Microsoft vs Alphabet
Two cloud-and-AI giants compared on ecosystem moat, capital returns, and valuation — enterprise software versus search and advertising.
| Metric | MICROSOFT CORPORATION MSFT | Alphabet Inc. GOOGL |
|---|---|---|
| ValueOS Score | 91 | 100 |
| Verdict | HOLD | HOLD |
| Moat | Wide Moat | Wide Moat |
| Margin of Safety | -292.2% | -275.0% |
| Intrinsic Value / share | $135.90 | $89.27 |
| Price | $532.95 | $334.76 |
Live scores from the latest SEC filings · refreshed daily. Open any card for the full workup.
The Takeaway
Microsoft's moat runs through enterprise dependence, Azure scale, and the OpenAI partnership; Alphabet's through search, YouTube, and cloud diversification. Both are wide-moat, so the better entry is decided by price. Check the DCF cards above to see which trades closer to intrinsic value right now.
Frequently Asked Questions
Which has the wider moat, Microsoft or Alphabet?
Both qualify as wide-moat businesses from different sources — enterprise software versus search network effects. The Moat cards above show the current read for each.
Which is cheaper today?
Open the DCF cards above to compare each stock's intrinsic value with its live price. The one with the larger positive margin of safety is cheaper on our model.
Run the full workup yourself
Open either name across the three tools for the complete Buffett-style analysis.
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ValueOS Editorial Team. "Microsoft vs Alphabet." ValueOS. Accessed 2026-10-22. https://getvalueos.com/compare/msft-vs-googl