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Upturn AI SWOT - About
MSFT 
Microsoft Corporation (MSFT)
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Upturn Advisory Summary
03/27/2025: MSFT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -8.48% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 2.94T USD | Price to earnings Ratio 31.45 | 1Y Target Price 506.24 |
Price to earnings Ratio 31.45 | 1Y Target Price 506.24 | ||
Volume (30-day avg) 23576867 | Beta 0.91 | 52 Weeks Range 376.91 - 465.64 | Updated Date 03/26/2025 |
52 Weeks Range 376.91 - 465.64 | Updated Date 03/26/2025 | ||
Dividends yield (FY) 0.85% | Basic EPS (TTM) 12.4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 35.43% | Operating Margin (TTM) 45.46% |
Management Effectiveness
Return on Assets (TTM) 14.65% | Return on Equity (TTM) 34.29% |
Valuation
Trailing PE 31.45 | Forward PE 26.39 | Enterprise Value 2930384044032 | Price to Sales(TTM) 11.22 |
Enterprise Value 2930384044032 | Price to Sales(TTM) 11.22 | ||
Enterprise Value to Revenue 11.19 | Enterprise Value to EBITDA 20.49 | Shares Outstanding 7433979904 | Shares Floating 7423649000 |
Shares Outstanding 7433979904 | Shares Floating 7423649000 | ||
Percent Insiders 0.06 | Percent Institutions 74.45 |
Analyst Ratings
Rating 4.58 | Target Price 508.46 | Buy 14 | Strong Buy 38 |
Buy 14 | Strong Buy 38 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Microsoft Corporation
Company Overview
History and Background
Founded in 1975 by Bill Gates and Paul Allen, Microsoft initially focused on BASIC interpreters for the Altair 8800. It evolved into a leading software company with MS-DOS and Windows, later expanding into cloud computing, gaming, and hardware.
Core Business Areas
- Productivity and Business Processes: Includes Office 365, LinkedIn, and Dynamics 365. Focuses on productivity software, collaboration tools, and business solutions.
- Intelligent Cloud: Includes Azure, SQL Server, and Windows Server. Provides cloud computing services, server products, and enterprise solutions.
- More Personal Computing: Includes Windows, Xbox, Surface devices, and search advertising. Focuses on operating systems, gaming, hardware, and online advertising.
Leadership and Structure
Satya Nadella is the CEO. The company is organized into various divisions responsible for different product lines and services.
Top Products and Market Share
Key Offerings
- Windows: Operating system used by billions of devices worldwide. Competitors: macOS (AAPL), Linux (Open Source). The market share of Windows fluctuates around 70% desktop OS market share. Revenue contribution to Microsoft around 10%
- Microsoft 365: Subscription service including Office apps and cloud storage. Competitors: Google Workspace (GOOGL), Adobe Creative Cloud (ADBE). Revenue from M365 around 30 Billion annually
- Azure: Cloud computing platform. Competitors: Amazon Web Services (AMZN), Google Cloud Platform (GOOGL). Azure holds roughly 24% of the global cloud market share.
- Xbox: Gaming console and related services. Competitors: PlayStation (SONY), Nintendo (NTDOY). Xbox accounts for about 30% of the console gaming market.
Market Dynamics
Industry Overview
The technology industry is characterized by rapid innovation, intense competition, and evolving customer needs. Cloud computing, AI, and cybersecurity are key growth areas.
Positioning
Microsoft is a dominant player in the technology industry, leveraging its broad product portfolio and strong brand recognition to maintain a competitive edge.
Total Addressable Market (TAM)
The cloud computing market is expected to reach over $1 trillion within the next few years. Microsoft is well-positioned to capture a significant share of this TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Diversified product portfolio
- Significant cash reserves
- Large customer base
- Leading position in cloud computing
Weaknesses
- Dependence on certain products
- Historical issues with innovation
- Complex organizational structure
Opportunities
- Growth in cloud computing
- Expansion into emerging markets
- Adoption of AI and machine learning
- Increased demand for cybersecurity solutions
Threats
- Intense competition
- Rapid technological changes
- Cybersecurity threats
- Economic downturns
- Regulatory scrutiny
Competitors and Market Share
Key Competitors
- AMZN
- GOOGL
- ORCL
- IBM
- CRM
Competitive Landscape
Microsoft competes fiercely with Amazon and Google in cloud computing. In other segments, Microsoft has its own unique advantages and disadvantages as it relates to their product.
Major Acquisitions
Nuance Communications
- Year: 2022
- Acquisition Price (USD millions): 19700
- Strategic Rationale: Enhanced AI capabilities, particularly in healthcare.
Activision Blizzard
- Year: 2023
- Acquisition Price (USD millions): 68700
- Strategic Rationale: Significantly expand presence in gaming industry.
Growth Trajectory and Initiatives
Historical Growth: Microsoft has experienced consistent growth in revenue and earnings over the past decade, driven by its transition to cloud-based services.
Future Projections: Analysts expect Microsoft to continue growing at a healthy pace, driven by cloud computing, AI, and gaming.
Recent Initiatives: Microsoft has invested heavily in AI, cloud infrastructure, and gaming content.
Summary
Microsoft is a very strong company with a diverse portfolio and leading positions in cloud computing, software, and gaming. Their cloud services are driving significant growth and they are effectively capitalizing on AI advancements. While they have some weaknesses like over reliance on specific products, the acquisitions strengthen the firm and keep it on top. Continued monitoring of competition and swift adaptation to technological changes is crucial for maintaining its leadership position.
Similar Companies
- AAPL
- GOOGL
- AMZN
- IBM
- ORCL
- ADBE
- CSCO
- SAP
Sources and Disclaimers
Data Sources:
- SEC filings, Market Research Reports, Analyst Estimates, Company Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Microsoft Corporation
Exchange NASDAQ | Headquaters Redmond, WA, United States | ||
IPO Launch date 1986-03-13 | Chairman & CEO Mr. Satya Nadella | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 228000 | Website https://www.microsoft.com |
Full time employees 228000 | Website https://www.microsoft.com | ||
Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services. This segment also provides LinkedIn; and dynamics business solutions, including Dynamics 365, a set of intelligent, cloud-based applications across ERP, CRM, power apps, and power automate; and on-premises ERP and CRM applications. The Intelligent Cloud segment offers server products and cloud services, such as azure and other cloud services; SQL and windows server, visual studio, system center, and related client access licenses, as well as nuance and GitHub; and enterprise services including enterprise support services, industry solutions, and nuance professional services. The More Personal Computing segment offers Windows, including windows OEM licensing and other non-volume licensing of the Windows operating system; Windows commercial comprising volume licensing of the Windows operating system, windows cloud services, and other Windows commercial offerings; patent licensing; and windows Internet of Things; and devices, such as surface, HoloLens, and PC accessories. Additionally, this segment provides gaming, which includes Xbox hardware and content, and first- and third-party content; Xbox game pass and other subscriptions, cloud gaming, advertising, third-party disc royalties, and other cloud services; and search and news advertising, which includes Bing, Microsoft News and Edge, and third-party affiliates. The company sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online, and retail stores. The company was founded in 1975 and is headquartered in Redmond, Washington.
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