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

Performance

MSFT vs. HESAY - Performance Comparison

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

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Returns By Period

In the year-to-date period, MSFT achieves a -18.85% return, which is significantly higher than HESAY's -20.12% return. Over the past 10 years, MSFT has outperformed HESAY with an annualized return of 24.39%, while HESAY has yielded a comparatively lower 19.56% annualized return.


MSFT

1D
0.10%
1M
-3.36%
YTD
-18.85%
6M
-17.98%
1Y
-17.75%
3Y*
6.16%
5Y*
9.56%
10Y*
24.39%

HESAY

1D
1.27%
1M
4.96%
YTD
-20.12%
6M
-20.92%
1Y
-26.73%
3Y*
-1.83%
5Y*
7.14%
10Y*
19.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSFT vs. HESAY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MSFT
Microsoft Corporation
-18.85%15.58%12.93%58.19%-28.02%52.48%42.53%57.56%20.80%40.73%
HESAY
Hermes International SA
-20.12%4.83%13.70%38.27%-11.23%63.06%44.39%37.55%4.07%32.55%

Correlation

The correlation between MSFT and HESAY is 0.08, 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

0.08

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

0.25

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

0.35

Correlation (10Y)
Calculated over the trailing 10-year period

0.36

Correlation (All Time)
Calculated using the full available price history since Aug 28, 2009

0.30

Over the past year, the correlation between MSFT and HESAY has dropped to 0.08 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

MSFT:

$2.91T

HESAY:

$205.94B

EPS

MSFT:

$16.79

HESAY:

€8.67

PE Ratio

MSFT:

23.27

HESAY:

19.54

PEG Ratio

MSFT:

1.63

HESAY:

1.17

PS Ratio

MSFT:

9.16

HESAY:

5.72

PB Ratio

MSFT:

7.02

HESAY:

9.45

Total Revenue (TTM)

MSFT:

$318.27B

HESAY:

€31.11B

Gross Profit (TTM)

MSFT:

$217.41B

HESAY:

€22.00B

EBITDA (TTM)

MSFT:

$200.96B

HESAY:

€15.00B

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Return for Risk

MSFT vs. HESAY — Risk / Return Rank

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

MSFT
MSFT Risk / Return Rank: 1717
Overall Rank
MSFT Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
MSFT Sortino Ratio Rank: 1515
Sortino Ratio Rank
MSFT Omega Ratio Rank: 1414
Omega Ratio Rank
MSFT Calmar Ratio Rank: 2424
Calmar Ratio Rank
MSFT Martin Ratio Rank: 2020
Martin Ratio Rank

HESAY
HESAY Risk / Return Rank: 1111
Overall Rank
HESAY Sharpe Ratio Rank: 88
Sharpe Ratio Rank
HESAY Sortino Ratio Rank: 1010
Sortino Ratio Rank
HESAY Omega Ratio Rank: 1111
Omega Ratio Rank
HESAY Calmar Ratio Rank: 1515
Calmar Ratio Rank
HESAY Martin Ratio Rank: 1212
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 vs. HESAY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Microsoft Corporation (MSFT) and Hermes International SA (HESAY). 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.


MSFTHESAYDifference
Sharpe ratioReturn per unit of total volatility

+0.18

Sortino ratioReturn per unit of downside risk

+0.31

Omega ratioGain probability vs. loss probability

0.89

0.87

+0.03

Calmar ratioReturn relative to maximum drawdown

-0.53

-0.74

+0.21

Martin ratioReturn relative to average drawdown

-1.08

-1.32

+0.24

MSFT vs. HESAY - Sharpe Ratio Comparison

The current MSFT Sharpe Ratio is -0.70, which is comparable to the HESAY Sharpe Ratio of -0.88. The chart below compares the historical Sharpe Ratios of MSFT and HESAY, 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 vs. HESAY - Drawdown Comparison

The maximum MSFT drawdown since its inception was -69.38%, which is greater than HESAY's maximum drawdown of -45.60%. Use the drawdown chart below to compare losses from any high point for MSFT and HESAY.


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Drawdown Indicators


MSFTHESAYDifference

Max Drawdown

Largest peak-to-trough decline

-69.38%

-45.60%

-23.78%

Max Drawdown (1Y)

Largest decline over 1 year

-33.91%

-36.48%

+2.57%

Max Drawdown (3Y)

Largest decline over 3 years

-33.91%

-38.23%

+4.32%

Max Drawdown (5Y)

Largest decline over 5 years

-37.15%

-45.60%

+8.45%

Max Drawdown (10Y)

Largest decline over 10 years

-37.15%

-45.60%

+8.45%

Current Drawdown

Current decline from peak

-27.46%

-33.22%

+5.76%

Average Drawdown

Average peak-to-trough decline

-21.78%

-10.86%

-10.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.48%

20.32%

-3.84%

Volatility

MSFT vs. HESAY - Volatility Comparison

Microsoft Corporation (MSFT) has a higher volatility of 10.52% compared to Hermes International SA (HESAY) at 7.31%. This indicates that MSFT's price experiences larger fluctuations and is considered to be riskier than HESAY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MSFTHESAYDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.52%

7.31%

+3.21%

Volatility (6M)

Calculated over the trailing 6-month period

22.31%

23.41%

-1.10%

Volatility (1Y)

Calculated over the trailing 1-year period

25.42%

30.47%

-5.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.66%

31.54%

-4.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.06%

27.98%

-0.92%

Dividends

MSFT vs. HESAY - Dividend Comparison

MSFT's dividend yield for the trailing twelve months is around 0.91%, less than HESAY's 1.07% yield.


PositionTTM20252024202320222021202020192018201720162015
HESAY
Hermes International SA
1.07%1.18%1.13%0.67%0.57%0.31%0.46%0.68%0.91%1.55%1.81%2.54%
MSFT
Microsoft Corporation
0.91%0.70%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%

Financials

MSFT vs. HESAY - Financials Comparison

This section allows you to compare key financial metrics between Microsoft Corporation and Hermes International SA. 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
82.89B
7.91B
(MSFT) Total Revenue
(HESAY) Total Revenue
Please note, different currencies. MSFT values in USD, HESAY values in EUR

MSFT vs. HESAY - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

65.0%66.0%67.0%68.0%69.0%70.0%71.0%72.0%20222023202420252026
67.6%
71.6%
Portfolio components
MSFT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a gross profit of 56.06B and revenue of 82.89B. Therefore, the gross margin over that period was 67.6%.

HESAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported a gross profit of 5.66B and revenue of 7.91B. Therefore, the gross margin over that period was 71.6%.

MSFT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported an operating income of 38.40B and revenue of 82.89B, resulting in an operating margin of 46.3%.

HESAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported an operating income of 3.91B and revenue of 7.91B, resulting in an operating margin of 49.5%.

MSFT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a net income of 31.78B and revenue of 82.89B, resulting in a net margin of 38.3%.

HESAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported a net income of 2.26B and revenue of 7.91B, resulting in a net margin of 28.6%.


Frequently Asked Questions


MSFT and HESAY have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MSFT has higher volatility (10.52%) compared to HESAY (7.31%). In terms of maximum drawdown, MSFT dropped -69.38% vs HESAY's -45.60%.

MSFT currently has the higher Sharpe Ratio (-0.70 vs -0.88), 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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