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Added to YB: 2025-05-05

Pitch date: 2025-05-01

MSFT [neutral]

Microsoft Corporation

+12.86%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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

$3.6T

Pitch Price

$426.56

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:
Microsoft Q1 2025 Earnings Analysis

MSFT (earnings update): $70.1B rev +13.3% YoY, EPS $3.46 +18.1% YoY beat est 7.8%. Azure +33% YoY (16pts from AI). OpenAI deal boosted bookings. Operating margin 45.7% (+1.1pp) despite AI costs. GitHub Copilot 15M users (+4x YoY). Capacity constraints beyond June. Q4: Windows OEM decline expected amid inventory normalization.

Read full article (7 min)