Information Technology stock comparison
Microsoft (MSFT) is the larger business by reported revenue: $281.7B in its fiscal year ended Jun 2025, about 7.5× MU's $37.4B (fiscal year ended Aug 2025). MSFT's net margin was 36.1% and MU's 22.8%. The SEC classifies them differently (Services-Prepackaged Software; Semiconductors & Related Devices); what connects them is shared exposure to the Artificial intelligence research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
| Company fact | MSFT | MU |
|---|---|---|
| Company | Microsoft Corporation | Micron Technology, Inc. |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Redmond, Washington | Boise, Idaho |
| Founded | 1975 | 1978 |
| SEC industry | Services-Prepackaged Software | Semiconductors & Related Devices |
| Fiscal year-end | June 30 | September 3 |
| Latest annual filing | 10-K · 2026-07-29 | 10-K · 2025-10-03 |
| Metric | MSFT | MU |
|---|---|---|
| Revenue | $281.7B2024-07-01 to 2025-06-30 · SEC filing | $37.4B2024-08-30 to 2025-08-28 · SEC filing |
| Net income | $101.8B2024-07-01 to 2025-06-30 · SEC filing | $8.5B2024-08-30 to 2025-08-28 · SEC filing |
| Operating cash flow | $136.2B2024-07-01 to 2025-06-30 · SEC filing | $17.5B2024-08-30 to 2025-08-28 · SEC filing |
| Diluted EPS | $13.642024-07-01 to 2025-06-30 · SEC filing | $7.592024-08-30 to 2025-08-28 · SEC filing |
| Net margin | 36.1%2024-07-01 to 2025-06-30 · SEC filing | 22.8%2024-08-30 to 2025-08-28 · SEC filing |
MSFT: FY ending 2025-06-30 · MU: FY ending 2025-08-28. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Microsoft sells productivity software, the Windows operating system, and the Azure cloud platform, and has become a leading distributor of generative AI through its partnership with OpenAI. Its enterprise footprint spans nearly every large organization in the world.
Micron is one of the few global producers of DRAM and NAND memory, components essential to computers, phones, and AI servers. Demand for high-bandwidth memory used in AI accelerators has become a major growth driver.
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
You now know MSFT reports about 7.5× MU's revenue, and MSFT keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about “Azure and other cloud services consumption, including AI services” at MSFT and “DRAM pricing and bit supply, which account for most of Micron's revenue” at MU, and which evidence in the next filings would prove that assumption wrong.
Members-only research
MU · Dec 18, 2025
The HBM Capacity TradeA December 18, 2025 look at Micron's HBM capacity thesis, with a separate audit of timing, valuation and subsequent results.
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Meta jumped 11%. What must happen next to justify the price?A member research report on Meta’s AI rally: Muse, subscription economics, the cash-flow burden, legal costs and the earnings assumptions behind the new price.
The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchStart with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. MSFT's fiscal year ends June 30, while MU's ends September 3. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 204 matched transaction rows for MSFT and 31 matched transaction rows for MU. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
Not necessarily. Microsoft files as Services-Prepackaged Software and Micron Technology as Semiconductors & Related Devices. The pair is compared because both map to the Artificial intelligence research theme, not because the filings show head-to-head competition.
Microsoft (MSFT) is the larger business by reported revenue: $281.7B in its fiscal year ended Jun 2025, about 7.5× MU's $37.4B (fiscal year ended Aug 2025). MSFT's net margin was 36.1% and MU's 22.8%. The SEC classifies them differently (Services-Prepackaged Software; Semiconductors & Related Devices); what connects them is shared exposure to the Artificial intelligence research theme, not a common industry. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Microsoft Corporation and Micron Technology, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-26. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-26. Independent educational research; not investment advice.
MSFT vs MU compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $15/month or $150/year.
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