MUSA vs. MSTR
MUSA (Murphy USA Inc.) and MSTR (Strategy Inc) are both stocks. MUSA operates in Specialty Retail (Consumer Cyclical), while MSTR operates in Software - Application (Technology). Over the past 10 years, MUSA returned 24.92%/yr vs 20.92%/yr for MSTR. At a 0.16 correlation, their price movements are largely independent.
Performance
MUSA vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, MUSA achieves a 54.70% return, which is significantly higher than MSTR's -18.41% return. Over the past 10 years, MUSA has outperformed MSTR with an annualized return of 24.92%, while MSTR has yielded a comparatively lower 20.92% annualized return.
MUSA
- 1D
- 0.07%
- 1M
- 10.96%
- YTD
- 54.70%
- 6M
- 53.60%
- 1Y
- 55.66%
- 3Y*
- 29.75%
- 5Y*
- 35.86%
- 10Y*
- 24.92%
MSTR
- 1D
- 3.18%
- 1M
- -30.13%
- YTD
- -18.41%
- 6M
- -29.74%
- 1Y
- -67.62%
- 3Y*
- 63.46%
- 5Y*
- 19.14%
- 10Y*
- 20.92%
MUSA vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUSA Murphy USA Inc. | 54.70% | -19.15% | 41.27% | 28.20% | 41.02% | 53.33% | 12.06% | 52.66% | -4.63% | 30.73% |
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
Correlation
The correlation between MUSA and MSTR is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2013 | 0.16 |
The correlation between MUSA and MSTR shifts across timeframes, from -0.06 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MUSA:
$11.65B
MSTR:
$41.40B
MUSA:
$28.85
MSTR:
-$40.19
MUSA:
0.61
MSTR:
77.72
MUSA:
17.68
MSTR:
1.13
MUSA:
$19.68B
MSTR:
$490.47M
MUSA:
$487.10M
MSTR:
$334.08M
MUSA:
$1.06B
MSTR:
$466.93M
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Return for Risk
MUSA vs. MSTR — Risk / Return Rank
MUSA
MSTR
MUSA vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Murphy USA Inc. (MUSA) and Strategy Inc (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.
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.
| MUSA | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.26 | ||
| Sortino ratioReturn per unit of downside risk | +3.55 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.82 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 2.59 | -0.88 | +3.47 |
| Martin ratioReturn relative to average drawdown | 5.33 | -1.27 | +6.60 |
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Drawdowns
MUSA vs. MSTR - Drawdown Comparison
The maximum MUSA drawdown since its inception was -35.54%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for MUSA and MSTR.
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Drawdown Indicators
| MUSA | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.54% | -99.86% | +64.32% |
Max Drawdown (1Y)Largest decline over 1 year | -19.72% | -76.53% | +56.81% |
Max Drawdown (3Y)Largest decline over 3 years | -35.54% | -77.42% | +41.88% |
Max Drawdown (5Y)Largest decline over 5 years | -35.54% | -84.11% | +48.57% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -89.27% | +53.73% |
Current DrawdownCurrent decline from peak | 0.00% | -73.84% | +73.84% |
Average DrawdownAverage peak-to-trough decline | -9.97% | -86.45% | +76.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.58% | 53.01% | -43.43% |
Volatility
MUSA vs. MSTR - Volatility Comparison
The current volatility for Murphy USA Inc. (MUSA) is 12.62%, while Strategy Inc (MSTR) has a volatility of 21.60%. This indicates that MUSA 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.
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Volatility by Period
| MUSA | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.62% | 21.60% | -8.98% |
Volatility (6M)Calculated over the trailing 6-month period | 30.21% | 57.34% | -27.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.13% | 71.15% | -32.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.42% | 90.79% | -60.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.33% | 73.80% | -42.47% |
Dividends
MUSA vs. MSTR - Dividend Comparison
MUSA's dividend yield for the trailing twelve months is around 0.39%, while MSTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MUSA Murphy USA Inc. | 0.39% | 0.53% | 0.36% | 0.43% | 0.45% | 0.52% | 0.19% |
Financials
MUSA vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Murphy USA Inc. and Strategy Inc. 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
MUSA and MSTR have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTR has higher volatility (21.60%) compared to MUSA (12.62%). In terms of maximum drawdown, MUSA dropped -35.54% vs MSTR's -99.86%.
MUSA currently has the higher Sharpe Ratio (1.31 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.
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