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Benzinga Insights 1-Sep-2025 11:03 AM
```html??? ??? ???? ??? ??? ???? ???? ???? ?? ????? ??? ???? ???? ?? ????. ? ????? ???????(Microsoft) (NASDAQ:MSFT)? ????? ??? ?? ????? ???? ???? ?? ??? ??? ???. ??? ?? ??, ?? ?? ? ?? ??? ?????? ?????? ??? ???? ???? ?? ? ??? ??? ???? ?? ??? ??.
???????? ??? ? ?? ?????? ???? ??????. Windows ?? ??? Office ??? ?????? ? ??? ??. ? ??? ??? ? ???? ????(?? ??????? ???, ???? ?? ??? 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), ????? ????(??? ? ??? ??? ?? Azure, Windows Server OS, SQL Server), ??? ?? ???? ???(Windows ?????, Xbox, Bing ??, ????? ??, Surface ???, ??? ? ????) ? ? ?? ??? ??? ?? ????? ???? ??.
| ?? | P/E | P/B | P/S | ROE | EBITDA (??: ? ??) | ????? (??: ? ??) | ?? ??? |
|---|---|---|---|---|---|---|---|
| ???????(Microsoft Corp) | 37.36 | 11.03 | 13.50 | 8.19% | $44.43 | $52.43 | 18.1% |
| ???(Oracle Corp) | 55.37 | 33.01 | 12 | 18.43% | $6.83 | $11.16 | 11.31% |
| ?????(ServiceNow Inc) | 116.81 | 17.63 | 16.11 | 3.65% | $0.65 | $2.49 | 22.38% |
| ???? ????(Palo Alto Networks Inc) | 119.39 | 16.31 | 14.69 | 3.37% | $0.4 | $1.67 | 10.8% |
| ???(Fortinet Inc) | 31.59 | 29.49 | 9.69 | 21.88% | $0.56 | $1.32 | 13.64% |
| ? ???(Gen Digital Inc) | 31.47 | 7.87 | 4.45 | 5.83% | $0.58 | $0.99 | 30.26% |
| ???? ??(Nebius Group NV) | 80.09 | 4.55 | 68.98 | 16.85% | $0.58 | $0.07 | 624.83% |
| ?????(Monday.Com Ltd) | 249.36 | 8.19 | 9.12 | 0.14% | $-0.01 | $0.27 | 26.64% |
| ??? ????(CommVault Systems Inc) | 104.88 | 22.88 | 8.07 | 6.81% | $0.03 | $0.23 | 25.51% |
| ?? ???(Dolby Laboratories Inc) | 26.62 | 2.65 | 5.22 | 1.78% | $0.07 | $0.27 | 9.25% |
| ???(Qualys Inc) | 26.96 | 9.61 | 7.84 | 9.4% | $0.06 | $0.14 | 10.32% |
| ????(BlackBerry Ltd) | 191.50 | 3.14 | 4.27 | 0.26% | $0.01 | $0.09 | -1.38% |
| ?????(Teradata Corp) | 18.69 | 11.34 | 1.23 | 5.39% | $0.04 | $0.23 | -6.42% |
| ?? | 87.73 | 13.89 | 13.47 | 7.82% | $0.82 | $1.58 | 64.76% |
???????? ?? ???? ??? ?????? ??? ?? ??? ?????:
37.36? ??????(P/E)? ?? ???? 0.43x ??, ??? ???? ???? ?? ???? ?? ?? ?????? ???? ?? ??? ??.
11.03? ???????(P/B)? ?? ???? 0.79x ??, ??? ???? ??? ?? ???? ????.
????? ?? 13.5? ??????(P/S)? ?? ???? 1.0x ???? ?? ?? ???? ?? ?? ???? ??? ? ??.
8.19%? ???????(ROE)? ?? ???? 0.37% ??, ??? ??? ???? ?? ??? ????? ???? ??? ????.
??, ??, ???? ? ?? ? ??(EBITDA)? $44.43??? ?? ???? 54.18x ??, ??? ???? ??? ?? ?? ?? ??? ????.
?????? $52.43??? ???? 33.18x ??, ?? ???? ? ??? ???? ?? ??? ????.
??? ?? ???? 18.1%? ?? ?? 64.76%? ?? ??? ??. ?? ??? ?? ??? ????? ??? ? ??? ????.
?? ??(D/E)? ??? ?? ?? ? ?? ?? ?? ???? ???? ?? ????.
?? ???? ?? ??? ???? ??? ?? ?? ? ?? ???? ???? ??? ? ??, ??? ??? ????? ??? ??.
???? ???? ???????? ?? 4? ????? ??? ?, ??? ?? ??? ????:
???????? ????? 0.18? ?? ?? 4? ????? ?? ? ??? ?? ??? ????.
?? ??? ??? ?? ?? ? ??? ??? ???, ?? ?????? ???? ???? ??? ? ??.
????? ?? ? ???????? ?? PE ? PB ??? ????? ?? ??????? ???? ?? ???? ????. ??? ?? PS ??? ?? ???? ??? ?? ????? ???? ????. ROE, EBITDA ? ????? ???? ???????? ??????? ???? ??? ?? ??? ????. ?? ?? ???? ?? ????? ?? ?? ??? ?? ??? ? ? ??.
? ??? ???? ?? ??? ??? ?? ?????? ???? ????.
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