A Different Way Of Looking At Microsoft's Valuation
by Jim Fish
Microsoft Corporation (MSFT) was one of the worst performing tech stocks in 2012. Its stock was down 21 bps in 2012, and on a dividend adjusted basis, was only up 262 bps. The strength of this company lies in its diverse product lines. It supports five operating segments and a corporate segment. These segments should be valued separately, especially with all of the recent talks about company break-ups. This is not to say that MSFT should break up into separate parts, but is a way for investors to see what each segment is really worth to MSFT. The five segments it operates in are: Windows Division, Server & Tools, Online Services, Microsoft Business, and Entertainment and Devices. One way to try to value each segment is on a P/S basis. read more »
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