MSTR vs. GBTC
Compare and contrast key facts about MicroStrategy Incorporated (MSTR) and Grayscale Bitcoin Trust (BTC) (GBTC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTR or GBTC.
Key characteristics
| MSTR | GBTC | |
|---|---|---|
| YTD Return | 86.90% | 55.95% |
| 1Y Return | 310.79% | 268.28% |
| 3Y Return (Ann) | 26.99% | 6.37% |
| 5Y Return (Ann) | 53.39% | 44.44% |
| Sharpe Ratio | 3.07 | 4.25 |
| Daily Std Dev | 89.53% | 59.01% |
| Max Drawdown | -99.86% | -89.91% |
| Current Drawdown | -62.28% | -17.67% |
Fundamentals
| MSTR | GBTC | |
|---|---|---|
| Market Cap | $21.69B | $2.72B |
| EPS | -$10.64 | -$0.30 |
| PE Ratio | 48.54 | 13.60 |
| PEG Ratio | 3.09 | 0.00 |
| Revenue (TTM) | $489.59M | $2.29B |
| Gross Profit (TTM) | $396.28M | $1.02B |
| EBITDA (TTM) | -$293.84M | $196.00M |
Correlation
The correlation between MSTR and GBTC is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MSTR vs. GBTC - Performance Comparison
In the year-to-date period, MSTR achieves a 86.90% return, which is significantly higher than GBTC's 55.95% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MSTR vs. GBTC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (MSTR) and Grayscale Bitcoin Trust (BTC) (GBTC). 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.
Dividends
MSTR vs. GBTC - Dividend Comparison
Neither MSTR nor GBTC has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
MSTR MicroStrategy Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GBTC Grayscale Bitcoin Trust (BTC) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% |
Drawdowns
MSTR vs. GBTC - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than GBTC's maximum drawdown of -89.91%. Use the drawdown chart below to compare losses from any high point for MSTR and GBTC. For additional features, visit the drawdowns tool.
Volatility
MSTR vs. GBTC - Volatility Comparison
MicroStrategy Incorporated (MSTR) has a higher volatility of 31.99% compared to Grayscale Bitcoin Trust (BTC) (GBTC) at 15.03%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than GBTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MSTR vs. GBTC - Financials Comparison
This section allows you to compare key financial metrics between MicroStrategy Incorporated and Grayscale Bitcoin Trust (BTC). 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