Professional
Added to YB: 2024-06-21
Pitch date: 2024-03-31
MSFT [bullish]
Microsoft Corporation
+29.71%
current return
Author Info
No bio for this author
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
$415.89
Price Target
N/A
Dividend
0.67%
EV/EBITDA
19.77
P/E
30.15
EV/Sales
12.27
Sector
Software
Category
growth
Mar Vista Focus Fund Portfolio Holding: Microsoft Corporation
MSFT well-positioned in digital-first & AI transition. Comprehensive IaaS/PaaS/SaaS portfolio critical for all biz sizes. Effective strategy in large market: DX roadmap, AI like ChatGPT, ↑ productivity, ↓ costs. Resilient even in macro challenges, supporting low double-digit intrinsic value growth in investment horizon.
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