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Microsoft Corp (MSFT)

Common Stock · Currency in USD · XNAS

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

Company Info

SIC7372
Composite FIGIBBG000BPH459
CIK0000789019
IPOMar 13, 1986
Sectorservices-prepackaged software

Highlights

Market Cap$2.77T
EPS$20.72
P/E Ratio18.03
Revenue$317.89B
Gross Profit$221.18B
Net Income$153.83B
Employees228,000
WSO7,425,629,076
Phone425-882-8080

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Microsoft Corp, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

Microsoft Corp (MSFT) has returned -22.90% so far this year and 2.56% over the past 12 months. Looking at the last ten years, MSFT has achieved an annualized return of 21.02%, outperforming the Benchmark (SPY), which averaged 12.23% per year.

MSFT

1M-6.93%
6M-27.99%
YTD-22.90%
1Y2.56%
5Y9.00%
10Y21.02%

Benchmark (SPY)

1M-3.79%
6M-2.35%
YTD-4.36%
1Y25.24%
5Y10.20%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of Microsoft Corp (MSFT) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
2026-11.17%-8.72%-5.77%-0.01%
2025-2.46%-3.55%-5.87%5.50%6.78%8.81%7.46%-5.29%3.49%0.58%-5.35%-0.99%
20246.34%2.94%2.30%-8.17%5.74%7.56%-6.76%-0.87%2.96%-5.16%3.53%-0.02%
20231.95%0.57%14.97%7.24%6.98%4.48%-0.96%-2.22%-4.70%6.90%11.51%-0.19%
2022-7.27%-3.74%4.02%-10.30%-2.10%-6.67%9.50%-5.89%-10.03%-1.39%8.76%-5.53%
20214.24%-1.14%-0.06%5.75%-1.47%7.83%5.67%5.42%-6.92%17.55%-0.23%0.36%
20207.21%-4.94%-4.60%17.13%4.24%11.49%0.92%6.62%-6.73%-5.16%4.79%3.69%
20194.90%7.95%4.47%9.79%-5.25%8.16%-0.26%0.63%1.77%2.66%4.94%3.88%
201810.32%-1.08%-2.89%3.37%6.04%-0.67%8.13%5.94%3.18%-6.92%3.59%-10.12%
20172.96%-0.58%2.70%4.03%1.69%-1.87%4.86%2.28%-0.29%11.34%0.59%2.32%
2016-9.41%6.00%-2.42%10.85%1.52%1.03%4.38%0.48%3.38%

Performance Indicators

The charts below present risk-adjusted performance metrics for Microsoft Corp (MSFT) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00MSFT: 0.04SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00MSFT: 0.06SPY: 1.40

Omega ratio

0.501.001.502.00MSFT: 1.01SPY: 1.22

Calmar ratio

0.002.004.006.00MSFT: -0.03SPY: 1.20

Martin ratio

0.001.003.00MSFT: 0.01SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of MSFT compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Microsoft Corp volatility is 1.36%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

2025202420232022202120202019201820172016201520142013201220112010
Liabilities And Equity (USD)619.00B512.16B411.98B364.84B333.78B301.31B286.56B258.85B241.09B193.69B176.22B172.38B142.43B121.27B108.70B86.11B
Equity Attributable To Parent (USD)343.48B268.48B206.22B166.54B141.99B118.30B102.33B82.72B72.39B72.00B80.08B89.78B78.94B66.36B57.08B46.18B
Equity Attributable To Noncontrolling Interest (USD)----------------
Equity (USD)343.48B268.48B206.22B166.54B141.99B118.30B102.33B82.72B72.39B72.00B80.08B89.78B78.94B66.36B57.08B46.18B
Other Non-current Liabilities (USD)91.16B73.46B54.37B53.44B44.99B47.37B42.61B41.44B27.07B21.54B15.98B16.38B10.47B10.32B10.95B8.79B
Long-term Debt (USD)43.15B44.94B47.24B49.78B58.15B63.33B72.20B76.20B77.10B40.80B30.30B20.60B15.60B11.90B11.90B5.00B
Noncurrent Liabilities (USD)134.31B118.40B101.60B103.22B103.13B110.70B114.81B117.64B104.17B62.34B46.28B36.98B26.07B22.22B22.85B13.79B
Other Current Liabilities (USD)99.79B90.73B75.05B65.42B63.44B51.91B53.21B43.77B51.32B47.20B38.17B33.40B28.47B24.64B21.00B18.84B
Wages (USD)13.71B12.56B11.01B10.66B10.06B7.87B6.83B6.10B5.82B5.26B5.10B4.80B4.12B3.88B3.58B3.28B
Accounts Payable (USD)27.72B22.00B18.10B19.00B15.16B12.53B9.38B8.62B7.39B6.90B6.59B7.43B4.83B4.18B4.20B4.03B
Current Liabilities (USD)141.22B125.29B104.15B95.08B88.66B72.31B69.42B58.49B64.53B59.36B49.86B45.63B37.42B32.69B28.77B26.15B
Liabilities (USD)275.52B243.69B205.75B198.30B191.79B183.01B184.23B176.13B168.69B121.70B96.14B82.60B63.49B54.91B51.62B39.94B
Other Non-current Assets (USD)222.91B216.84B132.08B120.76B89.66B75.25B74.53B59.73B57.50B35.68B36.78B45.13B30.97B27.92B25.62B22.81B
Fixed Assets (USD)204.97B135.59B95.64B74.40B59.72B44.15B36.48B29.46B23.73B18.36B14.73B13.01B9.99B8.27B8.16B7.63B
Noncurrent Assets (USD)427.87B352.43B227.72B195.16B149.37B119.40B111.00B89.19B81.24B54.03B51.51B58.14B40.97B36.19B33.79B30.44B
Other Current Assets (USD)95.63B82.95B70.50B61.19B51.44B43.49B39.67B33.23B24.69B24.17B25.28B25.88B22.51B20.91B20.77B18.15B
Inventory (USD)938.00M1.25B2.50B3.74B2.64B1.90B2.06B2.66B2.18B2.25B2.90B2.66B1.94B1.14B1.37B740.00M
Cash (USD)94.57B75.54B111.26B104.76B130.33B136.53B133.82B133.77B132.98B113.24B96.53B85.71B77.02B63.04B52.77B36.79B
Current Assets (USD)191.13B159.73B184.26B169.68B184.41B181.92B175.55B169.66B159.85B139.66B124.71B114.25B101.47B85.08B74.92B55.68B
Assets (USD)619.00B512.16B411.98B364.84B333.78B301.31B286.56B258.85B241.09B193.69B176.22B172.38B142.43B121.27B108.70B86.11B

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