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MSFT

CSNASDAQUSD

$367.31USD

−12.09 (−3.19%) today · DELAYED QUOTE

My quantity

across 2 accounts

Market value · CAD

$31,521.27

$22,841.50 USD · FX 1.3800

Avg cost · USD

$374.14

book $28,397.30 CAD

Unrealized P&L

$+3,123.98

+11.00% on cost

Total return

$+3,123.98

open + dividends · +11.00%

Portfolio weight

8.51%

rank #1 of 24

01 · OVERVIEW

Price, my cost basis & trades

274 trading days of history

02 · PERSONAL PERFORMANCE

How this position has performed for me

all amounts CAD · open + dividends − fees

Open P&L

$+3,123.98

+11.00% on cost

mkt $31,521.27 · cost $28,397.30

Realized P&L

—

no sales matched

lot matching not yet modelled

Dividends

$0.00

none recorded

no distributions synced

Fees & FX drag

$0.00

commissions + fees

none recorded

Total return

$+3,123.98

+11.00% all-in

open + dividends − fees

Return by period% return · on current market value · CAD-equiv

−12.0%

−$4303

−3.8%

−$1259

−24.1%

−$9982

YTD

−23.8%

−$9870

−22.9%

−$9338

03 · OWNERSHIP

Where I hold this position

2 lots across 2 institutions

Account	Units	Avg cost	Cost CAD	Market CAD	Unreal. P&L	% of position	Held since
IB Interactive Brokers · MARGIN USD · Self-directed MARGIN	35	$380.25	$18,366.08	$20,058.99	$+1,692.92+9.22%	63.6%	—
Q Questrade · RRSP USD · Self-directed RRSP	20	$363.45	$10,031.22	$11,462.28	$+1,431.06+14.27%	36.4%	—
Total · all accounts	55	$374.14	$28,397.30	$31,521.27	$+3,123.98+11.00%	100.0%	—

04 · ACTIVITY

Trades, dividends & income

filter by type or account

Trades, dividends & income

0 OF 0 ROWS

No activity synced for this holding.

05 · EXPOSURE

Contribution to portfolio & classification

How this position contributes

PORTFOLIO IMPACT

Portfolio weight8.5%

USD currency share75.5%+9.0 pts

Contribution to open P&L10.8%

Classification

FROM YOUR BROKERAGE

Asset typecs

CurrencyUSD

ExchangeNASDAQ

AccountsMARGIN · RRSP

Held inInteractive Brokers

SectorSource pending

06 · FUNDAMENTALS

Business & valuation

Fundamentals

VIA YAHOO FINANCE

Market cap

$2.73T

current

P/E (TTM)

21.9×

trailing

P/E (Fwd)

19.0×

consensus

EV/EBITDA

15.5×

trailing

Revenue growth

+18.3%

TTM YoY

EPS growth

+23.1%

TTM YoY

Gross margin

68.3%

TTM

Operating margin

46.3%

TTM

Free cash flow

$37.0B

TTM

Dividend yield

0.96%

trailing

Annual financials

FISCAL YEARS · USD · AS REPORTED

REVENUE CAGR · 4Y+13.8%

NET MARGIN · FY2536.1%

FY21

$168.1B

$61.3B36%

8.05

FY22

$198.3B

$72.7B37%

9.65

FY23

$211.9B

$72.4B34%

9.68

FY24

$245.1B

$88.1B36%

11.80

FY25

$281.7B

$101.8B36%

13.64

BARS — REVENUEROWS — NET INCOME · MARGIN · DILUTED EPS

Street consensus

55 ANALYSTS · THIRD-PARTY DATA — NOT ADVICE

12-MO PRICE TARGETSSTRONG BUY · 1.3 / 5

LOW $400MEAN $561+52.8% vs priceHIGH $870

RECOMMENDATION MIX56 RATINGS

Strong buy 13Buy 40Hold 3

Dividend history

PER SHARE · EX-DATE · USD

TTM / SHARE$3.56

YOY GROWTH+9.9%

PAYMENTS · 5Y20

MY EST. ANNUAL INCOME$196 USD · units × TTM

07 · STREET INTELLIGENCE

Earnings, analysts, insiders & filings

third-party data — not advice

Earnings vs street

EPS SURPRISE · THIRD-PARTY DATA — NOT ADVICE

BEAT RATE4/4 quarters

AVG SURPRISE+5.6%

LAST QUARTER+3.1%

+6.2%

Q4 '25

3.65/3.44

+10.5%

Q1 '26

4.13/3.74

+2.6%

Q2 '26

4.14/4.03

+3.1%

Q3 '26

4.27/4.14

ACT / EST · EPS, NATIVE CURRENCY

Recommendation momentum

MONTHLY · THIRD-PARTY DATA — NOT ADVICE

Jun

May

Apr

Mar

BUY-RATED ANALYSTS +1 / 3 mosStrong buyBuyHoldSellStrong sell

Insider activity

SEC FORMS 3/4/5 · NON-DERIVATIVE

BOUGHT · 90D—

SOLD · 90D$10.5M

INSIDERS · 90D3

26·06·10numoto takeshiS−4500@402.84$1.8M

26·06·08numoto takeshiS−2500@412.45$1.0M

26·06·01althoff judsonS−15500@460.99$7.1M

26·05·14coleman amyS−1262@411.34$519K

26·03·06hogan kathleen tS−12321@409.52$5.0M

26·02·18stanton john wP+5000@397.35$2.0M

Peer tape

SAME INDUSTRY · DELAYED QUOTES

SYMLASTDAYMKT CAP52W RANGE

MSFTTHIS367.31−3.19%$2.73T

ORCL175.34−4.86%$504.3B

PANW286.40−0.48%$233.4B

CRWD675.44−1.38%$171.9B

FTNT145.39+0.46%$106.5B

NOW93.05−2.10%$96.0B

ZS124.06−0.63%$20.1B

08 · TECHNICALS

Optional context

secondary for long-hold investors

09 · NEWS & EVENTS

Curated, relevance-weighted

News & events

VIA YAHOO FINANCE · RELEVANCE-RANKED

Next earningsJul 29

Ex-dividendAug 20

Dividend paidSep 10

Apr 05Insider Monkey

Why Microsoft (MSFT) Is Strengthening Its Enterprise AI Channel Through KPMG

NEWS● HIGH RELEVANCE

›

Mar 20Motley Fool

Chevron is Building a Massive Power Plant to Support a Microsoft AI Data Center. Here's What it Means for the Energy Stock.

NEWS● HIGH RELEVANCE

›

Mar 10Motley Fool

Can Investing in Microsoft Stock Double Your Money?

NEWS● HIGH RELEVANCE

›

Sep 09Insider Monkey

Microsoft (MSFT) Faces Shareholder Lawsuit; TD Cowen Maintains Buy Rating

ANALYST● HIGH RELEVANCE

›

Aug 08MT Newswires

ICON Selects Microsoft as a Preferred Tech Partner

NEWS● HIGH RELEVANCE

›

Jul 21Zacks

Microsoft Corporation (MSFT) Is a Trending Stock: Facts to Know Before Betting on It

NEWS● HIGH RELEVANCE

›

10 · DECISION SUPPORT

Cases & scenarios

analysis — not financial advice

AI analysis pending review

Deferred for compliance review

Personal-ownership view. Figures reflect your last brokerage sync.Not financial advice