CRS vs. MSTR
Compare and contrast key facts about Carpenter Technology Corporation (CRS) and MicroStrategy Incorporated (MSTR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRS or MSTR.
Key characteristics
| CRS | MSTR | |
|---|---|---|
| YTD Return | 151.68% | 464.56% |
| 1Y Return | 160.47% | 606.29% |
| 3Y Return (Ann) | 76.20% | 64.10% |
| 5Y Return (Ann) | 30.62% | 87.21% |
| 10Y Return (Ann) | 15.32% | 35.93% |
| Sharpe Ratio | 3.86 | 5.80 |
| Sortino Ratio | 4.24 | 4.29 |
| Omega Ratio | 1.54 | 1.51 |
| Calmar Ratio | 8.40 | 7.01 |
| Martin Ratio | 23.63 | 28.56 |
| Ulcer Index | 7.07% | 21.02% |
| Daily Std Dev | 43.30% | 103.52% |
| Max Drawdown | -84.68% | -99.86% |
| Current Drawdown | -1.18% | 0.00% |
Fundamentals
| CRS | MSTR | |
|---|---|---|
| Market Cap | $8.91B | $72.26B |
| EPS | $4.44 | -$2.48 |
| PEG Ratio | 1.59 | 3.09 |
| Total Revenue (TTM) | $2.83B | $467.24M |
| Gross Profit (TTM) | $642.50M | $343.72M |
| EBITDA (TTM) | $543.70M | -$442.13M |
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.
Performance
CRS vs. MSTR - Performance Comparison
In the year-to-date period, CRS achieves a 151.68% return, which is significantly lower than MSTR's 464.56% return. Over the past 10 years, CRS has underperformed MSTR with an annualized return of 15.32%, while MSTR has yielded a comparatively higher 35.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CRS vs. MSTR - Risk-Adjusted Performance 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.
Dividends
CRS vs. MSTR - Dividend Comparison
CRS's dividend yield for the trailing twelve months is around 0.45%, while MSTR has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 0.45% | 1.13% | 2.17% | 2.74% | 2.75% | 1.61% | 2.13% | 1.41% | 1.99% | 2.38% | 1.46% | 1.16% |
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. For additional features, visit the drawdowns tool.
Volatility
CRS vs. MSTR - Volatility Comparison
The current volatility for Carpenter Technology Corporation (CRS) is 15.91%, while MicroStrategy Incorporated (MSTR) has a volatility of 31.69%. 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.
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