Added to YB: 2025-08-06
Pitch date: 2025-08-04
MSFT [neutral]
Microsoft Corporation
+1.44%
current return
Author Info
TSOH Investment Research provides long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of 'Buffett And Munger Unscripted'. Sign up for the newsletter.
Company Info
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.
Market Cap
$4.0T
Pitch Price
$531.81
Price Target
N/A
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
growth
The Enigma Of Success - An update on Microsoft (MSFT)
MSFT (earnings update): Cloud giant with $187B run rate (+27% 5yr CAGR); Azure hit $75B revenue (+34% YoY), will exceed $90B next quarter. Despite massive CapEx ramp (27% of revenue, 2x vs 5 years ago), efficiency drives mid-teens growth with flat headcount. Satya Nadella's leadership critical. Low 30s P/E not cheap but justified by quality.
Read full article (5 min)