LFUS
Littelfuse, Inc.
LFUS's outlook is improving despite an expensive valuation.
MSFT
Microsoft Corporation
MSFT has the edge over LFUS overall, supported by stronger valuation and stronger fundamentals.
LFUS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Strong | |
| Strong |
LFUS's revenue, cash flow and balance sheet are currently healthy, and its profitability is stable.
MSFT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Strong |
MSFT's revenue, profitability, cash flow and balance sheet are all currently healthy.
LFUS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 18x | $397 | — |
| Cheap | 19x | $23.29 | -94% |
| Fair | 29x | $36.08 | -91% |
| Expensive | 56x | $69.13 | -83% |
| Current | 322x | $397 | — |
Historical ranges are pointers, not guarantees.
LFUS's PE is in its expensive range at 322x. If earnings grow as analysts expect, today's price would be 18x next year's earnings, in its cheap range.
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 LFUS in the historical PE scenario, which offers more potential upside but is not a forecast.
LFUS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
LFUS has the edge over MSFT on the outlook, with more favorable profitability expectations.
MSFT Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for MSFT, with profitability holding steady.
LFUS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $21.86 | +1678% |
| Q3 2026 | $1.23 | -74% |
| Q2 2026 | -$0.49 | -111% |
| Q1 2026 | -$1.68 | -144% |
| Q4 2025 | -$2.89 | -172% |
| Q3 2025 | $4.75 | -39% |
| Q2 2025 | $4.30 | -45% |
| Q1 2025 | $3.82 | -56% |
| Q4 2024 | $4.00 | -61% |
LFUS's earnings per share have fallen from their peak: $1.23 over the past year, against $14.94 in late 2022.
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 LFUS on earnings, with more consistent year-over-year improvement.
LFUS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $766.7M | +23% |
| Q2 2026 | $738.8M | +20% |
| Q1 2026 | $657M | +19% |
| Q4 2025 | $593.9M | +12% |
| Q3 2025 | $624.6M | +10% |
| Q2 2025 | $613.4M | +9.8% |
| Q1 2025 | $554.3M | +3.5% |
| Q4 2024 | $529.5M | -0.8% |
LFUS's revenue has grown year over year for seven quarters in a row: $767M last quarter, up 23% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | +4.4 points |
| Q2 2026 | 16% | +1.1 points |
| Q1 2026 | 15% | +2.7 points |
| Q4 2025 | -38% | -28 points |
| Q3 2025 | 16% | +0.1 points |
| Q2 2025 | 15% | +3.4 points |
| Q1 2025 | 13% | +2.4 points |
| Q4 2024 | -9.3% | -21 points |
LFUS's operating margin was 20% last quarter, up 4.4 points from the same quarter a year ago.
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 LFUS 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 LFUS on profitability, with a higher operating margin.
LFUS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $215.7M | +64% |
| Q2 2026 | $127.3M | +75% |
| Q1 2026 | $66.2M | +55% |
| Q4 2025 | $119.7M | -11% |
| Q3 2025 | $131.2M | +102% |
| Q2 2025 | $72.6M | +44% |
| Q1 2025 | $42.7M | +2.5% |
| Q4 2024 | $134.8M | +11% |
LFUS 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.
LFUS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +54K shares |
| 1 year | +2.3% | +572K shares |
| 3 years | +2.1% | +531K shares |
| 5 years | +3% | +748K shares |
| Available history | +3.4% | +856K shares |
LFUS has 26M diluted shares, up 2.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $179,000 |
| Q1 2025 | $27.4M |
| Q4 2024 | — |
LFUS 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 the edge over LFUS on shareholder dilution, with a more favorable share count trend.
| 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.
LFUS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.7x | Net Cash |
| Q2 2026 | 0.0x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | 0.3x | Very low |
| Q4 2024 | 0.5x | Very low |
LFUS has the edge over MSFT on leverage, with a lower net debt burden relative to earnings.
MSFT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.1x | Very low |
MSFT's net debt is less than a year of its operating earnings (EBITDA).
LFUS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.2 | Neutral |
| Stochastic | 29.6 | Neutral |
LFUS's weekly RSI is 49 (neutral) and its Stochastic is 30 (neutral).
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).
LFUS PE vs Technology Sector
| Metric | LFUS | Sector median | Relative |
|---|---|---|---|
| PE | 322x | 28x | 1,057% above |
| PE % | 100 | 35 | 65 pts above |
LFUS is trading at 322x earnings, a 1057% premium to the Technology sector's median of 28x.
MSFT PE vs Technology Sector
| Metric | MSFT | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 2% below |
| PE % | 16 | 35 | 19 pts below |
MSFT has the edge over LFUS on valuation relative to its sector.
LFUS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $398.7 | 0.5% below |
| 20 week MA | $413.0 | 4% below |
| 50 week MA | $381.8 | 3.9% above |
| 100 week MA | $306.1 | 30% above |
| 200 week MA | $280.0 | 42% above |
LFUS has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 42% above 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 LFUS on trend strength, trading above more of its moving averages.
LFUS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $192.0 | $251.7 | +31% |
| 2021 | $251.7 | $304.3 | +21% |
| 2022 | $304.3 | $218.6 | -28% |
| 2023 | $218.6 | $267.6 | +22% |
| 2024 | $267.6 | $237.0 | -11% |
| 2025 | $237.0 | $262.1 | +11% |
| 2026 YTD | $262.1 | $396.6 | +51% |
LFUS has the edge over MSFT on returns for 2026, with the stronger performance.
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 finished higher in five of the last six years, two of them by more than 50%. It's up 7.2% so far in 2026.