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.

Well above ZETA's 53.19% if it’s a large positive yoy. Michael Burry would see a bigger future tax burden vs. competitor’s approach.

SBC growth well above ZETA's 10.68%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Working capital change of 117.78% while ZETA is zero at 0.00%. Bruce Berkowitz would see a moderate difference that might affect near-term cash flow.

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

Both negative yoy, with ZETA at -192.80%. Martin Whitman would suspect an overall environment of intangible cleanup or shifting revaluations for the niche.

CapEx growth well above ZETA's 14.14%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Both yoy lines negative, with ZETA at -26.79%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

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.

We reduce yoy sales while ZETA is 0.00%. Joel Greenblatt sees competitor possibly capitalizing on market peaks or forced to raise cash while we hold tight.

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

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.