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MSFT vs. PANW: Microsoft vs. Palo Alto Networks Stock Comparison

How do Microsoft (MSFT) and Palo Alto Networks (PANW) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Microsoft (MSFT) and Palo Alto Networks (PANW) are both classified in the Systems Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.

Company profile comparison for Microsoft (MSFT) and Palo Alto Networks (PANW)
Profile ItemMSFTPANW
NameMicrosoft Corp.Palo Alto Networks, Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustrySystems SoftwareSystems Software
Market Capitalization2,770.95 billion USD277.93 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMarch 13, 1986July 20, 2012
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MSFT
PANW
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Microsoft (MSFT) and Palo Alto Networks (PANW). Returns over one year are annualized.

Performance Metrics

Price performance metrics for Microsoft (MSFT) and Palo Alto Networks (PANW)
MetricMSFTPANW
Total Return (1Y)-24.41%66.64%

Risk Profile

Drawdown History

MSFT
PANW
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Risk Metrics

Risk profile metrics for Microsoft (MSFT) and Palo Alto Networks (PANW)
MetricMSFTPANW
Volatility (1Y, Annualized)26.96%40.33%
Beta (5Y)1.130.91
Avg. Volume (3M)39.43M8.32M

Risk-Adjusted Performance

Risk-Return Positioning

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MSFT and PANW are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Profitability

ROE (TTM)

Microsoft (MSFT) at 34.01% sits in the top ROE quartile, while Palo Alto Networks (PANW) at 4.83% is closer to the peer norm — stronger capital efficiency for MSFT.

MSFT

Software & Services industry group

34.01%

Max
53.38%
MSFT
34.01%
Q3
16.53%
Median
5.38%
Q1
-13.43%
Min
-55.27%

PANW

Software & Services industry group

4.83%

Max
53.38%
Q3
16.53%
Median
5.38%
PANW
4.83%
Q1
-13.43%
Min
-55.27%
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Microsoft (MSFT) at 39.34% retains a top-quartile share of revenue as profit, ahead of Palo Alto Networks (PANW) at 7.95%, which keeps about the industry-typical share.

MSFT

Software & Services industry group

39.34%

Max
44.20%
MSFT
39.34%
Q3
14.93%
Median
3.32%
Q1
-5.99%
Min
-34.99%

PANW

Software & Services industry group

7.95%

Max
44.20%
Q3
14.93%
PANW
7.95%
Median
3.32%
Q1
-5.99%
Min
-34.99%
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Palo Alto Networks (PANW) reports a negative operating margin of -2.47%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Microsoft (MSFT) reports 46.33%, ranking against industry peers normally.

MSFT

Software & Services industry group

46.33%

Max
60.45%
MSFT
46.33%
Q3
16.49%
Median
4.46%
Q1
-12.92%
Min
-53.94%

PANW

Software & Services industry group

-2.47%

Max
60.45%
Q3
16.49%
Median
4.46%
PANW
-2.47%
Q1
-12.92%
Min
-53.94%
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Microsoft (MSFT) and Palo Alto Networks (PANW)
MetricMSFTPANW
ROE (TTM)34.01%4.83%
ROA (TTM)14.81%1.77%
Net Margin (TTM)39.34%7.95%
Operating Margin (TTM)46.33%-2.47%
Gross Margin (TTM)68.31%71.96%

Growth

Revenue Growth

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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their Revenue Growth across different time periods.

Revenue Growth Metrics

Revenue growth metrics for Microsoft (MSFT) and Palo Alto Networks (PANW)
MetricMSFTPANW
Revenue Growth (YoY)14.93%14.87%
Revenue Growth (3Y CAGR)12.42%18.79%

EPS Growth

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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their EPS Growth across different time periods.

EPS Growth Metrics

EPS growth metrics for Microsoft (MSFT) and Palo Alto Networks (PANW)
MetricMSFTPANW
EPS Growth (YoY)15.59%-56.04%
EPS Growth (3Y CAGR)12.23%--

Financial Strength

Current Ratio (MRQ)

Microsoft (MSFT) at 1.28 keeps current ratio within its industry’s typical mid-range, while Palo Alto Networks (PANW) at 0.86 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for PANW.

MSFT

Software & Services industry group

1.28

Max
5.55
Q3
2.88
Median
1.72
MSFT
1.28
Q1
1.07
Min
0.03

PANW

Software & Services industry group

0.86

Max
5.55
Q3
2.88
Median
1.72
Q1
1.07
PANW
0.86
Min
0.03
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both Microsoft (MSFT) at 0.30 and Palo Alto Networks (PANW) at 0.08 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

MSFT

Software & Services industry group

0.30

Max
2.31
Q3
1.06
Median
0.32
MSFT
0.30
Q1
0.06
Min
0.00

PANW

Software & Services industry group

0.08

Max
2.31
Q3
1.06
Median
0.32
PANW
0.08
Q1
0.06
Min
0.00
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Microsoft (MSFT) and Palo Alto Networks (PANW)
MetricMSFTPANW
Current Ratio (MRQ)1.280.86
Debt / Equity (MRQ)0.300.08
Net Debt / EBITDA0.26-0.66

Dividends

Dividend Yield (TTM)

Palo Alto Networks (PANW) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Microsoft (MSFT) reports a yield of 0.97%, ranking against industry peers normally.

MSFT

Software & Services industry group

0.97%

MSFT
0.97%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

PANW

Software & Services industry group

0.00%

PANW
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Palo Alto Networks (PANW) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Microsoft (MSFT) reports a payout of 20.73%, ranking against industry peers normally.

MSFT

Software & Services industry group

20.73%

MSFT
20.73%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

PANW

Software & Services industry group

0.00%

PANW
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Microsoft (MSFT) and Palo Alto Networks (PANW)
MetricMSFTPANW
Dividend Yield (TTM)0.97%0.00%
Dividend Payout Ratio (TTM)20.73%0.00%

Valuation

P/E Ratio (TTM)

Microsoft (MSFT) at 22.19 is near its industry’s usual P/E ratio, while Palo Alto Networks (PANW) at 293.98 sits above its peer range — an unusually expensive price for PANW’s trailing earnings.

MSFT

Software & Services industry group

22.19

Max
126.50
Q3
60.82
Median
30.49
MSFT
22.19
Q1
16.22
Min
0.41

PANW

Software & Services industry group

293.98

PANW
293.98
Max
126.50
Q3
60.82
Median
30.49
Q1
16.22
Min
0.41
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

Microsoft (MSFT) at 8.71 prices around its industry’s typical P/S ratio, while Palo Alto Networks (PANW) at 26.20 clears its benchmark range — PANW looks notably rich on sales.

MSFT

Software & Services industry group

8.71

Max
18.72
Q3
8.93
MSFT
8.71
Median
4.21
Q1
2.14
Min
0.02

PANW

Software & Services industry group

26.20

PANW
26.20
Max
18.72
Q3
8.93
Median
4.21
Q1
2.14
Min
0.02
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Microsoft (MSFT) at 6.69 is valued about in line with its industry on P/B ratio, while Palo Alto Networks (PANW) at 10.02 carries an above-peer premium to book — PANW is pricier on assets.

MSFT

Software & Services industry group

6.69

Max
18.46
Q3
8.62
MSFT
6.69
Median
4.00
Q1
1.94
Min
-7.57

PANW

Software & Services industry group

10.02

Max
18.46
PANW
10.02
Q3
8.62
Median
4.00
Q1
1.94
Min
-7.57
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Microsoft (MSFT) vs. Palo Alto Networks (PANW): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Microsoft (MSFT) and Palo Alto Networks (PANW)
MetricMSFTPANW
P/E Ratio (TTM)22.19293.98
P/S Ratio (TTM)8.7126.20
P/B Ratio (MRQ)6.6910.02
Free Cash Flow Yield (TTM)1.34%1.29%