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).
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.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
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%
2024
6.34%
2.94%
2.30%
-8.17%
5.74%
7.56%
-6.76%
-0.87%
2.96%
-5.16%
3.53%
-0.02%
2023
1.95%
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%
2021
4.24%
-1.14%
-0.06%
5.75%
-1.47%
7.83%
5.67%
5.42%
-6.92%
17.55%
-0.23%
0.36%
2020
7.21%
-4.94%
-4.60%
17.13%
4.24%
11.49%
0.92%
6.62%
-6.73%
-5.16%
4.79%
3.69%
2019
4.90%
7.95%
4.47%
9.79%
-5.25%
8.16%
-0.26%
0.63%
1.77%
2.66%
4.94%
3.88%
2018
10.32%
-1.08%
-2.89%
3.37%
6.04%
-0.67%
8.13%
5.94%
3.18%
-6.92%
3.59%
-10.12%
2017
2.96%
-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
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
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.
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Liabilities And Equity (USD)
619.00B
512.16B
411.98B
364.84B
333.78B
301.31B
286.56B
258.85B
241.09B
193.69B
176.22B
172.38B
142.43B
121.27B
108.70B
86.11B
Equity Attributable To Parent (USD)
343.48B
268.48B
206.22B
166.54B
141.99B
118.30B
102.33B
82.72B
72.39B
72.00B
80.08B
89.78B
78.94B
66.36B
57.08B
46.18B
Equity Attributable To Noncontrolling Interest (USD)
Brookfield Renewable Corporation and GE Vernova are positioned as attractive utility stocks to buy as the power-hungry cloud and AI markets drive strong demand for grid upgrades and renewable energy. Brookfield Renewable operates 47 GW of renewable capacity with a 200+ GW pipeline and has signed long-term contracts with hyperscalers like Microsoft and Google. GE Vernova, spun off from General Electric in 2024, has seen its stock surge nearly eight times and benefits from utilities expanding their power grids to meet AI-driven energy demands.
The Motley Fool•Leo Sun
AI Insight
Mentioned as a hyperscaler that has signed long-term renewable power agreements with Brookfield Renewable, indicating strong commitment to clean energy for AI and cloud operations.
TQQQ, a 3x leveraged ETF tracking the Nasdaq-100, has delivered 41% average annual returns over 16 years, potentially turning $10,000 into $1 million in 14 years. However, the article warns that leveraged ETFs carry significant risks and volatility, with losses amplified during market downturns. Most investors are advised to consider the non-leveraged QQQ alternative instead.
The Motley Fool•Ben Gran
AI Insight
Mentioned as a top holding in TQQQ (3.6% of fund) without specific sentiment. Included as part of the tech-heavy portfolio composition.
Microsoft's stock has declined 23% year-to-date as investors worry about the company's AI strategy, particularly the underperforming Copilot assistant. However, the company is now developing its own frontier AI models to compete with OpenAI and Anthropic. If Microsoft successfully executes on this goal, it could solve the stock's problems and make its products stickier, potentially unlocking significant upside.
The Motley Fool•Jeremy Bowman
AI Insight
Mixed outlook: stock has underperformed significantly (-23% YTD) due to Copilot failures and AI concerns, but strong business fundamentals (17% revenue growth, 39% Azure growth) and potential upside if frontier AI models succeed. The article presents both risks and opportunities.
The article recommends the Invesco S&P 500 Equal Weight ETF (RSP) as a smart alternative to standard S&P 500 investments in April 2026. With the S&P 500 down 4% by early April due to tech sector weakness, the equal-weight approach offers better diversification and downside protection. The standard S&P 500 is heavily concentrated in tech stocks (33% in the 'Magnificent Seven'), while RSP allocates only 1.3% to these companies, making it less vulnerable to tech sector slumps.
The Motley Fool•Stefon Walters
AI Insight
Part of the 'Magnificent Seven' stocks heavily weighted in the S&P 500, contributing to concentration risk.
Despite a brutal tech sell-off driven by AI disruption concerns, Wall Street analysts see significant upside in ServiceNow and Microsoft. ServiceNow has fallen 58% from highs but maintains strong enterprise demand with 85 billion workflows in flight and 21% subscription revenue growth. Microsoft is down 35% but shows accelerating cloud revenue growth of 26% year-over-year and strong AI adoption. Both stocks trade well below historical valuation multiples, with analysts projecting 80% and 63% upside respectively.
The Motley Fool•John Ballard
AI Insight
Down 35% from highs but showing strong fundamentals with 26% YoY cloud revenue growth and accelerating demand. Microsoft 365 revenue grew 29% YoY with higher average revenue per user driven by AI features. Trading at 22x forward earnings vs. 3-year average of 31x, with most analysts rating it a buy and average price target implying 63% upside.
The global SaaS Management Market is expected to grow from $4.58 billion in 2025 to $9.37 billion by 2030 at a 15.4% CAGR. Growth is driven by increasing demand for automated governance, cost optimization, and multi-cloud visibility. Recent acquisitions by major vendors are accelerating advancements in AI-driven analytics and compliance monitoring, with cloud deployment and strategic advisory services emerging as the fastest-growing segments.
GlobeNewswire Inc.•Marketsandmarkets™
AI Insight
Listed among key vendors implementing SaaS management solutions, well-positioned to capitalize on growing enterprise demand for cloud-based governance and multi-cloud visibility.
Three Magnificent 7 stocks—NVIDIA, Microsoft, and Amazon—are at critical inflection points for AI investors. While the AI trade has cooled significantly since 2025, institutional buying in Q4 2025 suggests confidence in the long-term AI infrastructure cycle. NVIDIA offers pure-play AI exposure but faces risks if spending slows, Microsoft provides balanced AI monetization through cloud services, and Amazon benefits from enterprise cloud and AI workload demand.
Investing.com•Chris Markoch
AI Insight
Offers balanced AI exposure with proven cloud monetization engine across Azure, enterprise software, and productivity tools. Multiple revenue paths reduce dependency on any single AI initiative succeeding, providing broader support and recovery potential.
Microsoft announced a $10 billion investment in Japan through 2029 to expand AI infrastructure and strengthen cybersecurity cooperation. The company plans to train 1 million engineers and developers by 2030 to address Japan's projected shortfall of over 3 million AI and robotics workers by 2040. The investment includes collaboration with local partners like SoftBank Group and Sakura Internet to expand AI computing capacity.
Benzinga•Mohd Haider
AI Insight
Major strategic investment in Japan demonstrates expansion of AI dominance in Asia-Pacific region, addresses workforce shortages, and strengthens market position. Part of broader regional commitment ($5.5B Singapore, $1B Thailand) signaling strong growth strategy.
CoreWeave is experiencing rapid revenue growth (168% YoY to $5.1B) but carries a concerning $21 billion debt burden with 11% interest rates consuming 25% of revenue. The company lost $1.2 billion in 2024 and faces significant risks from customer concentration (Microsoft accounts for 70% of revenue) and OpenAI's unsustainable burn rate ($115B through 2029). The business model appears fragile amid potential recession and rising interest rates.
The Motley Fool•Johnny Rice
AI Insight
Microsoft is mentioned as CoreWeave's dominant customer (70% of revenue) and a natural competitor with incentives to bring AI compute in-house. While this creates risk for CoreWeave, Microsoft's position as a hyperscaler with resources to develop internal capabilities is presented as a competitive advantage for Microsoft, not a concern.
With the S&P 500 down 6% this year due to Middle East conflict, the author recommends buying blue chip stocks Apple and Coca-Cola at discounted prices. Apple, down 8% despite strong fundamentals and 16% revenue growth, remains dominant in smartphones and PCs with growing AI capabilities. Coca-Cola, down 7.3% this month, offers an attractive 2.7% dividend yield as a Dividend King with 64 consecutive years of dividend increases.
The Motley Fool•James Hires
AI Insight
Mentioned as a competitor in AI hardware features and PC market dominance (68.27% global market share), but no direct investment recommendation provided.