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MSFT.NEO vs. GOOG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MSFT.NEO vs. GOOG - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Microsoft Corp CDR (MSFT.NEO) and Alphabet Inc (GOOG). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

MSFT.NEO is traded in CAD, while GOOG is traded in USD. To make them comparable, the GOOG values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, MSFT.NEO achieves a -17.91% return, which is significantly lower than GOOG's 19.44% return.


MSFT.NEO

1D
2.25%
1M
-5.02%
YTD
-17.91%
6M
-16.55%
1Y
-17.17%
3Y*
4.13%
5Y*
10Y*

GOOG

1D
2.43%
1M
-4.98%
YTD
19.44%
6M
20.53%
1Y
114.98%
3Y*
46.63%
5Y*
27.55%
10Y*
27.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSFT.NEO vs. GOOG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
MSFT.NEO
Microsoft Corp CDR
-17.91%12.61%11.26%56.34%-29.26%16.84%
GOOG
Alphabet Inc
19.44%57.87%47.10%55.05%-34.79%9.18%

Correlation

The correlation between MSFT.NEO and GOOG is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.13

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

0.42

Correlation (All Time)
Calculated using the full available price history since Oct 5, 2021

0.54

Over the past year, the correlation between MSFT.NEO and GOOG has dropped to 0.13 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

MSFT.NEO:

CA$209.09B

GOOG:

$4.49T

EPS

MSFT.NEO:

$14.11

GOOG:

$13.11

PE Ratio

MSFT.NEO:

1.43

GOOG:

27.99

PS Ratio

MSFT.NEO:

0.51

GOOG:

10.61

PB Ratio

MSFT.NEO:

0.41

GOOG:

9.38

Total Revenue (TTM)

MSFT.NEO:

$293.81B

GOOG:

$422.57B

Gross Profit (TTM)

MSFT.NEO:

$202.04B

GOOG:

$255.12B

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Return for Risk

MSFT.NEO vs. GOOG — Risk / Return Rank

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

MSFT.NEO
MSFT.NEO Risk / Return Rank: 1818
Overall Rank
MSFT.NEO Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
MSFT.NEO Sortino Ratio Rank: 1515
Sortino Ratio Rank
MSFT.NEO Omega Ratio Rank: 1515
Omega Ratio Rank
MSFT.NEO Calmar Ratio Rank: 2525
Calmar Ratio Rank
MSFT.NEO Martin Ratio Rank: 2121
Martin Ratio Rank

GOOG
GOOG Risk / Return Rank: 9696
Overall Rank
GOOG Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
GOOG Sortino Ratio Rank: 9898
Sortino Ratio Rank
GOOG Omega Ratio Rank: 9797
Omega Ratio Rank
GOOG Calmar Ratio Rank: 9393
Calmar Ratio Rank
GOOG Martin Ratio Rank: 9595
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.

MSFT.NEO vs. GOOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Microsoft Corp CDR (MSFT.NEO) and Alphabet Inc (GOOG). 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.


MSFT.NEOGOOGDifference
Sharpe ratioReturn per unit of total volatility

-4.71

Sortino ratioReturn per unit of downside risk

-6.16

Omega ratioGain probability vs. loss probability

0.89

1.64

-0.75

Calmar ratioReturn relative to maximum drawdown

-0.50

5.99

-6.49

Martin ratioReturn relative to average drawdown

-1.00

20.24

-21.24

MSFT.NEO vs. GOOG - Sharpe Ratio Comparison

The current MSFT.NEO Sharpe Ratio is -0.68, which is lower than the GOOG Sharpe Ratio of 4.02. The chart below compares the historical Sharpe Ratios of MSFT.NEO and GOOG, 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

MSFT.NEO vs. GOOG - Drawdown Comparison

The maximum MSFT.NEO drawdown since its inception was -37.95%, roughly equal to the maximum GOOG drawdown of -39.75%. Use the drawdown chart below to compare losses from any high point for MSFT.NEO and GOOG.


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Drawdown Indicators


MSFT.NEOGOOGDifference

Max Drawdown

Largest peak-to-trough decline

-37.95%

-39.75%

+1.80%

Max Drawdown (1Y)

Largest decline over 1 year

-34.54%

-19.31%

-15.23%

Max Drawdown (3Y)

Largest decline over 3 years

-34.54%

-30.46%

-4.08%

Max Drawdown (5Y)

Largest decline over 5 years

-39.75%

Max Drawdown (10Y)

Largest decline over 10 years

-39.75%

Current Drawdown

Current decline from peak

-27.08%

-6.16%

-20.92%

Average Drawdown

Average peak-to-trough decline

-12.46%

-8.46%

-4.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.18%

5.70%

+11.48%

Volatility

MSFT.NEO vs. GOOG - Volatility Comparison

Microsoft Corp CDR (MSFT.NEO) has a higher volatility of 10.69% compared to Alphabet Inc (GOOG) at 8.14%. This indicates that MSFT.NEO's price experiences larger fluctuations and is considered to be riskier than GOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MSFT.NEOGOOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.69%

8.14%

+2.55%

Volatility (6M)

Calculated over the trailing 6-month period

22.31%

20.51%

+1.80%

Volatility (1Y)

Calculated over the trailing 1-year period

25.27%

28.81%

-3.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.17%

31.76%

-4.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.17%

29.74%

-2.57%

Dividends

MSFT.NEO vs. GOOG - Dividend Comparison

MSFT.NEO's dividend yield for the trailing twelve months is around 0.89%, more than GOOG's 0.23% yield.


PositionTTM20252024202320222021
GOOG
Alphabet Inc
0.23%0.26%0.32%0.00%0.00%0.00%
MSFT.NEO
Microsoft Corp CDR
0.89%0.70%0.73%0.75%1.07%0.19%

Financials

MSFT.NEO vs. GOOG - Financials Comparison

This section allows you to compare key financial metrics between Microsoft Corp CDR and Alphabet Inc. 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


40.00B60.00B80.00B100.00B120.00B20222023202420252026
77.67B
109.90B
(MSFT.NEO) Total Revenue
(GOOG) Total Revenue
Values in USD except per share items

MSFT.NEO vs. GOOG - Profitability Comparison

The chart below illustrates the profitability comparison between Microsoft Corp CDR and Alphabet Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

55.0%60.0%65.0%70.0%20222023202420252026
69.1%
62.5%
Portfolio components
MSFT.NEO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported a gross profit of 53.63B and revenue of 77.67B. Therefore, the gross margin over that period was 69.1%.

GOOG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alphabet Inc reported a gross profit of 68.63B and revenue of 109.90B. Therefore, the gross margin over that period was 62.5%.

MSFT.NEO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported an operating income of 37.96B and revenue of 77.67B, resulting in an operating margin of 48.9%.

GOOG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alphabet Inc reported an operating income of 39.70B and revenue of 109.90B, resulting in an operating margin of 36.1%.

MSFT.NEO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported a net income of 27.75B and revenue of 77.67B, resulting in a net margin of 35.7%.

GOOG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alphabet Inc reported a net income of 62.58B and revenue of 109.90B, resulting in a net margin of 56.9%.


Frequently Asked Questions


MSFT.NEO and GOOG have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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