KLAC vs. MSTR
KLAC (KLA Corporation) and MSTR (Strategy Inc) are both stocks. Both are in the Technology sector — KLAC in Semiconductor Equipment & Materials, MSTR in Software - Application. Over the past 10 years, KLAC returned 45.08%/yr vs 20.92%/yr for MSTR. At a 0.36 correlation, their price movements are largely independent.
Performance
KLAC vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, KLAC achieves a 110.02% return, which is significantly higher than MSTR's -18.41% return. Over the past 10 years, KLAC has outperformed MSTR with an annualized return of 45.08%, while MSTR has yielded a comparatively lower 20.92% annualized return.
KLAC
- 1D
- 5.55%
- 1M
- 37.79%
- YTD
- 110.02%
- 6M
- 113.75%
- 1Y
- 192.78%
- 3Y*
- 75.88%
- 5Y*
- 52.93%
- 10Y*
- 45.08%
MSTR
- 1D
- 3.18%
- 1M
- -30.37%
- YTD
- -18.41%
- 6M
- -29.74%
- 1Y
- -67.36%
- 3Y*
- 63.46%
- 5Y*
- 19.14%
- 10Y*
- 20.92%
KLAC vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KLAC KLA Corporation | 110.02% | 94.48% | 9.36% | 56.05% | -11.20% | 68.05% | 47.94% | 103.99% | -12.49% | 36.80% |
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Correlation
The correlation between KLAC and MSTR is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jun 11, 1998 | 0.36 |
The correlation between KLAC and MSTR shifts across timeframes, from 0.29 (3 years) to 0.40 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
KLAC:
$33.62B
MSTR:
$41.40B
KLAC:
$35.29
MSTR:
-$40.19
KLAC:
2.57
MSTR:
77.72
KLAC:
5.77
MSTR:
1.13
KLAC:
$13.10B
MSTR:
$490.47M
KLAC:
$8.09B
MSTR:
$334.08M
KLAC:
$5.77B
MSTR:
$466.93M
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Return for Risk
KLAC vs. MSTR — Risk / Return Rank
KLAC
MSTR
KLAC vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KLA Corporation (KLAC) 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.
| KLAC | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +4.88 | ||
| Sortino ratioReturn per unit of downside risk | +5.45 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 0.82 | +0.73 |
| Calmar ratioReturn relative to maximum drawdown | 8.66 | -0.88 | +9.54 |
| Martin ratioReturn relative to average drawdown | 27.54 | -1.27 | +28.81 |
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Drawdowns
KLAC vs. MSTR - Drawdown Comparison
The maximum KLAC drawdown since its inception was -83.74%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for KLAC and MSTR.
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Drawdown Indicators
| KLAC | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.74% | -99.86% | +16.12% |
Max Drawdown (1Y)Largest decline over 1 year | -22.41% | -76.53% | +54.12% |
Max Drawdown (3Y)Largest decline over 3 years | -34.95% | -77.42% | +42.47% |
Max Drawdown (5Y)Largest decline over 5 years | -40.28% | -84.11% | +43.83% |
Max Drawdown (10Y)Largest decline over 10 years | -40.28% | -89.27% | +48.99% |
Current DrawdownCurrent decline from peak | 0.00% | -73.84% | +73.84% |
Average DrawdownAverage peak-to-trough decline | -29.32% | -86.45% | +57.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.03% | 53.01% | -45.98% |
Volatility
KLAC vs. MSTR - Volatility Comparison
KLA Corporation (KLAC) and Strategy Inc (MSTR) have volatilities of 22.17% and 21.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KLAC | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.17% | 21.60% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 42.02% | 57.34% | -15.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.38% | 71.15% | -21.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.88% | 90.79% | -46.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.86% | 73.80% | -31.94% |
Dividends
KLAC vs. MSTR - Dividend Comparison
KLAC's dividend yield for the trailing twelve months is around 0.31%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KLAC KLA Corporation | 0.31% | 0.61% | 0.96% | 0.92% | 1.25% | 0.91% | 1.35% | 1.74% | 3.17% | 2.15% | 2.67% | 2.94% |
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
KLAC vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between KLA 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
KLAC and MSTR have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KLAC has higher volatility (22.17%) compared to MSTR (21.60%). In terms of maximum drawdown, KLAC dropped -83.74% vs MSTR's -99.86%.
KLAC currently has the higher Sharpe Ratio (3.93 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.
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