Amazon Com vs Microsoft (AMZN vs MSFT)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Amazon Com is the larger company by revenue ($716.9B vs $331.8B). Microsoft carries the larger market value ($3.9T vs $2.8T). Microsoft has grown revenue faster over the last 4 fiscal years (+67.4% cumulative vs +52.6%). Microsoft runs the higher operating margin (46.8% vs 11.2%). Amazon Com trades at the lower trailing P/E (20.2x vs 29.3x).
About Amazon Com
Amazon.com Inc operates as a global e-commerce and cloud computing company. It serves consumers through online and physical stores offering a wide range of products, manufactures electronic devices, and provides subscription services like Amazon Prime. The company also offers cloud computing services through Amazon Web Services to developers and enterprises, and provides platforms for sellers, content creators, and advertisers.
About Microsoft
Microsoft Corporation develops, licenses, and supports a wide range of software products, services, and devices. Its main offerings include operating systems like Windows, cloud-based services, artificial intelligence solutions, and platform-based ecosystems for developers and users. Microsoft serves both business and consumer markets globally, competing in areas such as personal computing, cloud infrastructure, and AI technologies.
Head to head (AMZN FY2025 vs MSFT FY2026)
| Metric | AMZNFY2025 | MSFTFY2026 |
|---|---|---|
| Revenue | $716.92B | $331.84B |
| Revenue growth (YoY) | 12.4% | 17.8% |
| Gross margin | 50.3% | 67.9% |
| Operating margin | 11.2% | 46.8% |
| Net margin | 10.8% | 40.3% |
| Net income | $77.67B | $133.75B |
| Diluted EPS | $7.17 | $17.95 |
| FCF margin | 1.1% | 20.2% |
| ROE | 18.9% | 30.2% |
| Long-term debt / equity | 0.16× | 0.07× |
| Market cap | $2.76T | $3.93T |
| P/E | 20.2× | 29.3× |
Fundamentals are from each company’s SEC filings (AMZN FY2025, MSFT FY2026). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.
Five-year trend (as reported)
| AMZN by fiscal year | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $469.82B | $513.98B | $574.78B | $637.96B | $716.92B |
| Net income | $33.36B | $-2.72B | $30.43B | $59.25B | $77.67B |
| Operating margin | 5.3% | 2.4% | 6.4% | 10.8% | 11.2% |
| MSFT by fiscal year | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| Revenue | $198.27B | $211.91B | $245.12B | $281.72B | $331.84B |
| Net income | $72.74B | $72.36B | $88.14B | $101.83B | $133.75B |
| Operating margin | 42.1% | 41.8% | 44.6% | 45.6% | 46.8% |
Amazon Com and Microsoft use different fiscal calendars (AMZN's FY2025 ended 2025-12-31, MSFT's FY2026 ended 2026-06-30), so their fiscal years are shown separately rather than forced into one timeline.
Peer standing
These companies are ranked against different peer groups (Amazon Com vs 403 Consumer Discretionary companies; Microsoft vs 331 software companies), so each is shown against its own peers rather than on one scale.
Amazon Com
No standout rankings: Amazon Com sits mid-distribution on most reported metrics.
Microsoft
Microsoft’s operating margin of 46.8% ranks in the 99th percentile of the 302 software companies reporting it. Microsoft’s net margin of 40.3% ranks in the 96th percentile of the 306 software companies reporting it. Microsoft’s return on equity of 30.2% ranks in the 87th percentile of the 285 software companies reporting it.
Short interest
| FINRA settlement data | AMZN | MSFT |
|---|---|---|
| Shares sold short | 81.4M | 67.3M |
| Change vs prior settlement | -11.5% | -9.5% |
| Days to cover | 2.77 | 3.73 |
| As of settlement | 2026-09-15 | 2026-09-15 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 activity (codes P/S) | AMZN | MSFT |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 27 ($365.0M) | 16 ($71.4M) |
Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.
Held by the same investors
25 tracked 13F managers hold both Amazon Com and Microsoft as of their latest quarterly filings: AQR Capital Management, ARK Investment Management, Altimeter Capital Management, Bridgewater Associates, Citadel Advisors, Coatue Management, Corvex Management, D. E. Shaw, Dodge & Cox, Gotham Asset Management, Harris Associates (Oakmark), Hound Partners and 13 more. See which superinvestors hold your own portfolio with the smart money checker.
Go deeper
AMZN vs EBAYAMZN vs GOOGAMZN vs SHOPAMZN vs WMTAAPL vs MSFTAPP vs MSFTAll comparisons →
Track AMZN and MSFT
Get an alert when either company files something material, see which superinvestors own them, and ask their filings a question with cited answers.
Start monitoring freeIncludes one free filing-grounded research answer. Or check your whole portfolio, no account needed.
Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.