MSTR vs. HOOD

Last updated Jun 13, 2026

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

Performance

MSTR vs. HOOD - Performance Comparison

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

Returns By Period

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

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%

HOOD

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

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

MSTR vs. HOOD - Yearly Performance Comparison

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

Correlation

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

Fundamentals

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

Return for Risk

MSTR vs. HOOD — Risk / Return Rank

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

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

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

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.

MSTR vs. HOOD - Risk-Adjusted Trends Comparison

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

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

MSTR vs. HOOD - Sharpe Ratio Comparison

The current MSTR Sharpe Ratio is -0.95, which is lower than the HOOD Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of MSTR and HOOD, 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

MSTR vs. HOOD - Drawdown Comparison

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

Drawdown Indicators

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

Volatility

MSTR vs. HOOD - Volatility Comparison

The current volatility for Strategy Inc (MSTR) is 21.60%, while Robinhood Markets, Inc. (HOOD) has a volatility of 23.07%. This indicates that MSTR experiences smaller price fluctuations and is considered to be less risky than HOOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

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

Dividends

MSTR vs. HOOD - Dividend Comparison

Neither MSTR nor HOOD has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both MSTR and HOOD in my portfolio?

MSTR and HOOD 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, MSTR or HOOD?

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

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.