DigitalOcean Holdings, Inc. vs Microsoft Corporation
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsCloud Infrastructure
Data as of Q1 2026
Summary Verdict
DOCN: 0—MSFT: 5wins
Rule of 40
22.4DOCN
48.9MSFT
check_circleMSFT leads
Revenue Growth
17.5%DOCN
27.2%MSFT
check_circleMSFT leads
Gross Margin
59%DOCN
68%MSFT
check_circleMSFT leads
FCF Margin
4.9%DOCN
21.7%MSFT
check_circleMSFT leads
Operating Margin
16.9%DOCN
47.0%MSFT
check_circleMSFT leads
NRR
—DOCN
—MSFT
Metric
Rule of 40Efficiency score
DOCN
22.4
MSFT
48.9check_circle
Revenue GrowthYoY
DOCN
17.5%
MSFT
27.2%check_circle
Gross Margin% of revenue
DOCN
59%
MSFT
68%check_circle
FCF MarginFree cash flow
DOCN
4.9%
MSFT
21.7%check_circle
Operating MarginGAAP
DOCN
16.9%
MSFT
47.0%check_circle
NRRNet retention
DOCN
N/A
MSFT
N/A
EV / RevenueValuation multiple
DOCN
N/A
MSFT
9.3x
Market CapUSD
DOCN
N/A
MSFT
$2.9T
ARR GrowthYoY
DOCN
N/A
MSFT
N/A
CAC PaybackMonths to recover
DOCN
N/A
MSFT
N/A
insights
Analysis
As of Q1 2026, DigitalOcean Holdings, Inc. trades at N/A EV/Revenue versus Microsoft Corporation at 9.3x. On the Rule of 40, DigitalOcean Holdings, Inc. scores 22.4 compared to Microsoft Corporation's 48.9, placing Microsoft Corporation ahead in operating efficiency. Gross margins stand at DigitalOcean Holdings, Inc. 59% vs Microsoft Corporation 68%.
Sector Context
Both companies operate in the Cloud Infrastructure sector. The median columns above show where each company stands relative to their peers.