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Information Technology stock comparisons

883 information technology stock comparisons. 215 share an exact SEC industry code; the rest share a specific research theme. 368 have audited revenue and net income for both companies plus maintained company research on at least one side, led by MSFT vs ORCL, AVGO vs NVDA, INTC vs MU.

Semiconductors, software, and hardware: the companies building the digital and AI infrastructure the rest of the economy runs on.

Most substantive information technology comparisons

Ordered by relationship strength: pairs with audited financials and maintained research first, then same-SEC-industry pairs, then larger combined businesses.

MSFT vs ORCL

Same SIC

Same SEC industry: Services-Prepackaged Software. Revenue $281.7B vs $67.4B.

MSFT vs NOW

Same SIC

Same SEC industry: Services-Prepackaged Software. Revenue $281.7B vs $13.3B.

MSFT vs PLTR

Same SIC

Same SEC industry: Services-Prepackaged Software. Revenue $281.7B vs $4.5B.

AVGO vs NVDA

Same SIC

Same SEC industry: Semiconductors & Related Devices. Revenue $63.9B vs $215.9B.

INTC vs NVDA

Same SIC

Same SEC industry: Semiconductors & Related Devices. Revenue $52.9B vs $215.9B.

MU vs NVDA

Same SIC

Same SEC industry: Semiconductors & Related Devices. Revenue $37.4B vs $215.9B.

AVGO vs INTC

Same SIC

Same SEC industry: Semiconductors & Related Devices. Revenue $63.9B vs $52.9B.

AVGO vs MU

Same SIC

Same SEC industry: Semiconductors & Related Devices. Revenue $63.9B vs $37.4B.

INTC vs MU

Same SIC

Same SEC industry: Semiconductors & Related Devices. Revenue $52.9B vs $37.4B.

NOW vs ORCL

Same SIC

Same SEC industry: Services-Prepackaged Software. Revenue $13.3B vs $67.4B.

ORCL vs PLTR

Same SIC

Same SEC industry: Services-Prepackaged Software. Revenue $67.4B vs $4.5B.

NOW vs PLTR

Same SIC

Same SEC industry: Services-Prepackaged Software. Revenue $13.3B vs $4.5B.

AAPL vs SMCI

Same SIC

Same SEC industry: Electronic Computers. Revenue $416.2B vs $22.0B.

HPQ vs IBM

Same SIC

Same SEC industry: Computer & office Equipment. Revenue $55.3B vs $67.5B.

HPE vs IBM

Same SIC

Same SEC industry: Computer & office Equipment. Revenue $34.3B vs $67.5B.

AMAT vs AMD

Same SIC

Same SEC industry: Semiconductors & Related Devices. Revenue $28.4B vs $34.6B.

AMD vs TXN

Same SIC

Same SEC industry: Semiconductors & Related Devices. Revenue $34.6B vs $17.7B.

AMD vs NXPI

Same SIC

Same SEC industry: Semiconductors & Related Devices. Revenue $34.6B vs $12.3B.

FTNT vs PANW

Same SIC

Same SEC industry: Computer Peripheral Equipment, NEC. Revenue $6.8B vs $9.2B.

AAPL vs IBM

Shared theme

Shared theme: Artificial intelligence. Revenue $416.2B vs $67.5B.

AAPL vs PANW

Shared theme

Shared theme: Artificial intelligence. Revenue $416.2B vs $9.2B.

ACN vs PANW

Shared theme

Shared theme: Artificial intelligence. Revenue $69.7B vs $9.2B.

HPE vs HPQ

Same SIC

Same SEC industry: Computer & office Equipment. Revenue $34.3B vs $55.3B.

ACN vs FICO

Same SIC

Same SEC industry: Services-Business Services, NEC. Revenue $69.7B vs $2.0B.

All other information technology pairs

Which business differences matter to the investment thesis?

Information Technology compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.

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