Research Portal

U.S.-listed market research with live data and structured thesis notes.

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Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

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Clear
Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
MSFT Cloud, Data & AI Software

Microsoft

Enterprise AI platform

Detail page

Azure is one of the main cloud platforms funding and serving AI workloads.

Price $402.29
1D change +2.15%
Market cap $2.99T
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric MSFT
Price $402.29
1D Change +2.15%
Market Cap $2.99T
Enterprise Value $3.04T
Trailing P/E 23.5
Forward P/E 20.8
PEG Ratio 1.21x
Price / Sales 9.4
EV / Revenue 9.5
Revenue Growth 18.3%
Earnings Growth 23.4%
Gross Margin 68.3%
Operating Margin 46.3%
Net Margin 39.3%
ROE 34.0%
Free Cash Flow $37.01B
FCF Margin 11.6%
Debt / Equity 0.30x
Current Ratio 1.28x
Dividend Yield 0.90%
Next Earnings Jul 29, 2026
Quarterly Revenue $82.89B
Revenue QoQ +2.0%
Quarterly Net Income $31.78B
Net Income QoQ -17.4%

MSFT thesis lens

Enterprise AI platform

Why it could benefit

  • Azure is one of the main cloud platforms funding and serving AI workloads.
  • Copilot can raise average revenue per user across Microsoft 365, GitHub, Dynamics, and security products.
  • Its distribution into nearly every large enterprise makes AI attach rates especially valuable.

Moat / edge

  • Massive installed base in productivity and enterprise infrastructure.
  • Deep cloud stack plus model partnerships and proprietary tooling.
  • Switching costs are high once AI workflows are embedded in daily software.

What to watch

  • Azure growth excluding currency and one-time items.
  • Copilot user adoption, pricing durability, and seat expansion.
  • Capex efficiency versus AI revenue realized.

Key risks

  • Capex could stay ahead of monetization for longer than the market expects.
  • Competition from Google, Amazon, and specialized AI software vendors.