Saltar al contenido principal

Microsoft Corp (MSFT)

Software
Tecnología
growth
dividend achiever

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The company’s 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, such as 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, such as 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 Center related Client Access Licenses, and other on-premises offerings; Enterprise and partner services, including Enterprise Support and Nuance professional Services, Industry Solutions, Microsoft Partner Network, and Learning Experience. The company’s Personal Computing segment provides Windows and Devices, such as Windows OEM licensing and Devices and Surface and PC accessories; Gaming services and solutions, such as Xbox hardware, content, and services, first- and third-party content Xbox Game Pass, subscriptions, and Cloud Gaming, advertising, and other cloud services; search and news advertising services, such as Bing and Copilot, Microsoft News and Edge, and third-party affiliates. It sells its products through OEMs, distributors, and resellers; and online and retail stores. The company was founded in 1975 and is headquartered in Redmond, Washington.

Precio Actual

$424.11
+0.22% vs día anterior

Capitalización

3.2T

Desviación

-19.60%

Crec. Y/Y

16.2%

Margen EBIT

46.1%

ROIC

39%

PEG Ratio

1.96

ROE

37.1%

Crec. EPS 3A

15.3%

Yield Div.

0.78%

Net Debt / EBITDA

-0.3x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Último Análisis

04/2026
Fecha en la que se realizó la última valoración profunda de esta acción.

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
21.4%
CAGR EV/FCF 2026:
24.4%
CAGR Prom.:
20.4%
CAGR P/E:
20.1%
CAGR EV/EBITDA: 20.3%
CAGR EV/EBIT: 19.9%
Precio de compra para +15%:
$473.44

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

PER
30x
(Fair P/E: 39x)
EV/FCF
30x
CAGR EV/EBITDA
20x
CAGR EV/EBIT
24x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
27x
Fair P/E
39x
CAGR EV/FCF
Tu Múltiplo: 30x
21.4%
18.8%
27.9%
CAGR P/E
Tu Múltiplo: 30x
20.1%
17.6%
26.6%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Reverse DCF

Crec. Implícito del Mercado3.3%
Tu CAGR EV/FCF21.4%
3.3%21.4%
Margen de Seguridad: +18.1pp

Rentabilidad mínima que exiges a tu inversión. Refleja el coste de oportunidad y el riesgo.

Múltiplo EV/FCF al que se valorará la empresa al final del periodo de proyección.

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-268.61%
Media vs. Gold
+14.71%
Media vs. Bono USA 7-10y
+26.35%
Media vs. Bono USA 1-3y
+25.45%
Media vs. Bono USA 20+y
+27.56%
Media vs. Dow Jones
+14.19%
Media vs. S&P 500
+11.61%
Media vs. NASDAQ 100
+5.47%
Media vs. MSCI World
+13.96%
Media vs. Russell 2000
+16.75%
Media vs. STOXX Europe 600
+20.39%
statistics.year
Rendimiento MSFT
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2026
YTD en Vivo
-10.02%-10.01%-0.01%8.78%-18.80%-0.54%-9.48%-0.35%-9.67%-0.37%-9.65%1.75%-11.78%4.47%-14.49%6.89%-16.91%4.70%-14.72%11.11%-21.14%2.43%-12.46%
2025
15.54%110.77%-95.23%26.96%-11.42%-3.73%+19.27%0.05%+15.49%-11.17%+26.71%12.80%+2.73%24.01%-8.47%30.78%-15.24%17.88%-2.35%10.80%+4.74%5.50%+10.03%
2024
13.65%153.66%-140.01%11.76%+1.90%-0.15%+13.80%0.98%+12.67%-2.54%+16.19%13.74%-0.09%24.73%-11.08%44.52%-30.87%21.92%-8.27%15.78%-2.13%11.67%+1.98%
2023
56.96%-65.23%+122.18%0.78%+56.18%-15.93%+72.89%-5.00%+61.96%-31.00%+87.96%-9.40%+66.35%-19.95%+76.91%-33.89%+90.85%-19.70%+76.66%-22.50%+79.46%-13.29%+70.24%
2022
-28.36%60.33%-88.69%-6.24%-22.12%-4.15%-24.21%-0.98%-27.37%-5.94%-22.42%20.23%-48.59%28.79%-57.15%23.20%-51.56%21.22%-49.58%15.39%-43.74%21.66%-50.02%
2021
54.49%301.93%-247.43%23.90%+30.59%8.33%+46.17%2.02%+52.48%15.12%+39.37%6.02%+48.48%15.29%+39.20%41.75%+12.74%12.94%+41.55%18.48%+36.01%-4.64%+59.13%
2020
38.48%88.85%-50.38%17.78%+20.70%5.55%+32.92%1.20%+37.28%10.91%+27.56%21.91%+16.56%28.34%+10.14%34.60%+3.87%25.23%+13.25%23.05%+15.42%23.42%+15.06%
2019
55.95%-71.79%+127.74%-3.12%+59.07%-0.97%+56.92%-0.24%+56.19%-3.17%+59.12%-6.03%+61.98%-7.01%+62.96%-5.30%+61.26%-11.16%+67.12%-13.00%+68.95%-13.42%+69.37%
2018
18.17%1,184.56%-1,166.39%11.93%+6.24%0.76%+17.41%-0.63%+18.80%6.03%+12.14%24.33%-6.16%18.42%-0.24%27.16%-8.98%19.45%-1.28%12.45%+5.72%7.16%+11.01%
2017
36.69%1,184.56%-1,147.87%11.93%+24.76%-1.15%+37.84%-0.02%+36.71%-1.91%+38.60%24.33%+12.36%18.42%+18.27%27.16%+9.53%19.45%+17.23%12.45%+24.24%7.16%+29.53%
common.average25.16%293.76%-268.61%10.45%+14.71%-1.20%+26.35%-0.30%+25.45%-2.40%+27.56%10.97%+14.19%13.55%+11.61%19.69%+5.47%11.19%+13.96%8.40%+16.75%4.77%+20.39%
Rendimiento anual de cada inversión. La línea discontinua marca el benchmark. 0% (punto de equilibrio).

Historial de Valoración

Registro de los cambios en los parámetros de valoración a lo largo del tiempo.

Fecha de Valoración
Crec. Y/Y
Margen EBIT
Deuda/Pat.
PER
EV/FCF
CAGR EV/EBITDA
CAGR EV/EBIT
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
Objetivo 2030
4/6/202616.2%46.1%-0.3x30x(39x)30x20x24x$527.52$600.57$702.07$817.65$952.26
3/28/202616.3%46.1%-0.3x30x(39x)30x20x24x$527.52$600.57$702.79$819.19$954.87
2/4/202616.3%46.2%-0.3x30x(39x)30x20x24x$527.52$601.81$705.68$822.56$958.79
1/30/202615.9%46.4%-0.3x30x(39x)30x20x24x$503.35$596.79$696.25$808.08$937.88
1/29/202615.9%46.4%-0.3x30x(39x)30x20x24x$551.94$626.45$730.88$848.28$984.53
1/13/202615.9%46.4%-0.3x30x(39x)30x20x24x$546.51$624.69$732.55$850.94$988.47
11/30/202515.7%46.4%-0.3x30x(39x)30x20x24x$546.51$623.39$728.36$844.62$979.44
10/30/202515.2%45.9%-0.2x30x(39x)30x20x24x$531.28$607.61$705.46$815.94$943.74
10/17/202515.2%45.9%-0.2x30x(39x)30x20x25x$457.14$530.75$624.14$728.01$849.17
9/24/202514.7%45.7%-0.2x30x(38x)30x20x25x$459.52$530.59$616.76$713.80$826.11

Historial de Dividendos

Evolución de los dividendos por acción y métricas de crecimiento.

Yield Actual
78.28%
Crecimiento (5A)
972.6%
Años Consecutivos
9