CAIXY vs. MSTR
Compare and contrast key facts about Caixabank SA ADR (CAIXY) and MicroStrategy Incorporated (MSTR).
Performance
CAIXY vs. MSTR - Performance Comparison
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CAIXY vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAIXY Caixabank SA ADR | -2.96% | 149.59% | 46.64% | 16.68% | 45.44% | 10.31% | -14.12% | -10.97% | -23.98% | 52.94% |
MSTR MicroStrategy Incorporated | -17.87% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Fundamentals
CAIXY:
$82.93B
MSTR:
$36.69B
CAIXY:
$0.28
MSTR:
-$13.50
CAIXY:
4.23
MSTR:
78.11
CAIXY:
2.15
MSTR:
6.41
CAIXY:
$19.63B
MSTR:
$477.23M
CAIXY:
$8.07B
MSTR:
$327.82M
CAIXY:
$6.55B
MSTR:
-$5.44B
Returns By Period
In the year-to-date period, CAIXY achieves a -2.96% return, which is significantly higher than MSTR's -17.87% return. Both investments have delivered pretty close results over the past 10 years, with CAIXY having a 21.42% annualized return and MSTR not far behind at 21.18%.
CAIXY
- 1D
- 3.15%
- 1M
- -3.91%
- YTD
- -2.96%
- 6M
- 14.98%
- 1Y
- 68.97%
- 3Y*
- 61.05%
- 5Y*
- 40.36%
- 10Y*
- 21.42%
MSTR
- 1D
- 2.77%
- 1M
- -3.63%
- YTD
- -17.87%
- 6M
- -61.27%
- 1Y
- -56.71%
- 3Y*
- 62.23%
- 5Y*
- 12.15%
- 10Y*
- 21.18%
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Return for Risk
CAIXY vs. MSTR — Risk / Return Rank
CAIXY
MSTR
CAIXY vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Caixabank SA ADR (CAIXY) 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.
| CAIXY | MSTR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | -0.77 | +2.90 |
Sortino ratioReturn per unit of downside risk | 2.63 | -1.12 | +3.75 |
Omega ratioGain probability vs. loss probability | 1.37 | 0.87 | +0.49 |
Calmar ratioReturn relative to maximum drawdown | 3.97 | -0.74 | +4.71 |
Martin ratioReturn relative to average drawdown | 12.84 | -1.29 | +14.14 |
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
| CAIXY | MSTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | -0.77 | +2.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.13 | +0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.29 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.12 | +0.14 |
Correlation
The correlation between CAIXY and MSTR is 0.13, 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.
Dividends
CAIXY vs. MSTR - Dividend Comparison
CAIXY's dividend yield for the trailing twelve months is around 7.03%, while MSTR has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIXY Caixabank SA ADR | 7.03% | 6.82% | 10.76% | 6.11% | 4.26% | 1.22% | 2.17% | 2.69% | 3.70% | 3.16% | 2.70% | 2.71% |
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
CAIXY vs. MSTR - Drawdown Comparison
The maximum CAIXY drawdown since its inception was -74.24%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for CAIXY and MSTR.
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Drawdown Indicators
| CAIXY | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.24% | -99.86% | +25.62% |
Max Drawdown (1Y)Largest decline over 1 year | -17.04% | -76.53% | +59.49% |
Max Drawdown (5Y)Largest decline over 5 years | -31.74% | -84.11% | +52.37% |
Max Drawdown (10Y)Largest decline over 10 years | -70.45% | -89.27% | +18.82% |
Current DrawdownCurrent decline from peak | -11.88% | -73.66% | +61.78% |
Average DrawdownAverage peak-to-trough decline | -32.97% | -86.60% | +53.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 43.98% | -38.71% |
Volatility
CAIXY vs. MSTR - Volatility Comparison
The current volatility for Caixabank SA ADR (CAIXY) is 11.31%, while MicroStrategy Incorporated (MSTR) has a volatility of 18.69%. This indicates that CAIXY 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.
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Volatility by Period
| CAIXY | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.31% | 18.69% | -7.38% |
Volatility (6M)Calculated over the trailing 6-month period | 20.65% | 55.56% | -34.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.46% | 74.10% | -41.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.42% | 91.30% | -47.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.61% | 73.16% | -25.55% |
Financials
CAIXY vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Caixabank SA ADR 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.
Total Revenue: Total amount of money received from sales and other business activities