| Stage | MSFT | % of rev | GOOG | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $92.3B | 100.00% | $128B | 100.00% | GOOG ×1.38 |
| Gross profit | $62.6B | 67.79% | $76.2B | 59.70% | MSFT +8.1pp |
| Operating income | $45.9B | 49.76% | $40.6B | 31.81% | MSFT +18.0pp |
| Pre-tax income | $46.0B | 49.80% | $32.4B | 25.36% | MSFT +24.4pp |
| Net income | $36.6B | 39.69% | $26.5B | 20.75% | MSFT +18.9pp |
| Stage | MSFT | GOOG | Gap · A − B |
|---|---|---|---|
| Revenue | $92.3B100.00% | $128B100.00% | GOOG ×1.38 |
| Gross profit | 67.79%$62.6B | 59.70%$76.2B | MSFT +8.1pp |
| Operating income | 49.76%$45.9B | 31.81%$40.6B | MSFT +18.0pp |
| Pre-tax income | 49.80%$46.0B | 25.36%$32.4B | MSFT +24.4pp |
| Net income |
| 39.69%$36.6B |
| 20.75%$26.5B |
| MSFT +18.9pp |
No disclosed counterparties: GOOG.
None