MSFT — Microsoft Corporation
Cloud and AI leader; Azure Quantum offers hardware-agnostic quantum access; developing topological qubits (Majorana-based); ships ML-KEM (CRYSTALS-Kyber) PQC in Windows 11 and Azure Key Vault.
Coiled
0
52w range compression, breakout-adjusted
Watched
100
7-day news volume + tape quietness
Sound
93
Margins, growth, FCF composite
Critical
100
Supply-chain concentration × demand
Pressure
69
Pricing Power
68.3%
Filling fast
Numbers on the wire.
Market cap
$2.99T
P/E (TTM)
23.71
P/S (TTM)
9.33
EV / EBITDA
41.69
Gross margin
68.31%
Op margin
46.75%
Net margin
39.34%
FCF margin
—
Rev growth YoY
17.87%
EPS growth YoY
29.75%
ROE
33.13%
ROA
19.15%
Debt / Equity
0.25
Current ratio
1.28
Price / Book
6.63
Beta
1.12
Layer Presence.
- Post-Quantum CryptographyNIST post-quantum cryptography standardization (CRYSTALS-Kyber/ML-KEM, CRYSTALS-Dilithium/ML-DSA, FALCON/FN-DSA, SPHINCS+/SLH-DSA) and algorithm library vendors.55%
- Post-Quantum CryptographyPost-quantum cryptography library integration into enterprise software, cloud HSMs, and network security products.52%
- Quantum Computing (All Modalities)Cloud-hosted quantum computing platforms, managed services, and end-user access layers.72%
Microsoft's dual quantum bet: near-term (Azure Quantum partnerships with IonQ, HON) + long-term (topological qubits via Majorana Zero Modes, decade-scale). PQC integration in Azure/Windows adds near-term PQC revenue optionality. Risk: topological qubit timeline remains highly uncertain.
From the EDGAR wire.
From the tape.
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