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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator
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To: Bill Harmond who wrote (3418)11/25/1996 1:00:00 PM
From: Reginald Middleton   of 24154
 
For those who were comparing MSFT to ORCL:

Oracle is growing gross profit margins at 9 times the rate of MSFT and net profit margins at 168 times the rate of MSFT. MSFT's current cash cows are mature, and they stand to benefit greatly from the successful move into the enterprise. From a margin growth perspective (you must compare the maturity of the two industries) Oracle is currently blowing MSFT out of the water. The same goes for cash flow, earnigns, return on equity and return on investment. Compare the following margin, earnings, cash flow, and return growth rates to MSFT's and then tell me if you would not value MSFT differently from a succesful move into the enterprise arena.

Description Orcl Msft

Return on Equity - TTM 40.26 36.35
Return on Investment - TTM 38.21 25.81
EPS 3 Yr. Growth Rate 61.16 29.68
EPS % Chg Year Ago 108.75 21.74
Growth Rate - % Net Income 62.07 32.06
Book Value 5 Yr Growth Rate 38.43 34.96
Cash Flow 5 Yr Growth Rate 69.78 37.79
Revenue % Change - TTM 41.53 33.46
Gross Margin Growth 5 Yr 12.83 1.44
Net Income Growth 5 Year 76.97 36.53
EPS Growth Rate 5 Year 74.98 33.07
EPS % Chg Year To Date 108.75 21.79
EPS % Change - TTM 51.46 38.96
Net Profit Margin Growth 5 Yr 28.62 0.17
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