Microsoft Corp. (MSFT)$418.57
Research Snapshot
Static fundamentals, valuation context, and investor signals for Microsoft Corp. (MSFT).
Valuation
45.5x
EV/FCF, 2.2% FCF yield
Quality
26.3%
ROIC, 25.4% FCF margin
Growth
14.5%
5Y sales (revenue) CAGR
Balance sheet
0.1x
Debt/equity, 1.4x current ratio
Superinvestors
34
Top: AltaRock Partners (16.8%)
Strengths to research
- Revenue compounded at 14.5% over five years.
- Free cash flow compounded at 9.6% over five years.
- Return on equity is strong at 29.6%.
- Free cash flow margin is healthy at 25.4%.
Watchouts
- P/FCF is elevated at 45.3x.
Quality Scorecard
Build-time composite score for MSFT.
Peer Comparison
Target stock against 5 market-cap comparable peers.
| MSFT Target | Microsoft Corp. | $3.2T | 30.7x | 45.5x | 26.3% | 14.5% | 25.4% | 68.8% | 0.1x | N/A |
| NVDA | NVIDIA Corp. | $2.8T | 43.9x | 28.7x | 72.4% | 66.9% | 44.8% | 71.1% | 0.0x | N/A |
| AVGO | Broadcom Inc. | $943.8B | 86.8x | 34.5x | 28.4% | 21.7% | 42.1% | 67.8% | -0.6x | N/A |
| TSM | Taiwan Semiconductor S.A. | $914.9B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| ORCL | Oracle Corp. | $418.6B | 44.3x | -1035.2x | 60.8% | 8.0% | -0.7% | N/A | -0.5x | N/A |
| SAP | SAP SE | $353.0B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Financial Charts
No financial data available for MSFT (annual).
34 superinvestors own MSFT
Current quarter ownership and quarter-over-quarter share changes.
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Dodge & Cox Dodge & Cox | 11,959,935 | $4.4B | 2.43% | 0.0% |
| Bill Ackman Pershing Square Capital Management | 5,654,078 | $2.1B | 15.26% | 0.0% |
| Polen Capital Management Polen Capital Management | 2,845,888 | $1.1B | 7.29% | 0.0% |
| Chris Hohn TCI Fund Management | 2,728,412 | $1.0B | 2.24% | ▲ +709.3% |
| Chase Coleman Tiger Global Management | 2,500,000 | $925M | 4.05% | 0.0% |
| Viking Global Investors Viking Global Investors | 2,309,446 | $855M | 2.39% | 0.0% |
| Terry Smith Fundsmith | 2,079,737 | $770M | 6.00% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 1,942,391 | $719M | 7.35% | 0.0% |
| AltaRock Partners AltaRock Partners | 1,867,537 | $691M | 16.75% | 0.0% |
| First Eagle Investment Management First Eagle Investment Management | 1,325,098 | $491M | 0.83% | 0.0% |
| Jensen Investment Management Jensen Investment Management | 1,171,009 | $433M | 8.55% | 0.0% |
| William Von Mueffling Cantillon Capital Management | 1,112,265 | $412M | 2.74% | 0.0% |
| Yacktman Asset Management Yacktman Asset Management | 992,916 | $368M | 4.90% | 0.0% |
| Nicolai Tangen AKO Capital | 735,214 | $272M | 5.33% | 0.0% |
| Lee Ainslie Maverick Capital | 725,649 | $269M | 3.12% | 0.0% |
| Thomas Gayner Markel Group | 537,630 | $199M | 1.67% | 0.0% |
| Triple Frond Partners Triple Frond Partners | 352,504 | $130M | 13.55% | ▲ +54.7% |
| David Katz Matrix Asset Advisors | 171,359 | $63M | 5.82% | 0.0% |
| Wallace Weitz Weitz Large Cap Equity Fund | 169,450 | $63M | 4.38% | 0.0% |
| David Tepper Appaloosa Management | 90,000 | $33M | 0.56% | 0.0% |
| Christopher Davis Davis Advisors | 78,489 | $29M | 0.13% | 0.0% |
| Torray Funds Torray Funds | 77,732 | $29M | 4.51% | 0.0% |
| David Rolfe Wedgewood Partners | 73,919 | $27M | 5.65% | 0.0% |
| John Rogers Ariel Appreciation Fund | 62,192 | $23M | 0.26% | 0.0% |
| Robert Vinall RV Capital GmbH | 25,220 | $9M | 2.46% | ▲ +119.3% |
| Robert Olstein Olstein Capital Management | 16,700 | $6M | 1.35% | 0.0% |
| Hillman Value Fund Hillman Value Fund | 10,828 | $4M | 2.78% | 0.0% |
| Bill Nygren Oakmark Select Fund | 6,757 | $3M | 0.00% | 0.0% |
| Thomas Russo Gardner Russo & Quinn | 3,544 | $1M | 0.02% | 0.0% |
| Kahn Brothers Group Kahn Brothers Group | 2,092 | $774,000 | 0.14% | 0.0% |
| Glenn Greenberg Brave Warrior Advisors | 2,025 | $750,000 | 0.02% | ▲ +285.7% |
| Francois Rochon Giverny Capital | 1,910 | $707,000 | 0.03% | 0.0% |
| Richard Pzena Hancock Classic Value | 762 | $282,000 | 0.00% | 0.0% |
| Ruane Cunniff Sequoia Fund | 737 | $273,000 | 0.00% | 0.0% |