Microsoft Corporation
$3.68T- Market cap
- $3.71T
- Debt
- +$49.52B
- Cash
- −$76.84B
Capital structure 99% equity / 1% debt · EV / Revenue 11.10x · EV / EBITDA 17.97x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 ·
Decision snapshot: MSFT stock price at premium vs CLFD $499.70 current versus $115.84 implied using P/S multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at CLFD's multiple
Implied fair value · at MSFT's multiple
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Multiple premium
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: MSFT FY 2026 (ended Jun 30, 2026) · CLFD FY 2025 (ended Sep 30, 2025). Fiscal years are not aligned.
Trendline
Six fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 99% equity / 1% debt · EV / Revenue 11.10x · EV / EBITDA 17.97x
Capital structure 93% equity / 7% debt · EV / Revenue 2.08x
MSFT carries the larger enterprise value at $3.68T against $312.38M; CLFD trades on the lower EV / Revenue multiple (2.08x vs 11.10x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
MICROSOFT CORPORATION · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
CLEARFIELD, INC. · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Debt / equity
Total debt against shareholders' equity
0.11x
0.11x
Net debt / EBITDA
Leverage against operating earnings
-0.13x
49.44x
Cash and equivalents
Liquid reserves on the balance sheet
$76.84B
$105.98M
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
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$49.52B
$29.17M
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe MSFT can sustain high-teens revenue growth and 40%+ net margins, then hold or accumulate on weakness because its superior profitability and returns justify a premium versus CLFD despite CLFD-based valuation gap.
The P/S-based implied price of $122.40 suggests MSFT would trade 73.7% below its current price of $464.72, but that CLFD-based output is distorted by CLFD's much weaker operating profile. MSFT also sits above the top of its historical valuation band, yet it remains below the low end of the DCF range, indicating valuation is rich versus history but not extreme versus intrinsic estimates.
Supporting Metrics