MSFT vs NVDA
How Microsoft Corporation and NVIDIA Corporation compare on business model, dividends and risk — the structural picture, in plain English.
| MSFT | NVDA | |
|---|---|---|
| Sector | Technology | Technology |
| Industry | Software — Infrastructure | Semiconductors |
| Headquarters | Redmond, Washington, USA | Santa Clara, California, USA |
| Founded | 1975 | 1993 |
| Pays a dividend | Yes | Yes |
| Volatility | Roughly market-level | Much higher than the market |
What each company does
Microsoft Corporation (MSFT)
Microsoft sells Windows and the Microsoft 365 / Office suite, runs the Azure cloud platform, and owns LinkedIn and Xbox. Its cloud and AI investments — including a deep partnership with OpenAI — are the center of its growth story.
NVIDIA Corporation (NVDA)
Nvidia designs the graphics processors (GPUs) that power both gaming and, far more importantly for its valuation, the data-center accelerators at the heart of the AI boom. Its CUDA software platform locks developers into its hardware.
From the latest 10-K filings
| Metric | MSFTFY 2026, ended Jun 30, 202610-K filed Jul 29, 2026 | NVDAFY 2026, ended Jan 25, 202610-K filed Feb 25, 2026 |
|---|---|---|
| Revenue | $331.8B | $215.9B |
| Net income | $133.7B | $120.1B |
| Operating cash flow | $182.9B | $102.7B |
| Source | MSFT 10-K on EDGAR ↗ | NVDA 10-K on EDGAR ↗ |
Microsoft’s fiscal 2026 revenue ($331.8B) was 1.54× NVIDIA’s fiscal 2026 revenue ($215.9B). The fiscal years differ (MSFT’s ended Jun 30, 2026, NVDA’s ended Jan 25, 2026), so the two columns cover different periods.
As reported to the SEC for each company’s own fiscal year; not a valuation or forecast.
Dividends
Both MSFT and NVDA pay a dividend.
MSFT: Pays a steady quarterly dividend with a long record of annual increases. The yield is modest; Microsoft also buys back stock.
NVDA: Pays a token quarterly dividend that is tiny relative to the share price — dividends are not part of the investment case here.
Risk & volatility
Historically, MSFT has been the steadier of the two: MSFT is roughly market-level (beta band ~0.9–1.0) while NVDA is much higher than the market (beta band ~1.5+). These are long-run tendencies, not live figures.
Frequently asked
Does MSFT or NVDA pay a dividend?
Both MSFT and NVDA pay a dividend. Yields change with price, so check current figures in the app.
Is MSFT or NVDA more volatile?
Historically, MSFT has been the steadier of the two — MSFT is "roughly market-level" and NVDA is "much higher than the market" versus the broad market. These are long-run tendencies, not live figures.
More comparisons
Track MSFT, NVDA and everything else in one place
Tradune runs live risk, dividend and insider analytics across your whole portfolio. Free for everyone right now · no card · nothing to buy
Comparison is for educational purposes only and is not investment advice or a recommendation to buy or sell MSFT or NVDA. Company profiles reflect long-term, structural facts; volatility bands are approximate historical tendencies, not live data. Always do your own research.