GLOB
Globant S.A.
GLOB offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
MSFT
Microsoft Corporation
MSFT has the edge over GLOB overall, supported by stronger modeled upside and lower modeled downside.
GLOB Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Healthy |
GLOB's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
MSFT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Strong |
MSFT's revenue, profitability, cash flow and balance sheet are all currently healthy.
GLOB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 7.5x | $45.75 | — |
| Current | 18x | $45.75 | — |
| Cheap | 27x | $69.32 | +52% |
| Fair | 58x | $149 | +225% |
| Expensive | 131x | $335 | +632% |
Historical ranges are pointers, not guarantees.
GLOB's PE is in its cheap range at 18x. On analysts' estimates for next year's earnings, today's price would be 7.5x.
MSFT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 25x | $523 | — |
| Cheap | 27x | $525 | +0.4% |
| Current | 27x | $523 | — |
| Fair | 34x | $652 | +25% |
| Expensive | 37x | $711 | +36% |
Historical ranges are pointers, not guarantees.
MSFT has the edge over GLOB in the historical PE scenario, which offers more potential upside but is not a forecast.
GLOB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Stable | |
| Stable | |
| Stable | |
| Moderate | |
| Moderate |
Analysts expect GLOB's earnings, revenue and profitability to hold roughly steady.
MSFT Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Moderate | |
| High |
MSFT has the edge over GLOB on the outlook, with more favorable earnings and revenue expectations.
GLOB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.08 | +138% |
| Q2 2026 | $2.55 | +2% |
| Q1 2026 | $2.46 | -28% |
| Q4 2025 | $2.29 | -39% |
| Q3 2025 | $2.21 | -43% |
| Q2 2025 | $2.50 | -35% |
| Q1 2025 | $3.42 | -10% |
| Q4 2024 | $3.76 | +3.6% |
| Q3 2024 | $3.87 | +8.1% |
GLOB's earnings per share have fallen from their peak: $2.55 over the past year, against $3.87 in late 2024.
MSFT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $20.79 | +8.6% |
| Q3 2026 | $19.15 | +36% |
| Q2 2026 | $17.95 | +32% |
| Q1 2026 | $16.80 | +30% |
| Q4 2025 | $15.99 | +29% |
| Q3 2025 | $14.06 | +16% |
| Q2 2025 | $13.64 | +16% |
| Q1 2025 | $12.93 | +12% |
| Q4 2024 | $12.41 | +12% |
MSFT has the edge over GLOB on earnings, with more consistent year-over-year improvement.
GLOB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $614.4M | 0% |
| Q1 2026 | $607.1M | -0.7% |
| Q4 2025 | $612.5M | -4.7% |
| Q3 2025 | $617.1M | +0.4% |
| Q2 2025 | $614.2M | +4.5% |
| Q1 2025 | $611.1M | +7% |
| Q4 2024 | $642.5M | +11% |
| Q3 2024 | $614.7M | +13% |
GLOB's revenue grew through 2024 and has held roughly level since: $614M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 3.2% | +2.3 points |
| Q1 2026 | 9.1% | +1 points |
| Q4 2025 | 9.7% | +0.6 points |
| Q3 2025 | 11% | +0.2 points |
| Q2 2025 | 0.9% | -8.2 points |
| Q1 2025 | 8.2% | -0.2 points |
| Q4 2024 | 9.1% | -0.4 points |
| Q3 2024 | 11% | -0.6 points |
GLOB's operating margin was 3.2% last quarter, up 2.3 points from the same quarter a year ago, near the bottom of its range since 2019.
MSFT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $92.3B | +19% |
| Q2 2026 | $90B | +18% |
| Q1 2026 | $82.9B | +18% |
| Q4 2025 | $81.3B | +17% |
| Q3 2025 | $77.7B | +18% |
| Q2 2025 | $76.4B | +18% |
| Q1 2025 | $70.1B | +13% |
| Q4 2024 | $69.6B | +12% |
MSFT has the edge over GLOB on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 50% | +0.9 points |
| Q2 2026 | 45% | +0.2 points |
| Q1 2026 | 46% | +0.7 points |
| Q4 2025 | 47% | +1.6 points |
| Q3 2025 | 49% | +2.3 points |
| Q2 2025 | 45% | +1.8 points |
| Q1 2025 | 46% | +1.1 points |
| Q4 2024 | 45% | +1.9 points |
MSFT has the edge over GLOB on profitability, with a higher operating margin.
GLOB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $12.6M | +$15.5M |
| Q1 2026 | $36.1M | +$41.8M |
| Q4 2025 | $202.3M | +18% |
| Q3 2025 | $67.5M | -3.2% |
| Q2 2025 | -$2.9M | +$25.1M |
| Q1 2025 | -$5.7M | -$877K |
| Q4 2024 | $171.9M | -15% |
| Q3 2024 | $69.7M | +15% |
GLOB has the edge over MSFT on cash flow, with more consistent year-over-year improvement.
MSFT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $18.6B | -27% |
| Q2 2026 | $19.6B | -23% |
| Q1 2026 | $15.8B | -22% |
| Q4 2025 | $5.9B | -9.3% |
| Q3 2025 | $25.7B | +33% |
| Q2 2025 | $25.6B | +9.6% |
| Q1 2025 | $20.3B | -3.2% |
| Q4 2024 | $6.5B | -29% |
MSFT's free cash flow has been positive every quarter for seven years: $60B over the past year, down 23% from the year before.
GLOB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -124K shares |
| 1 year | -2.4% | -1.1M shares |
| 3 years | -0.3% | -145K shares |
| 5 years | +3.8% | +1.6M shares |
| Available history | +14% | +5.4M shares |
GLOB has the edge over MSFT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
GLOB hasn't bought back shares in the past year.
MSFT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -7M shares |
| 1 year | -0.3% | -20M shares |
| 3 years | -0.2% | -16M shares |
| 5 years | -1.6% | -121M shares |
| Available history | -3.2% | -245M shares |
MSFT has 7.4B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.4B |
| Q2 2026 | $4.6B |
| Q1 2026 | $4.6B |
| Q4 2025 | $7.4B |
| Q3 2025 | $5.7B |
| Q2 2025 | $4.5B |
| Q1 2025 | $4.8B |
| Q4 2024 | $5B |
MSFT spent $21B buying back its own shares over the past year, up 5.2% from the year before.
GLOB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.7x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 0.7x | Very low |
| Q3 2024 | 0.3x | Very low |
GLOB's net debt is about 1.2 years of its operating earnings (EBITDA), about the same as a year ago.
MSFT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.1x | Very low |
MSFT has the edge over GLOB on leverage, with a lower net debt burden relative to earnings.
GLOB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.6 | Neutral |
| Stochastic | 85.6 | Overbought |
GLOB's weekly RSI is 58 (neutral) and its Stochastic is 86 (overbought).
MSFT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.1 | Neutral |
| Stochastic | 68.0 | Neutral |
MSFT's weekly RSI is 62 (neutral) and its Stochastic is 68 (neutral).
GLOB PE vs Technology Sector
| Metric | GLOB | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 28x | 36% below |
| PE % | 7 | 35 | 28 pts below |
GLOB has the edge over MSFT on valuation relative to its sector.
MSFT PE vs Technology Sector
| Metric | MSFT | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 2% below |
| PE % | 16 | 35 | 19 pts below |
MSFT is trading at 27x earnings, in line with the Technology sector's median of 28x.
GLOB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $41.3 | 11% above |
| 20 week MA | $38.0 | 20% above |
| 50 week MA | $45.7 | 0.2% above |
| 100 week MA | $78.9 | 42% below |
| 200 week MA | $135.4 | 66% below |
GLOB has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 66% below its 200-week average.
MSFT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $524.7 | 0.3% below |
| 20 week MA | $484.8 | 7.9% above |
| 50 week MA | $446.9 | 17% above |
| 100 week MA | $453.8 | 15% above |
| 200 week MA | $411.5 | 27% above |
MSFT has the edge over GLOB on trend strength, trading above more of its moving averages.
GLOB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $107.9 | $218.7 | +103% |
| 2021 | $218.7 | $297.7 | +36% |
| 2022 | $297.7 | $163.7 | -45% |
| 2023 | $163.7 | $238.0 | +45% |
| 2024 | $238.0 | $217.6 | -8.6% |
| 2025 | $217.6 | $67.5 | -69% |
| 2026 YTD | $67.5 | $45.8 | -32% |
GLOB's yearly returns have swung widely, from +103% in 2020 to −69% in 2025. It's down 32% so far in 2026.
MSFT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $159.0 | $222.8 | +40% |
| 2021 | $222.8 | $334.7 | +50% |
| 2022 | $334.7 | $238.7 | -29% |
| 2023 | $238.7 | $376.0 | +58% |
| 2024 | $376.0 | $430.5 | +14% |
| 2025 | $430.5 | $487.7 | +13% |
| 2026 YTD | $487.7 | $523.0 | +7.2% |
MSFT has the edge over GLOB on returns for 2026, with the stronger performance.