HOOD vs. MSTR

Last updated Jun 13, 2026

HOOD (Robinhood Markets, Inc.) and MSTR (Strategy Inc) are both stocks. HOOD operates in Capital Markets (Financial Services), while MSTR operates in Software - Application (Technology). Over the past 3 years, HOOD returned 113.32%/yr vs 63.46%/yr for MSTR. A 0.57 correlation means they provide meaningful diversification when combined.

Performance

HOOD vs. MSTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Robinhood Markets, Inc. (HOOD) and Strategy Inc (MSTR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with HOOD having a -17.60% return and MSTR slightly lower at -18.41%.

HOOD

• 1D: 1.04%
• 1M: 15.48%
• YTD: -17.60%
• 6M: -22.02%
• 1Y: 28.36%
• 3Y*: 113.32%
• 5Y*: —
• 10Y*: —

MSTR

• 1D: 3.18%
• 1M: -33.70%
• YTD: -18.41%
• 6M: -29.74%
• 1Y: -67.62%
• 3Y*: 63.46%
• 5Y*: 19.14%
• 10Y*: 20.92%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HOOD vs. MSTR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
HOOD Robinhood Markets, Inc.	-17.60%	203.54%	192.46%	56.51%	-54.17%	-53.26%
MSTR Strategy Inc	-18.41%	-47.53%	358.54%	346.15%	-74.00%	-15.80%

Correlation

The correlation between HOOD and MSTR is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.62
Correlation (3Y) Calculated over the trailing 3-year period	0.56
Correlation (All Time) Calculated using the full available price history since Jul 29, 2021	0.57

The correlation between HOOD and MSTR has been stable across timeframes, ranging from 0.56 to 0.62 - a consistent structural relationship.

Fundamentals

Market Cap HOOD : $85.27B MSTR : $41.40B
EPS HOOD : $2.07 MSTR : -$40.19
PS Ratio HOOD : 21.83 MSTR : 77.72
PB Ratio HOOD : 8.80 MSTR : 1.13
Total Revenue (TTM) HOOD : $3.91B MSTR : $490.47M
Gross Profit (TTM) HOOD : $2.86B MSTR : $334.08M
EBITDA (TTM) HOOD : $1.80B MSTR : $466.93M

Return for Risk

HOOD vs. MSTR — Risk / Return Rank

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

HOOD

HOOD Risk / Return Rank: 55
HOOD Sharpe Ratio Rank: 56
HOOD Sortino Ratio Rank: 57
HOOD Omega Ratio Rank: 55
HOOD Calmar Ratio Rank: 53
HOOD Martin Ratio Rank: 52

MSTR

MSTR Risk / Return Rank: 8
MSTR Sharpe Ratio Rank: 6
MSTR Sortino Ratio Rank: 4
MSTR Omega Ratio Rank: 7
MSTR Calmar Ratio Rank: 8
MSTR Martin Ratio Rank: 13

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HOOD vs. MSTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Robinhood Markets, Inc. (HOOD) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	HOOD	MSTR	Difference
Sharpe ratio: Return per unit of total volatility	0.38	-0.95	+1.33
Sortino ratio: Return per unit of downside risk	1.03	-1.71	+2.74
Omega ratio: Gain probability vs. loss probability	1.12	0.82	+0.30
Calmar ratio: Return relative to maximum drawdown	0.46	-0.88	+1.34
Martin ratio: Return relative to average drawdown	0.83	-1.27	+2.10

HOOD vs. MSTR - Sharpe Ratio Comparison

The current HOOD Sharpe Ratio is 0.38, which is higher than the MSTR Sharpe Ratio of -0.95. The chart below compares the historical Sharpe Ratios of HOOD and MSTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

HOOD vs. MSTR - Drawdown Comparison

The maximum HOOD drawdown since its inception was -90.21%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for HOOD and MSTR.

Drawdown Indicators

	HOOD	MSTR	Difference
Max Drawdown Largest peak-to-trough decline	-90.21%	-99.86%	+9.65%
Max Drawdown (1Y) Largest decline over 1 year	-57.26%	-76.53%	+19.27%
Max Drawdown (3Y) Largest decline over 3 years	-57.26%	-77.42%	+20.16%
Max Drawdown (5Y) Largest decline over 5 years	—	-84.11%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-89.27%	—
Current Drawdown Current decline from peak	-38.88%	-73.84%	+34.96%
Average Drawdown Average peak-to-trough decline	-60.85%	-86.45%	+25.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	31.69%	53.01%	-21.32%

Volatility

HOOD vs. MSTR - Volatility Comparison

Robinhood Markets, Inc. (HOOD) has a higher volatility of 23.07% compared to Strategy Inc (MSTR) at 21.60%. This indicates that HOOD's price experiences larger fluctuations and is considered to be riskier than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HOOD	MSTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	23.07%	21.60%	+1.47%
Volatility (6M) Calculated over the trailing 6-month period	50.85%	57.34%	-6.49%
Volatility (1Y) Calculated over the trailing 1-year period	69.33%	71.15%	-1.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	74.06%	90.79%	-16.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	74.06%	73.80%	+0.26%

Dividends

HOOD vs. MSTR - Dividend Comparison

Neither HOOD nor MSTR has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both HOOD and MSTR in my portfolio?

HOOD and MSTR have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HOOD or MSTR?

HOOD has higher volatility (23.07%) compared to MSTR (21.60%). In terms of maximum drawdown, HOOD dropped -90.21% vs MSTR's -99.86%.

Which has better risk-adjusted returns?

HOOD currently has the higher Sharpe Ratio (0.38 vs -0.95), 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.