Added to YB: 2026-02-02
Pitch date: 2026-01-29
MSFT [neutral]
Microsoft Corporation
-9.1%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$438.17
Price Target
N/A
Dividend
0.91%
EV/EBITDA
15.95
P/E
25.01
EV/Sales
9.83
Sector
Software
Category
growth
Microsoft Earnings
MSFT (earnings): $81.3B rev (+17% YoY) beat; Azure +39% YoY supply-constrained; Copilot 15M paid seats (+160% YoY); GitHub 4.7M subs (+75%); 47% op margin (+1.6pp) despite $37.5B CapEx; Gaming -9% YoY on weak content; Q3 guide 15-17% growth; demand exceeds AI capacity supply.
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