KTOS vs. MSTR
KTOS (Kratos Defense & Security Solutions, Inc.) and MSTR (Strategy Inc) are both stocks. KTOS operates in Aerospace & Defense (Industrials), while MSTR operates in Software - Application (Technology). Over the past 10 years, KTOS returned 29.00%/yr vs 19.62%/yr for MSTR. At a 0.30 correlation, their price movements are largely independent.
Performance
KTOS vs. MSTR - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with KTOS having a -33.08% return and MSTR slightly higher at -31.66%. Over the past 10 years, KTOS has outperformed MSTR with an annualized return of 29.00%, while MSTR has yielded a comparatively lower 19.62% annualized return.
KTOS
- 1D
- -0.57%
- 1M
- -9.58%
- YTD
- -33.08%
- 6M
- -38.27%
- 1Y
- 16.43%
- 3Y*
- 54.14%
- 5Y*
- 13.11%
- 10Y*
- 29.00%
MSTR
- 1D
- -5.13%
- 1M
- -35.06%
- YTD
- -31.66%
- 6M
- -34.23%
- 1Y
- -71.72%
- 3Y*
- 46.67%
- 5Y*
- 12.28%
- 10Y*
- 19.62%
KTOS vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KTOS Kratos Defense & Security Solutions, Inc. | -33.08% | 187.76% | 30.01% | 96.61% | -46.80% | -29.27% | 52.30% | 27.82% | 33.05% | 43.11% |
MSTR Strategy Inc | -31.66% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Correlation
The correlation between KTOS and MSTR is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 1999 | 0.30 |
The correlation between KTOS and MSTR shifts across timeframes, from 0.29 (3 years) to 0.39 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
KTOS:
$9.11B
MSTR:
$34.67B
KTOS:
$0.17
MSTR:
-$40.19
KTOS:
6.13
MSTR:
65.10
KTOS:
2.67
MSTR:
0.95
KTOS:
$1.42B
MSTR:
$490.47M
KTOS:
$259.40M
MSTR:
$334.08M
KTOS:
$78.30M
MSTR:
$466.93M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KTOS vs. MSTR — Risk / Return Rank
KTOS
MSTR
KTOS vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kratos Defense & Security Solutions, Inc. (KTOS) 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.
| KTOS | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.23 | ||
| Sortino ratioReturn per unit of downside risk | +2.79 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.80 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.27 | -0.93 | +1.20 |
| Martin ratioReturn relative to average drawdown | 0.53 | -1.32 | +1.85 |
Loading charts...
Drawdowns
KTOS vs. MSTR - Drawdown Comparison
The maximum KTOS drawdown since its inception was -99.81%, roughly equal to the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for KTOS and MSTR.
Loading charts...
Drawdown Indicators
| KTOS | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.81% | -99.86% | +0.05% |
Max Drawdown (1Y)Largest decline over 1 year | -61.14% | -77.22% | +16.08% |
Max Drawdown (3Y)Largest decline over 3 years | -61.14% | -78.08% | +16.94% |
Max Drawdown (5Y)Largest decline over 5 years | -69.39% | -84.11% | +14.72% |
Max Drawdown (10Y)Largest decline over 10 years | -72.74% | -89.27% | +16.53% |
Current DrawdownCurrent decline from peak | -96.78% | -78.08% | -18.70% |
Average DrawdownAverage peak-to-trough decline | -95.93% | -86.44% | -9.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.23% | 54.24% | -23.01% |
Volatility
KTOS vs. MSTR - Volatility Comparison
Kratos Defense & Security Solutions, Inc. (KTOS) and Strategy Inc (MSTR) have volatilities of 22.67% and 22.01%, 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.
Loading charts...
Volatility by Period
| KTOS | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.67% | 22.01% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 56.98% | 57.60% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 72.27% | 72.03% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.46% | 90.57% | -38.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.87% | 73.91% | -23.04% |
Dividends
KTOS vs. MSTR - Dividend Comparison
Neither KTOS nor MSTR has paid dividends to shareholders.
Financials
KTOS vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Kratos Defense & Security Solutions, Inc. 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
KTOS and MSTR have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KTOS has higher volatility (22.67%) compared to MSTR (22.01%). In terms of maximum drawdown, KTOS dropped -99.81% vs MSTR's -99.86%.
KTOS currently has the higher Sharpe Ratio (0.23 vs -1.00), 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.
Find the right allocation for KTOS and MSTR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer