I mean, Insomniac were also in the best spot they've ever been in after Spiderman hit, and Sony bought them anyway. I don't think Sony are like Microsoft in that respect.
Microsoft have a habit of buying or investing into studios/publishers when they are financially weakened or in some type of organizational trouble, or state of disarray. Ninja Theory, Obsidian & Double Fine were all struggling to secure funding due to prior financial failures; MS saw an opportunity and bought them. Zenimax were in big financial trouble and just lost a source in their then-current financer; MS saw an opportunity and bought them. ABK had a series of scandals pop up and go public causing tons of PR problems and hurting their stock prices; MS saw an opportunity and bought them.
There's a pattern in that respect. Sony do not have that type of pattern with buying developers or publishers. They don't wait until they are in a financially weakened position in order to justify making an offer to buy. If the company fits their goals, and have results to prove it, Sony just...makes an attempt to buy them. Or in some cases, just hire specific key talent into internal teams that already exist or are being started up.
Capcom could get an Elden Ring-level smash hit next year and that would have no deterrence on Sony considering an acquisition of them if both parties were interested. In fact, it would probably make Capcom even more desirable to them.