MSFT.NEO vs. WMT
Compare and contrast key facts about Microsoft Corp CDR (MSFT.NEO) and Walmart Inc. (WMT).
Performance
MSFT.NEO vs. WMT - Performance Comparison
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MSFT.NEO vs. WMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MSFT.NEO Microsoft Corp CDR | -23.81% | 12.97% | 11.57% | 56.83% | -29.06% | 16.15% |
WMT Walmart Inc. | 13.29% | 18.78% | 88.93% | 10.39% | 6.63% | 6.84% |
Different Trading Currencies
MSFT.NEO is traded in CAD, while WMT is traded in USD. To make them comparable, the WMT values have been converted to CAD using the latest available exchange rates.
Fundamentals
MSFT.NEO:
CA$194.38B
WMT:
$995.36B
MSFT.NEO:
CA$14.11
WMT:
$2.73
MSFT.NEO:
1.85
WMT:
45.54
MSFT.NEO:
0.66
WMT:
1.40
MSFT.NEO:
0.54
WMT:
9.99
MSFT.NEO:
CA$293.81B
WMT:
$713.16B
MSFT.NEO:
CA$202.04B
WMT:
$177.77B
Returns By Period
In the year-to-date period, MSFT.NEO achieves a -23.81% return, which is significantly lower than WMT's 13.29% return.
MSFT.NEO
- 1D
- 2.79%
- 1M
- -6.44%
- YTD
- -23.81%
- 6M
- -29.21%
- 1Y
- -2.96%
- 3Y*
- 7.75%
- 5Y*
- —
- 10Y*
- —
WMT
- 1D
- 0.52%
- 1M
- -0.75%
- YTD
- 13.29%
- 6M
- 20.97%
- 1Y
- 38.06%
- 3Y*
- 39.13%
- 5Y*
- 26.62%
- 10Y*
- 21.28%
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Return for Risk
MSFT.NEO vs. WMT — Risk / Return Rank
MSFT.NEO
WMT
MSFT.NEO vs. WMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Microsoft Corp CDR (MSFT.NEO) and Walmart Inc. (WMT). 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.
| MSFT.NEO | WMT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.11 | 1.57 | -1.68 |
Sortino ratioReturn per unit of downside risk | 0.03 | 2.38 | -2.36 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.29 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.12 | 4.21 | -4.32 |
Martin ratioReturn relative to average drawdown | -0.31 | 11.07 | -11.38 |
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
| MSFT.NEO | WMT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.11 | 1.57 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.27 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.97 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.80 | -0.61 |
Correlation
The correlation between MSFT.NEO and WMT is 0.11, 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
MSFT.NEO vs. WMT - Dividend Comparison
MSFT.NEO's dividend yield for the trailing twelve months is around 1.31%, more than WMT's 0.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT.NEO Microsoft Corp CDR | 1.31% | 0.99% | 1.01% | 1.01% | 1.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WMT Walmart Inc. | 0.77% | 0.84% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% |
Drawdowns
MSFT.NEO vs. WMT - Drawdown Comparison
The maximum MSFT.NEO drawdown since its inception was -37.84%, which is greater than WMT's maximum drawdown of -31.09%. Use the drawdown chart below to compare losses from any high point for MSFT.NEO and WMT.
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Drawdown Indicators
| MSFT.NEO | WMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.84% | -77.14% | +39.30% |
Max Drawdown (1Y)Largest decline over 1 year | -34.33% | -10.92% | -23.41% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.74% | — |
Current DrawdownCurrent decline from peak | -32.26% | -6.99% | -25.27% |
Average DrawdownAverage peak-to-trough decline | -11.80% | -14.66% | +2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.76% | 3.95% | +8.81% |
Volatility
MSFT.NEO vs. WMT - Volatility Comparison
Microsoft Corp CDR (MSFT.NEO) has a higher volatility of 6.48% compared to Walmart Inc. (WMT) at 6.15%. This indicates that MSFT.NEO's price experiences larger fluctuations and is considered to be riskier than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSFT.NEO | WMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 6.15% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 19.18% | 17.59% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.62% | 24.56% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.96% | 21.10% | +5.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.96% | 21.96% | +5.00% |
Financials
MSFT.NEO vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Microsoft Corp CDR and Walmart 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.
Total Revenue: Total amount of money received from sales and other business activities
MSFT.NEO vs. WMT - Profitability Comparison
MSFT.NEO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Walmart Inc. reported a gross profit of 47.04B and revenue of 190.66B. Therefore, the gross margin over that period was 24.7%.
MSFT.NEO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Microsoft Corp CDR reported an operating income of 37.96B and revenue of 77.67B, resulting in an operating margin of 48.9%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Walmart Inc. reported an operating income of 8.71B and revenue of 190.66B, resulting in an operating margin of 4.6%.
MSFT.NEO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Microsoft Corp CDR reported a net income of 27.75B and revenue of 77.67B, resulting in a net margin of 35.7%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Walmart Inc. reported a net income of 4.24B and revenue of 190.66B, resulting in a net margin of 2.2%.