MICROSOFT CORP

Services-Prepackaged Software
Stock Price
$368.57
$-4.40 (-1.18%)
Jun 29, 2026
Debt to Equity
10.3%
ROE
30.5%
PE Ratio
30.26
EPS (Diluted)
$15.98

Microsoft Corp (MSFT) Fundamental Analysis

Microsoft is a global software, cloud and productivity-services company that combines high-margin enterprise offerings with large-scale cash generation and very low leverage.

Growth and Profitability

The company’s growth profile is notable: five‑year diluted EPS compound annual growth was 18.38% and the most recent one‑year diluted EPS growth accelerated to 28.6%, while revenue per share rose 16.7% year‑over‑year and reached $40.93 on a split‑adjusted basis; diluted EPS was $15.98 per share most recently. Profitability is a clear strength — gross margin remains near the high‑60s at 68.6%, operating margin has climbed into the mid‑40s (46.3% in the most recent comparable quarter) and net margin reached 39.0% in the latest quarter — and return on equity remains robust at 30.5%.

Cash generation is ample: trailing twelve‑month operating cash flow was $160.51 billion, free cash flow margin is 25.34%, and operating cash flow has consistently exceeded net income (OCF/Net Income ≈ 1.35).

Areas of Caution

Areas of caution include the company’s large and growing investing outlays and some signs of slowing ROE momentum. Investing cash flow has become more negative over the past year, moving from -$54.86 billion (2024‑12) to -$100.55 billion (2025‑12), indicating sizable capital deployment. ROE growth is slightly negative (-0.0042), reflecting a modest downward drift from earlier peaks even though absolute ROE remains high; EPS has also shown historical volatility, including negative swings through parts of 2022–2023 before the recent rebound.

Key Metrics and Trends to Monitor

Key fundamentals to monitor going forward are top‑line and profitability per share — watch sequential Revenue and Net Income trends and per‑share metrics in Revenue & Net Income and EPS Diluted & Revenue per Share and the underlying momentum in Revenue & EPS Growth. Track operating versus investing cash flow and financing outflows in Strategic Capital Allocation to see whether investing cash flow remains near -$100.55B while operating cash flow stays around $160.51B. Also follow margin stability and ROE in Profit Margin Trends and Return on Equity (ROE), along with the company’s earnings quality in Earnings Quality Analysis and the market multiple in Price-to-Earnings (PE) Ratio Trend (recent P/E ~30.3x with a last‑year intra‑quarter band of ~29–37x).

Revenue and Growth

Revenue Trend

Revenue & Net Income

The foundation of business quality and long-term value creation

Revenue & Net Income Growth

Microsoft Corp's revenue has increased sequentially across 2025, rising from $70.07B in Q1 to $76.44B in Q2, $77.67B in Q3 and $81.27B in Q4, showing continued top-line expansion in the most recent year.

Net income increased more markedly in the latest quarter, advancing from $27.75B in Q3 2025 to $38.46B in Q4 2025, after a steady rise through the prior quarters (Q1–Q3 2025: $25.82B, $27.23B, $27.75B). The most recent quarter therefore shows both higher revenue and a pronounced increase in profitability versus the prior quarter.

Over the multi-year series shown, both revenue and net income exhibit a persistent upward trend: revenue rose from roughly $29.08B in 2018-09 to $81.27B in 2025-12, and net income increased from about $8.82B in 2018-09 to $38.46B in 2025-12.

Notable inflection points include the sustained acceleration beginning around 2020 and continued year-over-year gains through 2025.

The most recent quarterly revenue was $81.27B. The most recent quarterly net income was $38.46B.

Why Growth Matters

Consistent revenue and earnings growth are the lifeblood of successful long-term investments. Companies that can grow their top line (revenue) and bottom line (net income) over many years demonstrate they have products or services customers value and are willing to pay for repeatedly.

Revenue Growth shows whether the company is expanding its market reach, gaining market share, or successfully launching new products.Net Income Growth demonstrates the company can convert that revenue into actual profits while managing costs effectively.

Look for steady, sustainable growth rather than erratic spikes. The best businesses compound earnings year after year, creating tremendous value for shareholders over time. Companies that can grow earnings faster than revenue are improving their profitability—a sign of operational excellence and competitive strength.

MICROSOFT CORP (MSFT) quarterly revenue and net income trend analysis showing historical financial performance over multiple years. Interactive chart displaying revenue growth, net income trends, and profitability patterns for MSFT stock with quarterly and annual data points.

Revenue & Net Income Trend

Revenue
Net Income

EPS Diluted & Revenue per Share

Per-share earnings and revenue — the shareholder's view of growth

Why Per-Share Metrics Matter

Total revenue and net income can grow simply because a company issues more shares or makes acquisitions. Per-share metrics cut through that noise — they show how much value each single share of stock is generating, which is what actually matters to shareholders.

Revenue per Share (split-adjusted) tells you how much revenue the business generates for every share outstanding. Growing revenue per share means the company is either expanding the business or shrinking the share count — both shareholder-friendly signals.EPS Diluted (split-adjusted) captures bottom-line earnings per share after accounting for all dilutive instruments such as stock options and convertible debt.

The most powerful signal is when both lines rise together over many years. If revenue per share grows but EPS lags, margins are being squeezed. If EPS grows faster than revenue per share, the company is becoming more profitable — a hallmark of businesses with durable competitive advantages. Watch for share buybacks, which can mechanically lift EPS even if total earnings are flat.

MICROSOFT CORP (MSFT) EPS diluted and revenue per share trend showing historical per-share earnings and revenue performance over time.

EPS Diluted & Revenue per Share

Revenue Per Share
Earnings Per Share (Diluted)

Revenue & EPS Growth

Year-over-year growth rates for revenue and earnings per share

Reading the Growth Rate Chart

This chart converts the absolute per-share figures into year-over-year percentage changes, making it easy to see whether growth is accelerating, decelerating, or reverting to trend — regardless of the company's absolute size.

Revenue per Share Growth (1-year, split-adjusted) measures how quickly the top line is expanding on a per-share basis. Sustained positive growth signals that the company continues to win customers and grow its addressable market.EPS Diluted Growth (1-year, split-adjusted) measures how quickly earnings are compounding for each shareholder. When EPS growth consistently outpaces revenue growth, operating leverage and margin expansion are at work.

Look for consistency, not just magnitude. A company that reliably grows EPS 10–15% per year is far more valuable than one that alternates between 50% spikes and deep contractions. Negative EPS growth during a period of positive revenue growth is a red flag — costs are rising faster than sales. Quarters where both lines converge near zero or go negative deserve close scrutiny.

MICROSOFT CORP (MSFT) year-over-year revenue per share and EPS diluted growth rate trend analysis showing historical growth performance.

Revenue & EPS Growth

Avg:
Revenue Per Share year-on-year growth rate
Diluted EPS year-on-year growth rate
10Y rolling avg (dashed)

Revenue Analysis

Revenue Waterfall Analysis

How revenue converts to net income for the most recent annual period

MICROSOFT CORP (MSFT) revenue waterfall chart showing the breakdown from total revenue to net income. Displays cost of goods sold, operating expenses, selling and administrative costs, research and development expenses, tax expenses, and final net income for MSFT. Annual financial statement waterfall analysis showing profit margin components and expense structure.

Over the period Jan 2025 to Dec 2025, Microsoft Corp converts approximately 69¢ of every revenue dollar into gross profit (gross margin: 68.6%).After accounting for operating expenses and taxes and expenses, the company retains 39.0% as net profit margin, resulting in $119.26B in net earnings.

Starting Revenue
Expenses
Other Items
Net Income

Period Information

Report Type: Annual (10-K)

Period: Jan 2025 to Dec 2025

Revenue Sources

Revenue composition by disclosure category for the latest period

Revenue Streams

Productivity and Business Processes

Revenue from Microsoft 365 Commercial products and cloud services—including Office, Windows Commercial on-premises and cloud portions, Enterprise Mobility + Security, per-user Power BI, Exchange, SharePoint, Microsoft Teams, Microsoft 365 Security and Compliance, and Microsoft 365 Copilot—along with Microsoft 365 Consumer products and cloud services, LinkedIn monetized solutions such as Talent Solutions, Marketing Solutions, Premium Subscriptions, Sales Solutions, and Dynamics products and cloud services including Dynamics 365 cloud applications across ERP and CRM modules, Power Apps, Power Automate, and on-premises ERP and CRM applications.

Intelligent Cloud

Revenue from server products and cloud services—including Azure cloud and AI consumption-based services, GitHub cloud services, Nuance Healthcare cloud services, virtual desktop offerings, and other cloud services—along with on-premises server products like SQL Server, Windows Server, Visual Studio, System Center, and associated Client Access Licenses, as well as enterprise and partner services such as Enterprise Support Services, Industry Solutions, Nuance professional services, Microsoft Partner Network, and Learning Experience.

More Personal Computing

Revenue from Windows and Devices—including Windows OEM licensing, Surface devices, and PC accessories—Gaming, which encompasses Xbox hardware, first- and third-party game content, in-game content, subscriptions like Xbox Game Pass, Xbox Cloud Gaming, advertising, and other cloud gaming services—and Search and news advertising, including Bing, Copilot, Microsoft News, Microsoft Edge, and third-party affiliates.

Advertising

Revenue generated from advertising across search, news, LinkedIn marketing solutions, and gaming advertising.

Licensing and Intellectual Property

Revenue from sale and licensing of on-premises perpetual licenses, volume licensing programs, OEM pre-installation licenses, outbound licensing of patented technologies, and partner licensing programs.

Professional, Support, and Consulting Services

Revenue from solution support, consulting services, enterprise support services, Nuance professional services, training and certification, and partner-delivered services.

Customer Profile

  • Individual consumers and subscribers to consumer products and services.
  • Small and medium organizations, including customers reached via resellers and partner programs.
  • Large global enterprises and divisions of global enterprises that license cloud services, on-premises software, and enterprise solutions.
  • Public-sector institutions.
  • Service providers and hosting providers.
  • Application developers and independent software vendors, including GitHub users and participants in partner programs.
  • OEMs that pre-install Microsoft software on new devices and servers.
  • Enterprises and professionals using LinkedIn monetized solutions.

Geographic Reach

  • Global operations and customer base described as worldwide and spanning every country.
  • Regional operations and datacenter presence explicitly in the Americas, Asia Pacific, Europe, and the Middle East.
  • References to developed markets and growth markets in product demand descriptions.

Distribution & Sales Channels

  • Direct sales: Enterprise Agreements, Enterprise Services contracts, direct commercial and consumer sales through Microsoft digital marketplaces and online stores, Microsoft Experience Centers, and direct enterprise sales teams.
  • Distributors and resellers: Licensing solution partners, value-added resellers, distributors, retailers, reseller channels for retail packaged products and devices, and the Microsoft Cloud Solution Provider program for partner-led cloud resale.
  • OEM channel: Direct OEM agreements with multinational OEMs and distribution through system builders that source Microsoft software via the distributor channel; OEM pre-installation is a primary distribution mechanism for Windows.
  • Partner programs and licensing agreements: Microsoft Customer Agreement, Microsoft Online Subscription Agreement, Microsoft Products and Services Agreement, Open Value, Select Plus, Microsoft Cloud Solution Provider Program, Microsoft Services Provider License Agreement, and the Independent Software Vendor Royalty Program.

Recurring vs Transactional Revenue Characteristics

  • Recurring revenue characteristics: Subscription-based offerings (Microsoft 365 Consumer and Commercial subscriptions, Xbox Game Pass and other gaming subscriptions, LinkedIn Premium Subscriptions, cloud service subscriptions), cloud consumption-based revenue (Azure and AI consumption-based services billed on consumption), and support and services subscriptions (Enterprise Support Services).
  • Transactional and license-based revenue characteristics: Perpetual on-premises software licenses, OEM pre-installation license sales, retail packaged product sales, licenses sold through volume licensing programs, and one-time sales of devices and hardware.
  • Hybrid characteristics: Volume licensing agreements and Enterprise Agreements that allow combinations of perpetual licenses with Software Assurance and/or subscriptions; partner programs that enable monthly billing for hosted services.

Key Dependencies or Concentration Risks

  • Datacenter and infrastructure dependencies: Datacenter operations depend on availability of permitted and buildable land, predictable energy, networking supplies, servers including GPUs and other components, and alignment of datacenter locations and server capacity with customer demand.
  • Supplier concentration risk: There are few qualified suppliers for certain components of servers and devices; extended or unforeseen disruptions at these suppliers could impact datacenter operations and device manufacturing.
  • OEM channel dependence and supply chain constraints: Windows OEM licensing revenue is driven by OEM purchases and is affected by device market volume, device form factor mix, supply chain constraints for device components, attachment of Windows to shipped devices, OEM inventory levels, and pricing and promotions in the OEM channel.
  • Customer engagement and content availability risks: LinkedIn and Gaming revenue depend on member and active user engagement, availability and exclusivity of first- and third-party game content, and quality of sponsored content for marketing solutions.
  • Partner and channel reliance: Sales and fulfillment depend on a broad network of partners, system integrators, resellers, licensing solution partners, and distributors; many licensing and hosting models rely on partner provisioning and support.
Period: Jul 2024 to Jun 2025
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Profitability

Profit Margins

Earnings Quality

Earnings Quality Analysis

Comparing reported earnings to actual cash generation

Earnings Quality Analysis — Net Income vs Operating Cash Flow (TTM)

Over the multi-year series, MICROSOFT CORP’s trailing twelve-month operating cash flow and net income show a clear upward trend, with operating cash flow consistently exceeding net income in every reported period. The absolute gap between cash flow and earnings has widened over time, particularly from the 2022–2023 period into 2024–2025 as both metrics increased in parallel.

In the most recent four quarters both series rose consecutively: operating cash flow climbed from $130.71B (2025-03-31) to $136.16B (2025-06-30) to $147.04B (2025-09-30) and to $160.51B (2025-12-31); net income moved from $96.64B to $101.83B to $104.91B and then to $119.26B, with the largest net income increase occurring in the latest quarter. The most recent trailing twelve-month operating cash flow was $160.51B and the most recent trailing twelve-month net income was $119.26B.

The Earnings vs. Cash Flow Gap

Reported earnings (Net Income) doesn't always reflect actual cash generation. Companies use accrual accounting, which recognizes revenue when earned and expenses when incurred—not when cash actually changes hands. This creates timing differences and opportunities for accounting discretion that can mask underlying business health.

Net Income (the "earnings" number) can be influenced by non-cash items like depreciation, stock-based compensation, and changes in accounting estimates.Operating Cash Flow, however, shows the actual cash the business generates from its core operations—a harder number to manipulate.

Net Income vs Operating Cash Flow

Trailing Twelve Months

Net Income (Trailing Twelve Months)
Operating Cash Flow (Trailing Twelve Months)

What to Look For

  • Consistent Alignment: High-quality earnings show operating cash flow tracking closely with or exceeding net income over time. This indicates the company is actually collecting cash from its reported profits.
  • Warning Sign - Divergence: If net income consistently exceeds cash flow, the company may be reporting earnings that aren't translating to cash. This could indicate aggressive revenue recognition, growing receivables that may not be collected, or inventory building up.
  • Positive Sign - Cash Exceeds Earnings: When cash flow exceeds net income, it often reflects conservative accounting (like accelerated depreciation) or strong working capital management. This is generally a sign of high earnings quality.
  • Quarterly Volatility is Normal: Some variation is expected due to timing of collections, seasonal factors, and one-time items. Focus on the trend over multiple quarters rather than any single period.

Key Insight: Companies with durable competitive advantages typically show operating cash flow that meets or exceeds net income over time, demonstrating they convert accounting profits into actual cash that can be returned to shareholders or reinvested in the business.

Return on Equity

Return on Equity (ROE)

Measuring management's efficiency at generating profits from shareholder capital

Return on Equity (ROE) Analysis

Microsoft Corp's trailing twelve-month ROE has been in the high‑20s to low‑30s over the past year, moving from 30.6% at 2024‑12 to 30.0% (2025‑03), 29.6% (2025‑06), 28.9% (2025‑09) and back to 30.5% in 2025‑12. Recent quarters show a modest mid‑year dip followed by a rebound in the most recent quarter, indicating relative stability around the 29–31% range.

Historical Trends

On a longer horizon, the metric was substantially higher in 2020–2021 (peaking at 44.7% in 2021‑09) and has trended downward since that peak through 2024, while an earlier notable inflection occurred at 2017‑12 when ROE fell to 14.8% before recovering in subsequent years. The most recent return on equity was 30.5%.

The Gold Standard of Profitability

Return on Equity (ROE) is a powerful measure of how effectively a company's management is using the money shareholders have invested. Calculated by dividing Net Income by Shareholders' Equity, it reveals how much profit is generated for every dollar of equity capital.

A consistently high ROE (typically above 15-20%) is often the signature of a "quality" business with a durable competitive advantage. It indicates that the company can generate high returns on its own capital, which it can then reinvest at these high rates to compound value over time.

What to Look For:

  • Consistency: Look for an ROE that is stable or rising over time. Erratic ROE can signal cyclicality or inconsistent management.
  • Quality vs. Leverage: While a high ROE is generally positive, it can sometimes be artificially inflated by high debt (leverage). Always cross-reference ROE with the company's Debt-to-Equity ratio to ensure the profitability is coming from operational excellence rather than excessive borrowing.
  • Comparison: ROE is most meaningful when compared against industry peers or the company's own historical average.
MICROSOFT CORP (MSFT) Return on Equity (ROE) historical trend analysis. Quarterly chart showing the company's return on equity over time, reflecting management's efficiency in using shareholder capital.

Return on Equity Trend

Avg:
Return on Equity
10Y rolling avg (dashed)

Capital Allocation & Cash Flow

Capital Strategy

Strategic Capital Allocation

How the company generates and deploys its cash

Strategic Capital Allocation — Cash Flow Allocation Trend (TTM)

Microsoft Corp's trailing twelve-month operating cash flow has trended upward in recent quarters, rising from $125.58B at 2024-12 through $130.71B (2025-03), $136.16B (2025-06) and $147.04B (2025-09) to $160.51B at 2025-12. This shows a steady quarter-by-quarter increase in operating cash generation over the past year.

Investing Cash Flow

Investing cash flow has been consistently negative and became more negative through 2024–2025, moving from -$54.86B (2024-12) to -$56.88B (2025-03), -$72.60B (2025-06), -$91.96B (2025-09) and -$100.55B (2025-12).

Financing Cash Flow

Financing cash flow shows persistent net outflows with variability: relatively small negatives in late 2023 (e.g., -$17.09B at 2023-12) widened to -$70.19B at 2024-12, then moderated to -$46.92B at 2025-09 before shifting to -$53.30B at 2025-12. The most recent trailing twelve-month values are: Operating Cash Flow $160.51B, Investing Cash Flow -$100.55B, Financing Cash Flow -$53.30B.

Understanding Company Strategy

Capital allocation refers to how management decides to spend and invest the company's cash. Analyzing the three primary categories of cash flow reveals a company's true operational strategy:

  • Operating Cash Flow: The engine of the business. This shows how much cash is generated from core operations. Sustainable businesses should ideally fund their growth and shareholder returns primarily from this source.
  • Investing Cash Flow: The future of the business. This includes spending on new equipment, R&D, and acquisitions. Consistent negative values are normal for growing companies as they reinvest in their future.
  • Financing Cash Flow: The funding of the business. This reflects capital raising (issuing stock or debt) versus returning capital to shareholders (dividends and buybacks) or repaying debt.

What to look for: Is the company bootstrapping (funding growth solely from operating cash)? Are they borrowing to fund aggressive expansion or dividends? Or are they capital raising by issuing new shares, potentially diluting your ownership? A healthy, mature company typically generates strong operating cash, moderately invests in growth, and returns the surplus to shareholders through financing activities.

MICROSOFT CORP (MSFT) cash flow allocation analysis. Quarterly chart displaying the three pillars of cash flow: net cash from operating activities, investing activities, and financing activities, providing insight into the company's capital allocation strategy.

Cash Flow Allocation Trend

Trailing Twelve Months

Operating CF (TTM)
Investing CF (TTM)
Financing CF (TTM)

Balance Sheet

Book Value per Share

Book Value per Share

Net assets attributable to each share — the accounting floor of intrinsic value

Why Book Value per Share Matters

Book value per share is the net worth of the company — total assets minus total liabilities — divided by shares outstanding (split-adjusted). It represents the theoretical liquidation value per share if every asset were sold and every liability repaid at balance-sheet carrying values. It is the accounting foundation upon which much of equity valuation is built.

A steadily rising book value per share is one of the most reliable signals of compounding wealth creation. It means the company is retaining earnings and building net worth faster than it is returning capital or eroding it. Warren Buffett famously tracked Berkshire Hathaway's book value per share for decades as his primary measure of intrinsic value growth.

Context is essential. Asset-heavy businesses (banks, manufacturers, utilities) should be judged by book value more directly than asset-light businesses (software, consumer brands), where intangible assets like intellectual property and customer loyalty may far exceed their balance-sheet carrying values. A company trading at a large premium to book value is not necessarily overvalued — it may simply possess competitive advantages that accounting rules do not capture. Conversely, a declining book value per share — especially over multiple years — is a serious warning sign of capital destruction.

MICROSOFT CORP (MSFT) book value per share trend showing historical net asset value per share over time, split-adjusted.

Book Value per Share

Book Value Per Share

Debt to Equity

Debt-to-Equity Ratio

How much of the company is financed by debt versus shareholders' equity

Reading the Debt-to-Equity Ratio

The debt-to-equity (D/E) ratio compares total financial debt to shareholders' equity. A ratio of 1.0 means the company has borrowed one dollar for every dollar of equity; a ratio of 2.0 means it has borrowed twice as much as it owns. Financial leverage amplifies both returns and risk: in good times, debt turbocharges equity returns; in bad times, it accelerates losses and can threaten solvency.

Trends matter more than a single number. A rising D/E ratio can mean the company is taking on debt to fund growth — potentially value-creating if returns exceed the cost of capital. But it can also mean equity is being eroded through losses or that the business is borrowing simply to sustain operations. A falling D/E ratio generally reflects strengthening financial health: earnings are being retained, debt maturities are being paid down, or both.

Industry norms vary enormously. Capital-intensive sectors (utilities, real estate, financials) routinely carry high D/E ratios that would be alarming in, say, a technology company. Always compare against sector peers. As a rough rule of thumb, a D/E above 2× in a cyclical business warrants careful scrutiny of interest coverage and refinancing risk.

MICROSOFT CORP (MSFT) debt-to-equity ratio trend showing the historical balance between financial leverage and shareholders' equity.

Debt-to-Equity Ratio

Debt-to-Equity Ratio

Current Ratio

Current Ratio

Short-term liquidity — can the company cover its near-term obligations?

Liquidity: Can the Business Pay Its Bills?

The current ratio is calculated as current assets divided by current liabilities. A ratio of 1.5 means the company has $1.50 of short-term assets — cash, receivables, inventory — for every $1.00 of obligations due within the next twelve months. It is the most direct measure of near-term financial resilience: can the business meet its obligations without needing to raise new capital or sell long-term assets at a discount?

A ratio above 1.0 is generally healthy, meaning current assets exceed current liabilities. A ratio consistently above 2.0 may indicate the company is holding excess cash or inventory that could be deployed more productively. A ratio below 1.0 is a warning sign — the company is relying on future cash generation or external financing to cover its near-term obligations, which is manageable in normal conditions but dangerous during a downturn.

Trends and context matter.A declining current ratio isn't always alarming — highly efficient businesses (e.g., large retailers with reliable daily cash flows) often run leaner balance sheets intentionally. Conversely, a rapidly rising current ratio can signal slowing sales causing inventory to build, or customers taking longer to pay. Always compare the trend against industry peers and cross-reference with the cash flow statement to assess whether the business is genuinely liquid or just holding non-cash current assets.

MICROSOFT CORP (MSFT) current ratio trend showing the ratio of current assets to current liabilities over time, a measure of short-term liquidity.

Current Ratio

Current Ratio

Valuation

PE Ratio

Price-to-Earnings (PE) Ratio Trend

How much the market is paying for each dollar of company earnings

Price-to-Earnings (PE) Ratio

Over the past four quarters MICROSOFT CORP's trailing twelve-month P/E has moved within a roughly 29x–37x band. It rose from 29.0x on 2025-03-31 to 36.4x on 2025-06-30 and 36.8x on 2025-09-30, then declined to 30.3x by 2025-12-31. The most notable recent inflection was the increase through Q2–Q3 2025 followed by a moderation in Q4 2025.

Historical View

Viewed over a multi-year span, the P/E expanded from low‑teens in the early 2010s to mid‑30s across recent years, with historical peaks such as 55.3x at 2017-12-31 and the mid‑40s in 2018. The most recent Price-to-Earnings (P/E) ratio was 30.3x as of 2025-12-31.

What Is the PE Ratio?

The Price-to-Earnings (PE) ratio is one of the most widely used valuation metrics in investing. It divides the current stock price by the company's earnings per share (EPS), revealing how much investors are willing to pay for each dollar of earnings. A high PE can signal that the market expects strong future growth, while a low PE may suggest undervaluation—or reflect genuine concerns about the company's prospects.

Context matters:PE ratios vary significantly across industries. High-growth technology companies routinely trade at PE ratios above 30x or 40x, while mature, low-growth sectors like utilities or financials often trade closer to 10–15x. Always compare a company's PE to its own history and its industry peers, not just an absolute number.

What to Look For:

  • Expanding PE (Re-rating):If the PE is rising while earnings are also growing, the market is assigning increasing confidence in the company's future. If PE rises while earnings stagnate, it may signal speculative excess.
  • Contracting PE (De-rating): A falling PE can indicate the market is losing confidence in growth prospects. If earnings grow but the PE shrinks, total returns may be muted.
  • Negative PE: When a company is loss-making, the PE ratio is negative or undefined. In these cases, investors typically use other metrics such as Price-to-Sales (P/S) or EV/EBITDA.
  • Spikes and Troughs: Sudden PE spikes often occur when earnings temporarily collapse (making the divisor small) rather than when the stock price surges. Context is key.

Key Insight:The PE ratio is a snapshot of market sentiment and expectations. Tracking it over time alongside earnings trends reveals whether the market's valuation has expanded or contracted—and whether that change is justified by fundamentals.

MICROSOFT CORP (MSFT) Price-to-Earnings (PE) ratio historical trend analysis. Quarterly chart showing how the market has valued the company's earnings over time.

PE Ratio Trend

Price-to-Earnings Ratio