COMP <GO>
WK vs MSFT // 10Y YIELD & FRED MACRO BETA
Workiva Inc. (NYSE) VS. Microsoft Corporation (NASDAQ) • 15-METRIC TALLY: WK 6
— MSFT 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: WK
LAST: $82.64 (-1.51%) • MKT CAP: $4.50B
macro-sensitivity
1.32
LAST: $530.14 (-0.16%) • MKT CAP: $3.94T
macro-sensitivity
1.14
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WK VS. MSFT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WK | MSFT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 78.50% | 67.66% | +10.84 | WK | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -9.30% | 26.54% | -35.84 | MSFT | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 19.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.07% | 1.55% | +1.52 | WK | /fcf-yield <GO> |
| Operating Margin | -4.80% | 47.10% | -51.90 | MSFT | /operating-margins <GO> |
| Net Profit Margin | -3.00% | 41.17% | -44.17 | MSFT | /net-margins <GO> |
| Revenue Growth (YoY) | 19.70% | 17.91% | +1.79 | WK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.70% | -0.70 | MSFT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.95 | 9.35 | -7.40 | MSFT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | WK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 5.74% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.3 | 64.8 | -3.50 | MSFT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.32 | 1.14 | +0.18 | WK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | 24.2x | -2.19 | WK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.50B | $3.94T | -$3.93T | MSFT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WK REV | MSFT REV | WK GROSS % | MSFT GROSS % | WK FCF | MSFT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $331.84B | — | 67.9% | — | $66.99B |
| FY 2025 | $884.6M | $281.72B | 78.5% | 68.8% | $138.0M | $71.61B |
| FY 2024 | $738.7M | $245.12B | 76.7% | 69.8% | $86.3M | $74.07B |
| FY 2023 | $630.0M | $211.91B | — | 68.9% | $42.5M | $59.48B |
| FY 2022 | — | $198.27B | — | 68.4% | — | $65.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WK // BETA 1.32
MSFT // BETA 1.14