Microsoft Corporation (MSFT) Competitors & Peers
The 5 companies closest to Microsoft Corporation on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| ORCL | Partner | $151.05 | P/E 25.9RSI 60Cap 435.1 B |
| PLTR | Partner | $175.23 | P/E 147.3RSI 74Cap 421.1 B |
| PANW | Competitor | $385.04 | P/E 313.0RSI 70Cap 313.8 B |
| CRWD | Competitor | $225.16 | RSI 71Cap 229.3 B |
| FTNT | Peer | $164.21 | P/E 56.4RSI 59Cap 120.5 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- SCompetitor
Microsoft (specifically Microsoft Defender for Endpoint) is a primary competitor to SentinelOne's Singularity platform, with intense price and bundling competition.
Confirmed — SEC filing / public disclosuresec.gov ↗ - ORCLPartner
Oracle and Microsoft created Oracle Database@Azure, allowing customers to run Oracle databases on OCI hardware directly inside Azure data centers.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- ACNPartner
Accenture and Microsoft co-own Avanade, a strategic joint venture built specifically to design, build, and deploy enterprise solutions on Microsoft's cloud, AI, and security platforms.
Model-inferred, unverified — treat as a lead, not evidence - PERICustomer
Microsoft Bing historically collaborated with Perion on search advertising distribution; contract expired Dec 31, 2024, now in a tail-period transition.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLCompetitor
Microsoft Azure + Google Cloud compete; Bing + Google search; Workspace + 365.
Model-inferred, unverified — treat as a lead, not evidence - QLYSPartner
Microsoft Defender integrates Qualys vulnerability scanning engines.
Model-inferred, unverified — treat as a lead, not evidence - OPENAIPartner
Microsoft is OpenAI's largest investor + exclusive cloud partner (Azure).
Model-inferred, unverified — treat as a lead, not evidence - CVLTSupplier
Commvault hosts Metallic backup software on Microsoft Azure.
Model-inferred, unverified — treat as a lead, not evidence - TDCPartner
Teradata VantageCloud integrates inside Microsoft Azure.
Model-inferred, unverified — treat as a lead, not evidence - NVDASupplier
Microsoft Azure deploys hundreds of thousands of NVIDIA H100/H200/B100/GB200 GPUs.
Model-inferred, unverified — treat as a lead, not evidence - GTLBCompetitor
GitLab + GitHub top dev-platform competition.
Model-inferred, unverified — treat as a lead, not evidence - NDAQCustomer
Microsoft is listed on the Nasdaq Stock Market (Global Select Market), paying Nasdaq annual listing fees and utilizing Nasdaq's corporate and investor relations services.
Model-inferred, unverified — treat as a lead, not evidence - G42Partner
Microsoft $1.5B G42 investment + strategic AI partnership.
Model-inferred, unverified — treat as a lead, not evidence - RBRKPartner
Microsoft is an equity investor and integration partner with Rubrik.
Model-inferred, unverified — treat as a lead, not evidence - VRNSPartner
Varonis co-sells data security tools with Microsoft 365.
Model-inferred, unverified — treat as a lead, not evidence - DATABRICKSSupplier
Databricks first-party Azure Databricks.
Model-inferred, unverified — treat as a lead, not evidence - CEGPartner
Constellation entered into a 20-year power purchase agreement with Microsoft to launch the Crane Clean Energy Center and restart Three Mile Island Unit 1, dedicating 835 MW of clean energy to Microsoft data centers.
Model-inferred, unverified — treat as a lead, not evidence - AMZNCompetitor
Azure + AWS top-2 hyperscalers.
Model-inferred, unverified — treat as a lead, not evidence - AVPTPartner
AvePoint co-sells data management software with Microsoft Azure.
Model-inferred, unverified — treat as a lead, not evidence - SOCustomer
Microsoft is a major downstream data center customer of Southern Company's subsidiary Georgia Power, procuring clean energy through programs like the Customer-Identified Resource (CIR) program and signing the White House Ratepayer Protection Pledge.
Model-inferred, unverified — treat as a lead, not evidence - G42Partner
Microsoft $1.5B G42 investment (Apr 2024) + multi-year strategic AI partnership.
Model-inferred, unverified — treat as a lead, not evidence - CEGSupplier
Constellation 20-year PPA for Three Mile Island Unit 1 restart powering Microsoft AI.
Model-inferred, unverified — treat as a lead, not evidence - BEPPartner
Brookfield Renewable Partners entered into a historic global 10.5 GW clean energy framework agreement with Microsoft to deliver carbon-free power between 2026 and 2030.
Model-inferred, unverified — treat as a lead, not evidence - SAPSupplier
Microsoft Azure is a premier cloud infrastructure partner hosting RISE with SAP deployments. The companies co-integrate Copilot with SuccessFactors and collaborate on the Open Data Initiative.
Model-inferred, unverified — treat as a lead, not evidence - ARMLicensor
Microsoft licenses Arm Neoverse cores to develop its custom Cobalt CPU series for Microsoft Azure data centers.
Model-inferred, unverified — treat as a lead, not evidence - IBMCompetitor
Microsoft and IBM compete directly in cloud infrastructure services (Azure vs IBM Cloud) and enterprise AI platforms (Azure AI & Copilot vs IBM watsonx).
Model-inferred, unverified — treat as a lead, not evidence - IONQSupplier
IonQ's trapped-ion quantum systems are available as a hardware provider on Microsoft Azure Quantum.
Model-inferred, unverified — treat as a lead, not evidence - COREWEAVECustomer
Microsoft leases massive GPU capacity from CoreWeave to support its Azure AI infrastructure and OpenAI workloads.
Model-inferred, unverified — treat as a lead, not evidence - CRMCompetitor
Microsoft (Dynamics 365 CRM/ERP, Copilot AI) competes directly with Salesforce's core CRM, service cloud, and Agentforce AI products.
Model-inferred, unverified — treat as a lead, not evidence - DELLPartner
Dell and Microsoft collaborate extensively on hybrid cloud infrastructure solutions (e.g., Dell APEX Cloud Platform for Microsoft Azure), and Microsoft supplies Windows OS for Dell PCs.
Model-inferred, unverified — treat as a lead, not evidence - SNPSPartner
Synopsys collaborated with Microsoft to build and host 'Synopsys.ai Copilot,' the first generative AI assistant for chip design, running on Microsoft Azure cloud infrastructure.
Model-inferred, unverified — treat as a lead, not evidence - HUBSCompetitor
Microsoft Dynamics 365 competes with HubSpot CRM in the mid-market and enterprise CRM spaces, leveraging its Office 365 and Teams ecosystem to bundle CRM services.
Model-inferred, unverified — treat as a lead, not evidence - BLKPartner
Aladdin runs on Microsoft Azure under multi-year exclusive arrangement.
Model-inferred, unverified — treat as a lead, not evidence - ADBEPartner
Microsoft is Adobe's premier strategic partner — co-integrating Adobe Marketing Agent for Microsoft 365 Copilot, enabling marketers to access Adobe data and insights within Word, PowerPoint, and Teams. Microsoft Azure hosts portions of Adobe's cloud services.
Model-inferred, unverified — treat as a lead, not evidence - ANDURILPartner
Anduril took over Microsoft IVAS AR headset program Feb 2025.
Model-inferred, unverified — treat as a lead, not evidence - CURSORCompetitor
Cursor + GitHub Copilot competition.
Model-inferred, unverified — treat as a lead, not evidence - ANDURILPartner
Anduril took over IVAS AR headset program from Microsoft (Feb 2025).
Model-inferred, unverified — treat as a lead, not evidence - OKTACompetitor
Okta Workforce + Microsoft Entra compete in workforce identity.
Model-inferred, unverified — treat as a lead, not evidence - CRMCompetitor
Salesforce competes with Microsoft Dynamics 365 + Power Platform.
Model-inferred, unverified — treat as a lead, not evidence - 6758.TCompetitor
Sony PlayStation competes with Microsoft Xbox.
Model-inferred, unverified — treat as a lead, not evidence - ANETSupplier
Microsoft Azure deploys Arista switches (~18% Arista revenue).
Model-inferred, unverified — treat as a lead, not evidence - AAPLCompetitor
Apple + Microsoft compete in PC OS + productivity + AI.
Model-inferred, unverified — treat as a lead, not evidence - BLKSupplier
BlackRock Aladdin runs on Microsoft Azure.
Model-inferred, unverified — treat as a lead, not evidence - WDAYPartner
Microsoft and Workday partner to integrate Workday's software tools natively inside Microsoft Teams and utilize Microsoft Azure as a cloud deployment platform.
Model-inferred, unverified — treat as a lead, not evidence - WPPPartner
Microsoft Azure hosts parts of WPP Open. WPP integrates Microsoft Copilot and Azure OpenAI service models to automate copywriting and media research.
Model-inferred, unverified — treat as a lead, not evidence - CRWDCompetitor
Microsoft Defender for Endpoint and Microsoft Sentinel compete with CrowdStrike Falcon in endpoint protection and SIEM/SOAR markets through M365 bundling.
Model-inferred, unverified — treat as a lead, not evidence - NFLXPartner
Microsoft is the original ads-tech partner for Netflix's ad-supported tier.
Model-inferred, unverified — treat as a lead, not evidence - PANWCompetitor
Microsoft Defender and Sentinel compete with Palo Alto Networks' security operations and endpoint products, with Microsoft leveraging its M365 bundle as a distribution advantage.
Model-inferred, unverified — treat as a lead, not evidence - INODCustomer
Innodata delivers training data services to Microsoft's AI systems.
Model-inferred, unverified — treat as a lead, not evidence - NOWPartner
ServiceNow integrates deeply with Microsoft Azure and Microsoft 365, with Azure as a primary cloud deployment platform for the Now Platform.
Model-inferred, unverified — treat as a lead, not evidence