PortfoliosLab logo
Microsoft Corporation (MSFT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5949181045

CUSIP

594918104

IPO Date

Mar 13, 1986

Highlights

Market Cap

$3.24T

EPS (TTM)

$12.95

PE Ratio

33.68

PEG Ratio

1.91

Total Revenue (TTM)

$270.01B

Gross Profit (TTM)

$186.51B

EBITDA (TTM)

$150.06B

Year Range

$344.79 - $465.64

Target Price

$505.76

Short %

0.69%

Short Ratio

1.90

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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.


0.00%200,000.00%400,000.00%600,000.00%800,000.00%December2025FebruaryMarchAprilMay
725,779.40%
2,314.89%
MSFT (Microsoft Corporation)
Benchmark (^GSPC)

Returns By Period

Microsoft Corporation (MSFT) returned 3.02% year-to-date (YTD) and 6.67% over the past 12 months. Over the past 10 years, MSFT delivered an annualized return of 26.60%, outperforming the S&P 500 benchmark at 10.31%.


MSFT

YTD

3.02%

1M

21.09%

6M

3.55%

1Y

6.67%

5Y*

19.73%

10Y*

26.60%

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of MSFT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.53%-4.16%-5.44%5.29%9.64%3.02%
20245.73%4.23%1.71%-7.46%6.82%7.67%-6.40%-0.11%3.15%-5.57%4.42%-0.46%12.93%
20233.33%0.90%15.59%6.58%7.11%3.70%-1.36%-2.22%-3.66%7.08%12.29%-0.76%58.19%
2022-7.53%-3.72%3.19%-9.99%-1.81%-5.53%9.31%-6.67%-10.93%-0.33%10.22%-6.00%-28.02%
20214.29%0.41%1.46%6.96%-0.76%8.50%5.17%6.16%-6.61%17.63%-0.13%1.73%52.48%
20207.95%-4.57%-2.65%13.63%2.54%11.06%0.74%10.28%-6.74%-3.74%6.01%3.90%42.53%
20192.82%7.74%5.28%10.73%-4.95%8.31%1.72%1.50%0.85%3.12%5.95%4.17%57.56%
201811.07%-0.84%-2.67%2.47%6.15%-0.23%7.58%6.30%1.82%-6.61%4.27%-8.40%20.80%
20174.04%-0.44%2.94%3.95%2.60%-1.30%5.47%3.40%-0.37%11.67%1.70%1.63%40.73%
2016-0.70%-6.98%8.55%-9.70%7.02%-3.45%10.77%2.01%0.24%4.03%1.25%3.12%15.08%
2015-13.02%9.31%-7.27%19.63%-3.03%-5.78%5.78%-6.19%1.70%18.93%3.94%2.08%22.69%
20141.15%2.00%7.00%-1.44%2.05%1.86%3.50%5.92%2.05%1.27%2.47%-2.84%27.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MSFT is 60, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MSFT is 6060
Overall Rank
The Sharpe Ratio Rank of MSFT is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of MSFT is 5555
Sortino Ratio Rank
The Omega Ratio Rank of MSFT is 5454
Omega Ratio Rank
The Calmar Ratio Rank of MSFT is 6666
Calmar Ratio Rank
The Martin Ratio Rank of MSFT is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Microsoft Corporation (MSFT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Microsoft Corporation Sharpe ratio is 0.29. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Microsoft Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.26
0.44
MSFT (Microsoft Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Microsoft Corporation provided a 0.73% dividend yield over the last twelve months, with an annual payout of $3.16 per share. The company has been increasing its dividends for 19 consecutive years.


1.00%1.50%2.00%2.50%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.16$3.08$2.79$2.54$2.30$2.09$1.89$1.72$1.59$1.47$1.29$1.15

Dividend yield

0.73%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%2.48%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.83$0.00$0.00$0.00$0.83
2024$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.83$0.00$3.08
2023$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.75$0.00$2.79
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$2.54
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$2.30
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$2.09
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$1.89
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$1.72
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$1.59
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$1.47
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$1.29
2014$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.31$0.00$1.15

Dividend Yield & Payout


Dividend Yield

Microsoft Corporation has a dividend yield of 0.73%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Microsoft Corporation has a payout ratio of 25.04%, which is quite average when compared to the overall market. This suggests that Microsoft Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-6.78%
-8.35%
MSFT (Microsoft Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Microsoft Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Microsoft Corporation was 69.39%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.

The current Microsoft Corporation drawdown is 6.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.39%Dec 28, 19992312Mar 9, 20091348Jul 16, 20143660
-50.33%Oct 6, 198715Oct 26, 1987492Oct 5, 1989507
-37.15%Nov 22, 2021240Nov 3, 2022153Jun 15, 2023393
-34.7%Jul 17, 199028Aug 23, 1990100Jan 16, 1991128
-28.65%May 11, 198740Jul 7, 198758Sep 28, 198798

Volatility

Volatility Chart

The current Microsoft Corporation volatility is 14.07%, 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.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
14.07%
11.43%
MSFT (Microsoft Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Microsoft Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Microsoft Corporation, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 8.1% positive surprise.


1.502.002.503.003.5020212022202320242025
3.46
3.20
Actual
Estimate

Valuation

The Valuation section provides an overview of how Microsoft Corporation is priced in the market compared to other companies in the Software - Infrastructure industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for MSFT, comparing it with other companies in the Software - Infrastructure industry. Currently, MSFT has a P/E ratio of 33.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for MSFT compared to other companies in the Software - Infrastructure industry. MSFT currently has a PEG ratio of 1.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for MSFT relative to other companies in the Software - Infrastructure industry. Currently, MSFT has a P/S ratio of 12.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for MSFT in comparison with other companies in the Software - Infrastructure industry. Currently, MSFT has a P/B value of 10.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items