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

Performance

SIMO vs. MSFT - Performance Comparison

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

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Returns By Period

In the year-to-date period, SIMO achieves a 175.18% return, which is significantly higher than MSFT's -3.48% return. Over the past 10 years, SIMO has underperformed MSFT with an annualized return of 19.94%, while MSFT has yielded a comparatively higher 24.97% annualized return.


SIMO

1D
-0.59%
1M
-15.67%
6M
114.49%
YTD
175.18%
1Y
237.94%
3Y*
62.86%
5Y*
30.34%
10Y*
19.94%
ALL TIME*
18.18%

MSFT

1D
3.02%
1M
19.01%
6M
8.48%
YTD
-3.48%
1Y
-10.62%
3Y*
12.25%
5Y*
11.19%
10Y*
24.97%
ALL TIME*
25.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$17.39B$14.79B$16.23B
$301.79M$252.63M$285.20M

SIMO vs. MSFT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SIMO
Silicon Motion Technology Corporation
175.18%76.91%-8.94%-4.91%-30.38%101.83%-1.81%51.81%-33.11%27.14%
MSFT
Microsoft Corporation
-3.48%15.58%12.93%58.19%-28.02%52.48%42.53%57.56%20.80%40.73%

Correlation

The correlation between SIMO and MSFT is -0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.00

Correlation (3Y)
Balances recent behavior with more history.

0.23

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.28

Correlation (10Y)
Provides a long-term view across more market conditions.

0.31

Correlation (All Time)
Calculated using the full available price history since Jun 30, 2005

0.29

The correlation between SIMO and MSFT shifts across timeframes, from -0.00 (1 year) to 0.31 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SIMO:

$8.51B

MSFT:

$3.45T

EPS

SIMO:

$45.86

MSFT:

$17.94

PE Ratio

SIMO:

5.53

MSFT:

25.91

PEG Ratio

SIMO:

0.04

MSFT:

1.50

PS Ratio

SIMO:

1.22

MSFT:

10.44

Total Revenue (TTM)

SIMO:

$1.31B

MSFT:

$331.84B

Gross Profit (TTM)

SIMO:

$641.93M

MSFT:

$225.47B

EBITDA (TTM)

SIMO:

$313.52M

MSFT:

$207.52B

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Return for Risk

SIMO vs. MSFT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SIMO
SIMO Risk / Return Rank: 9797
Overall Rank
SIMO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SIMO Sortino Ratio Rank: 9696
Sortino Ratio Rank
SIMO Omega Ratio Rank: 9595
Omega Ratio Rank
SIMO Calmar Ratio Rank: 9797
Calmar Ratio Rank
SIMO Martin Ratio Rank: 9898
Martin Ratio Rank

MSFT
MSFT Risk / Return Rank: 2828
Overall Rank
MSFT Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
MSFT Sortino Ratio Rank: 2424
Sortino Ratio Rank
MSFT Omega Ratio Rank: 2525
Omega Ratio Rank
MSFT Calmar Ratio Rank: 3232
Calmar Ratio Rank
MSFT Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SIMO vs. MSFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Silicon Motion Technology Corporation (SIMO) 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.

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.


SIMOMSFTDifference
Sharpe ratioReturn per unit of total volatility

+3.40

Sortino ratioReturn per unit of downside risk

+4.13

Omega ratioGain probability vs. loss probability

1.48

0.95

+0.52

Calmar ratioReturn relative to maximum drawdown

6.33

-0.35

+6.69

Martin ratioReturn relative to average drawdown

22.76

-0.63

+23.39

SIMO vs. MSFT - Sharpe Ratio Comparison

The current SIMO Sharpe Ratio is 3.01, which is higher than the MSFT Sharpe Ratio of -0.39. The chart below compares the historical Sharpe Ratios of SIMO 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.


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Drawdowns

SIMO vs. MSFT - Drawdown Comparison

The maximum SIMO drawdown since its inception was -93.19%, which is greater than MSFT's maximum drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for SIMO and MSFT.


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Drawdown Indicators


SIMOMSFTDifference

Max Drawdown

Largest peak-to-trough decline

-93.19%

-69.38%

-23.81%

Max Drawdown (1Y)

Largest decline over 1 year

-37.76%

-34.50%

-3.26%

Max Drawdown (3Y)

Largest decline over 3 years

-52.84%

-34.50%

-18.34%

Max Drawdown (5Y)

Largest decline over 5 years

-56.49%

-37.15%

-19.34%

Max Drawdown (10Y)

Largest decline over 10 years

-56.49%

-37.15%

-19.34%

Current Drawdown

Current decline from peak

-24.73%

-13.73%

-11.00%

Average Drawdown

Average peak-to-trough decline

-32.23%

-21.80%

-10.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.48%

19.35%

-8.87%

Volatility

SIMO vs. MSFT - Volatility Comparison

Silicon Motion Technology Corporation (SIMO) has a higher volatility of 34.01% compared to Microsoft Corporation (MSFT) at 15.97%. This indicates that SIMO'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.


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Volatility by Period


SIMOMSFTDifference

Volatility (1M)

Calculated over the trailing 1-month period

34.01%

15.97%

+18.04%

Volatility (6M)

Calculated over the trailing 6-month period

65.64%

26.41%

+39.23%

Volatility (1Y)

Calculated over the trailing 1-year period

79.31%

31.93%

+47.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.55%

28.00%

+24.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.67%

27.62%

+19.05%

Dividends

SIMO vs. MSFT - Dividend Comparison

SIMO's dividend yield for the trailing twelve months is around 0.79%, more than MSFT's 0.77% yield.


PositionTTM20252024202320222021202020192018201720162015
MSFT
Microsoft Corporation
0.77%0.70%0.73%0.74%1.06%0.68%0.94%1.20%1.69%1.86%2.37%2.33%
SIMO
Silicon Motion Technology Corporation
0.79%2.16%3.70%0.82%2.31%1.62%2.89%2.45%3.45%1.68%1.51%1.88%

Financials

SIMO vs. MSFT - Financials Comparison

This section allows you to compare key financial metrics between Silicon Motion Technology Corporation 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


Values in USD except per share items

SIMO vs. MSFT - Profitability Comparison

The chart below illustrates the profitability comparison between Silicon Motion Technology Corporation 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

SIMO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Silicon Motion Technology Corporation reported a gross profit of 226.22M and revenue of 451.00M. Therefore, the gross margin over that period was 50.2%.

MSFT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Microsoft Corporation reported a gross profit of 60.48B and revenue of 90.01B. Therefore, the gross margin over that period was 67.2%.

SIMO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Silicon Motion Technology Corporation reported an operating income of 101.11M and revenue of 451.00M, resulting in an operating margin of 22.4%.

MSFT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Microsoft Corporation reported an operating income of 40.60B and revenue of 90.01B, resulting in an operating margin of 45.1%.

SIMO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Silicon Motion Technology Corporation reported a net income of 136.11M and revenue of 451.00M, resulting in a net margin of 30.2%.

MSFT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Microsoft Corporation reported a net income of 35.77B and revenue of 90.01B, resulting in a net margin of 39.7%.


Frequently Asked Questions


SIMO and MSFT have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SIMO has higher volatility (34.01%) compared to MSFT (15.97%). In terms of maximum drawdown, SIMO dropped -93.19% vs MSFT's -69.38%.

SIMO currently has the higher Sharpe Ratio (3.01 vs -0.39), 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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