Microsoft Corporation
$3.56T- Market cap
- $3.59T
- Debt
- +$49.52B
- Cash
- −$76.84B
Capital structure 99% equity / 1% debt · EV / Revenue 10.74x · EV / EBITDA 17.14x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: MSFT stock price vs STX: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at STX's multiple
Needs STX P/E.
Implied fair value · at MSFT's multiple
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: MSFT FY 2026 (ended Jun 30, 2026) · STX FY 2026 (ended Jul 3, 2026). Fiscal years are not aligned.
Trendline
Five 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 10.74x · EV / EBITDA 17.14x
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
MICROSOFT CORPORATION · implied price per share
Bear
$216.80
Base
$255.06
Bull
$293.32
Seagate Technology Holdings plc · implied price per share
Bear
$141.62
Base
$166.61
Bull
$191.60
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
1.65x
Net debt / EBITDA
Leverage against operating earnings
-0.13x
0.18x
Cash and equivalents
Liquid reserves on the balance sheet
$76.84B
$2.72B
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
$3.57B
Live quote
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe MSFT's margin leadership and balance sheet strength deserve a valuation premium that can be sustained, then the data supports owning MSFT because it is cheaper than STX on every major valuation multiple while maintaining materially better profitability and lower leverage.
MSFT trades at a meaningfully lower multiple than STX across P/E, P/S, EV/EBITDA, and EV/Revenue, while the model-implied price of $1101.47 suggests substantial upside from $499.86. The gap is driven by MSFT's much larger scale, superior margins, and stronger balance sheet, even though STX has faster revenue growth and a higher reported ROIC.
Supporting Metrics