COMP <GO>
VRSN vs MSFT // REVENUE GROWTH (YOY)
VeriSign Inc. (NASDAQ) VS. Microsoft Corporation (NASDAQ) • 15-METRIC TALLY: VRSN 9
— MSFT 6
▲ REVENUE GROWTH (YOY) LEADER: MSFT
LAST: $307.21 (+0.41%) • MKT CAP: $27.44B
revenue-growth
6.40%
LAST: $521.91 (-1.55%) • MKT CAP: $3.88T
revenue-growth
17.91%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VRSN VS. MSFT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VRSN | MSFT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 88.20% | 67.66% | +20.54 | VRSN | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 40.30% | 26.54% | +13.76 | VRSN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.1x | 19.9x | +5.17 | MSFT | /valuation <GO> |
| Free Cash Flow Yield | 3.89% | 1.55% | +2.34 | VRSN | /fcf-yield <GO> |
| Operating Margin | 67.70% | 47.10% | +20.60 | VRSN | /operating-margins <GO> |
| Net Profit Margin | 49.80% | 41.17% | +8.63 | VRSN | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 6.40% | 17.91% | -11.51 | MSFT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.78% | 0.70% | +0.08 | VRSN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 9.35 | -8.90 | MSFT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | VRSN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.60% | 5.74% | +1.86 | MSFT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.4 | 49.0 | +9.41 | VRSN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.21 | 1.14 | +0.07 | VRSN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.9x | 24.2x | +6.71 | MSFT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $27.44B | $3.88T | -$3.85T | MSFT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VRSN REV | MSFT REV | VRSN GROSS % | MSFT GROSS % | VRSN FCF | MSFT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $331.84B | — | 67.9% | — | $66.99B |
| FY 2025 | $1.66B | $281.72B | 88.2% | 68.8% | $1.07B | $71.61B |
| FY 2024 | $1.56B | $245.12B | 87.7% | 69.8% | $874.5M | $74.07B |
| FY 2023 | $1.49B | $211.91B | 44.0% | 68.9% | $786.6M | $59.48B |
| FY 2022 | — | $198.27B | — | 68.4% | — | $65.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VRSN // BETA 1.21
MSFT // BETA 1.14