Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

Microsoft Corporation

NASDAQ:MSFT

Packaged Software · benchmarked against Technology Services inside the FANG constituent company universe.

Active tabFinancial reports

Current readMixed

Last close399.41

1M return+3.28%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report May 2, 2:34 AM GMT+8.

Sample and caveat28 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest May 2, 2:34 AM GMT+8

Distinct report rows12

Sections4

Metrics28

Coverage100%

CompanyMicrosoft Corporation

Overview scoring

Fundamental overview

61/100 blended · 97/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 62/100; Cash flow 70/100; Balance sheet 43/100; Valuation 75/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 60/100; Packaged Software 81/100; Technology Services 65/100; FANG constituent company universe 60/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #4 of 10; Packaged Software #1 of 2; Technology Services #2 of 5; FANG constituent company universe #4 of 10.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 61/100; Cash flow 69/100; Balance sheet 42/100; Valuation 75/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration11/24

Operating margin has the largest second-order move at +12.41%. 11 metrics are accelerating favorably and 13 are decelerating.

Fundamental PM review

Growth and cash quality3/5

EPS TTM is 16.79 with +5.05% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review2 watch items

Current ratio is 1.28 with -7.44% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 281.7B; Revenue quarter 82.9B; Operating income TTM 149B; Operating margin +52.87%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue -11.73%; Revenue quarter -2.65%; Operating income TTM -0.38%; Operating margin +12.41%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 39/100; Cash 63/100; Quality 37/100; Balance 35/100; Valuation 77/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	281.7B	-7.77%-23.7B	-11.73%-35.4B	decelerating	12
Revenue quarterRevenue	82.9B	+1.98%+1.6B	-2.65%-2B	decelerating	12
Revenue next quarterRevenue	87.6B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	149B	+4.49%+6.4B	-0.38%-224M	improving	12
Operating marginProfitability	+52.87%	+13.29%+6.20 pts	+12.41%+5.80 pts	accelerating	12
EPS TTMEarnings	16.79	+5.05%+0.81	-8.66%-1.12	decelerating	8
EPS next quarterEarnings	4.23	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+68.31%	-0.40%-0.28 pts	-0.15%-0.10 pts	stable	12
Net marginQuality	+39.34%	+0.76%+0.30 pts	-8.58%-3.04 pts	decelerating	12
Gross-to-net conversionQuality	+57.59%	+1.17%+0.67 pts	-8.46%-4.33 pts	decelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Jul 3, 2023	211.9B	56.2B	—	89.7B	+42.34%	—	—	+68.92%	+34.15%	+49.54%
Oct 2, 2023	218.3B	56.5B	—	95.1B	+43.56%	—	—	+69.44%	+35.31%	+50.86%
Jan 2, 2024	227.6B	62B	—	100.5B	+44.17%	—	—	+69.75%	+36.27%	+52.00%
Apr 1, 2024	236.6B	61.9B	—	105.8B	+44.70%	—	—	+69.89%	+36.43%	+52.12%
Jul 1, 2024	245.1B	64.7B	—	109.4B	+44.64%	11.80	—	+69.76%	+35.96%	+51.54%
Oct 7, 2024	254.2B	65.6B	—	113.1B	+44.49%	12.12	—	+69.35%	+35.61%	+51.35%
Jan 6, 2025	261.8B	69.6B	—	117.7B	+44.96%	12.42	—	+69.41%	+35.43%	+51.04%
Apr 7, 2025	270B	70.1B	—	122.1B	+45.23%	12.94	—	+69.07%	+35.79%	+51.81%
Jul 7, 2025	281.7B	76.4B	—	128.5B	+45.62%	13.64	—	+68.82%	+36.15%	+52.52%
Oct 6, 2025	293.8B	77.7B	—	135.9B	+46.27%	14.06	—	+68.76%	+35.71%	+51.93%
Jan 5, 2026	305.5B	81.3B	—	142.6B	+46.67%	15.98	—	+68.59%	+39.04%	+56.93%
May 2, 2026	281.7B	82.9B	87.6B	149B	+52.87%	16.79	4.23	+68.31%	+39.34%	+57.59%