MSFT vs. NVDA: Microsoft vs. NVIDIA Stock Comparison
How do Microsoft (MSFT) and NVIDIA (NVDA) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Microsoft (MSFT) and NVIDIA (NVDA) share the Information Technology sector but sit in different industry groups — MSFT in Software & Services and NVDA in Semiconductors & Semiconductor Equipment.
| Profile Item | MSFT | NVDA |
|---|---|---|
| Name | Microsoft Corp. | NVIDIA Corporation |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Semiconductors & Semiconductor Equipment |
| GICS Industry | Software | Semiconductors & Semiconductor Equipment |
| GICS Sub-Industry | Systems Software | Semiconductors |
| Market Capitalization | 2,872.87 billion USD | 4,736.42 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | March 13, 1986 | January 22, 1999 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | MSFT | NVDA |
|---|---|---|
| Total Return (1Y) | -21.85% | 22.75% |
| Total Return (3Y, Annualized) | 5.07% | 66.89% |
| Total Return (5Y, Annualized) | 7.73% | 56.77% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
NVIDIA (NVDA) carries a highly aggressive beta of 2.22, indicating much higher sensitivity to broad-market moves, whereas Microsoft (MSFT) is closer to market-like at 1.13 — a noticeable difference in market-sensitivity profile.
| Metric | MSFT | NVDA |
|---|---|---|
| Volatility (1Y, Annualized) | 27.19% | 35.27% |
| Beta (5Y) | 1.13 | 2.22 |
| Max Drawdown (5Y) | -37.15% | -66.34% |
| Avg. Volume (3M) | 39.75M | 158.16M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | MSFT | NVDA |
|---|---|---|
| Sharpe Ratio (1Y) | -0.95 | 0.53 |
| Sortino Ratio (1Y) | -1.26 | 0.79 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but NVIDIA (NVDA) at 114.29% is the standout with ROE above its industry range; Microsoft (MSFT) at 34.01% also sits in the top quartile.
MSFT
Software & Services industry group
34.01%
- Max
- 53.38%
- MSFT
- 34.01%
- Q3
- 16.58%
- Median
- 5.38%
- Q1
- -13.49%
- Min
- -58.43%
NVDA
Semiconductors & Semiconductor Equipment industry group
114.29%
- NVDA
- 114.29%
- Max
- 39.69%
- Q3
- 17.02%
- Median
- 6.75%
- Q1
- -4.42%
- Min
- -35.15%
Net Margin (TTM)
NVIDIA (NVDA) at 62.97% keeps the most of each sales dollar — above its industry’s net margin range — and Microsoft (MSFT) at 39.34% also retains a top-quartile share.
MSFT
Software & Services industry group
39.34%
- Max
- 44.20%
- MSFT
- 39.34%
- Q3
- 14.93%
- Median
- 3.51%
- Q1
- -5.83%
- Min
- -34.99%
NVDA
Semiconductors & Semiconductor Equipment industry group
62.97%
- NVDA
- 62.97%
- Max
- 57.72%
- Q3
- 21.04%
- Median
- 7.16%
- Q1
- -3.57%
- Min
- -32.92%
Operating Margin (TTM)
NVIDIA (NVDA) at 65.60% shows unusually strong operating efficiency — above its industry’s operating margin range — and Microsoft (MSFT) at 46.33% also operates in the top quartile.
MSFT
Software & Services industry group
46.33%
- Max
- 60.45%
- MSFT
- 46.33%
- Q3
- 16.51%
- Median
- 4.74%
- Q1
- -12.92%
- Min
- -53.94%
NVDA
Semiconductors & Semiconductor Equipment industry group
65.60%
- NVDA
- 65.60%
- Max
- 61.85%
- Q3
- 21.10%
- Median
- 10.10%
- Q1
- -7.89%
- Min
- -46.64%
Profitability Metrics
| Metric | MSFT | NVDA |
|---|---|---|
| ROE (TTM) | 34.01% | 114.29% |
| ROA (TTM) | 14.81% | 52.73% |
| Net Margin (TTM) | 39.34% | 62.97% |
| Operating Margin (TTM) | 46.33% | 65.60% |
| Gross Margin (TTM) | 68.31% | 74.15% |
Growth
Revenue Growth
Revenue Growth Metrics
| Metric | MSFT | NVDA |
|---|---|---|
| Revenue Growth (YoY) | 14.93% | 65.47% |
| Revenue Growth (3Y CAGR) | 12.42% | 100.05% |
EPS Growth
EPS Growth Metrics
| Metric | MSFT | NVDA |
|---|---|---|
| EPS Growth (YoY) | 15.59% | 66.67% |
| EPS Growth (3Y CAGR) | 12.23% | 204.24% |
Financial Strength
Current Ratio (MRQ)
Both Microsoft (MSFT) at 1.28 and NVIDIA (NVDA) at 3.44 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
MSFT
Software & Services industry group
1.28
- Max
- 5.55
- Q3
- 2.88
- Median
- 1.71
- MSFT
- 1.28
- Q1
- 1.06
- Min
- 0.03
NVDA
Semiconductors & Semiconductor Equipment industry group
3.44
- Max
- 11.30
- Q3
- 6.01
- NVDA
- 3.44
- Median
- 3.31
- Q1
- 2.40
- Min
- 0.51
Debt / Equity (MRQ)
Both Microsoft (MSFT) at 0.30 and NVIDIA (NVDA) at 0.07 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
MSFT
Software & Services industry group
0.30
- Max
- 2.31
- Q3
- 1.06
- Median
- 0.31
- MSFT
- 0.30
- Q1
- 0.06
- Min
- 0.00
NVDA
Semiconductors & Semiconductor Equipment industry group
0.07
- Max
- 1.44
- Q3
- 0.63
- Median
- 0.23
- NVDA
- 0.07
- Q1
- 0.05
- Min
- 0.00
Financial Strength Metrics
| Metric | MSFT | NVDA |
|---|---|---|
| Current Ratio (MRQ) | 1.28 | 3.44 |
| Debt / Equity (MRQ) | 0.30 | 0.07 |
| Net Debt / EBITDA | 0.26 | -0.24 |
Dividends
Dividend Yield (TTM)
NVIDIA (NVDA) at 0.02% pays an industry-typical yield; Microsoft (MSFT) at 0.91% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.
MSFT
Software & Services industry group
0.91%
- MSFT
- 0.91%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
NVDA
Semiconductors & Semiconductor Equipment industry group
0.02%
- Max
- 0.53%
- Q3
- 0.26%
- NVDA
- 0.02%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
NVIDIA (NVDA) at 0.61% keeps its payout in the industry’s typical band, while Microsoft (MSFT) at 20.73% pays out more than any of its peers — the most stretched cover in its group.
MSFT
Software & Services industry group
20.73%
- MSFT
- 20.73%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
NVDA
Semiconductors & Semiconductor Equipment industry group
0.61%
- Max
- 47.82%
- Q3
- 20.31%
- NVDA
- 0.61%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | MSFT | NVDA |
|---|---|---|
| Dividend Yield (TTM) | 0.91% | 0.02% |
| Dividend Payout Ratio (TTM) | 20.73% | 0.61% |
Valuation
P/E Ratio (TTM)
NVIDIA (NVDA) at 29.95 sits in the cheaper P/E ratio quartile, while Microsoft (MSFT) at 23.03 is closer to its industry’s usual earnings multiple — a discount for NVDA, though growth and earnings durability still matter.
MSFT
Software & Services industry group
23.03
- Max
- 117.78
- Q3
- 62.65
- Median
- 31.29
- MSFT
- 23.03
- Q1
- 16.64
- Min
- 0.43
NVDA
Semiconductors & Semiconductor Equipment industry group
29.95
- Max
- 243.53
- Q3
- 136.40
- Median
- 67.69
- Q1
- 43.47
- NVDA
- 29.95
- Min
- 10.77
P/S Ratio (TTM)
On P/S ratio, both Microsoft (MSFT) at 9.03 and NVIDIA (NVDA) at 18.68 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
MSFT
Software & Services industry group
9.03
- Max
- 18.75
- Q3
- 9.31
- MSFT
- 9.03
- Median
- 4.30
- Q1
- 2.22
- Min
- 0.02
NVDA
Semiconductors & Semiconductor Equipment industry group
18.68
- Max
- 37.09
- Q3
- 19.83
- NVDA
- 18.68
- Median
- 10.07
- Q1
- 4.18
- Min
- 0.01
P/B Ratio (MRQ)
Microsoft (MSFT) at 6.93 is valued about in line with its industry on P/B ratio, while NVIDIA (NVDA) at 24.23 carries an above-peer premium to book — NVDA is pricier on assets.
MSFT
Software & Services industry group
6.93
- Max
- 18.69
- Q3
- 8.74
- MSFT
- 6.93
- Median
- 3.99
- Q1
- 2.05
- Min
- -5.53
NVDA
Semiconductors & Semiconductor Equipment industry group
24.23
- Max
- 25.39
- NVDA
- 24.23
- Q3
- 13.30
- Median
- 7.38
- Q1
- 3.64
- Min
- 0.19
Valuation Metrics
| Metric | MSFT | NVDA |
|---|---|---|
| P/E Ratio (TTM) | 23.03 | 29.95 |
| P/S Ratio (TTM) | 9.03 | 18.68 |
| P/B Ratio (MRQ) | 6.93 | 24.23 |
| Free Cash Flow Yield (TTM) | 1.29% | 0.98% |