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GEN vs. MCHP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GEN vs. MCHP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gen Digital Inc. (GEN) and Microchip Technology Incorporated (MCHP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GEN achieves a -9.60% return, which is significantly lower than MCHP's 51.10% return. Over the past 10 years, GEN has underperformed MCHP with an annualized return of 10.43%, while MCHP has yielded a comparatively higher 15.99% annualized return.


GEN

1D
1.59%
1M
5.48%
YTD
-9.60%
6M
-11.16%
1Y
-16.74%
3Y*
11.92%
5Y*
-1.14%
10Y*
10.43%

MCHP

1D
2.47%
1M
-1.36%
YTD
51.10%
6M
43.32%
1Y
48.83%
3Y*
6.19%
5Y*
6.57%
10Y*
15.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GEN vs. MCHP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GEN
Gen Digital Inc.
-9.60%1.06%22.41%9.29%-15.81%27.59%44.36%37.17%-31.76%18.69%
MCHP
Microchip Technology Incorporated
51.10%14.61%-34.96%30.90%-17.98%27.49%33.73%48.02%-16.71%39.46%

Correlation

The correlation between GEN and MCHP is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.10

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

0.31

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

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Mar 19, 1993

0.36

Over the past year, the correlation between GEN and MCHP has dropped to 0.10 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.

Fundamentals

EPS

GEN:

$1.57

MCHP:

$0.43

PE Ratio

GEN:

15.49

MCHP:

221.70

PEG Ratio

GEN:

1.06

MCHP:

3.34

PS Ratio

GEN:

3.01

MCHP:

8.20

Total Revenue (TTM)

GEN:

$5.00B

MCHP:

$4.71B

Gross Profit (TTM)

GEN:

$3.92B

MCHP:

$2.72B

EBITDA (TTM)

GEN:

$2.46B

MCHP:

$1.02B

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Return for Risk

GEN vs. MCHP — Risk / Return Rank

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

GEN
GEN Risk / Return Rank: 2222
Overall Rank
GEN Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
GEN Sortino Ratio Rank: 1717
Sortino Ratio Rank
GEN Omega Ratio Rank: 1919
Omega Ratio Rank
GEN Calmar Ratio Rank: 2828
Calmar Ratio Rank
GEN Martin Ratio Rank: 2626
Martin Ratio Rank

MCHP
MCHP Risk / Return Rank: 7171
Overall Rank
MCHP Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
MCHP Sortino Ratio Rank: 7272
Sortino Ratio Rank
MCHP Omega Ratio Rank: 6969
Omega Ratio Rank
MCHP Calmar Ratio Rank: 6868
Calmar Ratio Rank
MCHP Martin Ratio Rank: 7070
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.

GEN vs. MCHP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gen Digital Inc. (GEN) and Microchip Technology Incorporated (MCHP). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GENMCHPDifference
Sharpe ratioReturn per unit of total volatility

-1.55

Sortino ratioReturn per unit of downside risk

-2.40

Omega ratioGain probability vs. loss probability

0.92

1.20

-0.28

Calmar ratioReturn relative to maximum drawdown

-0.42

1.28

-1.70

Martin ratioReturn relative to average drawdown

-0.83

3.40

-4.23

GEN vs. MCHP - Sharpe Ratio Comparison

The current GEN Sharpe Ratio is -0.54, which is lower than the MCHP Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of GEN and MCHP, 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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Drawdowns

GEN vs. MCHP - Drawdown Comparison

The maximum GEN drawdown since its inception was -87.75%, which is greater than MCHP's maximum drawdown of -63.77%. Use the drawdown chart below to compare losses from any high point for GEN and MCHP.


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Drawdown Indicators


GENMCHPDifference

Max Drawdown

Largest peak-to-trough decline

-87.75%

-63.77%

-23.98%

Max Drawdown (1Y)

Largest decline over 1 year

-43.59%

-34.41%

-9.18%

Max Drawdown (3Y)

Largest decline over 3 years

-43.59%

-63.77%

+20.18%

Max Drawdown (5Y)

Largest decline over 5 years

-48.41%

-63.77%

+15.36%

Max Drawdown (10Y)

Largest decline over 10 years

-48.41%

-63.77%

+15.36%

Current Drawdown

Current decline from peak

-22.90%

-7.00%

-15.90%

Average Drawdown

Average peak-to-trough decline

-34.28%

-16.71%

-17.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.73%

12.99%

+8.74%

Volatility

GEN vs. MCHP - Volatility Comparison

The current volatility for Gen Digital Inc. (GEN) is 12.50%, while Microchip Technology Incorporated (MCHP) has a volatility of 16.18%. This indicates that GEN experiences smaller price fluctuations and is considered to be less risky than MCHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GENMCHPDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.50%

16.18%

-3.68%

Volatility (6M)

Calculated over the trailing 6-month period

28.74%

32.33%

-3.59%

Volatility (1Y)

Calculated over the trailing 1-year period

33.57%

44.05%

-10.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.38%

44.17%

-12.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.26%

41.91%

-8.65%

Dividends

GEN vs. MCHP - Dividend Comparison

GEN's dividend yield for the trailing twelve months is around 2.06%, more than MCHP's 1.91% yield.


PositionTTM20252024202320222021202020192018201720162015
GEN
Gen Digital Inc.
2.06%1.84%1.83%2.19%2.33%1.92%60.15%1.37%1.59%1.07%18.31%2.86%
MCHP
Microchip Technology Incorporated
1.91%2.86%3.16%1.76%1.65%0.98%1.07%1.40%2.02%1.65%2.24%3.07%

Financials

GEN vs. MCHP - Financials Comparison

This section allows you to compare key financial metrics between Gen Digital Inc. and Microchip Technology Incorporated. 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


1.00B1.50B2.00B20222023202420252026
1.28B
1.31B
(GEN) Total Revenue
(MCHP) Total Revenue
Values in USD except per share items

GEN vs. MCHP - Profitability Comparison

The chart below illustrates the profitability comparison between Gen Digital Inc. and Microchip Technology Incorporated over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
82.8%
73.8%
Portfolio components
GEN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Gen Digital Inc. reported a gross profit of 1.06B and revenue of 1.28B. Therefore, the gross margin over that period was 82.8%.

MCHP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microchip Technology Incorporated reported a gross profit of 967.30M and revenue of 1.31B. Therefore, the gross margin over that period was 73.8%.

GEN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Gen Digital Inc. reported an operating income of 792.00M and revenue of 1.28B, resulting in an operating margin of 61.7%.

MCHP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microchip Technology Incorporated reported an operating income of 211.10M and revenue of 1.31B, resulting in an operating margin of 16.1%.

GEN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Gen Digital Inc. reported a net income of 512.00M and revenue of 1.28B, resulting in a net margin of 39.9%.

MCHP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microchip Technology Incorporated reported a net income of 116.40M and revenue of 1.31B, resulting in a net margin of 8.9%.


Frequently Asked Questions


GEN and MCHP have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MCHP has higher volatility (16.18%) compared to GEN (12.50%). In terms of maximum drawdown, GEN dropped -87.75% vs MCHP's -63.77%.

MCHP currently has the higher Sharpe Ratio (1.01 vs -0.54), 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.

Portfolio Optimizer

Find the right allocation for GEN and MCHP

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