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MSFT vs SHOP

Microsoft Corp (MSFT) and Shopify Inc. (SHOP) are both filed with the SEC under Services-Prepackaged Software. MSFT is 18.6× SHOP's size by market cap ($3.75T against $201.4B); SHOP trades at the higher fiscal-year P/E (164.2× against 37.0×); MSFT reports the higher net margin (36.1% against 10.7%); SHOP grew sales faster over three years (+27.3% against +12.4%); and over the past year SHOP returned +8.0% against MSFT's +1.4%.

MSFTSHOP
Last close$513.53$152.90
Market cap$3.75T$201.4B
P/E (FY)37.0×164.2×
P/S13.3×17.4×
EV/EBITDA130.5×
Gross margin68.8%48.1%
Operating margin45.6%12.7%
Net margin36.1%10.7%
Return on equity33.3%9.8%
Sales growth (3y)+12.4%+27.3%
EPS growth (3y)+12.2%
Dividend yield0.6%
1-year return+1.4%+8.0%

Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year, and the two differ: MSFT FY2025 (ended 2025-06-30); SHOP FY2025 (ended 2025-12-31). — not published for this company. A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined on the filed basis — EV/EBITDA is not printed on non-positive EBITDA, and return on equity is not computed on a zero or negative equity base.

Who holds them, and who has traded them

MSFTSHOP
Institutional holders (13F)6,1271,714
Insider buyers − sellers (180d)-4
Congressional trades disclosed (180d)340
Executive-branch officials on file — trades disclosed (180d)260

Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5. — no open-market Form 4 purchases or sales in the window.

MSFT vs SHOP: common questions

Is MSFT bigger than SHOP?
MSFT carries the larger market cap — $3.75T against $201.4B, both struck on 2026-08-27.
Which trades at a higher P/E, MSFT or SHOP?
SHOP, at a fiscal-year 164.2× against 37.0× for MSFT. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
How have MSFT and SHOP performed over the past year?
SHOP returned +8.0% and MSFT +1.4%, measured on the trailing calendar year to the last close.
How many institutions hold MSFT and SHOP?
6,127 13F filers report a position in MSFT and 1,714 in SHOP, on the latest quarter in the panel.
Are MSFT and SHOP in the same industry?
Both are filed with the SEC under Services-Prepackaged Software, which is the classification this pairing is built on.

MSFT overview · SHOP overview · MSFT institutional ownership · SHOP institutional ownership · Congress and MSFT · Executive branch and MSFT

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Stock comparisons lists every pair this site publishes.

Source: SPZCO — https://spzco.com/vs/msft-vs-shop