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Added to YB: 2025-04-10

Pitch date: 2025-04-07

MSFT [neutral]

Microsoft Corporation

+32.31%

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

$3.6T

Pitch Price

$363.84

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:
Patient Capital 2025 Portfolio Update - Microsoft Corporation

MSFT (holding update): Largest software firm, leader in Office & Windows, #2 in cloud. FY24 rev $245bn, op income $109bn (45% margin). Azure to surpass $80bn run-rate in FY25 (30% growth). Office 365 has 400m+ paid seats, room for growth. Cloud migration ongoing. 24x NTM P/E.

Read full article (1 min)