Professional
Added to YB: 2024-10-18
Pitch date: 2024-10-16
MSFT [bullish]
Microsoft Corporation
+14.36%
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
$418.43
Price Target
N/A
Dividend
0.75%
EV/EBITDA
21.47
P/E
34.39
EV/Sales
12.29
Sector
Software
Category
growth
Wedgewood Partners Portfolio Holding: Microsoft Corporation
MSFT: -13% Q revenue, +16% op income. Strong Office365 seat growth, pricing & mix. Market repriced on AI Copilot hopes. Skeptical on Copilot revenue potential, but core SMB/enterprise products & Azure profitability upside support continued double-digit earnings growth.
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