The video provides a fundamental analysis comparing META and MSFT, focusing on revenue growth, operating cash flow, and return on invested capital. META's revenue has increased nearly 10x since 2015, reaching $179 billion with 4 billion monthly active users. Microsoft's revenue has risen from $94 billion in 2015 to $282 billion, partially attributed to acquisitions. META's operating cash flow to sales ratio is 57.2%, higher than Microsoft's 48.3%, though Microsoft shows notable improvement. META's return on invested capital is 34.8%, while Microsoft's is 21.8%. A discounted cash flow model estimates META's intrinsic value at $819.99 (current market price $780.25) and Microsoft at $461.28 (current market price $508.45). Based on forward price to operating cash flow, META is rated as a buy and expected to outperform Microsoft.