CHPT vs. MSFT
CHPT (ChargePoint Holdings, Inc.) and MSFT (Microsoft Corporation) are both stocks. CHPT operates in Specialty Retail (Consumer Cyclical), while MSFT operates in Software - Infrastructure (Technology). Over the past 5 years, CHPT returned -58.15%/yr vs 11.60%/yr for MSFT. At a 0.26 correlation, their price movements are largely independent.
Performance
CHPT vs. MSFT - Performance Comparison
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Returns By Period
In the year-to-date period, CHPT achieves a 8.73% return, which is significantly higher than MSFT's -13.46% return.
CHPT
- 1D
- -13.12%
- 1M
- 13.52%
- YTD
- 8.73%
- 6M
- -30.78%
- 1Y
- -46.68%
- 3Y*
- -66.34%
- 5Y*
- -58.15%
- 10Y*
- —
MSFT
- 1D
- -2.66%
- 1M
- 0.87%
- YTD
- -13.46%
- 6M
- -13.38%
- 1Y
- -10.20%
- 3Y*
- 8.53%
- 5Y*
- 11.60%
- 10Y*
- 24.64%
CHPT vs. MSFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CHPT ChargePoint Holdings, Inc. | 8.73% | -68.97% | -54.27% | -75.45% | -49.97% | -52.47% | 308.98% | 0.41% |
MSFT Microsoft Corporation | -13.46% | 15.58% | 12.93% | 58.19% | -28.02% | 52.48% | 42.53% | 16.07% |
Correlation
The correlation between CHPT and MSFT is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2019 | 0.26 |
Fundamentals
CHPT:
$177.83M
MSFT:
$3.10T
CHPT:
-$8.70
MSFT:
$16.79
CHPT:
0.41
MSFT:
9.76
CHPT:
$415.40M
MSFT:
$318.27B
CHPT:
$125.56M
MSFT:
$217.41B
CHPT:
-$162.44M
MSFT:
$200.96B
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Return for Risk
CHPT vs. MSFT — Risk / Return Rank
CHPT
MSFT
CHPT vs. MSFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ChargePoint Holdings, Inc. (CHPT) 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.
| CHPT | MSFT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 0.95 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.64 | -0.30 | -0.34 |
| Martin ratioReturn relative to average drawdown | -0.96 | -0.64 | -0.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CHPT | MSFT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.68 | -0.41 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.73 | 0.44 | -1.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.91 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.51 | 0.74 | -1.25 |
Drawdowns
CHPT vs. MSFT - Drawdown Comparison
The maximum CHPT drawdown since its inception was -99.51%, which is greater than MSFT's maximum drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for CHPT and MSFT.
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Drawdown Indicators
| CHPT | MSFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.51% | -69.38% | -30.13% |
Max Drawdown (1Y)Largest decline over 1 year | -72.61% | -33.91% | -38.70% |
Max Drawdown (3Y)Largest decline over 3 years | -97.69% | -33.91% | -63.78% |
Max Drawdown (5Y)Largest decline over 5 years | -99.37% | -37.15% | -62.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.15% | — |
Current DrawdownCurrent decline from peak | -99.22% | -22.65% | -76.57% |
Average DrawdownAverage peak-to-trough decline | -64.89% | -21.78% | -43.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 48.89% | 16.07% | +32.82% |
Volatility
CHPT vs. MSFT - Volatility Comparison
ChargePoint Holdings, Inc. (CHPT) has a higher volatility of 25.33% compared to Microsoft Corporation (MSFT) at 10.32%. This indicates that CHPT'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.
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Volatility by Period
| CHPT | MSFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.33% | 10.32% | +15.01% |
Volatility (6M)Calculated over the trailing 6-month period | 50.35% | 22.34% | +28.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 72.51% | 25.25% | +47.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 79.59% | 26.63% | +52.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 76.94% | 27.05% | +49.89% |
Dividends
CHPT vs. MSFT - Dividend Comparison
CHPT has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.85%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHPT ChargePoint Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.85% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
Financials
CHPT vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between ChargePoint Holdings, 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
CHPT vs. MSFT - Profitability Comparison
CHPT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ChargePoint Holdings, Inc. reported a gross profit of 27.94M and revenue of 101.82M. Therefore, the gross margin over that period was 27.4%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a gross profit of 56.06B and revenue of 82.89B. Therefore, the gross margin over that period was 67.6%.
CHPT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ChargePoint Holdings, Inc. reported an operating income of -38.80M and revenue of 101.82M, resulting in an operating margin of -38.1%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported an operating income of 38.40B and revenue of 82.89B, resulting in an operating margin of 46.3%.
CHPT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ChargePoint Holdings, Inc. reported a net income of -43.20M and revenue of 101.82M, resulting in a net margin of -42.4%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a net income of 31.78B and revenue of 82.89B, resulting in a net margin of 38.3%.
Frequently Asked Questions
CHPT and MSFT have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHPT has higher volatility (25.33%) compared to MSFT (10.32%). In terms of maximum drawdown, CHPT dropped -99.51% vs MSFT's -69.38%.
MSFT currently has the higher Sharpe Ratio (-0.41 vs -0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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