MSFT compared with SPSC: revenue, margins and what each company keeps, and the suppliers and customers both name

MSFTMicrosoft Corp

Mkt capRevenueRevenue

SPSCSPS Commerce Inc

Mkt capRevenueRevenue

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MSFTMicrosoft Corp

SPSCSPS Commerce Inc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Co-movers

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Co-movers

daily closes · 500dMethod ›

Moved together

MSFTwithSPSC

×0.44co-movement · SPSC on MSFT · 500d

r 0.28scale to r 0.75

Shared co-movers3with MSFTwith SPSC

NOWServiceNow, Inc.r 0.52r 0.51

WDAYWorkday, Inc.r 0.44r 0.50

QTWOQ2 Holdings, Inc.r 0.39r 0.55

MSFT, solidSPSC, hatched× = co-movement · βr = correlationBar = r to r 0.75Order: weaker of A and BSource: daily closes

MSFTMicrosoft Corp

537.94▼−3.21%

Mkt cap$4.1TRevenue$92.3BQ1 FY27Revenue$332BFY26

SPSCSPS Commerce Inc

83.32▼−2.26%

Regular sessionNov 5 '26

Mkt cap$3.1BRevenue$198MQ2 FY26Revenue$752MFY25

Compare

Regular sessionNov 5 '26

MSFTMicrosoft Corp

SPSCSPS Commerce Inc

537.94▼−3.21%

Price

83.32▼−2.26%

$4.1T

Mkt cap

$3.1B

Q1 FY27$92.3B

Revenue

$198MQ2 FY26

FY26$332B

Revenue

$752MFY25

MSFT537.94▼−3.21%vsSPSC83.32▼−2.26%Regular sessionNov 5 '26