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MSFT01.BK$4.28+2.50%
Fair $4.28+0.0%

MSFT01.BK

Microsoft Corporation

Technology / Software - InfrastructureThailand

$4.28

+0.10 (+2.50%)

Fairly Valued+0.0%Fair Value $4.28Fund rank 39/100 · Data gapFallback financials|
SA 60/B
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $71.6B · quality 82.7/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

60/100

B

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · MSFT01.BKLocal privado en este navegador · Microsoft Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$31.8B

P/E

0.0x

↓

EV/EBITDA

0.4x

↓

ROE

29.6%

↑

Gross Margin

68.8%

↑

Debt/Equity

0.18

↓
52-Week Range$4
$3$5

TradingView lightweight chart

MSFT01.BK price, volumen y niveles de valoración

Último $4.100Periodo -6.8%
Fair value: $4.280

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+12.4%

FCF CAGR

+3.2%

FCF margin

25.4%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $281.72B · net income $101.83B · FCF $71.61B

2022-FY → 2025-FY

Gross margin

68.8%+0.4% pts

Operating margin

45.6%+3.6% pts

Net margin

36.1%-0.5% pts

FCF margin

25.4%-7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$281.72B$281.72B$245.12B$211.91B$198.27B
Net Income$101.83B$101.83B$88.14B$72.36B$72.74B
EBITDA$160.16B$160.16B$133.01B$105.14B$100.24B
EPS13.6413.6411.809.689.65
Gross Margin68.8%68.8%69.8%68.9%68.4%
Operating Margin45.6%45.6%44.6%41.8%42.1%
Net Margin36.1%36.1%36.0%34.1%36.7%
Balance Sheet
Debt/Equity0.180.180.250.290.37
Current Ratio1.281.28———
Cash Flow
Free Cash Flow$71.61B$71.61B$74.07B$59.48B$65.15B
Returns
ROE29.6%29.6%32.8%35.1%43.7%
Valuation
P/E0.010.01———
EV/EBITDA0.390.39———
P/B0.090.09———
Growth & Yield
Revenue Growth14.9%14.9%15.7%6.9%—
EPS Growth15.6%15.6%21.9%0.3%—
Dividend Yield0.5%0.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-69.7%

fácil

EPS terminal req.

$0.38

Spread vs growth

85.3%

5Y implied EPS CAGR

-49.2%

fácil

EPS terminal req.

$0.46

Spread vs growth

64.8%

10Y implied EPS CAGR

-25.3%

fácil

EPS terminal req.

$0.74

Spread vs growth

40.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · available periodreconcilia total -6.3%

Total return

-6.3%

Start / end P/E

0.4x → 0.3x

EPS bridge

11.80 → 13.64

Residual

-3.0%

EPS growth+15.6%
Multiple rerating-19.4%
Dividend+0.5%
Residual / FX / buybacks / cross-term-3.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.