MetaCap

Microsoft (MSFT) vs NVIDIA (NVDA)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

NVIDIA (NVDA) has outperformed Microsoft (MSFT) over the past year, gaining 21.9% versus a gain of 1.1%. Over five years, NVDA leads with a +954.2% price change compared with +74.1% for MSFT. NVIDIA is the larger company by market cap ($5.57 trillion vs $3.88 trillion), about 1.4 times the size.

On valuation, NVIDIA trades at a lower forward P/E (14.5x vs 22.1x for Microsoft). Microsoft offers the higher dividend yield (0.70% vs 0.12%). NVIDIA converts more of its revenue into profit, with a net margin of 55.6% versus 40.3%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

MSFT+1.10%NVDA+28.33%
+32%-2%-36%
Oct 7, 20251 yearOct 7, 2026
MSFT+79.67%NVDA+1006.43%
+1077%+488%-100%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

MSFT versus NVDA key metrics
MetricMSFTNVDA
Share price$522.61$230.48
Market cap$3.88T$5.57T
1-day change-1.35%-2.94%
YTD return+9.54%+23.58%
1-year return+1.10%+21.88%
5-year return+74.14%+954.25%
P/E ratio (TTM)29.1129.14
Forward P/E22.0714.48
EPS (TTM)$17.95$7.91
Dividend yield0.70%0.12%
Annual dividend$3.64$0.28
Revenue (latest FY)$331.84B$215.94B
Revenue growth (YoY)+17.79%+65.47%
Net income (latest FY)$133.75B$120.07B
Gross margin67.94%71.07%
Operating margin46.78%60.38%
Net margin40.31%55.60%
52-week high$553.72$243.37
52-week low$349.20$164.27
Distance from 52-week high-5.62%-5.30%
Analyst consensusstrong_buystrong_buy
Avg. price target upside+12.44%+42.62%
Average volume27.86M121.53M
Shares outstanding7.43B24.15B
Employees223,00042,000
SectorTechnologyTechnology
IndustryComputer Software: Prepackaged SoftwareSemiconductors

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • NVDA has outperformed MSFT by 20.8 percentage points over the past year.
  • NVIDIA is more profitable, keeping 55.6 cents of every revenue dollar as net income versus 40.3 cents for Microsoft.
  • NVIDIA grew revenue faster in its latest fiscal year (+65.47% vs +17.79%).

About Microsoft

MSFT stock →

Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. Its products include operating systems, server applications, business solution applications, software development tools, desktop and server management tools, and video games; and devices, such as PCs, tablets, gaming and entertainment consoles, other intelligent devices, and related accessories.

Technology · Computer Software: Prepackaged Software · 223,000 employees

About NVIDIA

NVDA stock →

NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. It operates through Compute & Networking, and Graphics segments.

Technology · Semiconductors · 42,000 employees

MSFT vs NVDA FAQ

Which is bigger, Microsoft or NVIDIA?

NVIDIA (NVDA) is larger, with a market capitalization of $5.57T compared with $3.88T for Microsoft (MSFT).

Which stock has performed better over the past year, MSFT or NVDA?

NVDA returned +21.88% over the past 12 months, compared with +1.10% for MSFT (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, MSFT or NVDA?

MSFT has the lower trailing P/E at 29.1, versus 29.1 for NVDA. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Microsoft or NVIDIA?

Microsoft has the higher yield at 0.70%, compared with 0.12% for NVIDIA.

Are Microsoft and NVIDIA in the same industry?

Both are in the Technology sector, but in different industries: Computer Software: Prepackaged Software for Microsoft and Semiconductors for NVIDIA.

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