Professional
Added to YB: 2025-08-26
Pitch date: 2025-06-30
MSFT [bullish]
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
Aoris International Fund Portfolio Holding: Microsoft Corporation
MSFT (holding update): Global software leader w/ broad growth: Office subscribers +60% to 400M in 4yrs, Teams +40% to 320M daily users, LinkedIn users 5x since acquisition. Azure cloud 30% of revenue, market share doubled to 25% in 8yrs. Only 25% of SAP customers moved to cloud. Copilot AI saves 3hrs/week, $1 spent generates $3.70 in productivity.
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