Sectivia

Alphabetvs.Microsoft

GOOGL 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.

Alphabet is about 1.5× larger than Microsoft by market cap; Microsoft trades at the lower P/E (22.8 vs 26.9); year to date, Alphabet leads (+14.1% vs −20.4%).

Side by side

GOOGLMSFT
Market cap$4.3T$2.9T
Price$357.18$385.10
Today−0.5%+0.2%
Return YTD+14.1%−20.4%
Return 1Y+101.1%−23.2%
P/E26.922.8
P/S10.29.0
P/B9.06.9

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

AlphabetGOOGL

NASDAQ · USA

Google's parent company is unique: its own cloud, own TPU chips, own frontier model (Gemini) and the world's largest distribution channel in Search and Android.

Cloud infrastructureAI softwareCustom silicon
Full GOOGL profile →

MicrosoftMSFT

NASDAQ · USA

The world's largest software company. Azure cloud, Copilot products and the close OpenAI partnership make Microsoft the broadest player of the AI era.

Cloud infrastructureAI softwareEnterprise AI
Full MSFT profile →

More comparisons in Cloud platforms

See where GOOGL and MSFT sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →