Software - Infrastructure
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PATH vs GOOGL vs MSFT vs AMZN
Revenue, margins, valuation, and 5-year total return — side by side.
Internet Content & Information
Software - Infrastructure
Specialty Retail
PATH vs GOOGL vs MSFT vs AMZN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Software - Infrastructure | Internet Content & Information | Software - Infrastructure | Specialty Retail |
| Market Cap | $5.88B | $4.81T | $3.07T | $2.96T |
| Revenue (TTM) | $1.61B | $422.57B | $318.27B | $742.78B |
| Net Income (TTM) | $282M | $160.21B | $125.22B | $90.80B |
| Gross Margin | 83.2% | 60.4% | 68.3% | 50.6% |
| Operating Margin | 3.5% | 32.7% | 46.8% | 11.5% |
| Forward P/E | 15.6x | 29.6x | 24.9x | 35.3x |
| Total Debt | $71M | $59.29B | $112.18B | $152.99B |
| Cash & Equiv. | $871M | $30.71B | $30.24B | $86.81B |
PATH vs GOOGL vs MSFT vs AMZN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Apr 21 | May 26 | Return |
|---|---|---|---|
| UiPath Inc. (PATH) | 100 | 14.6 | -85.4% |
| Alphabet Inc. (GOOGL) | 100 | 338.1 | +238.1% |
| Microsoft Corporati… (MSFT) | 100 | 164.1 | +64.1% |
| Amazon.com, Inc. (AMZN) | 100 | 158.6 | +58.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PATH vs GOOGL vs MSFT vs AMZN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PATH is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 1.34, Low D/E 3.4%, current ratio 2.48x
- Lower P/E (15.6x vs 35.3x)
GOOGL carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 15.1%, EPS growth 34.5%, 3Y rev CAGR 12.5%
- 10.0% 10Y total return vs MSFT's 7.7%
- PEG 0.99 vs MSFT's 1.32
- 15.1% revenue growth vs AMZN's 12.4%
MSFT is the #2 pick in this set and the best alternative if income & stability and defensive is your priority.
- Dividend streak 19 yrs, beta 0.89, yield 0.8%
- Beta 0.89, yield 0.8%, current ratio 1.35x
- 39.3% margin vs AMZN's 12.2%
- Beta 0.89 vs AMZN's 1.51, lower leverage
AMZN lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 15.1% revenue growth vs AMZN's 12.4% | |
| Value | Lower P/E (15.6x vs 35.3x) | |
| Quality / Margins | 39.3% margin vs AMZN's 12.2% | |
| Stability / Safety | Beta 0.89 vs AMZN's 1.51, lower leverage | |
| Dividends | 0.8% yield, 19-year raise streak, vs GOOGL's 0.2%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +144.2% vs PATH's -11.2% | |
| Efficiency (ROA) | 27.4% ROA vs PATH's 10.0%, ROIC 25.1% vs 3.9% |
PATH vs GOOGL vs MSFT vs AMZN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
PATH vs GOOGL vs MSFT vs AMZN — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
MSFT leads in 2 of 6 categories
GOOGL leads 2 • PATH leads 1 • AMZN leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
MSFT leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AMZN is the larger business by revenue, generating $742.8B annually — 461.2x PATH's $1.6B. MSFT is the more profitable business, keeping 39.3% of every revenue dollar as net income compared to AMZN's 12.2%. On growth, GOOGL holds the edge at +21.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $1.6B | $422.6B | $318.3B | $742.8B |
| EBITDAEarnings before interest/tax | $74M | $161.3B | $192.6B | $155.9B |
| Net IncomeAfter-tax profit | $282M | $160.2B | $125.2B | $90.8B |
| Free Cash FlowCash after capex | $352M | $73.3B | $72.9B | -$2.5B |
| Gross MarginGross profit ÷ Revenue | +83.2% | +60.4% | +68.3% | +50.6% |
| Operating MarginEBIT ÷ Revenue | +3.5% | +32.7% | +46.8% | +11.5% |
| Net MarginNet income ÷ Revenue | +17.5% | +37.9% | +39.3% | +12.2% |
| FCF MarginFCF ÷ Revenue | +21.9% | +17.3% | +22.9% | -0.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +13.6% | +21.8% | +18.3% | +16.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +111.1% | +81.9% | +23.4% | +74.8% |
Valuation Metrics
PATH leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 20.2x trailing earnings, PATH trades at a 47% valuation discount to AMZN's 38.3x P/E. Adjusting for growth (PEG ratio), GOOGL offers better value at 1.23x vs MSFT's 1.61x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $5.9B | $4.81T | $3.07T | $2.96T |
| Enterprise ValueMkt cap + debt − cash | $5.1B | $4.84T | $3.16T | $3.02T |
| Trailing P/EPrice ÷ TTM EPS | 20.19x | 36.80x | 30.34x | 38.35x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.59x | 29.60x | 24.91x | 35.26x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.23x | 1.61x | 1.37x |
| EV / EBITDAEnterprise value multiple | 65.18x | 32.21x | 19.40x | 20.74x |
| Price / SalesMarket cap ÷ Revenue | 3.65x | 11.94x | 10.91x | 4.12x |
| Price / BookPrice ÷ Book value/share | 2.75x | 11.72x | 8.99x | 7.24x |
| Price / FCFMarket cap ÷ FCF | 16.70x | 65.69x | 42.93x | 384.26x |
Profitability & Efficiency
GOOGL leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
GOOGL delivers a 39.0% return on equity — every $100 of shareholder capital generates $39 in annual profit, vs $15 for PATH. PATH carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to AMZN's 0.37x. On the Piotroski fundamental quality scale (0–9), PATH scores 8/9 vs AMZN's 6/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +15.3% | +39.0% | +33.1% | +23.3% |
| ROA (TTM)Return on assets | +10.0% | +27.4% | +19.2% | +11.5% |
| ROICReturn on invested capital | +3.9% | +25.1% | +24.9% | +14.7% |
| ROCEReturn on capital employed | +2.8% | +30.3% | +29.7% | +15.3% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.03x | 0.14x | 0.33x | 0.37x |
| Net DebtTotal debt minus cash | -$800M | $28.6B | $81.9B | $66.2B |
| Cash & Equiv.Liquid assets | $871M | $30.7B | $30.2B | $86.8B |
| Total DebtShort + long-term debt | $71M | $59.3B | $112.2B | $153.0B |
| Interest CoverageEBIT ÷ Interest expense | — | 392.15x | 55.65x | 39.96x |
Total Returns (Dividends Reinvested)
GOOGL leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GOOGL five years ago would be worth $34,180 today (with dividends reinvested), compared to $1,515 for PATH. Over the past 12 months, GOOGL leads with a +144.2% total return vs PATH's -11.2%. The 3-year compound annual growth rate (CAGR) favors GOOGL at 54.8% vs PATH's -7.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -33.9% | +26.3% | -12.3% | +21.4% |
| 1-Year ReturnPast 12 months | -11.2% | +144.2% | -3.7% | +48.6% |
| 3-Year ReturnCumulative with dividends | -21.7% | +270.7% | +37.2% | +159.8% |
| 5-Year ReturnCumulative with dividends | -84.8% | +241.8% | +71.5% | +66.3% |
| 10-Year ReturnCumulative with dividends | -84.8% | +1001.7% | +768.1% | +715.9% |
| CAGR (3Y)Annualised 3-year return | -7.8% | +54.8% | +11.1% | +37.5% |
Risk & Volatility
Evenly matched — GOOGL and MSFT each lead in 1 of 2 comparable metrics.
Risk & Volatility
MSFT is the less volatile stock with a 0.89 beta — it tends to amplify market swings less than AMZN's 1.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GOOGL currently trades 99.5% from its 52-week high vs PATH's 52.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.34x | 1.26x | 0.89x | 1.51x |
| 52-Week HighHighest price in past year | $19.84 | $399.85 | $555.45 | $278.56 |
| 52-Week LowLowest price in past year | $9.28 | $147.84 | $356.28 | $183.85 |
| % of 52W HighCurrent price vs 52-week peak | +52.9% | +99.5% | +74.5% | +98.7% |
| RSI (14)Momentum oscillator 0–100 | 50.0 | 81.4 | 52.6 | 80.5 |
| Avg Volume (50D)Average daily shares traded | 30.9M | 28.4M | 32.8M | 45.6M |
Analyst Outlook
MSFT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PATH as "Hold", GOOGL as "Buy", MSFT as "Buy", AMZN as "Buy". Consensus price targets imply 50.7% upside for PATH (target: $16) vs 2.1% for GOOGL (target: $406). For income investors, MSFT offers the higher dividend yield at 0.78% vs GOOGL's 0.21%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $15.82 | $406.28 | $551.75 | $306.77 |
| # AnalystsCovering analysts | 24 | 82 | 81 | 94 |
| Dividend YieldAnnual dividend ÷ price | — | +0.2% | +0.8% | — |
| Dividend StreakConsecutive years of raises | — | 2 | 19 | — |
| Dividend / ShareAnnual DPS | — | $0.82 | $3.23 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +5.6% | +0.9% | +0.6% | 0.0% |
MSFT leads in 2 of 6 categories (Income & Cash Flow, Analyst Outlook). GOOGL leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
PATH vs GOOGL vs MSFT vs AMZN: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is PATH or GOOGL or MSFT or AMZN a better buy right now?
For growth investors, Alphabet Inc.
(GOOGL) is the stronger pick with 15. 1% revenue growth year-over-year, versus 12. 4% for Amazon. com, Inc. (AMZN). UiPath Inc. (PATH) offers the better valuation at 20. 2x trailing P/E (15. 6x forward), making it the more compelling value choice. Analysts rate Alphabet Inc. (GOOGL) a "Buy" — based on 82 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.
02Which has the better valuation — PATH or GOOGL or MSFT or AMZN?
On trailing P/E, UiPath Inc.
(PATH) is the cheapest at 20. 2x versus Amazon. com, Inc. at 38. 3x. On forward P/E, UiPath Inc. is actually cheaper at 15. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Alphabet Inc. wins at 0. 99x versus Microsoft Corporation's 1. 32x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — PATH or GOOGL or MSFT or AMZN?
Over the past 5 years, Alphabet Inc.
(GOOGL) delivered a total return of +241. 8%, compared to -84. 8% for UiPath Inc. (PATH). Over 10 years, the gap is even starker: GOOGL returned +1002% versus PATH's -84. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PATH or GOOGL or MSFT or AMZN?
By beta (market sensitivity over 5 years), Microsoft Corporation (MSFT) is the lower-risk stock at 0.
89β versus Amazon. com, Inc. 's 1. 51β — meaning AMZN is approximately 71% more volatile than MSFT relative to the S&P 500. On balance sheet safety, UiPath Inc. (PATH) carries a lower debt/equity ratio of 3% versus 37% for Amazon. com, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — PATH or GOOGL or MSFT or AMZN?
By revenue growth (latest reported year), Alphabet Inc.
(GOOGL) is pulling ahead at 15. 1% versus 12. 4% for Amazon. com, Inc. (AMZN). On earnings-per-share growth, the picture is similar: UiPath Inc. grew EPS 500. 0% year-over-year, compared to 15. 6% for Microsoft Corporation. Over a 3-year CAGR, PATH leads at 15. 0% 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.
06Which has better profit margins — PATH or GOOGL or MSFT or AMZN?
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 3. 8% for PATH. At the gross margin level — before operating expenses — PATH leads at 83. 2%, 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.
07Is PATH or GOOGL or MSFT or AMZN more undervalued right now?
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, Alphabet Inc. (GOOGL) is the more undervalued stock at a PEG of 0. 99x versus Microsoft Corporation's 1. 32x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, UiPath Inc. (PATH) trades at 15. 6x forward P/E versus 35. 3x for Amazon. com, Inc. — 19. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PATH: 50. 7% to $15. 82.
08Which pays a better dividend — PATH or GOOGL or MSFT or AMZN?
In this comparison, MSFT (0.
8% yield), GOOGL (0. 2% yield) pay a dividend. PATH, AMZN do not pay a meaningful dividend and should not be held primarily for income.
09Is PATH or GOOGL or MSFT or AMZN better for a retirement portfolio?
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, +768. 1% 10Y return). Both have compounded well over 10 years (MSFT: +768. 1%, PATH: -84. 8%), 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.
10What are the main differences between PATH and GOOGL and MSFT and AMZN?
These companies operate in different sectors (PATH (Technology) and GOOGL (Communication Services) and MSFT (Technology) and AMZN (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: PATH is a small-cap quality compounder stock; GOOGL is a mega-cap high-growth stock; MSFT is a mega-cap quality compounder stock; AMZN is a mega-cap quality compounder stock. MSFT pays a dividend while PATH, GOOGL, 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.
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