PortfoliosLab logoPortfoliosLab logo
PDEX vs. MSFT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PDEX vs. MSFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pro-Dex, Inc. (PDEX) and Microsoft Corporation (MSFT). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PDEX achieves a 69.36% return, which is significantly higher than MSFT's -11.24% return. Over the past 10 years, PDEX has outperformed MSFT with an annualized return of 32.03%, while MSFT has yielded a comparatively lower 25.03% annualized return.


PDEX

1D
-2.37%
1M
27.21%
YTD
69.36%
6M
66.42%
1Y
52.32%
3Y*
50.81%
5Y*
14.14%
10Y*
32.03%

MSFT

1D
-3.17%
1M
3.54%
YTD
-11.24%
6M
-10.15%
1Y
-6.96%
3Y*
9.26%
5Y*
12.17%
10Y*
25.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PDEX vs. MSFT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PDEX
Pro-Dex, Inc.
69.36%-17.69%166.84%10.19%-31.50%-25.06%76.47%45.28%77.65%44.68%
MSFT
Microsoft Corporation
-11.24%15.58%12.93%58.19%-28.02%52.48%42.53%57.56%20.80%40.73%

Correlation

The correlation between PDEX and MSFT is 0.03, 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

0.03

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

0.05

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

0.10

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

0.11

Correlation (All Time)
Calculated using the full available price history since Aug 21, 1995

0.08

Fundamentals

Market Cap

PDEX:

$213.08M

MSFT:

$3.18T

EPS

PDEX:

$3.62

MSFT:

$16.79

PE Ratio

PDEX:

18.01

MSFT:

25.45

PEG Ratio

PDEX:

0.21

MSFT:

1.78

PS Ratio

PDEX:

2.90

MSFT:

10.01

PB Ratio

PDEX:

4.71

MSFT:

7.68

Total Revenue (TTM)

PDEX:

$74.64M

MSFT:

$318.27B

Gross Profit (TTM)

PDEX:

$20.73M

MSFT:

$217.41B

EBITDA (TTM)

PDEX:

$16.82M

MSFT:

$200.96B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

PDEX vs. MSFT — Risk / Return Rank

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

PDEX
PDEX Risk / Return Rank: 6363
Overall Rank
PDEX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
PDEX Sortino Ratio Rank: 6262
Sortino Ratio Rank
PDEX Omega Ratio Rank: 6464
Omega Ratio Rank
PDEX Calmar Ratio Rank: 6060
Calmar Ratio Rank
PDEX Martin Ratio Rank: 6161
Martin Ratio Rank

MSFT
MSFT Risk / Return Rank: 2929
Overall Rank
MSFT Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
MSFT Sortino Ratio Rank: 2525
Sortino Ratio Rank
MSFT Omega Ratio Rank: 2525
Omega Ratio Rank
MSFT Calmar Ratio Rank: 3333
Calmar Ratio Rank
MSFT Martin Ratio Rank: 3333
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.

PDEX vs. MSFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pro-Dex, Inc. (PDEX) and Microsoft Corporation (MSFT). 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.


PDEXMSFTDifference
Sharpe ratioReturn per unit of total volatility

+1.09

Sortino ratioReturn per unit of downside risk

+1.59

Omega ratioGain probability vs. loss probability

1.19

0.97

+0.22

Calmar ratioReturn relative to maximum drawdown

0.95

-0.21

+1.16

Martin ratioReturn relative to average drawdown

2.19

-0.44

+2.63

PDEX vs. MSFT - Sharpe Ratio Comparison

The current PDEX Sharpe Ratio is 0.81, which is higher than the MSFT Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of PDEX and MSFT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


PDEXMSFTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

-0.28

+1.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.46

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.93

-0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.75

-0.64

Drawdowns

PDEX vs. MSFT - Drawdown Comparison

The maximum PDEX drawdown since its inception was -95.50%, which is greater than MSFT's maximum drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for PDEX and MSFT.


Loading charts...

Drawdown Indicators


PDEXMSFTDifference

Max Drawdown

Largest peak-to-trough decline

-95.50%

-69.38%

-26.12%

Max Drawdown (1Y)

Largest decline over 1 year

-55.32%

-33.91%

-21.41%

Max Drawdown (3Y)

Largest decline over 3 years

-65.36%

-33.91%

-31.45%

Max Drawdown (5Y)

Largest decline over 5 years

-65.36%

-37.15%

-28.21%

Max Drawdown (10Y)

Largest decline over 10 years

-69.11%

-37.15%

-31.96%

Current Drawdown

Current decline from peak

-5.55%

-20.67%

+15.12%

Average Drawdown

Average peak-to-trough decline

-63.74%

-21.78%

-41.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.94%

15.95%

+7.99%

Volatility

PDEX vs. MSFT - Volatility Comparison

Pro-Dex, Inc. (PDEX) has a higher volatility of 14.69% compared to Microsoft Corporation (MSFT) at 9.95%. This indicates that PDEX's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PDEXMSFTDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.69%

9.95%

+4.74%

Volatility (6M)

Calculated over the trailing 6-month period

34.31%

22.34%

+11.97%

Volatility (1Y)

Calculated over the trailing 1-year period

65.29%

25.12%

+40.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

58.65%

26.63%

+32.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.36%

27.04%

+31.32%

Dividends

PDEX vs. MSFT - Dividend Comparison

PDEX has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.83%.


PositionTTM20252024202320222021202020192018201720162015
MSFT
Microsoft Corporation
0.83%0.70%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%
PDEX
Pro-Dex, 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

PDEX vs. MSFT - Financials Comparison

This section allows you to compare key financial metrics between Pro-Dex, Inc. and Microsoft Corporation. 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
19.95M
82.89B
(PDEX) Total Revenue
(MSFT) Total Revenue
Values in USD except per share items

PDEX vs. MSFT - Profitability Comparison

The chart below illustrates the profitability comparison between Pro-Dex, Inc. and Microsoft Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
30.7%
67.6%
Portfolio components
PDEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pro-Dex, Inc. reported a gross profit of 6.13M and revenue of 19.95M. Therefore, the gross margin over that period was 30.7%.

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%.

PDEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pro-Dex, Inc. reported an operating income of 3.09M and revenue of 19.95M, resulting in an operating margin of 15.5%.

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%.

PDEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pro-Dex, Inc. reported a net income of 3.94M and revenue of 19.95M, resulting in a net margin of 19.7%.

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%.


Frequently Asked Questions


PDEX and MSFT have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PDEX has higher volatility (14.69%) compared to MSFT (9.95%). In terms of maximum drawdown, PDEX dropped -95.50% vs MSFT's -69.38%.

PDEX currently has the higher Sharpe Ratio (0.81 vs -0.28), 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

Find the right allocation for PDEX and MSFT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer