MSFT vs. NIO
MSFT (Microsoft Corporation) and NIO (NIO Inc.) are both stocks. MSFT operates in Software - Infrastructure (Technology), while NIO operates in Auto Manufacturers (Consumer Cyclical). Over the past 5 years, MSFT returned 11.60%/yr vs -33.73%/yr for NIO. At a 0.26 correlation, their price movements are largely independent.
Performance
MSFT vs. NIO - Performance Comparison
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Returns By Period
In the year-to-date period, MSFT achieves a -13.46% return, which is significantly lower than NIO's 5.10% return.
MSFT
- 1D
- -2.66%
- 1M
- 0.87%
- YTD
- -13.46%
- 6M
- -13.38%
- 1Y
- -10.20%
- 3Y*
- 8.53%
- 5Y*
- 11.60%
- 10Y*
- 24.64%
NIO
- 1D
- -5.80%
- 1M
- -9.15%
- YTD
- 5.10%
- 6M
- 6.35%
- 1Y
- 48.07%
- 3Y*
- -12.05%
- 5Y*
- -33.73%
- 10Y*
- —
MSFT vs. NIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MSFT Microsoft Corporation | -13.46% | 15.58% | 12.93% | 58.19% | -28.02% | 52.48% | 42.53% | 57.56% | -8.68% |
NIO NIO Inc. | 5.10% | 16.97% | -51.93% | -6.97% | -69.22% | -35.00% | 1,112.44% | -36.89% | -3.48% |
Correlation
The correlation between MSFT and NIO 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 | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2018 | 0.26 |
Over the past year, the correlation between MSFT and NIO has dropped to 0.05 - well below their long-term average of 0.26, suggesting their price drivers have been diverging.
Fundamentals
MSFT:
$3.10T
NIO:
$13.30B
MSFT:
$16.79
NIO:
-$3.74
MSFT:
9.76
NIO:
0.13
MSFT:
7.49
NIO:
3.06
MSFT:
$318.27B
NIO:
$100.51B
MSFT:
$217.41B
NIO:
$15.77B
MSFT:
$200.96B
NIO:
-$7.54B
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Return for Risk
MSFT vs. NIO — Risk / Return Rank
MSFT
NIO
MSFT vs. NIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Microsoft Corporation (MSFT) and NIO Inc. (NIO). 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 | NIO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.90 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.17 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 1.10 | -1.41 |
| Martin ratioReturn relative to average drawdown | -0.64 | 1.98 | -2.61 |
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 | NIO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.41 | 0.77 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | -0.47 | +0.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | -0.03 | +0.77 |
Drawdowns
MSFT vs. NIO - Drawdown Comparison
The maximum MSFT drawdown since its inception was -69.38%, smaller than the maximum NIO drawdown of -95.00%. Use the drawdown chart below to compare losses from any high point for MSFT and NIO.
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Drawdown Indicators
| MSFT | NIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.38% | -95.00% | +25.62% |
Max Drawdown (1Y)Largest decline over 1 year | -33.91% | -43.73% | +9.82% |
Max Drawdown (3Y)Largest decline over 3 years | -33.91% | -79.69% | +45.78% |
Max Drawdown (5Y)Largest decline over 5 years | -37.15% | -94.10% | +56.95% |
Max Drawdown (10Y)Largest decline over 10 years | -37.15% | — | — |
Current DrawdownCurrent decline from peak | -22.65% | -91.47% | +68.82% |
Average DrawdownAverage peak-to-trough decline | -21.78% | -67.88% | +46.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.07% | 24.39% | -8.32% |
Volatility
MSFT vs. NIO - Volatility Comparison
The current volatility for Microsoft Corporation (MSFT) is 10.32%, while NIO Inc. (NIO) has a volatility of 19.56%. This indicates that MSFT experiences smaller price fluctuations and is considered to be less risky than NIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSFT | NIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.32% | 19.56% | -9.24% |
Volatility (6M)Calculated over the trailing 6-month period | 22.34% | 41.15% | -18.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.25% | 62.99% | -37.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.63% | 71.69% | -45.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.05% | 86.71% | -59.66% |
Dividends
MSFT vs. NIO - Dividend Comparison
MSFT's dividend yield for the trailing twelve months is around 0.85%, while NIO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.85% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
NIO NIO 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% |
Financials
MSFT vs. NIO - Financials Comparison
This section allows you to compare key financial metrics between Microsoft Corporation and NIO 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 vs. NIO - Profitability Comparison
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%.
NIO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a gross profit of 4.86B and revenue of 25.53B. Therefore, the gross margin over that period was 19.0%.
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%.
NIO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported an operating income of -308.81M and revenue of 25.53B, resulting in an operating margin of -1.2%.
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%.
NIO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a net income of -496.01M and revenue of 25.53B, resulting in a net margin of -1.9%.
Frequently Asked Questions
MSFT and NIO 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.
NIO has higher volatility (19.56%) compared to MSFT (10.32%). In terms of maximum drawdown, MSFT dropped -69.38% vs NIO's -95.00%.
NIO currently has the higher Sharpe Ratio (0.77 vs -0.41), 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.
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