NVIDIA vs Microsoft
The chip maker versus the cloud builder compared on moat type, capital returns, and valuation in the AI boom.
| Metric | NVIDIA CORP NVDA | MICROSOFT CORPORATION MSFT |
|---|---|---|
| ValueOS Score | 100 | 91 |
| Verdict | HOLD | HOLD |
| Moat | Wide Moat | Wide Moat |
| Margin of Safety | -74.1% | -292.2% |
| Intrinsic Value / share | $127.51 | $135.90 |
| Price | $221.97 | $532.95 |
Live scores from the latest SEC filings · refreshed daily. Open any card for the full workup.
The Takeaway
NVIDIA sells the picks and shovels; Microsoft sells picks-and-shovels-as-a-service through Azure and OpenAI. Both are wide-moat beneficiaries of AI — compare the Scores and margins of safety above to see which is the better bargain at today's price.
Frequently Asked Questions
How do NVIDIA and Microsoft differ as AI plays?
NVIDIA's moat is the accelerator plus CUDA ecosystem; Microsoft's is enterprise cloud and the OpenAI alliance. Both profit from the same AI wave.
Which is cheaper today?
Open the DCF cards above to compare each stock's intrinsic value with its live price. The wider the discount, the more cushion.
Run the full workup yourself
Open either name across the three tools for the complete Buffett-style analysis.
Cite this page
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ValueOS Editorial Team. "NVIDIA vs Microsoft." ValueOS. Accessed 2026-10-22. https://getvalueos.com/compare/nvda-vs-msft