ADSK vs MSFT vs AMZN vs ORCL

For growth investors, Microsoft Corporation (MSFT) is the stronger pick with 14.

9% revenue growth year-over-year, versus 8. 4% for Oracle Corporation (ORCL). Microsoft Corporation (MSFT) offers the better valuation at 30. 2x trailing P/E (24. 8x forward), making it the more compelling value choice. Analysts rate Autodesk, Inc. (ADSK) a "Buy" — based on 51 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Microsoft Corporation (MSFT) is the cheapest at 30.

2x versus Autodesk, Inc. at 47. 7x. On forward P/E, Autodesk, Inc. is actually cheaper at 19. 6x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Amazon. com, Inc. wins at 1. 25x versus Oracle Corporation's 3. 49x — a reasonable growth-adjusted valuation.

Over the past 5 years, Oracle Corporation (ORCL) delivered a total return of +144.

2%, compared to -11. 3% for Autodesk, Inc. (ADSK). Over 10 years, the gap is even starker: MSFT returned +770. 8% versus ADSK's +314. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Autodesk, Inc.

(ADSK) is the lower-risk stock at 0. 85β versus Oracle Corporation's 1. 59β — meaning ORCL is approximately 86% more volatile than ADSK relative to the S&P 500. On balance sheet safety, Microsoft Corporation (MSFT) carries a lower debt/equity ratio of 33% versus 5% for Oracle Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Microsoft Corporation (MSFT) is pulling ahead at 14.

9% versus 8. 4% for Oracle Corporation (ORCL). On earnings-per-share growth, the picture is similar: Amazon. com, Inc. grew EPS 29. 7% year-over-year, compared to 2. 1% for Autodesk, Inc.. Over a 3-year CAGR, MSFT leads at 12. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Microsoft Corporation (MSFT) is the more profitable company, earning 36.

1% net margin versus 10. 8% for Amazon. com, Inc. — meaning it keeps 36. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MSFT leads at 45. 6% versus 11. 2% for AMZN. At the gross margin level — before operating expenses — ADSK leads at 96. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Amazon. com, Inc. (AMZN) is the more undervalued stock at a PEG of 1. 25x versus Oracle Corporation's 3. 49x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Autodesk, Inc. (ADSK) trades at 19. 6x forward P/E versus 35. 1x for Amazon. com, Inc. — 15. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ORCL: 38. 7% to $257. 19.

In this comparison, ORCL (0.

9% yield), MSFT (0. 8% yield) pay a dividend. ADSK, AMZN do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Microsoft Corporation (MSFT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

89), 0. 8% yield, +770. 8% 10Y return). Amazon. com, Inc. (AMZN) carries a higher beta of 1. 51 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MSFT: +770. 8%, AMZN: +730. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (ADSK (Technology) and MSFT (Technology) and AMZN (Consumer Cyclical) and ORCL (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

MSFT, ORCL pay a dividend while ADSK, AMZN do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.