COMP <GO>
MSFT vs AAPL // RETURN ON INVESTED CAPITAL (ROIC)
Microsoft Corporation (NASDAQ) VS. Apple Inc. (NASDAQ) • 15-METRIC TALLY: MSFT 8
— AAPL 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AAPL
LAST: $521.91 (-1.55%) • MKT CAP: $3.88T
roic
26.54%
LAST: $344.63 (-1.23%) • MKT CAP: $5.07T
roic
81.38%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MSFT VS. AAPL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MSFT | AAPL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 67.66% | 48.65% | +19.01 | MSFT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 26.54% | 81.38% | -54.84 | AAPL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.9x | 30.3x | -10.41 | MSFT | /valuation <GO> |
| Free Cash Flow Yield | 1.55% | 2.70% | -1.15 | AAPL | /fcf-yield <GO> |
| Operating Margin | 47.10% | 33.17% | +13.93 | MSFT | /operating-margins <GO> |
| Net Profit Margin | 41.17% | 27.62% | +13.55 | MSFT | /net-margins <GO> |
| Revenue Growth (YoY) | 17.91% | 14.24% | +3.67 | MSFT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.70% | 0.31% | +0.39 | MSFT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 9.36 | 13.62 | -4.26 | AAPL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | AAPL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.74% | 5.76% | -0.02 | MSFT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.0 | 55.4 | -6.33 | AAPL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.14 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.2x | 35.3x | -11.15 | MSFT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.88T | $5.07T | -$1.19T | AAPL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MSFT REV | AAPL REV | MSFT GROSS % | AAPL GROSS % | MSFT FCF | AAPL FCF |
|---|---|---|---|---|---|---|
| FY 2026 | $331.84B | — | 67.9% | — | $66.99B | — |
| FY 2025 | $281.72B | $416.16B | 68.8% | 46.9% | $71.61B | $98.77B |
| FY 2024 | $245.12B | $391.04B | 69.8% | 46.2% | $74.07B | $108.81B |
| FY 2023 | $211.91B | $383.29B | 68.9% | 44.1% | $59.48B | $99.58B |
| FY 2022 | $198.27B | $394.33B | 68.4% | 43.3% | $65.15B | $111.44B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MSFT // BETA 1.14
AAPL // BETA 1.14