Correlation
The correlation between WEX and MSFT is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
WEX vs. MSFT
Compare and contrast key facts about WEX Inc. (WEX) and Microsoft Corporation (MSFT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEX or MSFT.
Performance
WEX vs. MSFT - Performance Comparison
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Key characteristics
WEX:
-0.66
MSFT:
0.24
WEX:
-0.75
MSFT:
0.51
WEX:
0.88
MSFT:
1.07
WEX:
-0.58
MSFT:
0.24
WEX:
-1.43
MSFT:
0.54
WEX:
21.52%
MSFT:
10.70%
WEX:
45.02%
MSFT:
25.70%
WEX:
-78.96%
MSFT:
-69.39%
WEX:
-44.95%
MSFT:
-2.98%
Fundamentals
WEX:
$4.57B
MSFT:
$3.35T
WEX:
$7.76
MSFT:
$12.92
WEX:
17.18
MSFT:
34.84
WEX:
1.52
MSFT:
2.11
WEX:
1.75
MSFT:
12.39
WEX:
5.63
MSFT:
10.39
WEX:
$2.61B
MSFT:
$270.01B
WEX:
$1.55B
MSFT:
$186.51B
WEX:
$981.20M
MSFT:
$150.06B
Returns By Period
In the year-to-date period, WEX achieves a -23.94% return, which is significantly lower than MSFT's 7.21% return. Over the past 10 years, WEX has underperformed MSFT with an annualized return of 1.61%, while MSFT has yielded a comparatively higher 27.26% annualized return.
WEX
-23.94%
2.64%
-29.15%
-28.98%
-5.18%
-0.79%
1.61%
MSFT
7.21%
15.10%
7.91%
5.46%
21.15%
20.69%
27.26%
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Risk-Adjusted Performance
WEX vs. MSFT — Risk-Adjusted Performance Rank
WEX
MSFT
WEX vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEX Inc. (WEX) 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.
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Dividends
WEX vs. MSFT - Dividend Comparison
WEX has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.72%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEX WEX 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% |
MSFT Microsoft Corporation | 0.72% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
WEX vs. MSFT - Drawdown Comparison
The maximum WEX drawdown since its inception was -78.96%, which is greater than MSFT's maximum drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for WEX and MSFT.
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Volatility
WEX vs. MSFT - Volatility Comparison
WEX Inc. (WEX) has a higher volatility of 12.85% compared to Microsoft Corporation (MSFT) at 8.09%. This indicates that WEX'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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Financials
WEX vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between WEX 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.
Total Revenue: Total amount of money received from sales and other business activities
WEX vs. MSFT - Profitability Comparison
WEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, WEX Inc. reported a gross profit of 366.60M and revenue of 636.60M. Therefore, the gross margin over that period was 57.6%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported a gross profit of 48.15B and revenue of 70.07B. Therefore, the gross margin over that period was 68.7%.
WEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, WEX Inc. reported an operating income of 157.30M and revenue of 636.60M, resulting in an operating margin of 24.7%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported an operating income of 32.00B and revenue of 70.07B, resulting in an operating margin of 45.7%.
WEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, WEX Inc. reported a net income of 71.50M and revenue of 636.60M, resulting in a net margin of 11.2%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Microsoft Corporation reported a net income of 25.82B and revenue of 70.07B, resulting in a net margin of 36.9%.