AG vs. MSTR
AG (First Majestic Silver Corp.) and MSTR (Strategy Inc) are both stocks. AG operates in Silver (Basic Materials), while MSTR operates in Software - Application (Technology). Over the past 10 years, AG returned 3.41%/yr vs 21.08%/yr for MSTR. At a 0.18 correlation, their price movements are largely independent.
Performance
AG vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, AG achieves a 3.18% return, which is significantly higher than MSTR's -16.29% return. Over the past 10 years, AG has underperformed MSTR with an annualized return of 3.41%, while MSTR has yielded a comparatively higher 21.08% annualized return.
AG
- 1D
- 1.06%
- 1M
- -21.38%
- YTD
- 3.18%
- 6M
- 19.63%
- 1Y
- 108.06%
- 3Y*
- 44.51%
- 5Y*
- -0.09%
- 10Y*
- 3.41%
MSTR
- 1D
- 5.61%
- 1M
- -32.19%
- YTD
- -16.29%
- 6M
- -30.75%
- 1Y
- -66.03%
- 3Y*
- 65.16%
- 5Y*
- 19.92%
- 10Y*
- 21.08%
AG vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AG First Majestic Silver Corp. | 3.18% | 204.32% | -10.47% | -25.99% | -24.73% | -17.24% | 9.62% | 108.15% | -12.61% | -11.66% |
MSTR Strategy Inc | -16.29% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Correlation
The correlation between AG and MSTR is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2010 | 0.18 |
Fundamentals
AG:
$8.62B
MSTR:
$42.47B
AG:
$0.60
MSTR:
-$40.19
AG:
5.68
MSTR:
79.74
AG:
2.97
MSTR:
1.16
AG:
$1.49B
MSTR:
$490.47M
AG:
$646.49M
MSTR:
$334.08M
AG:
$824.25M
MSTR:
$466.93M
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Return for Risk
AG vs. MSTR — Risk / Return Rank
AG
MSTR
AG vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Majestic Silver Corp. (AG) and Strategy Inc (MSTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AG | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.42 | ||
| Sortino ratioReturn per unit of downside risk | +3.73 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.82 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | -0.86 | +3.18 |
| Martin ratioReturn relative to average drawdown | 5.47 | -1.27 | +6.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AG | MSTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | -0.94 | +2.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.22 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | 0.29 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.12 | -0.09 |
Drawdowns
AG vs. MSTR - Drawdown Comparison
The maximum AG drawdown since its inception was -90.20%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for AG and MSTR.
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Drawdown Indicators
| AG | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.20% | -99.86% | +9.66% |
Max Drawdown (1Y)Largest decline over 1 year | -46.87% | -76.53% | +29.66% |
Max Drawdown (3Y)Largest decline over 3 years | -46.87% | -77.42% | +30.55% |
Max Drawdown (5Y)Largest decline over 5 years | -76.89% | -84.11% | +7.22% |
Max Drawdown (10Y)Largest decline over 10 years | -80.82% | -89.27% | +8.45% |
Current DrawdownCurrent decline from peak | -46.31% | -73.15% | +26.84% |
Average DrawdownAverage peak-to-trough decline | -59.20% | -86.47% | +27.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.82% | 52.19% | -32.37% |
Volatility
AG vs. MSTR - Volatility Comparison
First Majestic Silver Corp. (AG) has a higher volatility of 24.80% compared to Strategy Inc (MSTR) at 21.43%. This indicates that AG's price experiences larger fluctuations and is considered to be riskier than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AG | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.80% | 21.43% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 57.88% | 56.80% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 73.16% | 70.82% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 61.65% | 90.87% | -29.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 61.96% | 73.77% | -11.81% |
Dividends
AG vs. MSTR - Dividend Comparison
AG's dividend yield for the trailing twelve months is around 0.21%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AG First Majestic Silver Corp. | 0.21% | 0.12% | 0.33% | 0.34% | 0.31% | 0.14% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
AG vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between First Majestic Silver Corp. and Strategy Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AG and MSTR have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AG has higher volatility (24.80%) compared to MSTR (21.43%). In terms of maximum drawdown, AG dropped -90.20% vs MSTR's -99.86%.
AG currently has the higher Sharpe Ratio (1.49 vs -0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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