DigitalOcean Holdings, Inc. vs Microsoft Corporation
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsCloud Infrastructure
Data as of Q2 2026
Summary Verdict
DOCN: 1—MSFT: 4wins
Rule of 40
31.1DOCN
32.4MSFT
check_circleMSFT leads
Revenue Growth
26.5%DOCN
10.7%MSFT
check_circleDOCN leads
Gross Margin
57%DOCN
68%MSFT
check_circleMSFT leads
FCF Margin
4.6%DOCN
21.7%MSFT
check_circleMSFT leads
Operating Margin
14.8%DOCN
47.0%MSFT
check_circleMSFT leads
NRR
—DOCN
—MSFT
Metric
Rule of 40Efficiency score
DOCN
31.1
MSFT
32.4check_circle
Revenue GrowthYoY
DOCN
26.5%check_circle
MSFT
10.7%
Gross Margin% of revenue
DOCN
57%
MSFT
68%check_circle
FCF MarginFree cash flow
DOCN
4.6%
MSFT
21.7%check_circle
Operating MarginGAAP
DOCN
14.8%
MSFT
47.0%check_circle
NRRNet retention
DOCN
N/A
MSFT
N/A
EV / RevenueValuation multiple
DOCN
N/A
MSFT
12.3x
Market CapUSD
DOCN
N/A
MSFT
$3.8T
ARR GrowthYoY
DOCN
N/A
MSFT
N/A
CAC PaybackMonths to recover
DOCN
N/A
MSFT
N/A
insights
Analysis
As of Q2 2026, DigitalOcean Holdings, Inc. trades at N/A EV/Revenue versus Microsoft Corporation at 12.3x. On the Rule of 40, DigitalOcean Holdings, Inc. scores 31.1 compared to Microsoft Corporation's 32.4, placing Microsoft Corporation ahead in operating efficiency. Gross margins stand at DigitalOcean Holdings, Inc. 57% 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.