Added to YB: 2025-11-20
Pitch date: 2025-11-18
MSFT [neutral]
Microsoft Corporation
-18.39%
current return
Author Info
Company Info
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The 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, including 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
$3.0T
Pitch Price
$488.07
Price Target
N/A
Dividend
0.91%
EV/EBITDA
15.95
P/E
25.01
EV/Sales
9.83
Sector
Software
Category
growth
Microsoft: Compute Starved, Like Amazon and Meta.
MSFT (update): FCF rising 32% YoY to $45.1B as CapEx increases, long-term debt declining. M365 Copilot adoption +50% QoQ. RPO backlog weighted avg duration 2 years signals sustained demand. ~50% CapEx in short-duration GPU/CPU assets. Strong cloud billings drive cash growth, contradicting AI bubble fears.
Read full article (4 min)