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B vs. MSTR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between B and MSTR is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.3

Performance

B vs. MSTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Barnes Group Inc. (B) and MicroStrategy Incorporated (MSTR). The values are adjusted to include any dividend payments, if applicable.

0.00%1,000.00%2,000.00%3,000.00%4,000.00%NovemberDecember2025FebruaryMarchApril
476.86%
2,850.63%
B
MSTR

Key characteristics

Fundamentals

Market Cap

B:

$2.42B

MSTR:

$83.26B

EPS

B:

-$0.78

MSTR:

-$6.05

PEG Ratio

B:

1.76

MSTR:

3.09

PS Ratio

B:

1.50

MSTR:

179.64

PB Ratio

B:

1.86

MSTR:

4.55

Total Revenue (TTM)

B:

$770.14M

MSTR:

$348.21M

Gross Profit (TTM)

B:

$253.46M

MSTR:

$248.76M

EBITDA (TTM)

B:

$104.47M

MSTR:

-$1.66B

Returns By Period


B

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

MSTR

YTD

7.61%

1M

5.91%

6M

60.57%

1Y

148.53%

5Y*

90.19%

10Y*

33.79%

*Annualized

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Risk-Adjusted Performance

B vs. MSTR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

B
The Risk-Adjusted Performance Rank of B is 8686
Overall Rank
The Sharpe Ratio Rank of B is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of B is 8888
Sortino Ratio Rank
The Omega Ratio Rank of B is 8888
Omega Ratio Rank
The Calmar Ratio Rank of B is 7979
Calmar Ratio Rank
The Martin Ratio Rank of B is 8787
Martin Ratio Rank

MSTR
The Risk-Adjusted Performance Rank of MSTR is 8989
Overall Rank
The Sharpe Ratio Rank of MSTR is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of MSTR is 8989
Sortino Ratio Rank
The Omega Ratio Rank of MSTR is 8484
Omega Ratio Rank
The Calmar Ratio Rank of MSTR is 9494
Calmar Ratio Rank
The Martin Ratio Rank of MSTR is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

B vs. MSTR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Barnes Group Inc. (B) and MicroStrategy Incorporated (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.


Sharpe ratio
The chart of Sharpe ratio for B, currently valued at 1.44, compared to the broader market-2.00-1.000.001.002.003.00
B: 1.44
MSTR: 1.29
The chart of Sortino ratio for B, currently valued at 2.51, compared to the broader market-6.00-4.00-2.000.002.004.00
B: 2.51
MSTR: 2.20
The chart of Omega ratio for B, currently valued at 1.40, compared to the broader market0.501.001.502.00
B: 1.40
MSTR: 1.25
The chart of Calmar ratio for B, currently valued at 0.80, compared to the broader market0.001.002.003.004.00
B: 0.80
MSTR: 1.99
The chart of Martin ratio for B, currently valued at 5.93, compared to the broader market-5.000.005.0010.0015.0020.00
B: 5.93
MSTR: 5.70


Rolling 12-month Sharpe Ratio0.002.004.006.008.00NovemberDecember2025FebruaryMarchApril
1.44
1.29
B
MSTR

Dividends

B vs. MSTR - Dividend Comparison

Neither B nor MSTR has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
B
Barnes Group Inc.
0.67%1.02%1.96%1.57%1.37%1.26%1.03%1.16%0.87%1.08%1.36%1.22%
MSTR
MicroStrategy Incorporated
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

B vs. MSTR - Drawdown Comparison


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-27.76%
-34.23%
B
MSTR

Volatility

B vs. MSTR - Volatility Comparison

The current volatility for Barnes Group Inc. (B) is 0.00%, while MicroStrategy Incorporated (MSTR) has a volatility of 37.69%. This indicates that B experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2025FebruaryMarchApril0
37.69%
B
MSTR

Financials

B vs. MSTR - Financials Comparison

This section allows you to compare key financial metrics between Barnes Group Inc. and MicroStrategy Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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