CRS vs. MSTR
Compare and contrast key facts about Carpenter Technology Corporation (CRS) and MicroStrategy Incorporated (MSTR).
Performance
CRS vs. MSTR - Performance Comparison
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CRS vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 25.26% | 86.23% | 141.72% | 94.48% | 29.50% | 2.66% | -39.44% | 42.12% | -29.16% | 43.40% |
MSTR MicroStrategy Incorporated | -17.87% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Fundamentals
CRS:
$19.83B
MSTR:
$36.69B
CRS:
$8.62
MSTR:
-$13.50
CRS:
6.75
MSTR:
78.11
CRS:
9.99
MSTR:
6.41
CRS:
$2.94B
MSTR:
$477.23M
CRS:
$849.50M
MSTR:
$327.82M
CRS:
$711.30M
MSTR:
-$5.44B
Returns By Period
In the year-to-date period, CRS achieves a 25.26% return, which is significantly higher than MSTR's -17.87% return. Over the past 10 years, CRS has outperformed MSTR with an annualized return of 29.69%, while MSTR has yielded a comparatively lower 21.18% annualized return.
CRS
- 1D
- 6.32%
- 1M
- -0.98%
- YTD
- 25.26%
- 6M
- 60.75%
- 1Y
- 118.29%
- 3Y*
- 108.12%
- 5Y*
- 59.12%
- 10Y*
- 29.69%
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
CRS vs. MSTR — Risk / Return Rank
CRS
MSTR
CRS vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carpenter Technology Corporation (CRS) 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.
| CRS | MSTR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.33 | -0.77 | +3.10 |
Sortino ratioReturn per unit of downside risk | 3.04 | -1.12 | +4.16 |
Omega ratioGain probability vs. loss probability | 1.41 | 0.87 | +0.54 |
Calmar ratioReturn relative to maximum drawdown | 6.14 | -0.74 | +6.88 |
Martin ratioReturn relative to average drawdown | 14.29 | -1.29 | +15.59 |
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
| CRS | MSTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.33 | -0.77 | +3.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.27 | 0.13 | +1.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.29 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.12 | +0.21 |
Correlation
The correlation between CRS and MSTR is 0.31, 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
CRS vs. MSTR - Dividend Comparison
CRS's dividend yield for the trailing twelve months is around 0.20%, while MSTR has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 0.20% | 0.25% | 0.47% | 1.13% | 2.17% | 2.74% | 2.75% | 1.61% | 2.13% | 1.41% | 1.99% | 2.38% |
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
CRS vs. MSTR - Drawdown Comparison
The maximum CRS drawdown since its inception was -84.68%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for CRS and MSTR.
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Drawdown Indicators
| CRS | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.68% | -99.86% | +15.18% |
Max Drawdown (1Y)Largest decline over 1 year | -19.24% | -76.53% | +57.29% |
Max Drawdown (5Y)Largest decline over 5 years | -47.01% | -84.11% | +37.10% |
Max Drawdown (10Y)Largest decline over 10 years | -74.70% | -89.27% | +14.57% |
Current DrawdownCurrent decline from peak | -4.36% | -73.66% | +69.30% |
Average DrawdownAverage peak-to-trough decline | -27.36% | -86.60% | +59.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.27% | 43.98% | -35.71% |
Volatility
CRS vs. MSTR - Volatility Comparison
The current volatility for Carpenter Technology Corporation (CRS) is 17.52%, while MicroStrategy Incorporated (MSTR) has a volatility of 18.69%. This indicates that CRS 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
| CRS | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.52% | 18.69% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 37.15% | 55.56% | -18.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.08% | 74.10% | -23.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.78% | 91.30% | -44.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.74% | 73.16% | -24.42% |
Financials
CRS vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Carpenter Technology Corporation 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