KDP vs. MSTR: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at KDP and MSTR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
| Symbol | KDP | MSTR |
|---|---|---|
| Company Name | Keurig Dr Pepper Inc. | Strategy Inc |
| Country | United States | United States |
| GICS Sector | Consumer Staples | Information Technology |
| GICS Industry | Beverages | Software |
| Market Capitalization | 35.49 billion USD | 68.64 billion USD |
| Exchange | NasdaqGS | NasdaqGS |
| Listing Date | May 7, 2008 | June 11, 1998 |
| Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of KDP and MSTR by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | KDP | MSTR |
|---|---|---|
| 5-Day Price Return | -1.28% | -3.28% |
| 13-Week Price Return | -24.55% | -40.32% |
| 26-Week Price Return | -23.27% | -39.14% |
| 52-Week Price Return | -20.66% | -11.79% |
| Month-to-Date Return | -3.83% | -11.37% |
| Year-to-Date Return | -18.68% | -17.52% |
| 10-Day Avg. Volume | 20.39M | 12.53M |
| 3-Month Avg. Volume | 17.26M | 11.68M |
| 3-Month Volatility | 38.55% | 56.82% |
| Beta | 0.36 | 3.42 |
Profitability
Return on Equity (TTM)
KDP
6.39%
Beverages Industry
- Max
- 45.90%
- Q3
- 22.74%
- Median
- 10.10%
- Q1
- 6.35%
- Min
- -13.21%
KDP’s Return on Equity of 6.39% is on par with the norm for the Beverages industry, indicating its profitability relative to shareholder equity is typical for the sector.
MSTR
19.76%
Software Industry
- Max
- 66.28%
- Q3
- 21.28%
- Median
- 9.33%
- Q1
- -8.77%
- Min
- -48.16%
MSTR’s Return on Equity of 19.76% is on par with the norm for the Software industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
KDP
9.78%
Beverages Industry
- Max
- 21.38%
- Q3
- 12.24%
- Median
- 8.43%
- Q1
- 5.97%
- Min
- 0.65%
KDP’s Net Profit Margin of 9.78% is aligned with the median group of its peers in the Beverages industry. This indicates its ability to convert revenue into profit is typical for the sector.
MSTR
1,667.09%
Software Industry
- Max
- 51.92%
- Q3
- 19.23%
- Median
- 6.98%
- Q1
- -7.14%
- Min
- -41.00%
MSTR’s Net Profit Margin of 1,667.09% is exceptionally high, placing it well beyond the typical range for the Software industry. This demonstrates outstanding operational efficiency and a strong competitive advantage in converting revenue into profit.
Operating Profit Margin (TTM)
KDP
17.03%
Beverages Industry
- Max
- 29.32%
- Q3
- 20.15%
- Median
- 13.14%
- Q1
- 10.74%
- Min
- 1.24%
KDP’s Operating Profit Margin of 17.03% is around the midpoint for the Beverages industry, indicating that its efficiency in managing core business operations is typical for the sector.
MSTR
2,312.91%
Software Industry
- Max
- 60.40%
- Q3
- 21.25%
- Median
- 9.90%
- Q1
- -4.97%
- Min
- -43.50%
MSTR’s Operating Profit Margin of 2,312.91% is exceptionally high, placing it well above the typical range for the Software industry. This demonstrates outstanding efficiency in managing its core operations, which can be a result of strong pricing power or superior cost control.
Profitability at a Glance
| Symbol | KDP | MSTR |
|---|---|---|
| Return on Equity (TTM) | 6.39% | 19.76% |
| Return on Assets (TTM) | 2.93% | 15.21% |
| Net Profit Margin (TTM) | 9.78% | 1,667.09% |
| Operating Profit Margin (TTM) | 17.03% | 2,312.91% |
| Gross Profit Margin (TTM) | 54.76% | 70.12% |
Financial Strength
Current Ratio (MRQ)
KDP
0.62
Beverages Industry
- Max
- 3.52
- Q3
- 2.00
- Median
- 1.22
- Q1
- 0.87
- Min
- 0.55
KDP’s Current Ratio of 0.62 falls into the lower quartile for the Beverages industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
MSTR
0.66
Software Industry
- Max
- 4.29
- Q3
- 2.37
- Median
- 1.40
- Q1
- 1.03
- Min
- 0.25
MSTR’s Current Ratio of 0.66 falls into the lower quartile for the Software industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio (MRQ)
KDP
0.66
Beverages Industry
- Max
- 2.14
- Q3
- 1.14
- Median
- 0.74
- Q1
- 0.37
- Min
- 0.00
KDP’s Debt-to-Equity Ratio of 0.66 is typical for the Beverages industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
MSTR
0.14
Software Industry
- Max
- 2.16
- Q3
- 0.86
- Median
- 0.31
- Q1
- 0.00
- Min
- 0.00
MSTR’s Debt-to-Equity Ratio of 0.14 is typical for the Software industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio (TTM)
KDP
3.60
Beverages Industry
- Max
- 78.96
- Q3
- 42.68
- Median
- 10.96
- Q1
- 3.86
- Min
- 0.81
In the lower quartile for the Beverages industry, KDP’s Interest Coverage Ratio of 3.60 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.
MSTR
-30.23
Software Industry
- Max
- 89.65
- Q3
- 32.64
- Median
- 1.00
- Q1
- -9.84
- Min
- -71.23
MSTR has a negative Interest Coverage Ratio of -30.23. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.
Financial Strength at a Glance
| Symbol | KDP | MSTR |
|---|---|---|
| Current Ratio (MRQ) | 0.62 | 0.66 |
| Quick Ratio (MRQ) | 0.32 | 0.54 |
| Debt-to-Equity Ratio (MRQ) | 0.66 | 0.14 |
| Interest Coverage Ratio (TTM) | 3.60 | -30.23 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
KDP
3.52%
Beverages Industry
- Max
- 7.92%
- Q3
- 4.37%
- Median
- 3.32%
- Q1
- 1.98%
- Min
- 0.00%
KDP’s Dividend Yield of 3.52% is consistent with its peers in the Beverages industry, providing a dividend return that is standard for its sector.
MSTR
0.28%
Software Industry
- Max
- 0.22%
- Q3
- 0.11%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MSTR’s Dividend Yield of 0.28% is exceptionally high, placing it well above the typical range for the Software industry. While this may seem attractive, an unusually high yield can sometimes be a warning sign, reflecting a falling stock price or market concerns about the dividend’s sustainability.
Dividend Payout Ratio (TTM)
KDP
54.29%
Beverages Industry
- Max
- 188.65%
- Q3
- 104.55%
- Median
- 72.60%
- Q1
- 40.31%
- Min
- 0.00%
KDP’s Dividend Payout Ratio of 54.29% is within the typical range for the Beverages industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
MSTR
0.00%
Software Industry
- Max
- 3.29%
- Q3
- 2.41%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MSTR has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.
Dividend at a Glance
| Symbol | KDP | MSTR |
|---|---|---|
| Dividend Yield (TTM) | 3.52% | 0.28% |
| Dividend Payout Ratio (TTM) | 54.29% | 0.00% |
Valuation
Price-to-Earnings Ratio (TTM)
KDP
22.40
Beverages Industry
- Max
- 35.25
- Q3
- 22.66
- Median
- 17.17
- Q1
- 13.65
- Min
- 4.77
KDP’s P/E Ratio of 22.40 is within the middle range for the Beverages industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
MSTR
8.78
Software Industry
- Max
- 145.74
- Q3
- 94.88
- Median
- 45.35
- Q1
- 26.66
- Min
- 8.80
MSTR’s P/E Ratio of 8.78 is below the typical range for the Software industry. This may indicate that the stock is potentially undervalued, or it could reflect market concerns about the company’s future prospects.
Price-to-Sales Ratio (TTM)
KDP
2.19
Beverages Industry
- Max
- 4.06
- Q3
- 2.24
- Median
- 1.34
- Q1
- 0.86
- Min
- 0.39
KDP’s P/S Ratio of 2.19 aligns with the market consensus for the Beverages industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
MSTR
146.37
Software Industry
- Max
- 25.67
- Q3
- 13.68
- Median
- 8.28
- Q1
- 4.95
- Min
- 0.90
With a P/S Ratio of 146.37, MSTR trades at a valuation that eclipses even the highest in the Software industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.
Price-to-Book Ratio (MRQ)
KDP
1.37
Beverages Industry
- Max
- 6.90
- Q3
- 4.23
- Median
- 2.20
- Q1
- 1.51
- Min
- 0.69
KDP’s P/B Ratio of 1.37 is in the lower quartile for the Beverages industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
MSTR
1.59
Software Industry
- Max
- 30.67
- Q3
- 14.92
- Median
- 8.52
- Q1
- 3.89
- Min
- 0.38
MSTR’s P/B Ratio of 1.59 is in the lower quartile for the Software industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
Valuation at a Glance
| Symbol | KDP | MSTR |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 22.40 | 8.78 |
| Price-to-Sales Ratio (TTM) | 2.19 | 146.37 |
| Price-to-Book Ratio (MRQ) | 1.37 | 1.59 |
| Price-to-Free Cash Flow Ratio (TTM) | 22.16 | 1,185.37 |