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Added to YB: 2024-08-07

Pitch date: 2024-06-30

MSFT [bullish]

Microsoft Corporation

-10.02%

current return

Author Info

Long Equity runs a quality growth portfolio of companies with high returns on capital and high free cash flow per share growth. Sign up for the newsletter.

Company Info

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams, security and compliance, and copilot; Microsoft 365 commercial products, such as Windows commercial on-premises and office licensed services; Microsoft 365 consumer products and cloud services, including Microsoft 365 consumer subscriptions, office licensed on-premises, and other consumer services; LinkedIn; dynamics products and cloud services, such as dynamics 365, cloud-based applications, and on-premises ERP and CRM applications.

Market Cap

$3.0T

Pitch Price

$442.67

Price Target

N/A

Dividend

0.91%

EV/EBITDA

15.95

P/E

25.01

EV/Sales

9.83

Sector

Software

Category

growth

Show full summary:
Long Equity Portfolio Holding: Microsoft Corporation

MSFT: Azure, Office 365, LinkedIn drive growth. 50% US/intl revenue. Cloud, AI, enterprise software fuel future. Strong ecosystem, recurring revenue, vast customer base. Competitive edge in productivity tools & cloud services. Poised for continued expansion in global software/cloud market.

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