CRS vs. MSTR
CRS (Carpenter Technology Corporation) and MSTR (Strategy Inc) are both stocks. CRS operates in Metal Fabrication (Industrials), while MSTR operates in Software - Application (Technology). Over the past 10 years, CRS returned 33.25%/yr vs 20.96%/yr for MSTR. At a 0.31 correlation, their price movements are largely independent.
Performance
CRS vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, CRS achieves a 54.86% return, which is significantly higher than MSTR's -16.72% return. Over the past 10 years, CRS has outperformed MSTR with an annualized return of 33.25%, while MSTR has yielded a comparatively lower 20.96% annualized return.
CRS
- 1D
- -0.04%
- 1M
- 13.90%
- YTD
- 54.86%
- 6M
- 57.05%
- 1Y
- 98.28%
- 3Y*
- 116.45%
- 5Y*
- 63.90%
- 10Y*
- 33.25%
MSTR
- 1D
- -7.01%
- 1M
- -31.15%
- YTD
- -16.72%
- 6M
- -32.83%
- 1Y
- -67.34%
- 3Y*
- 61.19%
- 5Y*
- 21.16%
- 10Y*
- 20.96%
CRS vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 54.86% | 86.23% | 141.72% | 94.48% | 29.50% | 2.66% | -39.44% | 42.12% | -29.16% | 43.40% |
MSTR Strategy Inc | -16.72% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Correlation
The correlation between CRS 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 | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 1998 | 0.31 |
Fundamentals
CRS:
$24.50B
MSTR:
$42.26B
CRS:
$9.51
MSTR:
-$40.19
CRS:
8.10
MSTR:
79.33
CRS:
11.85
MSTR:
1.15
CRS:
$3.03B
MSTR:
$490.47M
CRS:
$900.50M
MSTR:
$334.08M
CRS:
$745.50M
MSTR:
$466.93M
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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 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.
| CRS | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.04 | ||
| Sortino ratioReturn per unit of downside risk | +4.63 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.81 | +0.56 |
| Calmar ratioReturn relative to maximum drawdown | 5.18 | -0.88 | +6.06 |
| Martin ratioReturn relative to average drawdown | 12.19 | -1.31 | +13.49 |
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 | 2.08 | -0.96 | +3.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.38 | 0.23 | +1.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.29 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.12 | +0.22 |
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 | -19.08% | -76.53% | +57.45% |
Max Drawdown (3Y)Largest decline over 3 years | -28.74% | -77.42% | +48.68% |
Max Drawdown (5Y)Largest decline over 5 years | -44.04% | -84.11% | +40.07% |
Max Drawdown (10Y)Largest decline over 10 years | -74.70% | -89.27% | +14.57% |
Current DrawdownCurrent decline from peak | -0.04% | -73.29% | +73.25% |
Average DrawdownAverage peak-to-trough decline | -27.26% | -86.48% | +59.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.09% | 51.59% | -43.50% |
Volatility
CRS vs. MSTR - Volatility Comparison
The current volatility for Carpenter Technology Corporation (CRS) is 12.34%, while Strategy Inc (MSTR) has a volatility of 19.43%. 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 | 12.34% | 19.43% | -7.09% |
Volatility (6M)Calculated over the trailing 6-month period | 33.06% | 56.49% | -23.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.57% | 70.30% | -22.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.60% | 90.79% | -44.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.82% | 73.70% | -24.88% |
Dividends
CRS vs. MSTR - Dividend Comparison
CRS's dividend yield for the trailing twelve months is around 0.16%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corporation | 0.16% | 0.25% | 0.47% | 1.13% | 2.17% | 2.74% | 2.75% | 1.61% | 2.13% | 1.41% | 1.99% | 2.38% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
CRS vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Carpenter Technology Corporation 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
CRS 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.
MSTR has higher volatility (19.43%) compared to CRS (12.34%). In terms of maximum drawdown, CRS dropped -84.68% vs MSTR's -99.86%.
CRS currently has the higher Sharpe Ratio (2.08 vs -0.96), 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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