| Stage | MSFT | % of rev | XYZ | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $92.3B | 100.00% | $6.7B | 100.00% | MSFT ×13.73 |
| Gross profit | $62.6B | 67.79% | $3.2B | 48.15% | MSFT +19.6pp |
| Operating income | $45.9B | 49.76% | $428M | 6.38% | MSFT +43.4pp |
| Pre-tax income | $46.0B | 49.80% | $612M | 9.12% | MSFT +40.7pp |
| Net income | $36.6B | 39.69% | $564M | 8.40% | MSFT +31.3pp |
| Stage | MSFT | XYZ | Gap · A − B |
|---|---|---|---|
| Revenue | $92.3B100.00% | $6.7B100.00% | MSFT ×13.73 |
| Gross profit | 67.79%$62.6B | 48.15%$3.2B | MSFT +19.6pp |
| Operating income | 49.76%$45.9B | 6.38%$428M | MSFT +43.4pp |
| Pre-tax income | 49.80%$46.0B | 9.12%$612M | MSFT +40.7pp |
| Net income |
| 39.69%$36.6B |
| 8.40%$564M |
| MSFT +31.3pp |
No disclosed counterparties: XYZ.
None