Microsoft Azure provides cloud computing services and infrastructure for businesses and developers

Microsoft Azure

International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for business automation, AIOps and management, integration, and application servers; data and artificial intelligence solutions; and security software and services for threat, data, and identity. This segment also provides transaction processing software that supports clients' mission-critical and on-premise workloads in banking, airlines, and retail industries. The Consulting segment offers business transformation services, including strategy, business process design and operations, data and analytics, and system integration services; technology consulting services; and application and cloud platform services. The Infrastructure segment provides on-premises and cloud-based server and storage solutions for its clients' mission-critical and regulated workloads; and support services and solutions for hybrid cloud infrastructure, as well as remanufacturing and remarketing services for used equipment. The Financing segment offers lease, installment payment, loan financing, and short-term working capital financing services. The company was formerly known as Computing-Tabulating-Recording Co. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.

Cody Bellm

Tally Mack

Alfred Aday

Kengo Horibe

Vilas Sastry

Barrett Rodda

Lokesh Bevara

Alex Naoumidis

Michelle Esgar

Rachel Reinitz

Richard Kateley

Thomas J. Watson

International Business Machines Corporation

F5, Inc. provides multi-cloud application security and delivery solutions for the security, performance, and availability of network applications, servers, and storage systems. The company's multi-cloud application security and delivery solutions enable its customers to develop, deploy, operate, secure, and govern applications in any architecture, from on-premises to the public cloud. It offers application security and delivery products, including BIG-IP appliances and VIPRION chassis and related software modules and software-only Virtual Editions; Local Traffic Manager and DNS Services; Advanced Firewall Manager and Policy Enforcement Manager that leverage the unique performance characteristics of its hardware and software architecture; Application Security Manager and Access Policy Manager; NGINX Plus and NGINX Controller; Shape Defense and Enterprise Defense; Secure Web Gateway, and Silverline DDoS and Application security offerings; and online fraud and abuse prevention solutions. The company also provides a range of professional services, including consulting, training, installation, maintenance, and other technical support services. F5, Inc. sells its products to large enterprise businesses, public sector institutions, governments, and service providers through distributors, value-added resellers, managed service providers, and systems integrators in the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. It has partnerships with public cloud providers, such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform. The company was formerly known as F5 Networks, Inc. and changed its name to F5, Inc. in November 2021. F5, Inc. was incorporated in 1996 and is headquartered in Seattle, Washington.

F5, Inc.

Hewlett Packard Enterprise Company provides solutions that allow customers to capture, analyze, and act upon data seamlessly in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. The company offers general purpose servers for multi-workload computing and workload-optimized servers; HPE ProLiant rack and tower servers; HPE BladeSystem and HPE Synergy; and solutions for secondary workloads and traditional tape, storage networking, and disk products, such as HPE Modular Storage Arrays and HPE XP. It also offers HPE Apollo and Cray products; and HPE Superdome Flex, HPE Nonstop, HPE Integrity, and HPE Edgeline products. In addition, the company provides HPE Aruba product portfolio that includes wired and wireless local area network hardware products, such as Wi-Fi access points, switches, routers, and sensors; HPE Aruba software and services comprising cloud-based management, network management, network access control, analytics and assurance, and location; and professional and support services, as well as as-a-service and consumption models for the intelligent edge portfolio of products. Further, it offers various leasing, financing, IT consumption, and utility programs and asset management services for customers to facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. Additionally, the company invests in communications and media solutions. It has a partnership with Striim, Inc. to offer high performance and mission-critical solutions with real-time analytics. It serves commercial and large enterprise groups, such as business and public sector enterprises; and through various partners comprising resellers, distribution partners, original equipment manufacturers, independent software vendors, systems integrators, and advisory firms. Hewlett Packard Enterprise Company was founded in 1939 and is headquartered in Houston, Texas.

Bill Hewlett

David Packard

Hewlett Packard Enterprise Company

Metric
Company Name	Microsoft Azure	International Business Machines Corporation	F5, Inc.	Hewlett Packard Enterprise Company
Symbol		IBM	FFIV	HPE
MSH ID	AU:COM:WINSON	COM:IBM	COM:F5	COM:HPE
Market	PRIVATE	STOCKS	STOCKS	STOCKS
Sector	Technology	Technology	Technology	Technology
Industry	Cloud Computing & Infrastructure	Information Technology Services	Software - Infrastructure	Communication Equipment
Country	US	US	US	US
Stage
Employee Count	101	282.20K	6.08K	62K
Website	winson.com.au	ibm.com	f5.com	hpe.com
LinkedIn		ibm	f5
Founders

Metric
Market Cap		163.36B	10.14B	27.75B
Enterprise Value
Monthly Web Traffic	234	25.94M	1.86M	7.36M
Web Traffic Growth		-0.02	0.22	0.02
Valuation
Raised Capital				1.35B

Metric
Revenue	61.86B	2.82B	29.14B
Revenue (LTM)
Revenue (NTM)
Gross Profit	34.30B	2.25B	10.24B
EBITDA	7.51B	658.59M	5.36B
Operating Income	7.51B	675.48M	2.09B
Net Income	7.50B	566.78M	2.02B
EPS	8.23	9.65	1.56
Diluted EPS	8.14	9.55	1.54
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.57	1.07	0.35
Operating Profit Margin	0.15	0.31	0.07
EBITDA Margin	0.12	0.23	0.18
Net Profit Margin	0.14	0.27	0.07
Return on Equity	0.36	0.19	0.09
Return on Assets	0.06	0.10	0.03
Return on Capital Employed	0.09	0.16	0.06

COM

AU:COM:WINSON

Microsoft Azure

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	22.40	23.60	9.76
P/B Ratio	7.46	3.80	0.93
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	3.48	5.66	0.98
EV Multiple	13.19	17.50	3.75

Metric
Days Sales Outstanding	42.56	88.33	88.00
Days Payables Outstanding	54.72	-198.97	137.84
Days Inventory Outstanding	16.66	53.94	144.69
Operating Cycle	104.28	159.89	241.28
Cash Conversion Cycle	49.56	124.53	54.57
Asset Turnover	0.47	0.52	0.48

Metric
Operating Cash Flow	13.93B	792.42M	4.43B
Free Cash Flow	12.12B	762.01M	1.60B
Cash Flow to Debt	0.24	3.33	0.49
Operating Cash Flow/Sales	0.23	0.36	0.20
Free Cash Flow Yield	0.08	0.06	0.08

Metric
Cash & Equivalents	13.09B	1.07B	4.27B
Accounts Receivable	725M	63.95M	577M
Inventory	1.16B	76.38M	4.61B
Goodwill	60.18B	2.31B	17.99B
Debt to Capitalization	0.72	0.09	0.37
Debt to Assets	0.44	0.04	0.22
Current Ratio	0.96	1.29	0.87
Quick Ratio	1.06	1.31	0.61

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.01	0.11	0.01
R&D to Revenue	0.08	0.24	0.08
SG&A to Revenue	0.20	0.12