analyticsCloud Infrastructure
Data as of Q1 2026
Summary Verdict
MSFT: 5—DOCN: 0wins
Rule of 40
48.9MSFT
22.4DOCN
check_circleMSFT leads
Revenue Growth
27.2%MSFT
17.5%DOCN
check_circleMSFT leads
Gross Margin
68%MSFT
59%DOCN
check_circleMSFT leads
FCF Margin
21.7%MSFT
4.9%DOCN
check_circleMSFT leads
Operating Margin
47.0%MSFT
16.9%DOCN
check_circleMSFT leads
NRR
—MSFT
—DOCN
Metric
Rule of 40Efficiency score
MSFT
48.9check_circle
DOCN
22.4
Revenue GrowthYoY
MSFT
27.2%check_circle
DOCN
17.5%
Gross Margin% of revenue
MSFT
68%check_circle
DOCN
59%
FCF MarginFree cash flow
MSFT
21.7%check_circle
DOCN
4.9%
Operating MarginGAAP
MSFT
47.0%check_circle
DOCN
16.9%
NRRNet retention
MSFT
N/A
DOCN
N/A
EV / RevenueValuation multiple
MSFT
10.8xcheck_circle
DOCN
18.9x
Market CapUSD
MSFT
$3.3Tcheck_circle
DOCN
$16.3B
ARR GrowthYoY
MSFT
N/A
DOCN
N/A
CAC PaybackMonths to recover
MSFT
N/A
DOCN
N/A
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insights
Analysis
As of Q1 2026, Microsoft Corporation trades at 10.8x EV/Revenue versus DigitalOcean Holdings, Inc. at 18.9x. On the Rule of 40, Microsoft Corporation scores 48.9 compared to DigitalOcean Holdings, Inc.'s 22.4, placing Microsoft Corporation ahead in operating efficiency. Gross margins stand at Microsoft Corporation 68% vs DigitalOcean Holdings, Inc. 59%.
Sector Context
Both companies operate in the Cloud Infrastructure sector. The median columns above show where each company stands relative to their peers.