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MRNA vs. MSFT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MRNA vs. MSFT - Performance Comparison

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

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Returns By Period

In the year-to-date period, MRNA achieves a 74.94% return, which is significantly higher than MSFT's -11.10% return.


MRNA

1D
5.16%
1M
10.45%
YTD
74.94%
6M
102.39%
1Y
89.18%
3Y*
-26.31%
5Y*
-24.19%
10Y*

MSFT

1D
0.17%
1M
4.28%
YTD
-11.10%
6M
-10.58%
1Y
-6.98%
3Y*
9.26%
5Y*
12.20%
10Y*
24.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MRNA vs. MSFT - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
MRNA
Moderna, Inc.
74.94%-29.08%-58.19%-44.63%-29.28%143.11%434.10%28.09%-17.90%
MSFT
Microsoft Corporation
-11.10%15.58%12.93%58.19%-28.02%52.48%42.53%57.56%-3.10%

Correlation

The correlation between MRNA 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

0.16

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

0.26

Correlation (All Time)
Calculated using the full available price history since Dec 10, 2018

0.23

The correlation between MRNA and MSFT shifts across timeframes, from 0.05 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

MRNA:

$20.38B

MSFT:

$3.19T

EPS

MRNA:

-$8.16

MSFT:

$16.79

PS Ratio

MRNA:

9.07

MSFT:

10.03

PB Ratio

MRNA:

2.75

MSFT:

7.69

Total Revenue (TTM)

MRNA:

$2.23B

MSFT:

$318.27B

Gross Profit (TTM)

MRNA:

-$309.00M

MSFT:

$217.41B

EBITDA (TTM)

MRNA:

-$3.02B

MSFT:

$200.96B

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Return for Risk

MRNA vs. MSFT — Risk / Return Rank

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

MRNA
MRNA Risk / Return Rank: 7878
Overall Rank
MRNA Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
MRNA Sortino Ratio Rank: 7979
Sortino Ratio Rank
MRNA Omega Ratio Rank: 7474
Omega Ratio Rank
MRNA Calmar Ratio Rank: 7979
Calmar Ratio Rank
MRNA Martin Ratio Rank: 7575
Martin Ratio Rank

MSFT
MSFT Risk / Return Rank: 3030
Overall Rank
MSFT Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
MSFT Sortino Ratio Rank: 2626
Sortino Ratio Rank
MSFT Omega Ratio Rank: 2626
Omega Ratio Rank
MSFT Calmar Ratio Rank: 3535
Calmar Ratio Rank
MSFT Martin Ratio Rank: 3434
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.

MRNA vs. MSFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Moderna, Inc. (MRNA) 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.


MRNAMSFTDifference
Sharpe ratioReturn per unit of total volatility

+1.68

Sortino ratioReturn per unit of downside risk

+2.47

Omega ratioGain probability vs. loss probability

1.25

0.97

+0.28

Calmar ratioReturn relative to maximum drawdown

2.53

-0.21

+2.73

Martin ratioReturn relative to average drawdown

5.00

-0.44

+5.44

MRNA vs. MSFT - Sharpe Ratio Comparison

The current MRNA Sharpe Ratio is 1.40, which is higher than the MSFT Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of MRNA and MSFT, 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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Sharpe Ratios by Period


MRNAMSFTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

-0.28

+1.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.37

0.46

-0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.93

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.75

-0.54

Drawdowns

MRNA vs. MSFT - Drawdown Comparison

The maximum MRNA drawdown since its inception was -95.38%, which is greater than MSFT's maximum drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for MRNA and MSFT.


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Drawdown Indicators


MRNAMSFTDifference

Max Drawdown

Largest peak-to-trough decline

-95.38%

-69.38%

-26.00%

Max Drawdown (1Y)

Largest decline over 1 year

-35.51%

-33.91%

-1.60%

Max Drawdown (3Y)

Largest decline over 3 years

-86.58%

-33.91%

-52.67%

Max Drawdown (5Y)

Largest decline over 5 years

-95.38%

-37.15%

-58.23%

Max Drawdown (10Y)

Largest decline over 10 years

-37.15%

Current Drawdown

Current decline from peak

-89.35%

-20.53%

-68.82%

Average Drawdown

Average peak-to-trough decline

-56.66%

-21.78%

-34.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.90%

16.00%

+1.90%

Volatility

MRNA vs. MSFT - Volatility Comparison

Moderna, Inc. (MRNA) has a higher volatility of 18.65% compared to Microsoft Corporation (MSFT) at 9.93%. This indicates that MRNA'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


MRNAMSFTDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.65%

9.93%

+8.72%

Volatility (6M)

Calculated over the trailing 6-month period

48.15%

22.32%

+25.83%

Volatility (1Y)

Calculated over the trailing 1-year period

64.07%

25.12%

+38.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

66.39%

26.61%

+39.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

71.92%

27.03%

+44.89%

Dividends

MRNA vs. MSFT - Dividend Comparison

MRNA has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.83%.


PositionTTM20252024202320222021202020192018201720162015
MRNA
Moderna, 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
0.83%0.70%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%

Financials

MRNA vs. MSFT - Financials Comparison

This section allows you to compare key financial metrics between Moderna, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B20222023202420252026
389.00M
82.89B
(MRNA) Total Revenue
(MSFT) Total Revenue
Values in USD except per share items

Frequently Asked Questions


MRNA 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.

MRNA has higher volatility (18.65%) compared to MSFT (9.93%). In terms of maximum drawdown, MRNA dropped -95.38% vs MSFT's -69.38%.

MRNA currently has the higher Sharpe Ratio (1.40 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.

Portfolio Optimizer

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