LXFR vs. MSFT

Last updated Apr 1, 2026

Compare and contrast key facts about Luxfer Holdings PLC (LXFR) and Microsoft Corporation (MSFT).

Performance

LXFR vs. MSFT - Performance Comparison

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

LXFR vs. MSFT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LXFR Luxfer Holdings PLC	-9.23%	7.84%	53.94%	-32.32%	-26.63%	20.57%	-8.14%	7.68%	15.01%	51.03%
MSFT Microsoft Corporation	-23.28%	15.58%	12.93%	58.19%	-28.02%	52.48%	42.53%	57.56%	20.80%	40.73%

Fundamentals

EPS LXFR : $0.53 MSFT : $15.98
PE Ratio LXFR : 23.11 MSFT : 23.16
PS Ratio LXFR : 0.83 MSFT : 9.04
Total Revenue (TTM) LXFR : $397.30M MSFT : $305.45B
Gross Profit (TTM) LXFR : $90.00M MSFT : $209.50B
EBITDA (TTM) LXFR : $43.00M MSFT : $191.39B

Returns By Period

In the year-to-date period, LXFR achieves a -9.23% return, which is significantly higher than MSFT's -23.28% return. Over the past 10 years, LXFR has underperformed MSFT with an annualized return of 4.66%, while MSFT has yielded a comparatively higher 22.44% annualized return.

LXFR

• 1D: 2.10%
• 1M: -5.36%
• YTD: -9.23%
• 6M: -10.78%
• 1Y: 7.06%
• 3Y*: -6.38%
• 5Y*: -6.87%
• 10Y*: 4.66%

MSFT

• 1D: 3.12%
• 1M: -5.75%
• YTD: -23.28%
• 6M: -28.23%
• 1Y: -0.64%
• 3Y*: 9.54%
• 5Y*: 9.74%
• 10Y*: 22.44%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

LXFR vs. MSFT — Risk / Return Rank

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

LXFR

LXFR Risk / Return Rank: 47
LXFR Sharpe Ratio Rank: 48
LXFR Sortino Ratio Rank: 42
LXFR Omega Ratio Rank: 42
LXFR Calmar Ratio Rank: 50
LXFR Martin Ratio Rank: 51

MSFT

MSFT Risk / Return Rank: 38
MSFT Sharpe Ratio Rank: 41
MSFT Sortino Ratio Rank: 34
MSFT Omega Ratio Rank: 35
MSFT Calmar Ratio Rank: 41
MSFT Martin Ratio Rank: 40

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.

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 ratio Return per unit of total volatility	0.18	-0.02	+0.21
Sortino ratio Return per unit of downside risk	0.51	0.15	+0.35
Omega ratio Gain probability vs. loss probability	1.07	1.02	+0.05
Calmar ratio Return relative to maximum drawdown	0.37	-0.05	+0.42
Martin ratio Return relative to average drawdown	0.93	-0.12	+1.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LXFR vs. MSFT - Sharpe Ratio Comparison

The current LXFR Sharpe Ratio is 0.18, which is higher than the MSFT Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of LXFR and MSFT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	LXFR	MSFT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.18	-0.02	+0.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.18	0.37	-0.55
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.12	0.84	-0.72
Sharpe Ratio (All Time) Calculated using the full available price history	0.11	0.74	-0.63

Correlation

The correlation between LXFR and MSFT is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

LXFR vs. MSFT - Dividend Comparison

LXFR's dividend yield for the trailing twelve months is around 4.27%, more than MSFT's 0.94% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LXFR Luxfer Holdings PLC	4.27%	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	0.94%	0.70%	0.73%	0.74%	1.06%	0.68%	0.94%	1.20%	1.69%	1.86%	2.37%	2.33%

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.

Drawdown Indicators

	LXFR	MSFT	Difference
Max Drawdown Largest 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 (5Y) Largest decline over 5 years	-64.50%	-37.15%	-27.35%
Max Drawdown (10Y) Largest decline over 10 years	-67.55%	-37.15%	-30.40%
Current Drawdown Current decline from peak	-43.18%	-31.43%	-11.75%
Average Drawdown Average peak-to-trough decline	-32.06%	-21.77%	-10.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.55%	12.46%	-1.91%

Volatility

LXFR vs. MSFT - Volatility Comparison

Luxfer Holdings PLC (LXFR) has a higher volatility of 10.33% compared to Microsoft Corporation (MSFT) at 6.48%. This indicates that LXFR'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.

Volatility by Period

	LXFR	MSFT	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.33%	6.48%	+3.85%
Volatility (6M) Calculated over the trailing 6-month period	28.33%	19.15%	+9.18%
Volatility (1Y) Calculated over the trailing 1-year period	39.24%	26.46%	+12.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	38.56%	26.19%	+12.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.50%	26.89%	+13.61%

Financials

LXFR vs. MSFT - Profitability Comparison

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

LXFR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Luxfer Holdings PLC reported a gross profit of 21.70M and revenue of 92.90M. Therefore, the gross margin over that period was 23.4%.

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%.

LXFR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Luxfer Holdings PLC reported an operating income of 5.40M and revenue of 92.90M, resulting in an operating margin of 5.8%.

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%.

LXFR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Luxfer Holdings PLC reported a net income of 2.70M and revenue of 92.90M, resulting in a net margin of 2.9%.

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%.