MSFT.NEO vs. ZETA
MSFT.NEO (Microsoft Corp CDR) and ZETA (Zeta Global Holdings Corp.) are both stocks. Both are in the Technology sector — MSFT.NEO in Software - Infrastructure, ZETA in Software - Application. Over the past 3 years, MSFT.NEO returned 4.13%/yr vs 32.14%/yr for ZETA. At a 0.37 correlation, their price movements are largely independent.
Performance
MSFT.NEO vs. ZETA - Performance Comparison
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Different Trading Currencies
MSFT.NEO is traded in CAD, while ZETA is traded in USD. To make them comparable, the ZETA 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 ZETA's -0.94% return.
MSFT.NEO
- 1D
- 2.25%
- 1M
- -5.02%
- YTD
- -17.91%
- 6M
- -16.55%
- 1Y
- -17.17%
- 3Y*
- 4.13%
- 5Y*
- —
- 10Y*
- —
ZETA
- 1D
- -2.24%
- 1M
- 17.02%
- YTD
- -0.94%
- 6M
- 14.64%
- 1Y
- 66.97%
- 3Y*
- 32.14%
- 5Y*
- 22.01%
- 10Y*
- —
MSFT.NEO vs. ZETA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MSFT.NEO Microsoft Corp CDR | -17.91% | 12.61% | 11.26% | 56.34% | -29.26% | 16.84% |
ZETA Zeta Global Holdings Corp. | -0.94% | 7.95% | 121.24% | 5.39% | 3.18% | 34.91% |
Correlation
The correlation between MSFT.NEO and ZETA is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2021 | 0.37 |
Fundamentals
MSFT.NEO:
$14.11
ZETA:
-$0.14
MSFT.NEO:
0.51
ZETA:
2.28
MSFT.NEO:
$293.81B
ZETA:
$1.44B
MSFT.NEO:
$202.04B
ZETA:
$881.70M
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Return for Risk
MSFT.NEO vs. ZETA — Risk / Return Rank
MSFT.NEO
ZETA
MSFT.NEO vs. ZETA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Microsoft Corp CDR (MSFT.NEO) and Zeta Global Holdings Corp. (ZETA). 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.NEO | ZETA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.59 | ||
| Sortino ratioReturn per unit of downside risk | -2.66 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.21 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 1.67 | -2.16 |
| Martin ratioReturn relative to average drawdown | -1.00 | 3.35 | -4.35 |
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Drawdowns
MSFT.NEO vs. ZETA - Drawdown Comparison
The maximum MSFT.NEO drawdown since its inception was -37.95%, smaller than the maximum ZETA drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for MSFT.NEO and ZETA.
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Drawdown Indicators
| MSFT.NEO | ZETA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.95% | -69.38% | +31.43% |
Max Drawdown (1Y)Largest decline over 1 year | -34.54% | -40.42% | +5.88% |
Max Drawdown (3Y)Largest decline over 3 years | -34.54% | -69.38% | +34.84% |
Max Drawdown (5Y)Largest decline over 5 years | — | -69.38% | — |
Current DrawdownCurrent decline from peak | -27.08% | -45.97% | +18.89% |
Average DrawdownAverage peak-to-trough decline | -12.46% | -32.12% | +19.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.18% | 20.05% | -2.87% |
Volatility
MSFT.NEO vs. ZETA - Volatility Comparison
The current volatility for Microsoft Corp CDR (MSFT.NEO) is 10.69%, while Zeta Global Holdings Corp. (ZETA) has a volatility of 24.86%. This indicates that MSFT.NEO experiences smaller price fluctuations and is considered to be less risky than ZETA 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 | ZETA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.69% | 24.86% | -14.17% |
Volatility (6M)Calculated over the trailing 6-month period | 22.31% | 49.08% | -26.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.27% | 74.18% | -48.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.17% | 72.23% | -45.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.17% | 72.23% | -45.06% |
Dividends
MSFT.NEO vs. ZETA - Dividend Comparison
MSFT.NEO's dividend yield for the trailing twelve months is around 0.89%, while ZETA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
MSFT.NEO Microsoft Corp CDR | 0.89% | 0.70% | 0.73% | 0.75% | 1.07% | 0.19% |
ZETA Zeta Global Holdings Corp. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MSFT.NEO vs. ZETA - Financials Comparison
This section allows you to compare key financial metrics between Microsoft Corp CDR and Zeta Global Holdings Corp.. 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. ZETA - Profitability Comparison
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%.
ZETA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Zeta Global Holdings Corp. reported a gross profit of 233.86M and revenue of 396.30M. Therefore, the gross margin over that period was 59.0%.
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%.
ZETA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Zeta Global Holdings Corp. reported an operating income of -18.84M and revenue of 396.30M, resulting in an operating margin of -4.8%.
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%.
ZETA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Zeta Global Holdings Corp. reported a net income of -13.25M and revenue of 396.30M, resulting in a net margin of -3.3%.
Frequently Asked Questions
MSFT.NEO and ZETA have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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