Microsoft sells Azure cloud infrastructure, Microsoft 365 productivity software, Windows, LinkedIn and the GitHub and Copilot developer and AI tools, and it earns a 67.9% gross margin on that mix. Its moat is distribution: Azure and Office sit inside the enterprise contracts most large companies already have, which makes AI workloads easy to attach to existing spend. The main near-term driver is AI capacity, with Azure and Copilot monetisation as the test, and revenue growth of 17.7% at a scale of roughly $4 trillion in market value is unusually fast for a company this size. At a forward P/E of 25.1 against a trailing 29.7, the market is pricing in earnings growth without demanding a premium for it, and a 45.1% operating margin and 34.0% ROE suggest that growth is coming with profitability rather than at its expense. The open question for a deeper look is whether AI capex compresses those margins before the Copilot and Azure revenue arrives, since that is where the score and the multiple could diverge.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 08:30 CEST | ACCE price target | $560 | $585 | $521 |
| 23 Oct 2026, 08:29 CEST | Fair value | $322 | $344 | $521 |
| 20 Oct 2026, 16:04 CEST | Rating | Overvalued | first publication | $534 |
| 20 Oct 2026, 16:04 CEST | Fair value | $344 | $417 | $534 |
| 16 Oct 2026, 00:00 CEST | Fair value | $417 | $385 | $534 |
| 11 Oct 2026, 00:00 CEST | Fair value | $385 | $390 | $535 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $585 | $499 | $535 |
| 21 Sept 2026, 00:00 CEST | Fair value | $390 | $395 | $494 |
| 19 Sept 2026, 00:00 CEST | Fair value | $395 | $385 | $498 |
| 17 Sept 2026, 00:00 CEST | Fair value | $385 | $389 | $497 |
Answered from Microsoft Corporation Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation Common Stock | $524.51 | $322 | 63% above | 29.2x | 34.0% | 100 | 79 |
| PLTR Palantir Technologies Inc. Class A Common Stock | $196.19 | - | - | 169.1x | 38.1% | 100 | 73 |
| ORCL Oracle Corporation Common Stock | $125.54 | $139 | 10% below | 19.8x | 41.2% | 82 | 59 |
| PANW Palo Alto Networks Inc. Common Stock | $354.92 | - | - | 951.4x | 1.7% | 59 | 68 |
| CRWD CrowdStrike Holdings Inc. Class A Common Stock | $237.94 | - | - | 5151.4x | 1.5% | 50 | 61 |
| FTNT Fortinet Inc. Common Stock | $172.98 | $79 | 118% above | 63.6x | 117.4% | 91 | 73 |
| NET Cloudflare Inc. Class A Common Stock | $303.61 | - | - | - | -14.4% | 33 | 51 |
Where MSFT ranks against its sector peers on each metric.