LXFR vs. MSFT
LXFR (Luxfer Holdings PLC) and MSFT (Microsoft Corporation) are both stocks. LXFR operates in Specialty Industrial Machinery (Industrials), while MSFT operates in Software - Infrastructure (Technology). Over the past 10 years, LXFR returned 6.70%/yr vs 25.03%/yr for MSFT. At a 0.19 correlation, their price movements are largely independent.
Performance
LXFR vs. MSFT - Performance Comparison
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Returns By Period
In the year-to-date period, LXFR achieves a 30.33% return, which is significantly higher than MSFT's -11.24% return. Over the past 10 years, LXFR has underperformed MSFT with an annualized return of 6.70%, while MSFT has yielded a comparatively higher 25.03% annualized return.
LXFR
- 1D
- -1.42%
- 1M
- 14.48%
- YTD
- 30.33%
- 6M
- 37.23%
- 1Y
- 55.83%
- 3Y*
- 9.02%
- 5Y*
- -1.48%
- 10Y*
- 6.70%
MSFT
- 1D
- -3.17%
- 1M
- 3.54%
- YTD
- -11.24%
- 6M
- -10.15%
- 1Y
- -6.96%
- 3Y*
- 9.26%
- 5Y*
- 12.17%
- 10Y*
- 25.03%
LXFR vs. MSFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LXFR Luxfer Holdings PLC | 30.33% | 7.84% | 53.94% | -32.32% | -26.63% | 20.57% | -8.14% | 7.68% | 15.01% | 51.03% |
MSFT Microsoft Corporation | -11.24% | 15.58% | 12.93% | 58.19% | -28.02% | 52.48% | 42.53% | 57.56% | 20.80% | 40.73% |
Correlation
The correlation between LXFR and MSFT is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2012 | 0.19 |
The correlation between LXFR and MSFT shifts across timeframes, from 0.05 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
LXFR:
$463.97M
MSFT:
$3.18T
LXFR:
$1.09
MSFT:
$16.79
LXFR:
15.93
MSFT:
25.45
LXFR:
0.81
MSFT:
1.78
LXFR:
1.26
MSFT:
10.01
LXFR:
2.08
MSFT:
7.68
LXFR:
$371.50M
MSFT:
$318.27B
LXFR:
$89.70M
MSFT:
$217.41B
LXFR:
$30.10M
MSFT:
$200.96B
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Return for Risk
LXFR vs. MSFT — Risk / Return Rank
LXFR
MSFT
LXFR vs. MSFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Luxfer Holdings PLC (LXFR) 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.
| LXFR | MSFT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.82 | ||
| Sortino ratioReturn per unit of downside risk | +2.19 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.97 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | -0.21 | +2.33 |
| Martin ratioReturn relative to average drawdown | 5.22 | -0.44 | +5.65 |
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
| LXFR | MSFT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | -0.28 | +1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.46 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.93 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.75 | -0.56 |
Drawdowns
LXFR vs. MSFT - Drawdown Comparison
The maximum LXFR drawdown since its inception was -67.55%, roughly equal to the maximum MSFT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for LXFR and MSFT.
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Drawdown Indicators
| LXFR | MSFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.55% | -69.38% | +1.83% |
Max Drawdown (1Y)Largest decline over 1 year | -26.45% | -33.91% | +7.46% |
Max Drawdown (3Y)Largest decline over 3 years | -52.44% | -33.91% | -18.53% |
Max Drawdown (5Y)Largest decline over 5 years | -64.32% | -37.15% | -27.17% |
Max Drawdown (10Y)Largest decline over 10 years | -67.55% | -37.15% | -30.40% |
Current DrawdownCurrent decline from peak | -18.42% | -20.67% | +2.25% |
Average DrawdownAverage peak-to-trough decline | -32.05% | -21.78% | -10.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.73% | 15.95% | -5.22% |
Volatility
LXFR vs. MSFT - Volatility Comparison
The current volatility for Luxfer Holdings PLC (LXFR) is 8.96%, while Microsoft Corporation (MSFT) has a volatility of 9.95%. This indicates that LXFR 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
| LXFR | MSFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.96% | 9.95% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 28.93% | 22.34% | +6.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.35% | 25.12% | +11.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.73% | 26.63% | +12.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.55% | 27.04% | +13.51% |
Dividends
LXFR vs. MSFT - Dividend Comparison
LXFR's dividend yield for the trailing twelve months is around 3.00%, more than MSFT's 0.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LXFR Luxfer Holdings PLC | 3.00% | 3.84% | 3.97% | 5.82% | 3.75% | 2.59% | 3.05% | 2.70% | 2.84% | 3.04% | 4.41% | 3.86% |
MSFT Microsoft Corporation | 0.83% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
Financials
LXFR vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between Luxfer Holdings PLC 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
LXFR vs. MSFT - Profitability Comparison
LXFR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Luxfer Holdings PLC reported a gross profit of 21.90M and revenue of 83.90M. Therefore, the gross margin over that period was 26.1%.
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%.
LXFR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Luxfer Holdings PLC reported an operating income of 6.20M and revenue of 83.90M, resulting in an operating margin of 7.4%.
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%.
LXFR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Luxfer Holdings PLC reported a net income of 3.60M and revenue of 83.90M, resulting in a net margin of 4.3%.
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
LXFR and MSFT have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSFT has higher volatility (9.95%) compared to LXFR (8.96%). In terms of maximum drawdown, LXFR dropped -67.55% vs MSFT's -69.38%.
LXFR currently has the higher Sharpe Ratio (1.55 vs -0.28), 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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