SSUMY vs. MSFT
Compare and contrast key facts about Sumitomo Corp ADR (SSUMY) and Microsoft Corporation (MSFT).
Performance
SSUMY vs. MSFT - Performance Comparison
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SSUMY vs. MSFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSUMY Sumitomo Corp ADR | 8.16% | 62.35% | 1.75% | 30.25% | 13.31% | 10.42% | -9.80% | 4.75% | -17.14% | 47.06% |
MSFT Microsoft Corporation | -23.28% | 15.58% | 12.93% | 58.19% | -28.02% | 52.48% | 42.53% | 57.56% | 20.80% | 40.73% |
Fundamentals
SSUMY:
$44.74B
MSFT:
$2.76T
SSUMY:
$462.92
MSFT:
$15.98
SSUMY:
0.08
MSFT:
23.16
SSUMY:
0.00
MSFT:
1.62
SSUMY:
0.01
MSFT:
9.04
SSUMY:
0.01
MSFT:
7.06
SSUMY:
$7.42T
MSFT:
$305.45B
SSUMY:
$1.49T
MSFT:
$209.50B
SSUMY:
$677.71B
MSFT:
$191.39B
Returns By Period
In the year-to-date period, SSUMY achieves a 8.16% return, which is significantly higher than MSFT's -23.28% return. Over the past 10 years, SSUMY has underperformed MSFT with an annualized return of 15.35%, while MSFT has yielded a comparatively higher 22.44% annualized return.
SSUMY
- 1D
- 2.10%
- 1M
- -12.21%
- YTD
- 8.16%
- 6M
- 29.25%
- 1Y
- 63.45%
- 3Y*
- 30.02%
- 5Y*
- 22.18%
- 10Y*
- 15.35%
MSFT
- 1D
- 3.12%
- 1M
- -5.75%
- YTD
- -23.28%
- 6M
- -28.23%
- 1Y
- -0.64%
- 3Y*
- 9.54%
- 5Y*
- 9.74%
- 10Y*
- 22.44%
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Return for Risk
SSUMY vs. MSFT — Risk / Return Rank
SSUMY
MSFT
SSUMY vs. MSFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Corp ADR (SSUMY) 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.
| SSUMY | MSFT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.21 | -0.02 | +2.23 |
Sortino ratioReturn per unit of downside risk | 2.95 | 0.15 | +2.80 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.02 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 2.93 | -0.05 | +2.98 |
Martin ratioReturn relative to average drawdown | 11.02 | -0.12 | +11.15 |
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
| SSUMY | MSFT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | -0.02 | +2.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.37 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.84 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.74 | -0.54 |
Correlation
The correlation between SSUMY and MSFT is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SSUMY vs. MSFT - Dividend Comparison
SSUMY has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.94%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSUMY Sumitomo Corp ADR | 0.00% | 1.27% | 2.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.31% | 3.94% | 3.97% |
MSFT Microsoft Corporation | 0.94% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
Drawdowns
SSUMY vs. MSFT - Drawdown Comparison
The maximum SSUMY drawdown since its inception was -68.39%, roughly equal to the maximum MSFT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for SSUMY and MSFT.
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Drawdown Indicators
| SSUMY | MSFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.39% | -69.38% | +0.99% |
Max Drawdown (1Y)Largest decline over 1 year | -21.05% | -33.91% | +12.86% |
Max Drawdown (5Y)Largest decline over 5 years | -32.33% | -37.15% | +4.82% |
Max Drawdown (10Y)Largest decline over 10 years | -43.45% | -37.15% | -6.30% |
Current DrawdownCurrent decline from peak | -15.03% | -31.43% | +16.40% |
Average DrawdownAverage peak-to-trough decline | -22.30% | -21.77% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 12.46% | -6.86% |
Volatility
SSUMY vs. MSFT - Volatility Comparison
Sumitomo Corp ADR (SSUMY) has a higher volatility of 10.80% compared to Microsoft Corporation (MSFT) at 6.48%. This indicates that SSUMY'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
| SSUMY | MSFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.80% | 6.48% | +4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 21.26% | 19.15% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.94% | 26.46% | +2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.60% | 26.19% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.54% | 26.89% | -2.35% |
Financials
SSUMY vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Corp ADR 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.
Total Revenue: Total amount of money received from sales and other business activities
SSUMY vs. MSFT - Profitability Comparison
SSUMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported a gross profit of 386.87B and revenue of 1.88T. Therefore, the gross margin over that period was 20.6%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Microsoft Corporation reported a gross profit of 55.30B and revenue of 81.27B. Therefore, the gross margin over that period was 68.0%.
SSUMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported an operating income of 101.92B and revenue of 1.88T, resulting in an operating margin of 5.4%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Microsoft Corporation reported an operating income of 38.28B and revenue of 81.27B, resulting in an operating margin of 47.1%.
SSUMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported a net income of 109.16B and revenue of 1.88T, resulting in a net margin of 5.8%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Microsoft Corporation reported a net income of 38.46B and revenue of 81.27B, resulting in a net margin of 47.3%.