Investments
27 de May de 2026
N/S: AFIA-20260527-4A540F
Informe de Análisis Institucional
MSFT — Microsoft Corporation
Technology · Software - Infrastructure
Precio: $416.03  |  Market Cap: $3.09T
9.6
AF Score / 10
VEREDICTO: COMPRAR (Fuerte)
Convicción: Alta  ·  Score total: 96 / 100
01 Métricas de Valoración
Métrica Valor actual Métrica Valor actual
PER Trailing (TTM)24.79x PER Forward (Est.)21.51x
Valor intrínseco (Graham)$586.51 Margen de seguridad41.0%
ROE (Return on Equity)34.0% Free Cash Flow$37.01B
Beta (Volatilidad)1.093 Objetivo analistas$560.63
Caja total
$78.23B
Deuda total
$125.43B
Posición neta
-$47.20B
Margen neto
39.3%

02 Tesis de Inversión

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 c...

03 Ventaja Competitiva (Moat)

Análisis de ventaja competitiva no disponible.


04 Análisis Financiero & Márgenes Históricos

CAGR BPA hasta 5 años: 12.2%. Márgenes históricos y PER mediano reflejan calidad vs precio.

Ejercicio Margen Bruto Margen Operativo Margen Neto
202568.8%45.6%36.1%
202469.8%44.6%36.0%
202368.9%41.8%34.1%

05 Valoración Intrínseca

Graham dinámico (Growth): EPS × (10.5 + 2g). Precio $416.03 vs valor interno $586.51. Margen de seguridad: 41.0%.


06 Escenario Alcista / Bajista
▲ Caso Alcista
  • Sin datos disponibles.
▼ Caso Bajista
  • Sin datos disponibles.
07 Catalizadores & Riesgos Clave
Catalizadores
  • Sin datos disponibles.
Riesgos
  • Sin datos disponibles.
08 Timing & Momentum Cuantitativo

Zona de transición. SMA50: $400.85. SMA200: $459.88. Momentum 6M: -11.9%.