Subject: MSFT Earnings...
https://www.cnbc.com/2024/01/3...


EPS       : $2.93    +26% 
REV       : $62.02   +17%

Simple valuation

TTM 
EPS       : $11.06
REV       : $227B

Stock     : $405 / share
MKT CAP   : $3040B

Multiples 
PE        : 36x
REV       : 13x

As stated last week, all multiples are at very high end of the range...

Nice quarter,
* First time revenue has been over $60B in a quarter
* Margins are at very elevated levels, can they go higher?

If they can grow EPS by 15% the next 4 quarters EPS would get to $12.70 / share, put a 30x on that and you get $380 / share ... hard to see much upside from here. Even a more bullish $13.00 x 35 = $455 ; only roughly 10% higher than today.

tecmo
...