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FROG vs. MSTR: JFrog vs. Strategy Stock Comparison

How do JFrog (FROG) 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

JFrog (FROG) and Strategy (MSTR) both belong to the Software industry, though FROG is classified under Systems Software while MSTR falls under Application Software.

Strategy (MSTR) has more than two decades of public-market history since June 11, 1998, whereas JFrog (FROG) listed on September 16, 2020 and has a much shorter record to draw on.

Company profile comparison for JFrog (FROG) and Strategy (MSTR)
Profile ItemFROGMSTR
NameJFrog Ltd.Strategy Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustrySystems SoftwareApplication Software
Market Capitalization12.45 billion USD54.57 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateSeptember 16, 2020June 11, 1998
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FROG
MSTR
GSPC
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JFrog (FROG) vs. Strategy (MSTR), with S&P 500 (GSPC) for reference: 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 JFrog (FROG) and Strategy (MSTR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for JFrog (FROG) and Strategy (MSTR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for JFrog (FROG) and Strategy (MSTR)
MetricFROGMSTR
Total Return (1Y)77.72%-48.13%
Total Return (3Y, Annualized)60.36%36.44%
Total Return (5Y, Annualized)22.50%7.87%

Risk Profile

Drawdown History

FROG
MSTR
GSPC
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JFrog (FROG) vs. Strategy (MSTR), with S&P 500 (GSPC) for reference: 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 JFrog (FROG) and Strategy (MSTR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Strategy (MSTR) carries a highly aggressive beta of 3.60, indicating much higher sensitivity to broad-market moves, whereas JFrog (FROG) is closer to market-like at 1.26 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for JFrog (FROG) and Strategy (MSTR)
MetricFROGMSTR
Volatility (1Y, Annualized)80.78%82.34%
Beta (5Y)1.263.60
Max Drawdown (5Y)-56.17%-84.09%
Avg. Volume (3M)1.95M22.35M

Risk-Adjusted Performance

Risk-Return Positioning

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FROG and MSTR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for JFrog (FROG) and Strategy (MSTR)
MetricFROGMSTR
Sharpe Ratio (1Y)0.91-0.64
Sortino Ratio (1Y)1.48-0.97

Profitability

ROE (TTM)

Both JFrog (FROG) at -2.26% and Strategy (MSTR) at -21.59% report negative ROE values. Negative ROE can reflect losses or negative shareholders’ equity, so both readings need extra context.

FROG

Software & Services industry group

-2.26%

Max
53.85%
Q3
17.90%
Median
6.59%
FROG
-2.26%
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%
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JFrog (FROG) vs. Strategy (MSTR): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

JFrog (FROG) reports a negative net margin of -3.28%, usually indicating a net loss over the period. Meanwhile Strategy (MSTR) reports 0.00%, ranking against industry peers normally.

FROG

Software & Services industry group

-3.28%

Max
41.17%
Q3
15.28%
Median
4.63%
FROG
-3.28%
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%
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JFrog (FROG) vs. Strategy (MSTR): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both JFrog (FROG) at -0.27% and Strategy (MSTR) at -2.07% report negative operating margin values, usually indicating operating losses over the period.

FROG

Software & Services industry group

-0.27%

Max
46.89%
Q3
17.64%
Median
8.73%
FROG
-0.27%
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%
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JFrog (FROG) vs. Strategy (MSTR): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for JFrog (FROG) and Strategy (MSTR)
MetricFROGMSTR
ROE (TTM)-2.26%-21.59%
ROA (TTM)-1.85%-4.52%
Net Margin (TTM)-3.28%0.00%
Operating Margin (TTM)-0.27%-2.07%
Gross Margin (TTM)78.44%67.84%

Growth

Revenue Growth

JFrog (FROG) at 24.12% is around its peer norm for revenue growth, while Strategy (MSTR) at 2.97% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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JFrog (FROG) vs. Strategy (MSTR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Neither JFrog (FROG) nor Strategy (MSTR) reports a EPS growth value for this period, so a direct comparison isn't possible.

Growth Metrics

Growth metrics for JFrog (FROG) and Strategy (MSTR)
MetricFROGMSTR
Revenue Growth (YoY)24.12%2.97%
Revenue Growth (3Y CAGR)23.84%-1.49%
EPS Growth (YoY)----
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

JFrog (FROG) at 2.15 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.

FROG

Software & Services industry group

2.15

Max
5.11
Q3
2.77
FROG
2.15
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
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JFrog (FROG) vs. Strategy (MSTR): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both JFrog (FROG) at 0.11 and Strategy (MSTR) at 0.10 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

FROG

Software & Services industry group

0.11

Max
2.52
Q3
1.13
Median
0.40
FROG
0.11
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
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JFrog (FROG) vs. Strategy (MSTR): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for JFrog (FROG) and Strategy (MSTR)
MetricFROGMSTR
Current Ratio (MRQ)2.154.04
Debt / Equity (MRQ)0.110.10
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Neither JFrog (FROG) nor Strategy (MSTR) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

FROG

Software & Services industry group

0.00%

FROG
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%
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JFrog (FROG) vs. Strategy (MSTR): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither JFrog (FROG) nor Strategy (MSTR) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

FROG

Software & Services industry group

0.00%

FROG
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%
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JFrog (FROG) vs. Strategy (MSTR): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for JFrog (FROG) and Strategy (MSTR)
MetricFROGMSTR
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Neither JFrog (FROG) nor Strategy (MSTR) reports a P/E ratio value for this period, so a direct comparison isn’t possible.

FROG

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
FROG
--

MSTR

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
MSTR
--
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JFrog (FROG) vs. Strategy (MSTR): Neither stock reports P/E ratio, so the chart shows available benchmark boxes without value markers.

P/S Ratio (TTM)

Investors are paying well above the peer range per dollar of sales for both JFrog (FROG) at 19.39 and Strategy (MSTR) at 110.23 — each P/S ratio clears its industry’s benchmark range.

FROG

Software & Services industry group

19.39

FROG
19.39
Max
17.91
Q3
8.78
Median
4.25
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
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JFrog (FROG) vs. Strategy (MSTR): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Strategy (MSTR) at 0.98 looks cheap against book in the lower P/B ratio quartile, while JFrog (FROG) at 12.37 carries a premium in the upper quartile — a clear price-to-book gap.

FROG

Software & Services industry group

12.37

Max
16.63
FROG
12.37
Q3
8.50
Median
4.30
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
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JFrog (FROG) vs. Strategy (MSTR): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for JFrog (FROG) and Strategy (MSTR)
MetricFROGMSTR
P/E Ratio (TTM)----
P/S Ratio (TTM)19.39110.23
P/B Ratio (MRQ)12.370.98
Free Cash Flow Yield (TTM)1.85%-5.94%