COMP <GO>
IBM vs MSFT // FORWARD P/E MULTIPLE
International Business Machines Corporation (NYSE) VS. Microsoft Corporation (NASDAQ) • 15-METRIC TALLY: IBM 6
— MSFT 9
▲ FORWARD P/E MULTIPLE LEADER: IBM
LAST: $257.81 (-0.18%) • MKT CAP: $244.11B
forward-pe
21.4x
LAST: $521.91 (-1.55%) • MKT CAP: $3.88T
forward-pe
24.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IBM VS. MSFT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IBM | MSFT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 58.20% | 67.66% | -9.46 | MSFT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.80% | 26.54% | -12.74 | MSFT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.6x | 19.9x | +0.67 | MSFT | /valuation <GO> |
| Free Cash Flow Yield | 4.96% | 1.55% | +3.41 | IBM | /fcf-yield <GO> |
| Operating Margin | 19.10% | 47.10% | -28.00 | MSFT | /operating-margins <GO> |
| Net Profit Margin | 15.70% | 41.17% | -25.47 | MSFT | /net-margins <GO> |
| Revenue Growth (YoY) | 7.60% | 17.91% | -10.31 | MSFT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.56% | 0.70% | +1.86 | IBM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.38 | 9.35 | -5.97 | MSFT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | IBM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.90% | 5.74% | +2.16 | MSFT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.9 | 49.0 | +21.87 | IBM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.30 | 1.14 | +0.16 | IBM | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 21.4x | 24.2x | -2.79 | IBM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $244.11B | $3.88T | -$3.63T | MSFT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IBM REV | MSFT REV | IBM GROSS % | MSFT GROSS % | IBM FCF | MSFT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $331.84B | — | 67.9% | — | $66.99B |
| FY 2025 | $67.53B | $281.72B | 58.2% | 68.8% | $12.10B | $71.61B |
| FY 2024 | $62.75B | $245.12B | 56.7% | 69.8% | $12.40B | $74.07B |
| FY 2023 | $61.86B | $211.91B | 44.0% | 68.9% | $11.15B | $59.48B |
| FY 2022 | — | $198.27B | — | 68.4% | — | $65.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IBM // BETA 1.30
MSFT // BETA 1.14