Microsoft (MSFT) Research Report — Score, Intrinsic Value, Peer Rankings

Microsoft (MSFT)Technology / Software - Infrastructure

StockRover

Stock Report | September 27, 2026

$516.17 $18.24(3.66%)as of Friday's close

52‑wk Range

$349.20

$553.72

Cap ($M USD) $3,832,843

P/E 28.8

EPS (1Y)31.6%

Dividend$3.92

Last Filing06/30/26

Sales ($M)331,839

Fwd. P/E 21.8

Sales (1Y)17.8%

Fwd. Yield 0.8%

Next Earnings11/04/26

MSFT has underperformed the S&P 500 by -15.9% in the past year.

MSFT has underperformed its sector by -35.2% in the past year.

The Technology sector has outperformed the market by 19.3% in the past year.

ANALYST CONSENSUS

Strong Buy

The consensus rating has worsened a little since last month when it was also Strong Buy.

Strong Buy

Buy

Hold

Sell

Strong Sell

Strong BuyBuyHoldSellStrong Sell

QUANTITATIVE SCORES

Fair Value

$527.46

Margin of Safety

The Margin of Safety is the difference between a company's Fair Value and the current price. See more on page 8.

Value Score

Value Score: Our value score looks at EV/EBITDA, P/E, P/S, P/TB (Price/Tangible Book) and EPS Predictability. P/S and P/TB are compared within a sector. Other metrics are compared across all stocks

Quality Score

Quality Score: Our quality score compares profitability and balance sheet metrics to find high quality companies using ROIC, Net Margin, Gross Margin, Interest Coverage, and Debt / Equity metrics.

Growth Score

Growth Score: Our growth score looks at the 5 year history and the forward estimates for EBITDA, Sales, and EPS growth, ranking the best companies across all stocks.

Sentiment Score

Sentiment Score: Our sentiment score finds stocks in favor by analyzing Short Interest, returns in key periods over the last year, Price vs. 52-wk High, Days Since 52-wk High and MACD signals.

BUSINESS SUMMARY

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

Employees 223,000Homepage www.microsoft.comHeadquarters Redmond, WA

Microsoft (MSFT)Technology / Software - Infrastructure

StockRover

Stock Report | September 27, 2026

VALUATION SUMMARY

	MSFT	Industry	S&P 500
Value Score	64	40	69
Price / Earnings	28.8	44.4	27.0
Price / Sales	11.6	7.2	3.7
Price / Free Cash Flow	57.4	91.5	36.3
Price / Book	8.7	8.7	5.9
Price / Tangible Book	12.6	78.7	374.0
EV / EBITDA	18.4	18.7	19.7
EPS Predict. Pctl.	95	56	71
Piotroski F Score	6	8	6

5‑Year P/E Range	20.8 42.6
5‑Year P/B Range	6.3 18.2
5‑Year P/S Range	8.1 15.5

GROWTH SUMMARY

	MSFT	Industry	S&P 500
Growth Score	99	49	78
Sales Growth
Sales Growth Next Year	19.5%	20.0%	23.2%
Sales 1‑Year Chg (%)	17.8%	15.1%	22.6%
Sales 3‑Year Avg (%)	16.1%	10.7%	14.8%
Sales 5‑Year Avg (%)	14.6%	14.4%	13.4%
EPS Growth
Next Yr. Growth Est.	19.8%	14.9%	33.7%
EPS 1‑Year Chg (%)	31.6%	338.5%	37.3%
EPS 3‑Year Avg (%)	22.8%	-	18.3%
EPS 5‑Year Avg (%)	17.4%	97.5%	15.3%

PEERS ANALYSIS SUMMARY

Ticker

Cell value has been edited

Company

Cell value has been edited

Cap ($M USD)

Cell value has been edited

P/E

Cell value has been edited

Fwd. Yield

Cell value has been edited

1M Return

Cell value has been edited

1Y Return

Cell value has been edited

Margin of Safety

Cell value has been edited

Value Score

Cell value has been edited

Growth Score

Cell value has been edited

Quality Score

Cell value has been edited

MSFT

Microsoft

$3,832,843

28.8

0.8%

5.0%

2.6%

PLTR

Palantir Technologies

$455,788

163.6

9.8%

5.9%

-27%

ORCL

Oracle

$414,554

21.5

1.5%

-5.3%

-52.4%

PANW

Palo Alto Networks

$306,537

500+

10.3%

85.3%

-23%

CRWD

CrowdStrike Holdings

$258,164

500+

36.0%

113.2%

-31%

FTNT

Fortinet

$127,269

61.3

12.9%

108.5%

-10%

NET

Cloudflare

$124,278

25.7%

60.0%

-33%

SNPS

Synopsys

$81,591

75.2

4.2%

-12.6%

-4%

CRWV

CoreWeave

$48,309

-0.5%

-30.8%

XYZ

Block

$45,912

136.5

-7.6%

3.7%

11%

TWLO

Twilio

$42,356

38.2

23.1%

172.2%

-30%

NTAP

NetApp

$39,508

28.4

1.0%

7.3%

69.5%

-8%

Microsoft (MSFT)Technology / Software - Infrastructure

StockRover

Stock Report | September 27, 2026

PROFITABILITY SUMMARY

	MSFT	Industry	S&P 500
Quality Score	99	47	75
Gross Margin	67.9%	50.0%	32.8%
Operating Margin	46.8%	25.1%	16.9%
Net Margin	40.3%	19.0%	13.8%
Return on Assets	19.8%	17.0%	15.4%
Return on Equity	30.2%	30.0%	40.2%
ROIC	29.7%	23.6%	32.2%

RETURNS SUMMARY

	MSFT	Industry	S&P 500
Sentiment Score	84	46	62
5‑Day Return	4.5%	5.2%	1.2%
1‑Month Return	5.0%	7.2%	1.1%
YTD Return	7.4%	11.5%	14.0%
1‑Year Return	2.6%	3.9%	18.5%
3‑Year Return	66.4%	79.0%	85.1%
5‑Year Return	79.7%	68.4%	85.9%
Beta 1‑Year	0.96	1.13	1.00

DIVIDEND

	MSFT	Industry
Forward Dividend Yield	0.8%	0.6%
Payout Ratio	19.8%	20.9%
TTM Yield	0.7%	-
Fwd. Div. Per Share	$3.92	$2.35
Div. 1Y Chg (%)	9.6%	-
Div. 3Y Avg (%)	10.2%	-
Div. 5Y Avg (%)	10.2%	-
Cons. Growth Years	10+	-
Div. Coverage Ratio	4.6	3.7

DEBT & EQUITY

Current Ratio	1.2
Quick Ratio	1.1
Price	$516.17
Net Cash Per Share	$2.64
Equity Per Share	$59.56
Debt / Equity	0.1
Solvency Ratio	80%
Interest Coverage	55.4
Short % of Float	1.0%
Altman Z‑Score	9.1

ANALYST REVISIONS

Current Quarter EPS
# Up Last 30 days	17.00
# Down Last 30 days	5.00
Mean Estimate	4.72
% Change (30 Days)	0.08%

Next Quarter EPS
# Up Last 30 days	13.00
# Down Last 30 days	8.00
Mean Estimate	4.82
% Change (30 Days)	-0.09%

MEAN ESTIMATE TREND

	Cur Qtr	Next Qtr	Cur Year	Next Year
Latest	$4.72	$4.82	$19.76	$23.68
30 Days Ago	$4.72	$4.83	$19.73	$23.57
90 Days Ago	$4.61	$4.78	$19.37	$22.63
% Change (90 Days)	2.4%	0.9%	2.0%	4.6%

Microsoft (MSFT)Technology / Software - Infrastructure

StockRover

Stock Report | September 27, 2026

EARNINGS SURPRISES

Earnings surprise is the difference between a company's announced earnings and the average analyst estimated value. Surprises typically causes the stock price to jump and are often followed by more of the same surprise type.

Surprise Summary (Last 12 Quarters)

Surprise Type	Amount	Percent
Positive Quarters (> 2%)	11	91.7%
Negative Quarters (< 2%)	0	-
In-Line Quarters (within 2%)	1	8.3%

Surprise Detail (Last 6 Quarters)

Surprise Type	Announce Date	Period End Date	Actual EPS	Est. EPS	Surprise (%)
Positive	07/29/26	06/30/26	$4.74	$4.21	12.6%
Positive	04/29/26	03/31/26	$4.27	$4.07	4.9%
Positive	02/04/26	12/31/25	$4.14	$3.88	6.7%
Positive	10/29/25	09/30/25	$4.13	$3.65	13.2%
Positive	07/30/25	06/30/25	$3.65	$3.35	9.0%
Positive	04/30/25	-	$3.46	$3.20	8.1%

RISK

	MSFT	Industry	S&P 500
Best Monthly Return (5Y)	20.9%	14.7%	9.6%
Worst Monthly Return (5Y)	-19.0%	-17.8%	-9.6%
Beta 1‑Year	0.96	1.13	1.00
Volatility 1‑Year	0.32	0.29	0.13
Volatility 1Y Pctl.	32	-	-
Max Drawdown 1‑Year	-34.5%	-37.8%	-8.8%
Max Drawdown 3‑Year	-34.5%	-39.4%	-18.7%
Max Drawdown 5‑Year	-37.1%	-46.0%	-24.6%

SEASONALITY

Seasonal Performance vs the S&P 500

5-YEAR RELATIVE PERFORMANCE VS S&P 500

Relative to the S&P 500 baseline, MSFT has underperformed the S&P 500 by -6.6% in the past 5 Years.

MSFT has underperformed its sector by -67.7% in the past 5 Years.

The Technology sector has outperformed the market by 61.1% in the past 5 Years.

Microsoft 5-YEAR RELATIVE PERFORMANCE VS S&P 500 chart

Microsoft (MSFT)Technology / Software - Infrastructure

StockRover

Stock Report | September 27, 2026

Overall Rating
vs. Peers

Ratings scores are relative to industry groups. They compare key metrics to rank stocks vs. their competitors.
For example, higher growth than peers will score high even when the absolute growth is below the market average.

Growth vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Growth Rating vs. Peers

Cell value has been edited

Sales QoQ Chg.

Cell value has been edited

Eps QoQ Chg.

Cell value has been edited

Sales Growth Next Y.

Cell value has been edited

Sales 1Y Chg (%)

Cell value has been edited

Sales 3Y Avg (%)

Cell value has been edited

Sales 5Y Avg (%)

Cell value has been edited

PLTR

Palantir Technologies

92.8%

215.4%

49.7%

78.9%

44.3%

35.8%

MSFT

Microsoft

17.8%

31.8%

19.5%

17.8%

16.1%

14.6%

ORCL

Oracle

29.6%

54.5%

45.3%

21.6%

12.1%

11.9%

CRWD

CrowdStrike Holdings

25.8%

22.6%

24.3%

26.8%

36.5%

PANW

Palo Alto Networks

34.5%

14.5%

24.5%

18.5%

21.9%

Valuation vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Valuation Rating vs. Peers

Cell value has been edited

P/E

Cell value has been edited

Fwd. P/E

Cell value has been edited

PEG Trailing

Cell value has been edited

P/S

Cell value has been edited

P/B

Cell value has been edited

5Y P/E Range

Cell value has been edited

ORCL

Oracle

21.5

12.5

3.4

5.6

6.7

15.4

75.7

MSFT

Microsoft

28.8

21.8

1.7

11.6

8.7

20.8

42.6

PLTR

Palantir Technologies

163.6

81.5

79.2

46.6

100.6

PANW

Palo Alto Networks

500+

169.5

24.9

11.1

39.7

CRWD

CrowdStrike Holdings

500+

157.0

47.8

50.6

411.1

Efficiency vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Efficiency Rating vs. Peers

Cell value has been edited

Gross Margin

Cell value has been edited

Operating Margin

Cell value has been edited

Net Margin

Cell value has been edited

5Y ROE Range

Cell value has been edited

5Y ROA Range

Cell value has been edited

MSFT

Microsoft

100

67.9%

46.8%

40.3%

28.9%

44.7%

18.2%

21.9%

PLTR

Palantir Technologies

84.8%

42.8%

49.0%

-23.5%

30.9%

-17.5%

32.8%

ORCL

Oracle

64.0%

34.2%

26.4%

-100.0%

792.5%

5.0%

11.7%

PANW

Palo Alto Networks

70.4%

6.1%

2.7%

-100.0%

54.8%

-5.3%

15.4%

CRWD

CrowdStrike Holdings

75.3%

-2.2%

1.1%

-22.9%

5.4%

-7.6%

2.5%

Financial Strength vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Financial Str. Rating vs. Peers

Cell value has been edited

Debt / Equity

Cell value has been edited

Interest Coverage

Cell value has been edited

Quick Ratio

Cell value has been edited

Intangibles %

Cell value has been edited

Solvency Ratio

Cell value has been edited

Short % of Float

Cell value has been edited

PLTR

Palantir Technologies

0.0

7.2

174%

3.0%

CRWD

CrowdStrike Holdings

0.2

3.9

1.6

21.0%

2.4%

MSFT

Microsoft

0.1

55.4

1.1

18.2%

80%

1.0%

PANW

Palo Alto Networks

0.1

0.9

59.9%

2.7%

ORCL

Oracle

2.3

5.3

1.2

20.5%

15%

2.6%

Dividends vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Dividends Rating vs. Peers

Cell value has been edited

Fwd. Yield

Cell value has been edited

TTM Yield

Cell value has been edited

Price

Cell value has been edited

Fwd. Div. Per Share

Cell value has been edited

Consecutive Div. Growth Years

Cell value has been edited

Payout Ratio

Cell value has been edited

ORCL

Oracle

1.5%

$137.10

$2.00

10+

30.9%

MSFT

Microsoft

0.8%

0.7%

$516.17

$3.92

10+

19.8%

CRWD

CrowdStrike Holdings

$252.13

PANW

Palo Alto Networks

$374.74

PLTR

Palantir Technologies

$189.67

Momentum vs Peers

Ticker

Cell value has been edited

Company

Cell value has been edited

Momentum Rating vs. Peers

Cell value has been edited

1M Return

Cell value has been edited

3M Return

Cell value has been edited

6M Return

Cell value has been edited

YTD Return

Cell value has been edited

1Y Return

Cell value has been edited

Beta 1Y

Cell value has been edited

Volatility 1Y

Cell value has been edited

Price vs 52‑wk High (%)

Cell value has been edited

CRWD

CrowdStrike Holdings

100

36.0%

48.6%

161.4%

115.1%

113.2%

1.51

0.53

95.6%

PANW

Palo Alto Networks

10.3%

27.9%

144.6%

103.4%

85.3%

1.20

0.46

94.0%

MSFT

Microsoft

5.0%

46.6%

39.7%

7.4%

2.6%

0.96

0.32

93.2%

PLTR

Palantir Technologies

9.8%

76.8%

22.4%

6.7%

5.9%

1.94

0.58

91.4%

ORCL

Oracle

-5.3%

-9.8%

-5.5%

-29.0%

-52.4%

2.00

0.55

42.5%

Microsoft (MSFT)Technology / Software - Infrastructure

StockRover

Stock Report | September 27, 2026

DIVIDEND DETAIL

CALENDAR YEAR DIVIDEND HISTORY

Year

Cell value has been edited

Ex-Dividend Date

Cell value has been edited

Pay Date

Cell value has been edited

Text

Cell value has been edited

Amount

Cell value has been edited

2026 Dividends

$3.71

11/19/26

12/10/26

Regular

$0.98

08/20/26

09/10/26

Regular

$0.91

05/21/26

06/11/26

Regular

$0.91

02/19/26

03/12/26

Regular

$0.91

2025 Dividends

$3.40

11/20/25

12/11/25

Regular

$0.91

08/21/25

09/11/25

Regular

$0.83

05/15/25

06/12/25

Regular

$0.83

02/20/25

03/13/25

Regular

$0.83

2024 Dividends

$3.08

11/21/24

12/12/24

Regular

$0.83

08/15/24

09/12/24

Regular

$0.75

05/15/24

06/13/24

Regular

$0.75

02/14/24

03/14/24

Regular

$0.75

2023 Dividends

$2.79

11/15/23

12/14/23

Regular

$0.75

08/16/23

09/14/23

Regular

$0.68

05/17/23

06/08/23

Regular

$0.68

02/15/23

03/09/23

Regular

$0.68

2022 Dividends

$2.54

11/16/22

12/08/22

Regular

$0.68

08/17/22

09/08/22

Regular

$0.62

05/18/22

06/09/22

Regular

$0.62

UPCOMING DIVIDEND

Cell value has been edited

Ex-Dividend Date

11/19/26

Payment Date

12/10/26

Amount

$0.98

Type

Regular

DIVIDEND RATE

Cell value has been edited

Regular Dividend

$0.98

Forward Dividend Rate

$3.92

Forward Dividend Yield

0.8%

Trailing 12 Months Dividends

$3.64

Trailing 12 Months Yield

0.7%

STATISTICS

Cell value has been edited

Payout Ratio

19.8

Dividend Coverage Ratio

4.6

Consecutive Growth Years

10+

3 Year Growth Rate

10.2%

5 Year Growth Rate

10.2%

10 Year Growth Rate

9.7%

Microsoft (MSFT)Technology / Software - Infrastructure

StockRover

Stock Report | September 27, 2026

FINANCIAL STATEMENT SUMMARY

Income Statement

Revenue

Operating Income

Net income

Earnings per share diluted

Average shares diluted

P/E Ratio

Balance Sheet

Cash

Current assets

Net Property, Plant and Equipment

Working Capital

Net Debt

Stockholders' Equity

Cash Flow

Operating Cash Flow

Cap Ex

Free Cash Flow

Free Cash Flow per share

Profitability

Operating Margin

Return on Assets

Return on Equity

Return on Invested Capital

Dividends

Dividends Per Share

Dividend Yield

Dividend Growth

Dividend Coverage

184,903

204,094

227,583

261,802

305,453

331,839

13.1%

78,628

82,815

100,533

117,711

142,559

155,237

15.5%

71,185

67,449

82,541

92,750

119,262

133,749

14.2%

$9.39

$9.00

$11.06

$12.42

$15.98

$17.95

14.7%

7,575

7,499

7,465

7,471

7,462

7,453

-0.3%

37.6

25.8

36.4

34.8

34.4

28.8

-5.5%

125,348

99,495

80,982

71,551

89,456

76,651

-9.9%

174,188

157,823

147,393

147,080

180,190

207,710

3.8%

79,568

96,379

128,706

189,718

286,229

337,253

35.7%

96,678

76,105

26,377

38,198

50,185

38,885

-17.5%

-61,316

-39,381

7,392

-9,327

-31,849

-19,825

11.5%

160,010

183,136

238,268

302,695

390,875

442,387

24.0%

83,909

84,386

102,647

125,583

160,506

182,935

17.9%

-23,216

-24,768

-35,202

-55,552

-83,094

-115,948

60,693

59,618

67,445

70,031

79,240

66,987

2.1%

$8.01

$7.95

$9.03

$9.37

$10.62

$8.99

2.5%

42.5%

40.6%

44.2%

45.0%

46.7%

46.8%

2.0%

21.9%

19.0%

19.9%

18.4%

19.8%

-2.1%

44.5%

36.8%

34.6%

30.6%

30.5%

30.2%

-7.8%

34.0%

29.1%

29.2%

27.2%

29.4%

29.7%

-2.8%

$2.30

$2.54

$2.79

$3.08

$3.40

$3.92

11.9%

0.7%

1.1%

0.8%

0.6%

10.4%

9.8%

10.4%

21.0%

4.1x

3.6x

4.0x

4.7x

5.1x

4.4%

USD in Millions

Cell value has been edited

Chart

Cell value has been edited

2021

Cell value has been edited

2022

Cell value has been edited

2023

Cell value has been edited

2024

Cell value has been edited

2025

Cell value has been edited

TTM

Cell value has been edited

CAGR

Cell value has been edited

VALUATION & PROFITABILITY HISTORY

Date

Cell value has been edited

TTM

Cell value has been edited

1 Yr Ago

Cell value has been edited

2 Yrs. Ago

Cell value has been edited

3 Yrs. Ago

Cell value has been edited

4 Yrs. Ago

Cell value has been edited

Price / Earnings

28.8

39.2

37.5

34.4

24.8

Price / Cash Flow

21.0

27.8

27.2

27.1

20.2

Price / Book

8.7

11.7

12.7

12.1

10.9

Price / Tangible Book

12.6

18.7

26.4

18.3

20.2

Price / Sales

11.6

14.0

13.6

11.4

9.3

EV / EBITDA

18.4

24.1

24.4

22.0

17.3

Forward Dividend Yield

0.8%

0.7%

0.9%

1.0%

Shareholder Yield

1.3%

1.1%

1.2%

1.7%

2.8%

Gross Margin

67.9%

68.8%

69.8%

68.9%

68.4%

Net Margin

40.3%

36.2%

36.0%

34.2%

36.7%

Return on Assets

19.8%

18.5%

19.0%

19.2%

21.2%

Return on Equity

30.2%

29.7%

32.8%

35.1%

43.7%

ROIC

29.7%

27.7%

28.1%

29.2%

33.0%

Microsoft (MSFT)Technology / Software - Infrastructure

StockRover

Stock Report | September 27, 2026

WARNINGS

Name

Cell value has been edited

Severity

Cell value has been edited

Details

Cell value has been edited

We found no investor warnings

REPORT TIPS

Metric Definitions

Metric descriptions are available at
stockrover.com/help/metrics/metric-overview

Quantitative Scores

Our scores analytics is to offer our concise analysis of a stock in powerful, but easy to digest format. Each of the composite score metrics are designed to use the best available accounting practices as well as source data from SEC filings. The scores are computed for a company vs. the market as a whole.

Fair Value

Fair value performs a forecasted discounted cash flow analysis of a company to determine the company's intrinsic value based on the expected future cash flows the company will produce. It basically determines what a company is worth based on how much cash flow it is expected to generate for you in the future, taking into account the time value of money and the predictability of those forecasted cash flows.

Peers

Peer ratings are computed from ranking companies in the same industry group. The selection of peers shown in the tables above are chosen from the same industry and closest proximity of revenue.

DISCLAIMER

Financial Statements and Historical Prices Provided by Morningstar. © 2026 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Stock Rover and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely.

The information provided does not constitute investment advice, nor does it constitute a recommendation to buy or sell any security. Stock Rover LLC and its content providers are not responsible for any losses resulting from trading decisions arising from any use of this information. Past performance is no guarantee of future results.

The information provided is as of the date written and is subject to change without notice

Additional data provided by Zacks, Intrinio, Quandl, Yodlee, IEX Cloud

Microsoft (MSFT) Research Report — September 27, 2026

ANALYST CONSENSUS

QUANTITATIVE SCORES

BUSINESS SUMMARY

VALUATION SUMMARY

GROWTH SUMMARY

PEERS ANALYSIS SUMMARY

PROFITABILITY SUMMARY

RETURNS SUMMARY

DIVIDEND

DEBT & EQUITY

ANALYST REVISIONS

MEAN ESTIMATE TREND

EARNINGS SURPRISES

RISK

SEASONALITY

5-YEAR RELATIVE PERFORMANCE VS S&P 500

Growth vs Peers

Valuation vs Peers

Efficiency vs Peers

Financial Strength vs Peers

Dividends vs Peers

Momentum vs Peers

DIVIDEND DETAIL

Returns

CALENDAR YEAR DIVIDEND HISTORY

UPCOMING DIVIDEND

DIVIDEND RATE

STATISTICS

FINANCIAL STATEMENT SUMMARY

VALUATION & PROFITABILITY HISTORY

WARNINGS

REPORT TIPS

DISCLAIMER