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AAPL vs. MSFT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AAPL vs. MSFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apple Inc (AAPL) and Microsoft Corporation (MSFT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AAPL achieves a -4.70% return, which is significantly higher than MSFT's -18.53% return. Over the past 10 years, AAPL has outperformed MSFT with an annualized return of 26.39%, while MSFT has yielded a comparatively lower 23.16% annualized return.


AAPL

1D
-0.14%
1M
3.48%
YTD
-4.70%
6M
4.66%
1Y
28.36%
3Y*
16.70%
5Y*
14.59%
10Y*
26.39%

MSFT

1D
2.27%
1M
-0.62%
YTD
-18.53%
6M
-23.14%
1Y
2.14%
3Y*
12.04%
5Y*
9.56%
10Y*
23.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AAPL vs. MSFT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AAPL
Apple Inc
-4.70%9.05%30.71%49.01%-26.40%34.65%82.31%88.96%-5.39%48.46%
MSFT
Microsoft Corporation
-18.53%15.58%12.93%58.19%-28.02%52.48%42.53%57.56%20.80%40.73%

Correlation

The correlation between AAPL and MSFT is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Mar 14, 1986

0.44

Over the past year, the correlation between AAPL and MSFT has dropped to 0.19 — well below their long-term average of 0.44, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

AAPL:

$3.83T

MSFT:

$2.93T

EPS

AAPL:

$7.89

MSFT:

$15.98

PE Ratio

AAPL:

32.79

MSFT:

24.60

PEG Ratio

AAPL:

4.31

MSFT:

1.72

PS Ratio

AAPL:

8.87

MSFT:

9.60

PB Ratio

AAPL:

43.47

MSFT:

7.50

Total Revenue (TTM)

AAPL:

$435.62B

MSFT:

$305.45B

Gross Profit (TTM)

AAPL:

$206.16B

MSFT:

$209.50B

EBITDA (TTM)

AAPL:

$150.07B

MSFT:

$191.39B

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Return for Risk

AAPL vs. MSFT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAPL
AAPL Risk / Return Rank: 6868
Overall Rank
AAPL Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
AAPL Sortino Ratio Rank: 6363
Sortino Ratio Rank
AAPL Omega Ratio Rank: 6262
Omega Ratio Rank
AAPL Calmar Ratio Rank: 7474
Calmar Ratio Rank
AAPL Martin Ratio Rank: 7373
Martin Ratio Rank

MSFT
MSFT Risk / Return Rank: 3333
Overall Rank
MSFT Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
MSFT Sortino Ratio Rank: 2828
Sortino Ratio Rank
MSFT Omega Ratio Rank: 2828
Omega Ratio Rank
MSFT Calmar Ratio Rank: 3636
Calmar Ratio Rank
MSFT Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAPL vs. MSFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and Microsoft Corporation (MSFT). 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.


AAPLMSFTDifference

Sharpe ratio

Return per unit of total volatility

1.21

0.09

+1.12

Sortino ratio

Return per unit of downside risk

1.86

0.29

+1.57

Omega ratio

Gain probability vs. loss probability

1.24

1.04

+0.20

Calmar ratio

Return relative to maximum drawdown

2.65

0.11

+2.53

Martin ratio

Return relative to average drawdown

6.34

0.28

+6.06

AAPL vs. MSFT - Sharpe Ratio Comparison

The current AAPL Sharpe Ratio is 1.21, which is higher than the MSFT Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of AAPL and MSFT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AAPLMSFTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

0.09

+1.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.37

+0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.92

0.86

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.74

-0.31

Drawdowns

AAPL vs. MSFT - Drawdown Comparison

The maximum AAPL drawdown since its inception was -81.80%, which is greater than MSFT's maximum drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for AAPL and MSFT.


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Drawdown Indicators


AAPLMSFTDifference

Max Drawdown

Largest peak-to-trough decline

-81.80%

-69.38%

-12.42%

Max Drawdown (1Y)

Largest decline over 1 year

-13.80%

-33.91%

+20.11%

Max Drawdown (5Y)

Largest decline over 5 years

-33.36%

-37.15%

+3.79%

Max Drawdown (10Y)

Largest decline over 10 years

-38.52%

-37.15%

-1.37%

Current Drawdown

Current decline from peak

-9.48%

-27.18%

+17.70%

Average Drawdown

Average peak-to-trough decline

-29.70%

-21.78%

-7.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.76%

13.69%

-7.93%

Volatility

AAPL vs. MSFT - Volatility Comparison

The current volatility for Apple Inc (AAPL) is 5.53%, while Microsoft Corporation (MSFT) has a volatility of 7.58%. This indicates that AAPL experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AAPLMSFTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.53%

7.58%

-2.05%

Volatility (6M)

Calculated over the trailing 6-month period

14.92%

19.44%

-4.52%

Volatility (1Y)

Calculated over the trailing 1-year period

23.70%

24.23%

-0.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.41%

26.19%

+1.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.93%

26.92%

+2.01%

Dividends

AAPL vs. MSFT - Dividend Comparison

AAPL's dividend yield for the trailing twelve months is around 0.40%, less than MSFT's 0.89% yield.


TTM20252024202320222021202020192018201720162015
AAPL
Apple Inc
0.40%0.38%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%
MSFT
Microsoft Corporation
0.89%0.70%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%

Financials

AAPL vs. MSFT - Financials Comparison

This section allows you to compare key financial metrics between Apple Inc and Microsoft Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


40.00B60.00B80.00B100.00B120.00B140.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
143.76B
81.27B
(AAPL) Total Revenue
(MSFT) Total Revenue
Values in USD except per share items

AAPL vs. MSFT - Profitability Comparison

The chart below illustrates the profitability comparison between Apple Inc and Microsoft Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

45.0%50.0%55.0%60.0%65.0%70.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
48.2%
68.0%
Portfolio components
AAPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Apple Inc reported a gross profit of 69.23B and revenue of 143.76B. Therefore, the gross margin over that period was 48.2%.

MSFT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Microsoft Corporation reported a gross profit of 55.30B and revenue of 81.27B. Therefore, the gross margin over that period was 68.0%.

AAPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Apple Inc reported an operating income of 50.85B and revenue of 143.76B, resulting in an operating margin of 35.4%.

MSFT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Microsoft Corporation reported an operating income of 38.28B and revenue of 81.27B, resulting in an operating margin of 47.1%.

AAPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Apple Inc reported a net income of 42.10B and revenue of 143.76B, resulting in a net margin of 29.3%.

MSFT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Microsoft Corporation reported a net income of 38.46B and revenue of 81.27B, resulting in a net margin of 47.3%.