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Added to YB: 2025-07-18

Pitch date: 2025-06-30

MSFT [neutral]

Microsoft Corporation

-3.27%

current return

Author Info

No bio for this author

Company Info

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The company’s 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, such as 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

$3.6T

Pitch Price

$494.73

Price Target

N/A

Dividend

0.75%

EV/EBITDA

21.47

P/E

34.39

EV/Sales

12.29

Sector

Software

Category

growth

Show full summary:
Mar Vista U.S. Quality Premier Strategy Portfolio Holding: Microsoft Corporation

MSFT (holding update): Shares rebounded in Q2 post strong FY Q3, Azure AI acceleration and +33% YoY RPO growth >$300B easing concerns about IT spend/AI ROI. Well-positioned for market share gains as digital-first adoption grows. Comprehensive IaaS/PaaS/SaaS portfolio + AI tools (ChatGPT) driving low double-digit intrinsic value growth despite macro challenges.

Read full article (1 min)