COMP <GO>
BLKB vs MSFT // FORWARD P/E MULTIPLE
Blackbaud Inc. (NASDAQ) VS. Microsoft Corporation (NASDAQ) • 15-METRIC TALLY: BLKB 4
— MSFT 8
▲ FORWARD P/E MULTIPLE LEADER: BLKB
LAST: $52.71 (+0.38%) • MKT CAP: $2.37B
forward-pe
19.2x
LAST: $530.14 (-0.16%) • MKT CAP: $3.88T
forward-pe
24.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLKB VS. MSFT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLKB | MSFT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 58.80% | 67.66% | -8.86 | MSFT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.30% | 26.54% | -13.24 | MSFT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.3x | 19.9x | -2.63 | BLKB | /valuation <GO> |
| Free Cash Flow Yield | 10.87% | 1.55% | +9.32 | BLKB | /fcf-yield <GO> |
| Operating Margin | 16.90% | 47.10% | -30.20 | MSFT | /operating-margins <GO> |
| Net Profit Margin | 10.20% | 41.17% | -30.97 | MSFT | /net-margins <GO> |
| Revenue Growth (YoY) | -2.30% | 17.91% | -20.21 | MSFT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.70% | -0.70 | MSFT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.23 | 9.35 | -8.12 | MSFT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 5.74% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.2 | 49.0 | +16.13 | BLKB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.14 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 19.2x | 24.6x | -5.39 | BLKB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.37B | $3.88T | -$3.87T | MSFT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLKB REV | MSFT REV | BLKB GROSS % | MSFT GROSS % | BLKB FCF | MSFT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $331.84B | — | 67.9% | — | $66.99B |
| FY 2025 | $1.13B | $281.72B | 58.8% | 68.8% | $257.8M | $71.61B |
| FY 2024 | $1.15B | $245.12B | 54.7% | 69.8% | $288.5M | $74.07B |
| FY 2023 | $1.11B | $211.91B | — | 68.9% | $199.6M | $59.48B |
| FY 2022 | — | $198.27B | — | 68.4% | — | $65.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLKB // BETA —
MSFT // BETA 1.14