Added to YB: 2026-02-04
Pitch date: 2026-01-31
MSFT [neutral]
Microsoft Corporation
-13.13%
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
$2.8T
Pitch Price
$429.26
Price Target
N/A
Dividend
0.97%
EV/EBITDA
14.92
P/E
23.37
EV/Sales
9.19
Sector
Software
Category
growth
The Wolf of Harcourt Street | Portfolio Review - January 2026 - New Position: Microsoft Corporation
MSFT (added to position): Added after 2+ years waiting. At ~24x forward P/E, reasonable valuation for business that can grow earnings double-digits for another decade, driven by powerful secular tailwinds in cloud and AI. Previously too greedy waiting for lower multiple.
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