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Microsoft Corporation (MSFT34) Fair Value & Analysis

Technology · BR · Market cap R$16.0T

MC Microsoft Corporation MSFT34 · SA
PriceR$83.57
Fair ValueR$11.42
Upside-86.3%
Quality55/100
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Evidence: High Range R$6.73 – R$15.32

Fair value as of: Jun 24, 2026

From 26 valuation models · updated 21 days ago

Share price −1.3% over the past month.

Price vs Fair Value (12 months)

R$124.73 R$76.47 Fair Value R$11.42 Jul 2025 Jul 2026

12‑month range R$76.47 – R$124.73 · fair‑value band R$6.73 – R$15.32 · the R$83.57 price screens above the R$11.42 fair value. As of Jun 24, 2026.

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Analysis

Microsoft Corporation (MSFT34) currently trades at R$83.57, while our model-based Fair Value estimate is R$11.42 — implying the stock looks roughly 86.3% overvalued today. We read business quality at 55/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Microsoft Corporation generated revenue of R$318B at a net margin of 39.3%. Revenue grew 18.3% year over year. It earns a return on equity of 34.0%. Net debt stands at R$12.9B. Fundamentals as of Jun 24, 2026

Our scenario range runs from R$6.73 (bear case) to R$15.32 (bull case); at R$83.57, the current price sits above that range. The share trades about 36% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -61% fair-value upside — at -86%, MSFT34 screens richer than that median.

Key figures & financial health

Revenue (TTM) R$318B
Revenue growth (YoY) +18.3%
Net margin 39.3%
Return on equity 34.0%
Free cash flow R$71.6B FY2025
P/E ratio 25.3
More key figures
Operating margin 46.3%
EPS (TTM) R$3.54
Dividend yield 3.9%
EPS growth (YoY) +23.4%
Net debt R$12.9B FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams, security and compliance, and copilot; Microsoft 365 commercial products, such as Windows commercial on-premises and office licensed services; Microsoft 365 consumer products and cloud services, including Microsoft 365 consumer subscriptions, office licensed on-premises, and other consumer services; LinkedIn; dynamics products and cloud services, such as dynamics 365, cloud-based applications, and on-premises ERP and CRM applications. Its Intelligent Cloud segment provides Server products and cloud services comprising Azure and other cloud services, GitHub, Nuance Healthcare, virtual desktop offerings, and other cloud services; server products, including SQL and windows server, visual studio and system …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Microsoft Corporation reported revenue of R$282B in FY2025 versus R$168B in FY2021, a compound +13.8%/yr. Reported net income was R$102B in FY2025, compounding +13.5%/yr from FY2021.

Revenue +13.8%/yr
FY21 R$168B
FY22 R$198B
FY23 R$212B
FY24 R$245B
FY25 R$282B
Net income +13.5%/yr
FY21 R$61.3B
FY22 R$72.7B
FY23 R$72.4B
FY24 R$88.1B
FY25 R$102B

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Cite: Fair Value Calculator (2026). "Microsoft Corporation Fair Value". https://www.fairvalue-calculator.com/stock/MSFT34

Recent news

External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.

Similar stocks

10 more Software - Infrastructure stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
Oracle Corporation ORCL $175.07 $68.15 -61%
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CoreWeave, Inc CRWV $111.29 $22.35 -80%
NetApp, Inc NTAP $167.04 $93.30 -44%
MongoDB, Inc M1DB34 R$90.38 R$47.24 -48%
VeriSign, Inc VRSN34 R$373.00 R$268.24 -28%

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Frequently asked questions

Is Microsoft Corporation (MSFT34) undervalued?
As of Jun 24, 2026, our model estimates a fair value of R$11.42 versus a price of R$83.57 — about −86% (overvalued). Model-based estimate, not financial advice.
What is the fair value of MSFT34?
Our model-based fair value for Microsoft Corporation is R$11.42 (as of Jun 24, 2026), built from audited fundamentals. The current price is R$83.57.
What is the quality score of MSFT34?
Microsoft Corporation has a Quality Score of 55/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Microsoft Corporation (MSFT34)?
Microsoft Corporation reported trailing-twelve-month revenue of about R$318B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of MSFT34?
The net profit margin of Microsoft Corporation is about 39.3%, meaning it keeps roughly 39.3% of revenue as net income. Based on the latest reported figures.
Does Microsoft Corporation pay a dividend?
Microsoft Corporation currently shows a dividend yield of about 3.94% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.