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Microsoft Corporation (MSFT)

Equity · Currency in USD · Last updated May 27, 2023

Microsoft Corporation is a multinational technology company based in Redmond, Washington. It is best known for its Windows operating system, the most widely used operating system in the world, as well as its Office suite of productivity software and its Xbox gaming console. In addition, Microsoft has a diverse range of products and services, including cloud computing, artificial intelligence, and LinkedIn, a professional social networking platform.

Company Info

ISINUS5949181045
CUSIP594918104
SectorTechnology
IndustrySoftware—Infrastructure

Highlights

Market Cap$2.31T
EPS$9.23
PE Ratio32.16
PEG Ratio2.27
Revenue (TTM)$207.59B
Gross Profit (TTM)$135.62B
EBITDA (TTM)$100.08B
Year Range$212.30 - $311.97
Target Price$328.71
Short %0.54%
Short Ratio1.25

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in Microsoft Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%40.00%December2023FebruaryMarchAprilMay
38.34%
6.09%
MSFT (Microsoft Corporation)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with MSFT

Return

Microsoft Corporation had a return of 39.46% year-to-date (YTD) and 23.01% in the last 12 months. Over the past 10 years, Microsoft Corporation had an annualized return of 27.65%, outperforming the S&P 500 benchmark which had an annualized return of 9.83%.


PeriodReturnBenchmark
1 month9.44%1.70%
Year-To-Date39.46%9.53%
6 months35.14%4.45%
1 year23.01%1.14%
5 years (annualized)29.07%9.10%
10 years (annualized)27.65%9.83%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20233.33%0.90%15.59%6.58%
2022-0.33%10.22%-6.00%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Microsoft Corporation (MSFT) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
MSFT
Microsoft Corporation
0.85
^GSPC
S&P 500
0.27

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Microsoft Corporation Sharpe ratio is 0.85. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00December2023FebruaryMarchAprilMay
0.85
0.27
MSFT (Microsoft Corporation)
Benchmark (^GSPC)

Dividend History

Microsoft Corporation granted a 1.17% dividend yield in the last twelve months. The annual payout for that period amounted to $3.90 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$3.90$2.54$2.30$2.09$1.89$1.72$1.59$1.47$1.29$1.15$0.97$0.83

Dividend yield

1.17%1.06%0.69%0.96%1.24%1.78%1.98%2.58%2.61%2.85%3.07%3.79%

Monthly Dividends

The table displays the monthly dividend distributions for Microsoft Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.68$0.00$0.00
2022$0.00$0.62$0.00$0.00$0.62$0.00$0.00$0.62$0.00$0.00$0.68$0.00
2021$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.62$0.00
2020$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.56$0.00
2019$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.51$0.00
2018$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.46$0.00
2017$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.42$0.00
2016$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.39$0.00
2015$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.36$0.00
2014$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.31$0.00
2013$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.28$0.00
2012$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.23$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2023FebruaryMarchAprilMay
-1.61%
-12.32%
MSFT (Microsoft Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Microsoft Corporation. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Microsoft Corporation is 69.41%, recorded on Mar 9, 2009. It took 1348 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.41%Dec 28, 19992312Mar 9, 20091348Jul 16, 20143660
-50%Oct 6, 198717Oct 28, 1987490Oct 5, 1989507
-37.15%Nov 22, 2021240Nov 3, 2022
-34.7%Jul 17, 199028Aug 23, 1990100Jan 16, 1991128
-28.68%May 11, 198740Jul 7, 198758Sep 28, 198798

Volatility Chart

The current Microsoft Corporation volatility is 5.85%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2023FebruaryMarchAprilMay
5.85%
3.82%
MSFT (Microsoft Corporation)
Benchmark (^GSPC)

Portfolios with Microsoft Corporation


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownExpense RatioSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
Cloud Computing Stocks Portfolio33.85%25.37%0.96%26.91%-44.98%0.00%0.98
FAAMG Portfolio54.76%25.01%0.39%25.95%-46.78%0.00%0.79
MATANA Portfolio63.07%36.87%0.33%28.82%-46.26%0.00%1.04
Tech Stocks Dividend Portfolio13.93%15.41%3.86%21.43%-77.75%0.00%0.30