Microsoft — Returns

RETURN METRICS

TICKER: [US.MSFT - Microsoft]
PERIOD: [2010-ANNUAL ~ 2026-ANNUAL]


Parameter  Value
----------------
ROIIC LAG     3Y
Tax Rate   21.0%


[+] ROE Quality: Mean 31.9% (Mean > 15% = high quality)
[~] ROE Stability: CoV 25.5% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 172.4% (> 15% = high quality)
[+] ROIIC Efficiency: 29.6% (> 10% = value creating)
[~] ROIC Trend: -25.68%/yr (Slope > 0.5%/yr = strengthening moat)


Metric                    Value
-------------------------------
ROE CoV (Stability)       25.5%
ROIC Trend (Slope)   -25.68%/yr


Period         ROE   ROTE    ROA    ROIC  ROIIC-3Y
--------------------------------------------------
2010 ANNUAL  40.6%  57.5%  21.8%       -         -
2011 ANNUAL  40.6%  52.9%  21.3%  331.7%         -
2012 ANNUAL  25.6%  34.1%  14.0%  406.8%         -
2013 ANNUAL  27.7%  35.7%  15.3%  347.5%         -
2014 ANNUAL  24.6%  35.2%  12.8%  234.3%    -64.1%
2015 ANNUAL  15.2%  20.9%   7.0%  235.3%      2.5%
2016 ANNUAL  28.5%  40.8%  10.6%  500.5%     25.7%
2017 ANNUAL  29.1%  60.0%  10.2%  110.2%    -23.3%
2018 ANNUAL  20.0%  42.5%   6.4%   80.0%     19.3%
2019 ANNUAL  38.3%  74.7%  13.7%   92.7%     56.1%
2020 ANNUAL  37.4%  65.2%  14.7%   89.0%     44.0%
2021 ANNUAL  43.2%  72.5%  18.4%   89.5%    287.7%
2022 ANNUAL  43.7%  82.9%  19.9%   69.5%     71.7%
2023 ANNUAL  35.1%  56.1%  17.6%   53.5%     39.0%
2024 ANNUAL  32.8%  72.4%  17.2%   44.3%     32.8%
2025 ANNUAL  29.6%  50.6%  16.5%   37.6%     20.7%
2026 ANNUAL  30.2%  44.0%  17.6%   36.1%     29.6%