SATA vs. STRC

Last updated Jun 4, 2026

SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) and STRC (MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock) are both stocks. SATA operates in Asset Management (Financial Services), while STRC operates in Software - Infrastructure (Technology). At a 0.30 correlation, their price movements are largely independent.

Performance

SATA vs. STRC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) and MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock (STRC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SATA achieves a 7.57% return, which is significantly higher than STRC's 0.47% return.

SATA

• 1D: -0.42%
• 1M: -1.32%
• YTD: 7.57%
• 6M: 12.69%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

STRC

• 1D: -2.13%
• 1M: -4.39%
• YTD: 0.47%
• 6M: 2.00%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SATA vs. STRC - Yearly Performance Comparison

	2026 (YTD)	2025
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.57%	5.59%
STRC MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock	0.47%	0.63%

Correlation

The correlation between SATA and STRC is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 11, 2025	0.31

Fundamentals

Market Cap SATA : $5.97B STRC : $31.60B
EPS SATA : -$3.50 STRC : -$40.19
PS Ratio SATA : 3.33K STRC : 59.34
Total Revenue (TTM) SATA : $5.73M STRC : $490.47M
Gross Profit (TTM) SATA : -$7.43M STRC : $334.08M
EBITDA (TTM) SATA : -$487.93M STRC : $466.93M

Return for Risk

SATA vs. STRC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive, Inc. Variable Rate Series A Perpetual Preferred Stock (SATA) and MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock (STRC). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SATA	STRC	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.06	0.94	+0.12

Drawdowns

SATA vs. STRC - Drawdown Comparison

The maximum SATA drawdown since its inception was -17.06%, which is greater than STRC's maximum drawdown of -6.39%. Use the drawdown chart below to compare losses from any high point for SATA and STRC.

Drawdown Indicators

	SATA	STRC	Difference
Max Drawdown Largest peak-to-trough decline	-17.06%	-6.39%	-10.67%
Current Drawdown Current decline from peak	-2.66%	-4.85%	+2.19%
Average Drawdown Average peak-to-trough decline	-2.47%	-0.53%	-1.94%

Volatility

Volatility by Period

	SATA	STRC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	24.40%	12.44%	+11.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.40%	12.44%	+11.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.40%	12.44%	+11.96%

Dividends

SATA vs. STRC - Dividend Comparison

SATA's dividend yield for the trailing twelve months is around 7.68%, less than STRC's 9.50% yield.

Position	TTM	2025
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.68%	2.27%
STRC MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock	9.50%	4.31%

Financials

Frequently Asked Questions

Can I hold both SATA and STRC in my portfolio?

SATA and STRC have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.