Analysis for Microsoft
Description & usage
Microsoft is driven by Azure cloud infrastructure, enterprise software such as Office and Dynamics, and platform assets like LinkedIn and GitHub. The model combines long-term enterprise contracts with strong pricing power in productivity software. Core valuation drivers are cloud growth, AI demand, and margin expansion in Intelligent Cloud.
Basic info
- Symbol
- MSFT
- Type
- Stock
- Region
- US
- Sector
- Information Technology
- Available history
- 11.2 years
- Last trading day
- 04/02/2026
Basic info
- Symbol
- MSFT
- Type
- Stock
- Region
- US
- Sector
- Information Technology
- Available history
- 11.2 years
- Last trading day
- 04/02/2026
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Score overview
The overall score combines Performance, Stability and Trend into one comparable value.
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Analysis summary
Technical asset picture
Microsoft (MSFT) currently has a total score of 54 points, placing it in the neutral range. The score is made up of Performance (70), Stability (52) and Trend (17). The profile is clearly uneven: Performance stands out while Trend lags.
Performance scores 70 points (strong). Key strength: 10Y return at 675.4 %. Main drag: 1Y return at -2.3 %. This suggests stronger long-term than short-term performance.
Stability scores 52 points (neutral). Key strength: CAGR/drawdown ratio at 0.61. Weaker metric: Sharpe ratio (90d) at -1.28. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns-but prices can still fall.
Trend scores 17 points (very weak). Trend signals are mostly negative right now. Least weak metric: 12M momentum at 6.0 %. Main drag: trend strength at -0.93.
Overall, the picture is mixed: Performance does the heavy lifting while Trend holds the score back. On a metric level, CAGR/drawdown ratio stands out, while trend strength is the main weak spot.
Current market backdrop
The backdrop currently looks mixed and rather restrictive.
A strong US dollar currently paints a mixed risk picture.
High US real yields and elevated long yields lean toward a restrictive rate backdrop.
What that typically means here
For tech, growth, and communication-services assets, higher real yields and a stronger US dollar typically lean headwind.
Note: DXY is used here as the latest available reading; ISM PMI was not used actively in the effect logic.
Historical evaluation and qualitative market context only, not investment advice.
Price chart
Use the chart to read recent price behavior before drilling into metrics.
Scores and metrics
Explore the overall score, the three pillar scores, and the metrics behind them.