Data last refreshed 13 hours ago

Microsoft CorporationMSFT

NASDAQTechnology

BULLISH

$417.42

P/E

24.77

PEG

1.07

FCF Yield

Rev Growth YoY

+18.3% YoY

Gross Margin

67.6%

Health Score

9/10

D/E Ratio

0.33

Confidence

HIGH


Business Snapshot

Microsoft is the world's leading software-infrastructure company, generating the bulk of its $318.27B in trailing twelve-month revenue from Azure cloud services, Office 365, LinkedIn, Windows, and enterprise productivity tools. It operates in the highly competitive cloud computing and enterprise software market, where it holds the #2 cloud position after AWS but leads in office productivity and collaboration. The company's scale is immense, with TTM net income of $125.22B, giving it one of the largest profit pools in global technology. Its defining characteristic is a deeply entrenched ecosystem of subscription-based products that create high switching costs, further reinforced by leadership in artificial intelligence through its Copilot integrations.

Financial Health

Gross margin stands at 67.6%, down slightly from 68.0% a year ago, while net margin reached 39.3%, reflecting strong operating leverage. The debt-to-equity ratio of 0.33x and current ratio of 1.35x indicate a fortress balance sheet with ample liquidity and conservative leverage...

Risk Assessment

  • VALUATION — EV/EBITDA of 44.26x is elevated, indicating a rich market price relative to operating cash flow compared to historical norms.
  • DCF OVERVALUATION — The current price of $417.42 represents a 37.4% premium to the FMP DCF fair value estimate of $303.69, suggesting the stock is trading above intrinsic value.
  • TECHNICALS — Price at $417.42 is below the 200-day moving average of $460.85, and the moving average crossover shows a death cross, signaling a potential bearish trend.
  • 52-WEEK POSITION — The current price of $417.42 is 24.9% below the 52-week high of $555.45 and below the range midpoint of $455.87, reflecting recent weakness....
Last updated 13 hours ago · Data sourced from FMP & Finnhub · Not financial advice