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Microsoft Stock Analysis – A Concise Overview for Investors

Microsoft logged a -0.3% change during today's morning session, and is now trading at a price of $508.4 per share.

Microsoft returned gains of 22.7% last year, with its stock price reaching a high of $555.45 and a low of $344.79. Over the same period, the stock outperformed the S&P 500 index by 8.4%. More recently, the company's 50-day average price was $514.26. Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. Based in Redmond, WA, the Large-Cap Technology company has 228,000 full time employees. Microsoft has offered a 0.7% dividend yield over the last 12 months.

Strong Revenue Growth but an Average Current Ratio:

2020 2021 2022 2023 2024 2025
Revenue (M) $143,015 $168,088 $198,270 $211,915 $245,122 $281,724
Gross Margins 68% 69% 68% 69% 70% 69%
Net Margins 31% 36% 37% 34% 36% 36%
Net Income (M) $44,281 $61,271 $72,738 $72,361 $88,136 $101,832
Net Interest Expense (M) $2,591 $2,346 $2,063 $1,968 $2,935 $1,600
Depreciation & Amort. (M) $12,796 $11,686 $14,460 $13,861 $22,287 $22,000
Diluted Shares (M) 7,616 7,555 7,473 7,468 7,468 7,465
Earnings Per Share $5.76 $8.05 $9.65 $9.68 $11.8 $13.64
EPS Growth n/a 39.76% 19.88% 0.31% 21.9% 15.59%
Avg. Price $187.81 $271.09 $281.91 $376.04 $510.18 $510.18
P/E Ratio 32.27 33.39 29.06 38.69 43.02 37.24
Free Cash Flow (M) $45,234 $56,118 $65,149 $59,475 $74,071 $71,611
CAPEX (M) $15,441 $20,622 $23,886 $28,107 $44,477 $64,551
EV / EBITDA 22.37 25.46 21.85 27.63 29.02 25.3
Total Debt (M) $64,272 $61,330 $50,865 $52,425 $47,219 $46,150
Net Debt / EBITDA 0.76 0.5 0.36 0.34 0.23 0.11
Current Ratio 2.58 2.25 1.93 1.22 1.35 1.35

Microsoft has rapidly growing revenues and increasing reinvestment in the business and generally positive cash flows. Additionally, the company's financial statements display a strong EPS growth trend and healthy leverage levels. Furthermore, Microsoft has similar gross margins to its peers and just enough current assets to cover current liabilities, as shown by its current ratio of 1.35.

Microsoft's Valuation Is in Line With Its Sector Averages:

Microsoft has a trailing twelve month P/E ratio of 36.5, compared to an average of 30.44 for the Technology sector. Based on its EPS guidance of $14.95, the company has a forward P/E ratio of 34.4. Microsoft's PEG ratio is 3.17 on the basis of the 11.5% weighted average of the company and the broader market's EPS compound average growth rates. This suggests that the company's shares are overvalued. Furthermore, Microsoft is likely overvalued compared to the book value of its equity, since its P/B ratio of 10.41 is higher than the sector average of 4.19. The company's shares are currently trading 327.8% below their Graham number. Ultimately, Microsoft's strong cash flows, decent earnings multiple, and healthy debt levels factor towards it being fairly valued, its elevated P/B ratio notwithstanding.

Microsoft Has an Average Rating of Buy:

The 53 analysts following Microsoft have set target prices ranging from $483.0 to $730.0 per share, for an average of $625.96 with a buy rating. The company is trading -18.8% away from its average target price, indicating that there is an analyst consensus of some upside potential.

Microsoft has a very low short interest because 0.7% of the company's shares are sold short. Institutions own 75.6% of the company's shares, and the insider ownership rate stands at 0.07%, suggesting a small amount of insider investors. The largest shareholder is Vanguard Group Inc, whose 9% stake in the company is worth $356,890,024,844.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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