TEX vs. MSFT
TEX (Terex Corporation) and MSFT (Microsoft Corporation) are both stocks. TEX operates in Farm & Heavy Construction Machinery (Industrials), while MSFT operates in Software - Infrastructure (Technology). Over the past 10 years, TEX returned 11.67%/yr vs 24.97%/yr for MSFT. Their 0.26 correlation means their historical movements had little consistent relationship.
Performance
TEX vs. MSFT - Performance Comparison
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Returns By Period
In the year-to-date period, TEX achieves a 18.36% return, which is significantly higher than MSFT's -3.48% return. Over the past 10 years, TEX has underperformed MSFT with an annualized return of 11.67%, while MSFT has yielded a comparatively higher 24.97% annualized return.
TEX
- 1D
- 1.00%
- 1M
- -7.81%
- 6M
- 10.84%
- YTD
- 18.36%
- 1Y
- 29.98%
- 3Y*
- 1.75%
- 5Y*
- 6.91%
- 10Y*
- 11.67%
- ALL TIME*
- 5.10%
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%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $17.39B | $14.79B | $16.23B | |
| $113.58M | $92.84M | $89.97M |
TEX vs. MSFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEX Terex Corporation | 18.36% | 17.25% | -18.59% | 36.10% | -1.44% | 27.22% | 17.82% | 9.67% | -42.22% | 54.26% |
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 TEX and MSFT is -0.06, 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. | -0.06 |
Correlation (3Y) Balances recent behavior with more history. | 0.12 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.24 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.26 |
The correlation between TEX and MSFT shifts across timeframes, from -0.06 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.
Fundamentals
TEX:
$4.60B
MSFT:
$3.45T
TEX:
$3.00
MSFT:
$17.94
TEX:
20.93
MSFT:
25.91
TEX:
1.75
MSFT:
1.50
TEX:
0.47
MSFT:
10.44
TEX:
$6.68B
MSFT:
$331.84B
TEX:
$1.18B
MSFT:
$225.47B
TEX:
$355.00M
MSFT:
$207.52B
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Return for Risk
TEX vs. MSFT — Risk / Return Rank
TEX
MSFT
TEX vs. MSFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Terex Corporation (TEX) 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.
| TEX | MSFT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.90 | ||
| Sortino ratioReturn per unit of downside risk | +1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.95 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | -0.35 | +1.25 |
| Martin ratioReturn relative to average drawdown | 2.35 | -0.63 | +2.98 |
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Drawdowns
TEX vs. MSFT - Drawdown Comparison
The maximum TEX drawdown since its inception was -91.96%, which is greater than MSFT's maximum drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for TEX and MSFT.
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Drawdown Indicators
| TEX | MSFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.96% | -69.38% | -22.58% |
Max Drawdown (1Y)Largest decline over 1 year | -28.29% | -34.50% | +6.21% |
Max Drawdown (3Y)Largest decline over 3 years | -51.25% | -34.50% | -16.75% |
Max Drawdown (5Y)Largest decline over 5 years | -51.25% | -37.15% | -14.10% |
Max Drawdown (10Y)Largest decline over 10 years | -74.15% | -37.15% | -37.00% |
Current DrawdownCurrent decline from peak | -23.38% | -13.73% | -9.65% |
Average DrawdownAverage peak-to-trough decline | -51.28% | -21.80% | -29.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.75% | 19.35% | -8.60% |
Volatility
TEX vs. MSFT - Volatility Comparison
The current volatility for Terex Corporation (TEX) is 12.88%, while Microsoft Corporation (MSFT) has a volatility of 15.97%. This indicates that TEX experiences smaller price fluctuations and is considered to be less risky 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
| TEX | MSFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.88% | 15.97% | -3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 37.59% | 26.41% | +11.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.19% | 31.93% | +17.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.34% | 28.00% | +16.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.36% | 27.62% | +17.74% |
Dividends
TEX vs. MSFT - Dividend Comparison
TEX's dividend yield for the trailing twelve months is around 1.08%, more than MSFT's 0.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TEX Terex Corporation | 1.08% | 1.27% | 1.47% | 1.11% | 1.22% | 1.09% | 0.34% | 1.48% | 1.45% | 0.66% | 0.89% | 1.30% |
Financials
TEX vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between Terex 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.
Total Revenue: Total amount of money received from sales and other business activities
TEX vs. MSFT - Profitability Comparison
TEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Terex Corporation reported a gross profit of 444.00M and revenue of 2.24B. Therefore, the gross margin over that period was 19.8%.
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%.
TEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Terex Corporation reported an operating income of 187.00M and revenue of 2.24B, resulting in an operating margin of 8.4%.
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%.
TEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Terex Corporation reported a net income of 110.00M and revenue of 2.24B, resulting in a net margin of 4.9%.
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
TEX and MSFT have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSFT has higher volatility (15.97%) compared to TEX (12.88%). In terms of maximum drawdown, TEX dropped -91.96% vs MSFT's -69.38%.
TEX currently has the higher Sharpe Ratio (0.51 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.
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