Professional
Added to YB: 2024-05-17
Pitch date: 2024-03-31
MSFT [bullish]
Microsoft Corporation
+15.75%
current return
Author Info
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Company Info
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.
Market Cap
$3.6T
Pitch Price
$415.89
Price Target
N/A
Dividend
0.76%
EV/EBITDA
17.62
P/E
26.83
EV/Sales
10.93
Sector
Software
Category
growth
Show full summary:
Baron Fifth Avenue Growth Fund New Position: Microsoft Corporation
MSFT: Q4 rev +16% CC, cloud +19% (Azure +28%, AI 6pts vs 3pts prior Q). 53K Azure AI customers, 1.3M GitHub Copilot subs +30% seq, 230K+ orgs using Power Platform AI +80% seq. Large cloud optimizations largely done. 44% non-GAAP op margin, +120bps vs est.
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