AAPL vs. MSFT
Compare and contrast key facts about Apple Inc (AAPL) and Microsoft Corporation (MSFT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAPL or MSFT.
Key characteristics
| AAPL | MSFT | |
|---|---|---|
| YTD Return | 19.68% | 11.62% |
| 1Y Return | 29.33% | 28.08% |
| 3Y Return (Ann) | 17.82% | 13.28% |
| 5Y Return (Ann) | 32.18% | 25.72% |
| 10Y Return (Ann) | 26.28% | 27.26% |
| Sharpe Ratio | 1.28 | 1.41 |
| Sortino Ratio | 1.93 | 1.91 |
| Omega Ratio | 1.24 | 1.24 |
| Calmar Ratio | 1.74 | 1.78 |
| Martin Ratio | 4.09 | 5.00 |
| Ulcer Index | 7.06% | 5.51% |
| Daily Std Dev | 22.60% | 19.52% |
| Max Drawdown | -81.80% | -69.41% |
| Current Drawdown | -2.14% | -10.55% |
Fundamentals
| AAPL | MSFT | |
|---|---|---|
| Market Cap | $3.49T | $3.10T |
| EPS | $6.57 | $11.81 |
| PE Ratio | 34.94 | 35.35 |
| PEG Ratio | 2.13 | 2.24 |
| Total Revenue (TTM) | $296.11B | $188.61B |
| Gross Profit (TTM) | $136.80B | $130.79B |
| EBITDA (TTM) | $102.16B | $101.47B |
Correlation
The correlation between AAPL and MSFT is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AAPL vs. MSFT - Performance Comparison
In the year-to-date period, AAPL achieves a 19.68% return, which is significantly higher than MSFT's 11.62% return. Both investments have delivered pretty close results over the past 10 years, with AAPL having a 26.28% annualized return and MSFT not far ahead at 27.26%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AAPL vs. MSFT - Risk-Adjusted Performance 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.
Dividends
AAPL vs. MSFT - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.43%, less than MSFT's 0.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.43% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
MSFT Microsoft Corporation | 0.72% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% | 2.59% |
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 -69.41%. Use the drawdown chart below to compare losses from any high point for AAPL and MSFT. For additional features, visit the drawdowns tool.
Volatility
AAPL vs. MSFT - Volatility Comparison
Apple Inc (AAPL) has a higher volatility of 7.38% compared to Microsoft Corporation (MSFT) at 5.08%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities