Microsoft Corporation (MSFT) vs Walmart Inc. (WMT)

Microsoft Corp develops and licenses software for both consumer and enterprise markets. The company is best known for its Windows operating systems and Office productivity applications. Its business is organized into three broadly equal segments: Productivity and Business Processes, which includes legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, and Dynamics; Intelligent Cloud, which includes Azure infrastructure- and platform-as-a-service offerings, Windows Server, and SQL Server; and More Personal Computing, which includes Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktop devices.

Founded in 1962, Walmart Inc. has grown into the world’s largest retailer, operating more than 10,700 stores worldwide, including about 4,600 Walmart locations in the United States and roughly 600 Sam’s Club warehouses, while continuing to expand its e-commerce business. The company serves around 270 million customers each week and generated over $680 billion in fiscal 2025 revenue. Walmart’s operations are organized into three reporting segments: Walmart U.S., which accounted for 68% of fiscal 2025 sales, Walmart International at 18%, and Sam’s Club at 14%. In the U.S., nearly 60% of Walmart’s $465 billion in fiscal 2025 revenue came from grocery sales, with about one-quarter generated by general merchandise. Internationally, the company’s business is primarily concentrated in Mexico, with additional emerging exposure to India.