MSTR vs. AEP.L
MSTR (Strategy Inc) and AEP.L (Anglo-Eastern Plantations plc) are both stocks. MSTR operates in Software - Application (Technology), while AEP.L operates in Farm Products (Consumer Defensive). Over the past 10 years, MSTR returned 21.08%/yr vs 13.90%/yr for AEP.L. At a 0.10 correlation, their price movements are largely independent.
Performance
MSTR vs. AEP.L - Performance Comparison
Loading charts...
Different Trading Currencies
MSTR is traded in USD, while AEP.L is traded in GBp. To make them comparable, the AEP.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MSTR achieves a -16.29% return, which is significantly lower than AEP.L's 10.98% return. Over the past 10 years, MSTR has outperformed AEP.L with an annualized return of 21.08%, while AEP.L has yielded a comparatively lower 13.90% annualized return.
MSTR
- 1D
- 5.61%
- 1M
- -32.19%
- YTD
- -16.29%
- 6M
- -30.75%
- 1Y
- -66.03%
- 3Y*
- 65.16%
- 5Y*
- 19.92%
- 10Y*
- 21.08%
AEP.L
- 1D
- 1.91%
- 1M
- -24.33%
- YTD
- 10.98%
- 6M
- 15.48%
- 1Y
- 95.38%
- 3Y*
- 30.92%
- 5Y*
- 20.77%
- 10Y*
- 13.90%
MSTR vs. AEP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSTR Strategy Inc | -16.29% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
AEP.L Anglo-Eastern Plantations plc | 10.98% | 140.93% | -2.29% | -8.24% | -0.30% | 22.51% | 4.76% | 5.61% | -30.04% | 25.31% |
Correlation
The correlation between MSTR and AEP.L is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.10 |
Fundamentals
MSTR:
$42.47B
AEP.L:
£594.92M
MSTR:
-$40.19
AEP.L:
£4.05
MSTR:
79.74
AEP.L:
0.72
MSTR:
1.16
AEP.L:
1.02
MSTR:
$490.47M
AEP.L:
£838.60M
MSTR:
$334.08M
AEP.L:
£214.57M
MSTR:
$466.93M
AEP.L:
£230.87M
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
MSTR vs. AEP.L — Risk / Return Rank
MSTR
AEP.L
MSTR vs. AEP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and Anglo-Eastern Plantations plc (AEP.L). 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.
| MSTR | AEP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.02 | ||
| Sortino ratioReturn per unit of downside risk | -4.19 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.40 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | 2.74 | -3.61 |
| Martin ratioReturn relative to average drawdown | -1.27 | 14.17 | -15.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| MSTR | AEP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.94 | 2.09 | -3.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.60 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.39 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.15 | -0.02 |
Drawdowns
MSTR vs. AEP.L - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than AEP.L's maximum drawdown of -77.26%. Use the drawdown chart below to compare losses from any high point for MSTR and AEP.L.
Loading charts...
Drawdown Indicators
| MSTR | AEP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -77.26% | -22.60% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -34.60% | -41.93% |
Max Drawdown (3Y)Largest decline over 3 years | -77.42% | -34.60% | -42.82% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | -35.42% | -48.69% |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | -64.61% | -24.66% |
Current DrawdownCurrent decline from peak | -73.15% | -33.35% | -39.80% |
Average DrawdownAverage peak-to-trough decline | -86.47% | -33.79% | -52.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 52.19% | 6.71% | +45.48% |
Volatility
MSTR vs. AEP.L - Volatility Comparison
The current volatility for Strategy Inc (MSTR) is 21.43%, while Anglo-Eastern Plantations plc (AEP.L) has a volatility of 30.82%. This indicates that MSTR experiences smaller price fluctuations and is considered to be less risky than AEP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MSTR | AEP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.43% | 30.82% | -9.39% |
Volatility (6M)Calculated over the trailing 6-month period | 56.80% | 38.16% | +18.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 70.82% | 45.56% | +25.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.87% | 34.43% | +56.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.77% | 35.66% | +38.11% |
Dividends
MSTR vs. AEP.L - Dividend Comparison
MSTR has not paid dividends to shareholders, while AEP.L's dividend yield for the trailing twelve months is around 4.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
AEP.L Anglo-Eastern Plantations plc | 4.28% | 4.80% | 1.81% | 4.78% | 0.51% | 0.10% | 0.07% | 0.41% | 0.52% | 0.39% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MSTR vs. AEP.L - Financials Comparison
This section allows you to compare key financial metrics between Strategy Inc and Anglo-Eastern Plantations plc. 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
MSTR and AEP.L have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for MSTR and AEP.L
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