Side by sideNVIDIA (NVDA) and Microsoft (MSFT)Memos of October 16, 2026 and October 10, 2026
NVIDIA vs Microsoft stock: the numbers side by side (October 2026)
How do NVIDIA and Microsoft compare?
| NVIDIA NVDA | Microsoft MSFT | |
|---|---|---|
| Revenue growth | 65.5%Jan 2026 | 17.8%Year to Jun 2026 |
| Operating margin | 60.4%Jan 2026 | 46.8%Year to Jun 2026 |
| Free cash flow | 96,676US$ millions · Jan 2026 | 66,987US$ millions · Year to Jun 2026 |
| Free cash flow yield | 1.9%Today (Oct 16, 2026) | 1.7%Today (Oct 8, 2026) |
| Dividend yield | 0.5%Today (Oct 16, 2026) | 0.8%Today (Oct 8, 2026) |
| P/E, last 12 months | 27.4xToday (Oct 16, 2026) | 29.1xToday (Oct 8, 2026) |
| P/E, next 12 months | 13.7xToday (Oct 16, 2026) | 22.2xToday (Oct 8, 2026) |
| Weighted price forecast, about 1 year | 284.31 (+32 %)October 2027 | 519.25 (+0 %)October 2027 |
| Weighted price forecast, about 3 years | 395.86 (+84 %)October 2029 | 392.64 (-22 %)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | NVIDIA | The higher figure |
| Operating margin | NVIDIA | The higher figure |
| Free cash flow | NVIDIA | The higher figure |
| Free cash flow yield | NVIDIA | The higher figure |
| Dividend yield | Microsoft | The higher figure |
| P/E, last 12 months | NVIDIA | The lower figure |
| P/E, next 12 months | NVIDIA | The lower figure |
| Weighted price forecast, about 1 year | NVIDIA | The higher weighted return |
| Weighted price forecast, about 3 years | NVIDIA | The higher weighted return |
What does each company do?
NVIDIA sells connected computing platforms—GPUs, networking, systems and software—to cloud providers, server makers and businesses.
NVIDIA (NVDA), from our memo of October 16, 2026 · NVIDIA stock forecast
Microsoft sells workplace software, cloud computing, business applications, LinkedIn services, Windows, games, devices and advertising to businesses, governments, developers and consumers.
Microsoft (MSFT), from our memo of October 10, 2026 · Microsoft stock forecast