AKAM vs. MSTR: Akamai vs. Strategy Stock Comparison
How do Akamai (AKAM) and Strategy (MSTR) 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
Akamai (AKAM) and Strategy (MSTR) both fall under the Software & Services industry group, but AKAM is classified in IT Services while MSTR is classified in Software.
| Profile Item | AKAM | MSTR |
|---|---|---|
| Name | Akamai Technologies, Inc. | Strategy Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | IT Services | Software |
| GICS Sub-Industry | Internet Services & Infrastructure | Application Software |
| Market Capitalization | 11.94 billion USD | 54.57 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | October 29, 1999 | June 11, 1998 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AKAM | MSTR |
|---|---|---|
| Total Return (1Y) | -2.77% | -48.13% |
| Total Return (3Y, Annualized) | -9.48% | 36.44% |
| Total Return (5Y, Annualized) | -5.72% | 7.87% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Strategy (MSTR) has a highly aggressive beta of 3.60, indicating much higher sensitivity to broad-market moves, while Akamai (AKAM) is defensive at 0.69 and tends to be less market-sensitive — a wide gap in beta profiles.
| Metric | AKAM | MSTR |
|---|---|---|
| Volatility (1Y, Annualized) | 62.11% | 82.34% |
| Beta (5Y) | 0.69 | 3.60 |
| Max Drawdown (5Y) | -51.69% | -84.09% |
| Avg. Volume (3M) | 4.75M | 22.35M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AKAM | MSTR |
|---|---|---|
| Sharpe Ratio (1Y) | -0.11 | -0.64 |
| Sortino Ratio (1Y) | -0.17 | -0.97 |
Profitability
ROE (TTM)
Strategy (MSTR) reports a negative ROE of -21.59%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Akamai (AKAM) reports 7.85%, ranking against industry peers normally.
AKAM
Software & Services industry group
7.85%
- Max
- 53.85%
- Q3
- 17.90%
- AKAM
- 7.85%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
MSTR
Software & Services industry group
-21.59%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- MSTR
- -21.59%
- Min
- -50.52%
Net Margin (TTM)
Both Akamai (AKAM) at 8.84% and Strategy (MSTR) at 0.00% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
AKAM
Software & Services industry group
8.84%
- Max
- 41.17%
- Q3
- 15.28%
- AKAM
- 8.84%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
MSTR
Software & Services industry group
0.00%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- MSTR
- 0.00%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Strategy (MSTR) reports a negative operating margin of -2.07%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Akamai (AKAM) reports 9.88%, ranking against industry peers normally.
AKAM
Software & Services industry group
9.88%
- Max
- 46.89%
- Q3
- 17.64%
- AKAM
- 9.88%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
MSTR
Software & Services industry group
-2.07%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- MSTR
- -2.07%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | AKAM | MSTR |
|---|---|---|
| ROE (TTM) | 7.85% | -21.59% |
| ROA (TTM) | 2.18% | -4.52% |
| Net Margin (TTM) | 8.84% | 0.00% |
| Operating Margin (TTM) | 9.88% | -2.07% |
| Gross Margin (TTM) | 56.39% | 67.84% |
Growth
Revenue Growth
Both Akamai (AKAM) at 5.44% and Strategy (MSTR) at 2.97% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Only one side can be read here: Akamai (AKAM) reports EPS growth of -6.12%, ranked against its industry; Strategy (MSTR) has no EPS growth figure this period.
Growth Metrics
| Metric | AKAM | MSTR |
|---|---|---|
| Revenue Growth (YoY) | 5.44% | 2.97% |
| Revenue Growth (3Y CAGR) | 5.18% | -1.49% |
| EPS Growth (YoY) | -6.12% | -- |
| EPS Growth (3Y CAGR) | -1.98% | -- |
Financial Strength
Current Ratio (MRQ)
Akamai (AKAM) at 2.13 keeps current ratio within its industry’s typical mid-range, while Strategy (MSTR) at 4.04 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
AKAM
Software & Services industry group
2.13
- Max
- 5.11
- Q3
- 2.77
- AKAM
- 2.13
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
MSTR
Software & Services industry group
4.04
- Max
- 5.11
- MSTR
- 4.04
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Strategy (MSTR) at 0.10 carries an industry-typical debt-to-equity mix, while Akamai (AKAM) at 1.84 uses more debt funding than most peers.
AKAM
Software & Services industry group
1.84
- Max
- 2.52
- AKAM
- 1.84
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
MSTR
Software & Services industry group
0.10
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- MSTR
- 0.10
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | AKAM | MSTR |
|---|---|---|
| Current Ratio (MRQ) | 2.13 | 4.04 |
| Debt / Equity (MRQ) | 1.84 | 0.10 |
| Net Debt / EBITDA | 5.78 | -- |
Dividends
Dividend Yield (TTM)
Neither Akamai (AKAM) nor Strategy (MSTR) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
AKAM
Software & Services industry group
0.00%
- AKAM
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MSTR
Software & Services industry group
0.00%
- MSTR
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Akamai (AKAM) nor Strategy (MSTR) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
AKAM
Software & Services industry group
0.00%
- AKAM
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MSTR
Software & Services industry group
0.00%
- MSTR
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AKAM | MSTR |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Akamai (AKAM) trades at 32.33 times trailing earnings, ranked against its peers, while Strategy (MSTR) has no P/E ratio this period.
AKAM
Software & Services industry group
32.33
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- AKAM
- 32.33
- Q1
- 18.77
- Min
- 6.69
MSTR
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- MSTR
- --
P/S Ratio (TTM)
Akamai (AKAM) at 2.72 prices around its industry’s typical P/S ratio, while Strategy (MSTR) at 110.23 clears its benchmark range — MSTR looks notably rich on sales.
AKAM
Software & Services industry group
2.72
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- AKAM
- 2.72
- Q1
- 2.23
- Min
- 0.02
MSTR
Software & Services industry group
110.23
- MSTR
- 110.23
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Strategy (MSTR) at 0.98 sits in the lower P/B ratio quartile against book while Akamai (AKAM) at 2.32 is valued near its industry’s middle — MSTR is cheaper on assets, though weigh it against ROE and asset quality.
AKAM
Software & Services industry group
2.32
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- AKAM
- 2.32
- Q1
- 1.92
- Min
- -3.90
MSTR
Software & Services industry group
0.98
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- MSTR
- 0.98
- Min
- -3.90
Valuation Metrics
| Metric | AKAM | MSTR |
|---|---|---|
| P/E Ratio (TTM) | 32.33 | -- |
| P/S Ratio (TTM) | 2.72 | 110.23 |
| P/B Ratio (MRQ) | 2.32 | 0.98 |
| Free Cash Flow Yield (TTM) | 1.51% | -5.94% |