Professional
Added to YB: 2024-02-20
Pitch date: 2023-12-31
MSFT [bullish]
Microsoft Corporation
+47.38%
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
$4.0T
Pitch Price
$366.01
Price Target
N/A
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
growth
Show full summary:
Baron Fifth Avenue Growth Fund Portfolio Holding - Microsoft Corporation
MSFT: Cloud 55%+ rev, $125B run-rate +23% YoY. Azure added $24B. Only 12% of $4.7T IT spend in cloud. AI adoption via Azure OpenAI, M365 & GitHub Copilot. Expect continued cloud & AI share gains, double-digit growth. Reasonable valuation, accelerating FY24 rev. Long-term double-digit EPS growth.
Read full article (3 min)