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Added to YB: 2026-08-04

Pitch date: 2026-08-01

MSFT [neutral]

Microsoft Corporation

+2.42%

current return

Author Info

Granular Capital is a London based equity manager that was founded in 2018. Our aim is to pursue a concentrated strategy in small and mid-capitalisation stocks in Europe. Our strategy to invest in companies is based off strategic cornerstones. Deep fundamental research allows us to develop conviction in strong businesses with proven quality and long term growth trajectories. This long term approach leads us to partner with aligned management teams, resulting in a low portfolio turnover which supports deep fundamental research. 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

$3.5T

Pitch Price

$476.13

Price Target

N/A

Dividend

0.78%

EV/EBITDA

17.01

P/E

25.89

EV/Sales

10.56

Sector

Software

Category

growth

Show full summary:
Results: Microsoft 4q26 (calendar 2q26)

MSFT (earnings): FY26 Q4 rev +17% c/c, EBIT +18%, EPS +23%. Cloud +31%, Azure +43%. Copilot paid seats 30M (+50% q/q). RPO +84%. FY rev $331bn. Depreciation extension (15→25yr) cuts reported capex $15bn but noise. Thesis-confirming: model-agnostic harness bet on commoditized intelligence. 23-24x P/E, teens growth, deep moats = good value.

Read full article (6 min)