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Strategy (MSTR) Stock Analysis

This is a peer-relative look at Strategy (MSTR): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Software & Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Strategy (MSTR)
Profile ItemMSTR
NameStrategy Inc.
Country/RegionUnited States
GICS SectorInformation Technology
GICS Industry GroupSoftware & Services
GICS IndustrySoftware
GICS Sub-IndustryApplication Software
Market Capitalization54.57 billion USD
CurrencyUSD
ExchangeNasdaq
Listing DateJune 11, 1998
Security TypeCommon Stock

Price Performance

Cumulative Growth

MSTR
GSPC
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Strategy (MSTR) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Strategy (MSTR) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Strategy (MSTR) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Strategy (MSTR) metric values compared with Software & Services industry-group medians
MetricCurrent stock: MSTRIndustry group median
Total Return (1Y)-48.13%-3.00%
Total Return (3Y, Annualized)36.44%8.28%
Total Return (5Y, Annualized)7.87%-7.91%

Risk Profile

Drawdown History

MSTR
GSPC
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Strategy (MSTR) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Strategy (MSTR) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Strategy (MSTR) metric values compared with Software & Services industry-group medians
MetricCurrent stock: MSTRIndustry group median
Volatility (1Y, Annualized)82.34%61.69%
Beta (5Y)3.601.06
Max Drawdown (5Y)-84.09%-76.52%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. MSTR is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Strategy (MSTR) metric values compared with Software & Services industry-group medians
MetricCurrent stock: MSTRIndustry group median
Sharpe Ratio (1Y)-0.64-0.13
Sortino Ratio (1Y)-0.97-0.19

Profitability

ROE (TTM)

Strategy (MSTR) has negative ROE of -21.59%. That can come from trailing losses or negative book equity, so it is a warning state rather than a clean capital-efficiency measure.

MSTR

Software & Services industry group

-21.59%

Group distribution
Max
53.85%
Q3
17.90%
Median
6.59%
Q1
-9.59%
MSTR
-21.59%
Min
-50.52%
Largest peers
ORCL
41.19%
PLTR
40.91%
IBM
34.77%
MSFT
34.22%
SAP
18.18%
PANW
1.74%
MSTR
-21.59%
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Where Strategy (MSTR) stands on ROE within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Strategy (MSTR) keeps 0.00% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

MSTR

Software & Services industry group

0.00%

Group distribution
Max
41.17%
Q3
15.28%
Median
4.63%
MSTR
0.00%
Q1
-5.42%
Min
-33.17%
Largest peers
PLTR
50.34%
MSFT
41.17%
ORCL
26.36%
SAP
20.41%
IBM
15.99%
PANW
2.67%
MSTR
0.00%
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Where Strategy (MSTR) stands on net margin within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Strategy (MSTR) has negative operating margin of -2.07%. Core operations were loss-making before interest and taxes over the trailing period.

MSTR

Software & Services industry group

-2.07%

Group distribution
Max
46.89%
Q3
17.64%
Median
8.73%
MSTR
-2.07%
Q1
-2.13%
Min
-30.45%
Largest peers
MSFT
49.76%
PLTR
46.89%
ORCL
35.63%
SAP
29.50%
IBM
16.97%
PANW
5.40%
MSTR
-2.07%
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Where Strategy (MSTR) stands on operating margin within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Strategy (MSTR) metric values compared with Software & Services industry-group medians
MetricCurrent stock: MSTRIndustry group median
ROE (TTM)-21.59%6.59%
ROA (TTM)-4.52%2.45%
Net Margin (TTM)0.00%4.63%
Operating Margin (TTM)-2.07%8.73%
Gross Margin (TTM)67.84%70.07%

Growth

Revenue Growth

Strategy (MSTR) grew revenue 2.97%, in the lower peer quartile. The top line is expanding more slowly than at most peers, which can reflect softer demand, lost share, or weaker pricing.

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Strategy (MSTR): Revenue Growth across different time periods, set against Software & Services industry-group medians.

EPS Growth

No usable EPS growth is available for Strategy (MSTR) this period, so the earnings-momentum read is skipped.

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Strategy (MSTR) doesn't report EPS Growth this period; the bars show the Software & Services industry-group medians on their own.

Growth Metrics

Strategy (MSTR) metric values compared with Software & Services industry-group medians
MetricCurrent stock: MSTRIndustry group median
Revenue Growth (YoY)2.97%14.22%
Revenue Growth (3Y CAGR)-1.49%13.52%
EPS Growth (YoY)--7.85%
EPS Growth (3Y CAGR)--18.19%

Financial Strength

Current Ratio (MRQ)

Strategy (MSTR) has current ratio of 4.04, above the industry’s typical middle range. Liquidity looks ample versus peers, though an unusually high cushion can also mean idle current assets or inefficient working capital.

MSTR

Software & Services industry group

4.04

Group distribution
Max
5.11
MSTR
4.04
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
Largest peers
PLTR
7.10
MSTR
4.04
MSFT
1.23
ORCL
1.17
SAP
1.16
PANW
0.87
IBM
0.86
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Where Strategy (MSTR) stands on current ratio within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

Strategy (MSTR) has debt-to-equity ratio of 0.10, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.

MSTR

Software & Services industry group

0.10

Group distribution
Max
2.52
Q3
1.13
Median
0.40
MSTR
0.10
Q1
0.07
Min
0.00
Largest peers
ORCL
2.52
IBM
1.85
MSFT
0.28
SAP
0.23
MSTR
0.10
PANW
0.09
PLTR
0.02
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Where Strategy (MSTR) stands on debt-to-equity ratio within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

Strategy (MSTR) metric values compared with Software & Services industry-group medians
MetricCurrent stock: MSTRIndustry group median
Current Ratio (MRQ)4.041.67
Debt / Equity (MRQ)0.100.40
Net Debt / EBITDA--0.17

Dividends

Dividend Yield (TTM)

Strategy (MSTR) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.

MSTR

Software & Services industry group

0.00%

Group distribution
MSTR
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
Largest peers
IBM
2.73%
ORCL
1.74%
SAP
1.03%
MSFT
0.69%
MSTR
0.00%
PLTR
0.00%
PANW
0.00%
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Where Strategy (MSTR) stands on dividend yield within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Strategy (MSTR) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.

MSTR

Software & Services industry group

0.00%

Group distribution
MSTR
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
Largest peers
IBM
57.51%
SAP
36.45%
ORCL
31.35%
MSFT
19.00%
MSTR
0.00%
PLTR
0.00%
PANW
0.00%
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Where Strategy (MSTR) stands on payout ratio within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Strategy (MSTR) metric values compared with Software & Services industry-group medians
MetricCurrent stock: MSTRIndustry group median
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

No usable P/E ratio is available for Strategy (MSTR) this period, so the trailing-earnings valuation read is skipped.

MSTR

Software & Services industry group

--

Group distribution
Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
MSTR
--
Largest peers
PANW
784.60
PLTR
112.94
SAP
29.07
MSFT
27.69
IBM
20.90
ORCL
18.20
MSTR
--
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Strategy (MSTR) doesn’t report P/E ratio this period; the box shows the Software & Services group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Strategy (MSTR) trades at 110.23 on P/S ratio, above the industry benchmark range. The stock is being valued at an unusually rich price per dollar of trailing revenue.

MSTR

Software & Services industry group

110.23

Group distribution
MSTR
110.23
Max
17.91
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02
Largest peers
MSTR
110.23
PLTR
53.02
PANW
22.37
MSFT
11.37
SAP
6.84
ORCL
5.04
IBM
3.31
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Where Strategy (MSTR) stands on P/S ratio within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Strategy (MSTR) trades at 0.98 on P/B ratio, in the lower book-value quartile for its industry. Investors are paying less for the balance-sheet equity than they pay for most peers, with returns on that equity still central to the read.

MSTR

Software & Services industry group

0.98

Group distribution
Max
16.63
Q3
8.50
Median
4.30
Q1
1.92
MSTR
0.98
Min
-3.90
Largest peers
SAP
73.25
PLTR
34.41
PANW
9.30
MSFT
8.38
IBM
6.52
ORCL
5.68
MSTR
0.98
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Where Strategy (MSTR) stands on P/B ratio within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Strategy (MSTR) metric values compared with Software & Services industry-group medians
MetricCurrent stock: MSTRIndustry group median
P/E Ratio (TTM)--32.91
P/S Ratio (TTM)110.234.25
P/B Ratio (MRQ)0.984.30
Free Cash Flow Yield (TTM)-5.94%3.98%