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Microsoft's stock is trading at a rare discount to Alphabet's, as the 'Magnificent Seven' reshuffle intensifies
Microsoft's stock is currently trading at a significant discount to Alphabet's, with a forward price-to-earnings (P/E) ratio of 22.1x compared to Alphabet's 26.0x. This marks the largest valuation gap in a decade, driven by disappointing Azure growth and a broader selloff in software stocks. Microsoft has seen a 17% decline in stock value year-to-date, while Alphabet's valuation has surged, reflecting a shift in investor sentiment towards AI strategies. The ongoing changes in Big Tech valuations may indicate a potential re-rating of software stocks in a post-AI landscape.
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