Added to YB: 2025-05-05
Pitch date: 2025-05-01
MSFT [neutral]
Microsoft Corporation
+12.86%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.
Market Cap
$3.6T
Pitch Price
$426.56
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
Sector
Software
Category
growth
Microsoft Q1 2025 Earnings Analysis
MSFT (earnings update): $70.1B rev +13.3% YoY, EPS $3.46 +18.1% YoY beat est 7.8%. Azure +33% YoY (16pts from AI). OpenAI deal boosted bookings. Operating margin 45.7% (+1.1pp) despite AI costs. GitHub Copilot 15M users (+4x YoY). Capacity constraints beyond June. Q4: Windows OEM decline expected amid inventory normalization.
Read full article (7 min)