MS
Microsoft
MSFT · Technology
Company brief
MS
MSFTTechnology$3.2T

Microsoft

Enterprise cloud and productivity. Azure, Microsoft 365, Teams, Dynamics 365, and Copilot AI.

Moat score
95/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$417
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
-6.9%

Negative price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
22.0x

Forward P/E around 22.0x means investors pay about $22.0 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
25.0x

A P/E around 25.0x means investors pay about $25.0 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$16.79
Market Cap
$3.13T
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

Microsoft keeps converting its cloud-and-productivity bundle into steady operating momentum, while investors focus on whether the forward multiple stays supported by durable growth.

Watch signal

Forward P/E around 22.0x remains reasonable relative to growth and business quality.

What you own

Microsoft is exposure to intelligent cloud with high switching costs and 130% net revenue retention.

Base thesis

Enterprise lock-in via Active Directory and Entra ID — identity is the foundation of every Microsoft deployment; migration requires re-authenticating every user and app

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

Use the simulator to walk through the workflows, systems, and data dependencies investors are effectively buying.

Business Lines

What's Inside

5
Roles
10
Screens
3
Tours
Play as Jordan Kim (IT)
Switch between IT, Engineering, Business Operations, Sales, Compliance
3 guided investor tours available
Investor Snapshot
95Moat Score
Net Revenue Retention130%
Retention RiskLow
AI Disruption RiskLow
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Enterprise lock-in via Active Directory and Entra ID — identity is the foundation of every Microsoft deployment; migration requires re-authenticating every user and app
  • Azure growth at scale — enterprises run hybrid infrastructure with years of custom ARM templates, policies, and integrations; cloud migration to another provider is a multi-year project
  • Copilot AI embedded across M365, Azure, and Dynamics — AI that learns from your data creates compounding value; switching resets AI context and productivity gains
  • Teams + M365 bundle creates collaboration gravity — email, calendar, files, and chat in one tenant; no competitor offers equivalent breadth without massive integration work
  • Dynamics 365 ties CRM/ERP to the Microsoft stack — sales pipelines, workflows, and Power Platform apps depend on shared identity and data; unbundling is operationally painful