin’s Smart Score
FigureMSFTPANW
Last close$494$336
Market cap$3.1T$235B
Trailing P/Elower is cheaper for the same earnings, not automatically better27.5275.2
Dividend yield0.7%n/a
1-year return-4.3%+90%
5-year return+80%+434%
Ryufin Smart Scoresector-relative, 1–108/103/10

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, 46% of the disclosed total.

Palo Alto Networks

Revenue of $3.0B in Q3 2026, net income null. Its largest reported line is United States, 62% of the disclosed total.

Open these two in the interactive comparison to add more names, change the period or see the correlation.