brimindinvest.com / compare / amzn-vs-msftLIVE
AMZN
Amazon.com, Inc. · E-commerce / Cloud / Technology
$245.22
-10.07% this month
VERSUS
COMPARE
MSFT
Microsoft Corporation · Technology / Cloud / Software
$411.74
-0.81% this month
AI Score
62.1vs60.7
AMZN
1Y Return
+14.82%vs-12.47%
AMZN
Forward P/E
24.94xvs21.53x
MSFT
Target Upside
+27.14%vs+34.63%
MSFT
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
AMZN
2
MSFT
3
MSFT LEADS 3/5
Metrics last refreshed: 6/9/2026
Quick take

AMZN vs MSFT: Amazon vs Microsoft Stock Comparison: AI Score, Valuation, Performance and Upside

Amazon and Microsoft are the two largest cloud infrastructure companies in the world. AWS leads in cloud market share; Azure is growing faster and has stronger enterprise AI monetisation through Copilot. Amazon's profit mix is improving toward higher-margin businesses (ads, AWS); Microsoft already operates at very high margins with a more software-oriented model.

Use this AMZN vs MSFT comparison to choose between the world's largest cloud platform (AWS + ads + retail) and the world's dominant enterprise software and AI platform (Azure + Microsoft 365 + Copilot). Both are compounders; the choice is between Amazon's higher near-term revenue growth potential and Microsoft's higher near-term margin quality.

Live analysis · updated 6/9/2026

MSFT holds the edge across 3 of 5 key metrics in this comparison. AMZN has delivered stronger 1-year price return (+14.82% vs -12.47%), though MSFT trades at the lower forward P/E (21.53x vs 24.94x). MSFT leads on both revenue growth (18.30%) and operating margin (46.33%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for MSFT (+34.63%) than for AMZN (+27.14%).

Comparison scoreboard
MSFT LEADS 3/5
AI Score
AMZN 62.1
MSFT 60.7
1Y Return
AMZN +14.82%
MSFT -12.47%
Fwd P/E
AMZN 24.94
MSFT 21.53
Target Up.
AMZN +27.14%
MSFT +34.63%
Op. Margin
AMZN 13.14%
MSFT 46.33%
Normalized 1Y performance
AMZN
MSFT
Recent returns
AMZN
MSFT
Analyst price targets & sentiment
AMZN · 65 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.4/5.0)
Price target range
analyst low$195.00
analyst mean$312.79
current price$245.22
+27.1% upside to analyst mean
MSFT · 54 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$400.00
analyst high$870.00
analyst mean$560.95
current price$411.74
+34.6% upside to analyst mean
Who should consider this stock?
AMZN may suit investors who:
  • Want the world's largest cloud provider combined with a dominant e-commerce marketplace and growing advertising business
  • Value Amazon's total ecosystem — Prime, AWS, ads, logistics — as a compounding platform
  • Prefer higher near-term revenue growth potential as retail, AWS, and ads all scale together
  • Are comfortable with higher capex intensity during the AI infrastructure build-out phase
MSFT may suit investors who:
  • Want the world's leading enterprise software platform with Azure cloud growth on top
  • Value Copilot AI monetisation as a tangible, near-term revenue layer across Microsoft 365
  • Prefer higher operating margins and more predictable subscription revenue from enterprise contracts
  • Seek a dividend-paying mega-cap tech stock with a consistent capital return program
Performance & AI score
MetricAMZNMSFT
AI score62.160.7
AI rank#145#173
Latest close$245.22$411.74
1M return-10.07%-0.81%
6M return+6.84%-14.78%
1Y return+14.82%-12.47%
$10,000 invested — hypothetical growth (dividends reinvested)

How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?

PeriodAMZNMSFT
1Y ago$11.3K (+13.0%)
started 2025-06-09
$8.71K (-12.9%)
started 2025-06-09
5Y ago$14.95K (+49.5%)
started 2021-06-09
$17.36K (+73.6%)
started 2021-06-09
10Y ago$67.4K (+574.0%)
started 2016-06-09
$101.09K (+910.9%)
started 2016-06-09

Hypothetical — past performance does not guarantee future results.

Valuation & upside potential
MetricAMZNMSFT
Market cap$2.65T$3.1T
Trailing P/E31.6624.82
Forward P/E24.9421.53
Price/Sales3.4911.87
EV/Revenue3.699.87
Analyst target$312.79$560.95
Target upside+27.14%+34.63%
Growth, profitability & risk
MetricAMZNMSFT
Revenue growth16.60%18.30%
Earnings growth74.80%23.40%
EPS growth+74.80%+23.40%
FCF margin+1.32%+11.63%
Operating margin13.14%46.33%
Profit margin12.22%39.34%
ROIC proxy24.29%34.01%
Return on equity24.29%34.01%
Dividend yieldN/A0.87%
Beta1.441.10
Debt/equity53.3030.27
Current ratio1.181.28
Quick ratio0.971.14
Drawdown & downside risk

Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.

1Y risk snapshot
AMZN max drawdown21.74%
MSFT max drawdown34.18%
AMZN max wkly drop14.09%
MSFT max wkly drop14.43%
5Y risk snapshot
AMZN max drawdown56.15%
MSFT max drawdown37.15%
AMZN max wkly drop20.35%
MSFT max wkly drop14.43%
10Y risk snapshot
AMZN max drawdown56.15%
MSFT max drawdown37.15%
AMZN max wkly drop20.35%
MSFT max wkly drop16.36%
Performance metrics by period
PeriodMetricAMZNMSFT
1YGrowth+13.02%-12.91%
CAGR+13.07%-12.96%
Sharpe ratio0.41-0.60
Max drawdown21.74%34.18%
Max daily drop8.27%9.99%
Max wkly drop14.09%14.43%
5YGrowth+49.47%+67.84%
CAGR+8.37%+10.92%
Sharpe ratio0.280.35
Max drawdown56.15%37.15%
Max daily drop14.05%9.99%
Max wkly drop20.35%14.43%
10YGrowth+574.01%+795.02%
CAGR+21.03%+24.51%
Sharpe ratio0.610.78
Max drawdown56.15%37.15%
Max daily drop14.05%14.74%
Max wkly drop20.35%16.36%
Business comparison
CategoryAMZNMSFT
CompanyAmazon.com, Inc.Microsoft Corporation
SectorConsumer CyclicalTechnology
IndustryInternet RetailSoftware - Infrastructure
Core businessGlobal technology and retail company. AWS is the world's largest cloud provider. Advertising is a $50B+ high-margin business. North America and International e-commerce provide scale. Prime membership, third-party marketplace, and logistics complete the ecosystem.Global technology company. Azure is the #2 cloud provider. Microsoft 365 (Office, Teams) dominates enterprise productivity. GitHub, LinkedIn, Dynamics, and Xbox round out the portfolio. Copilot AI is embedded across all major products.
Investor focusAWS revenue growth and margin expansion, advertising compound growth, North America retail margin improvement, and AI infrastructure ROI.Azure growth rate, Microsoft 365 Copilot AI monetisation, operating margin trajectory, and capital return via buybacks and dividends.
AMZN strengths
  • AWS is the #1 cloud provider globally — a dominant position in the infrastructure layer of the digital economy
  • Advertising is growing rapidly and carries software-like margins, diversifying Amazon's profit mix
  • Prime creates unmatched customer loyalty and enables cross-selling across retail, streaming, and services
MSFT strengths
  • Azure is the #2 cloud provider with strong enterprise relationships and AI workload momentum
  • Microsoft 365 is the global enterprise productivity standard — extremely sticky with low churn
  • Copilot AI integration across Microsoft's entire product suite positions it as the leading enterprise AI platform
Risks to watch — AMZN
  • Heavy AI and data center capex is significant — the market is watching whether AI revenue ramp justifies the spend
  • Retail e-commerce margins are structurally lower than cloud and ads, limiting blended margin expansion
  • Regulatory scrutiny of marketplace practices, logistics, and cloud market power
Risks to watch — MSFT
  • AI infrastructure capex is rising significantly — Microsoft is investing heavily to support Azure AI demand
  • Activision integration complexity and gaming segment margin management
  • Azure growth must sustain elevated rates to justify the AI infrastructure investment thesis
Frequently asked questions
Azure has been growing faster than AWS on a percentage basis in recent quarters, driven by AI workload demand and Microsoft's OpenAI partnership giving it early enterprise AI mindshare. AWS remains the larger business in absolute revenue, but Azure has been closing the gap. Both are benefiting from the shift to AI-era cloud infrastructure.
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