Strategy Inc (MSTR)

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Strategy Inc (MSTR) is down 20.9% since the beginning of the year. At $120 per share, MSTR is trading 73.7% below its 52-week high of $457. Investors who bought $1,000 worth of MSTR shares 5 years ago would now be looking at an investment worth $2,327.

Strategy Inc (MSTR) has returned -20.93% so far this year and -68.96% over the past 12 months. Looking at the last ten years, MSTR has achieved an annualized return of 20.49%, outperforming the S&P 500 Index benchmark, which averaged 13.53% per year.

Based on dividend-adjusted daily data since Jun 11, 1998, MSTR's average daily return is +0.15%, while the average monthly return is +3.67%. At this rate, an investment would double in approximately 1.6 years.

Historically, 51% of months were positive and 49% were negative. The best month was Oct 2001 with a return of +143.4%, while the worst month was Apr 2000 at -70.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 9 months.

On a daily basis, MSTR closed higher 50% of trading days. The best single day was Apr 19, 2001 with a return of +76.4%, while the worst single day was Mar 20, 2000 at -61.7%.

Strategy Inc has an annualized alpha of 29.59%, beta of 1.40, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since June 11, 1998.

• This stock captured 286.31% of S&P 500 Index gains and 184.75% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.13 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MSTR ranks 7 for risk / return — in the bottom 7% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Strategy Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Strategy Inc was 99.86%, occurring on Jul 26, 2002. Recovery took 5612 trading sessions.

The current Strategy Inc drawdown is 74.64%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Strategy Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Strategy Inc is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.