Added to YB: 2025-11-06
Pitch date: 2025-11-02
MSFT [neutral]
Microsoft Corporation
-8.48%
current return
Author Info
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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
$518.83
Price Target
N/A
Dividend
0.76%
EV/EBITDA
21.25
P/E
34.03
EV/Sales
12.17
Sector
Software
Category
growth
Microsoft Corporation - $MSFT
MSFT (earnings): Q1 rev +18% to $77.7B, op profit +24% to $38B. Azure +40% growth, $75B run rate. Cloud RPO +51% to $398B (2yr duration). AI users hit 150M MAU, Copilot growing 50% q/q. Capex $19.4B for compute demand. Stock 10-15% overvalued at $516 but holding long-term position.
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