MTX vs. MSTR
Compare and contrast key facts about Minerals Technologies Inc. (MTX) and MicroStrategy Incorporated (MSTR).
Performance
MTX vs. MSTR - Performance Comparison
Loading graphics...
MTX vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MTX Minerals Technologies Inc. | 16.55% | -19.43% | 7.45% | 17.96% | -16.73% | 18.07% | 8.20% | 12.68% | -25.21% | -10.62% |
MSTR MicroStrategy Incorporated | -17.87% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Fundamentals
MTX:
$2.21B
MSTR:
$36.69B
MTX:
-$0.59
MSTR:
-$13.50
MTX:
1.07
MSTR:
78.11
MTX:
1.29
MSTR:
6.41
MTX:
$2.07B
MSTR:
$477.23M
MTX:
$518.00M
MSTR:
$327.82M
MTX:
$145.90M
MSTR:
-$5.44B
Returns By Period
In the year-to-date period, MTX achieves a 16.55% return, which is significantly higher than MSTR's -17.87% return. Over the past 10 years, MTX has underperformed MSTR with an annualized return of 2.60%, while MSTR has yielded a comparatively higher 21.18% annualized return.
MTX
- 1D
- 1.11%
- 1M
- 0.42%
- YTD
- 16.55%
- 6M
- 14.60%
- 1Y
- 12.40%
- 3Y*
- 6.12%
- 5Y*
- -1.04%
- 10Y*
- 2.60%
MSTR
- 1D
- 2.77%
- 1M
- -3.63%
- YTD
- -17.87%
- 6M
- -61.27%
- 1Y
- -56.71%
- 3Y*
- 62.23%
- 5Y*
- 12.15%
- 10Y*
- 21.18%
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
MTX vs. MSTR — Risk / Return Rank
MTX
MSTR
MTX vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Minerals Technologies Inc. (MTX) and MicroStrategy Incorporated (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.
| MTX | MSTR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | -0.77 | +1.13 |
Sortino ratioReturn per unit of downside risk | 0.75 | -1.12 | +1.87 |
Omega ratioGain probability vs. loss probability | 1.10 | 0.87 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | -0.74 | +1.36 |
Martin ratioReturn relative to average drawdown | 1.39 | -1.29 | +2.68 |
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 graphics...
Sharpe Ratios by Period
| MTX | MSTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | -0.77 | +1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.13 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 0.29 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.12 | +0.09 |
Correlation
The correlation between MTX and MSTR is 0.31, 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.
Dividends
MTX vs. MSTR - Dividend Comparison
MTX's dividend yield for the trailing twelve months is around 0.65%, while MSTR has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTX Minerals Technologies Inc. | 0.65% | 0.74% | 0.54% | 0.35% | 0.33% | 0.27% | 0.32% | 0.35% | 0.39% | 0.29% | 0.26% | 0.44% |
MSTR MicroStrategy Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MTX vs. MSTR - Drawdown Comparison
The maximum MTX drawdown since its inception was -65.11%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for MTX and MSTR.
Loading graphics...
Drawdown Indicators
| MTX | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.11% | -99.86% | +34.75% |
Max Drawdown (1Y)Largest decline over 1 year | -19.24% | -76.53% | +57.29% |
Max Drawdown (5Y)Largest decline over 5 years | -44.17% | -84.11% | +39.94% |
Max Drawdown (10Y)Largest decline over 10 years | -65.11% | -89.27% | +24.16% |
Current DrawdownCurrent decline from peak | -19.28% | -73.66% | +54.38% |
Average DrawdownAverage peak-to-trough decline | -17.46% | -86.60% | +69.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.86% | 43.98% | -35.12% |
Volatility
MTX vs. MSTR - Volatility Comparison
The current volatility for Minerals Technologies Inc. (MTX) is 8.72%, while MicroStrategy Incorporated (MSTR) has a volatility of 18.69%. This indicates that MTX experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MTX | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.72% | 18.69% | -9.97% |
Volatility (6M)Calculated over the trailing 6-month period | 18.16% | 55.56% | -37.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.17% | 74.10% | -39.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.08% | 91.30% | -61.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.31% | 73.16% | -38.85% |
Financials
MTX vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Minerals Technologies Inc. and MicroStrategy Incorporated. 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