Amazonvs.Microsoft
AMZN vs MSFT · both in Cloud platforms, part of the AI & digital infrastructure value chain: Rents out the compute, the 'power grid' of the AI era.
Microsoft is about 1.4× larger than Amazon by market cap; Amazon trades at the lower P/E (20.3 vs 29.3).
Side by side
| AMZN | MSFT | |
|---|---|---|
| Market cap | $2.7T | $3.9T |
| Price | $262.43 | $535.07 |
| Today | +3.3% | +2.4% |
| Return YTD | +10.1% | +8.1% |
| Return 1Y | +12.8% | −0.4% |
| Since June 26, 2026 | +12.8% | +43.5% |
| P/E | 20.3 | 29.3 |
| P/S | 3.5 | 11.8 |
| P/B | 5.0 | 8.8 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
AmazonAMZN
AWS is still the biggest cloud platform, and Amazon increasingly fills it with its own Trainium and Inferentia silicon rather than buying everything in. Bedrock is the model layer sold on top. The company is also Anthropic's lead investor.
Full AMZN profile →MicrosoftMSFT
No software company is bigger, and few have as many places to put AI: Azure rents the infrastructure, Copilot sells the assistant inside Microsoft 365 and GitHub, Maia is a chip of Microsoft's own, and the OpenAI partnership sits underneath much of it.
Full MSFT profile →More AMZN & MSFT comparisons
Other head-to-heads in the Cloud platforms segment.