Added to YB: 2025-05-29
Pitch date: 2025-05-27
MSFT [neutral]
Microsoft Corporation
+5.43%
current return
Author Info
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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
$456.61
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
Sector
Software
Category
growth
Microsoft: Dominating Cloud, AI, and Enterprise Software
MSFT (overview): Tech giant trading at 11x EV/S, 31.2x P/E (above historical medians). Strong economic moat via Office/Azure with 75% desktop OS share. Q1 2025 revenue +13% YoY, Azure +33%. AI services adding 16pts to Azure growth. Capex $21.4B for AI/cloud infrastructure. Cloud/AI TAM exceeds $2T with 16-36% CAGR. Margins improving; dilution controlled at 0.04% YoY.
Read full article (12 min)