No. of Recommendations: 3
cnbc.com - Microsoft msft q2 earnings report
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
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