Information Technology stock comparison
| Company fact | MSFT | PLTR |
|---|---|---|
| Company | Microsoft Corporation | Palantir Technologies Inc. |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Redmond, Washington | Denver, Colorado |
| Founded | 1975 | 2003 |
| SEC industry | Services-Prepackaged Software | Services-Prepackaged Software |
| Fiscal year-end | June 30 | December 31 |
| Latest annual filing | 10-K · 2026-07-29 | 10-K · 2026-02-17 |
MSFT reported about 62.9× the revenue of PLTR in the latest audited fiscal year. On profitability, PLTR converted a larger share of revenue into net income (36.3% versus 36.1%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | MSFT | PLTR |
|---|---|---|
| Revenue | $281.7B | $4.5B |
| Net income | $101.8B | $1.6B |
| Operating cash flow | $136.2B | $2.1B |
| Diluted EPS | $13.64 | $0.63 |
| Net margin | 36.1% | 36.3% |
MSFT: FY ending 2025-06-30 · PLTR: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
MSFT and PLTR share the SEC industry classification “Services-Prepackaged Software,” giving the comparison a primary-source operating relationship. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
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.
Palantir builds data-integration and analytics platforms used by defense agencies, intelligence services, and commercial enterprises. Its AI platform for operational decision-making has driven rapid growth in its commercial business.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. MSFT is classified by the SEC as Services-Prepackaged Software, while PLTR is classified as Services-Prepackaged Software. The matching industry code strengthens the peer comparison, although product mix can still differ materially.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchUse the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.MSFT's fiscal year ends June 30, while PLTR's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 204matched transaction rows for MSFTand 50 for PLTR. 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.
Microsoft Corporation and Palantir Technologies Inc. share the SEC industry classification “Services-Prepackaged Software.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
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 Palantir Technologies 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 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
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