MSTR vs. ORCL
MSTR (Strategy Inc) and ORCL (Oracle Corporation) are both stocks. Both are in the Technology sector — MSTR in Software - Application, ORCL in Software - Infrastructure. Over the past 10 years, MSTR returned 21.08%/yr vs 20.30%/yr for ORCL. At a 0.34 correlation, their price movements are largely independent.
Performance
MSTR vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, MSTR achieves a -16.29% return, which is significantly lower than ORCL's 9.34% return. Both investments have delivered pretty close results over the past 10 years, with MSTR having a 21.08% annualized return and ORCL not far behind at 20.30%.
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%
ORCL
- 1D
- -0.87%
- 1M
- 8.10%
- YTD
- 9.34%
- 6M
- -3.36%
- 1Y
- 22.94%
- 3Y*
- 25.94%
- 5Y*
- 21.81%
- 10Y*
- 20.30%
MSTR vs. ORCL - 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% |
ORCL Oracle Corporation | 9.34% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between MSTR and ORCL is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 1998 | 0.34 |
Fundamentals
MSTR:
$42.47B
ORCL:
$617.24B
MSTR:
-$40.19
ORCL:
$5.56
MSTR:
79.74
ORCL:
9.64
MSTR:
1.16
ORCL:
15.81
MSTR:
$490.47M
ORCL:
$64.08B
MSTR:
$334.08M
ORCL:
$58.10B
MSTR:
$466.93M
ORCL:
$17.85B
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Return for Risk
MSTR vs. ORCL — Risk / Return Rank
MSTR
ORCL
MSTR vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and Oracle Corporation (ORCL). 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 | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -2.77 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.13 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | 0.40 | -1.26 |
| Martin ratioReturn relative to average drawdown | -1.27 | 0.66 | -1.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MSTR | ORCL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.94 | 0.35 | -1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.52 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.58 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.49 | -0.37 |
Drawdowns
MSTR vs. ORCL - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than ORCL's maximum drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for MSTR and ORCL.
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Drawdown Indicators
| MSTR | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -84.19% | -15.67% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -58.25% | -18.28% |
Max Drawdown (3Y)Largest decline over 3 years | -77.42% | -58.25% | -19.17% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | -58.25% | -25.86% |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | -58.25% | -31.02% |
Current DrawdownCurrent decline from peak | -73.15% | -34.98% | -38.17% |
Average DrawdownAverage peak-to-trough decline | -86.47% | -29.10% | -57.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 52.19% | 35.04% | +17.15% |
Volatility
MSTR vs. ORCL - Volatility Comparison
Strategy Inc (MSTR) and Oracle Corporation (ORCL) have volatilities of 21.43% and 21.62%, 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
| MSTR | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.43% | 21.62% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 56.80% | 42.42% | +14.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 70.82% | 65.38% | +5.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.87% | 41.98% | +48.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.77% | 35.01% | +38.76% |
Dividends
MSTR vs. ORCL - Dividend Comparison
MSTR has not paid dividends to shareholders, while ORCL's dividend yield for the trailing twelve months is around 0.94%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ORCL Oracle Corporation | 0.94% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
MSTR vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Strategy Inc and Oracle Corporation. 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 ORCL have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (21.62%) compared to MSTR (21.43%). In terms of maximum drawdown, MSTR dropped -99.86% vs ORCL's -84.19%.
ORCL currently has the higher Sharpe Ratio (0.35 vs -0.94), 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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