Microsoft Corporation (MSFT)

Negative net income growth while ZETA stands at 40.68%. Joel Greenblatt would see a comparative disadvantage in bottom-line performance.

Both reduce yoy D&A, with ZETA at -1.61%. Martin Whitman would suspect a lull in expansions or intangible additions for both.

Working capital change of 36.36% while ZETA is zero at 0.00%. Bruce Berkowitz would see a moderate difference that might affect near-term cash flow.

Negative yoy inventory while ZETA is 0.00%. Joel Greenblatt would see a near-term cash advantage if top-line doesn't suffer.

Growth well above ZETA's 100.00%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.

Operating cash flow growth below 50% of ZETA's 20.83%. Michael Burry would see a serious shortfall in day-to-day cash profitability.

Negative yoy purchasing while ZETA stands at 0.00%. Joel Greenblatt sees a near-term liquidity advantage unless competitor’s new investments produce outsized returns.

No Data available this quarter, please select a different quarter.

Both yoy lines negative, with ZETA at -39.54%. Martin Whitman suspects a cyclical or strategic rationale for cutting extra invests in the niche.

Both yoy lines negative, with ZETA at -18.84%. Martin Whitman suspects a broader cyclical shift away from heavy investing across the niche.

No Data available this quarter, please select a different quarter.

Negative yoy issuance while ZETA is 0.00%. Joel Greenblatt sees a near-term advantage in avoiding dilution unless competitor invests more effectively with the new shares.

Both yoy lines negative, with ZETA at -23.83%. Martin Whitman would see an overall reduced environment for buybacks in the niche or cyclical factor driving capital usage.