SMMT vs. MSTR
SMMT (Summit Therapeutics Inc.) and MSTR (Strategy Inc) are both stocks. SMMT operates in Biotechnology (Healthcare), while MSTR operates in Software - Application (Technology). Over the past 10 years, SMMT returned 5.31%/yr vs 20.92%/yr for MSTR. At a 0.17 correlation, their price movements are largely independent.
Performance
SMMT vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, SMMT achieves a -19.90% return, which is significantly lower than MSTR's -18.41% return. Over the past 10 years, SMMT has underperformed MSTR with an annualized return of 5.31%, while MSTR has yielded a comparatively higher 20.92% annualized return.
SMMT
- 1D
- 7.11%
- 1M
- -16.95%
- YTD
- -19.90%
- 6M
- -20.26%
- 1Y
- -29.17%
- 3Y*
- 93.96%
- 5Y*
- 15.49%
- 10Y*
- 5.31%
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%
SMMT vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMMT Summit Therapeutics Inc. | -19.90% | -1.99% | 583.72% | -38.59% | 57.99% | -42.77% | 193.75% | 39.13% | -89.62% | 29.44% |
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 SMMT and MSTR is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Mar 5, 2015 | 0.17 |
The correlation between SMMT and MSTR shifts across timeframes, from 0.17 (3 years) to 0.28 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SMMT:
$10.86B
MSTR:
$41.40B
SMMT:
-$1.60
MSTR:
-$40.19
SMMT:
19.90
MSTR:
1.13
SMMT:
$0.00
MSTR:
$490.47M
SMMT:
-$83.36K
MSTR:
$334.08M
SMMT:
-$738.34M
MSTR:
$466.93M
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Return for Risk
SMMT vs. MSTR — Risk / Return Rank
SMMT
MSTR
SMMT vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Summit Therapeutics Inc. (SMMT) 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.
| SMMT | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +1.58 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 0.82 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.55 | -0.88 | +0.33 |
| Martin ratioReturn relative to average drawdown | -0.87 | -1.27 | +0.40 |
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Drawdowns
SMMT vs. MSTR - Drawdown Comparison
The maximum SMMT drawdown since its inception was -95.75%, roughly equal to the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for SMMT and MSTR.
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Drawdown Indicators
| SMMT | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.75% | -99.86% | +4.11% |
Max Drawdown (1Y)Largest decline over 1 year | -55.49% | -76.53% | +21.04% |
Max Drawdown (3Y)Largest decline over 3 years | -64.44% | -77.42% | +12.98% |
Max Drawdown (5Y)Largest decline over 5 years | -91.78% | -84.11% | -7.67% |
Max Drawdown (10Y)Largest decline over 10 years | -95.75% | -89.27% | -6.48% |
Current DrawdownCurrent decline from peak | -61.83% | -73.84% | +12.01% |
Average DrawdownAverage peak-to-trough decline | -57.63% | -86.45% | +28.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 34.94% | 53.01% | -18.07% |
Volatility
SMMT vs. MSTR - Volatility Comparison
Summit Therapeutics Inc. (SMMT) has a higher volatility of 23.99% compared to Strategy Inc (MSTR) at 21.60%. This indicates that SMMT's price experiences larger fluctuations and is considered to be riskier 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
| SMMT | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.99% | 21.60% | +2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 56.65% | 57.34% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 75.61% | 71.15% | +4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 185.08% | 90.79% | +94.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 144.46% | 73.80% | +70.66% |
Dividends
SMMT vs. MSTR - Dividend Comparison
Neither SMMT nor MSTR has paid dividends to shareholders.
Financials
SMMT vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Summit Therapeutics 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
SMMT and MSTR have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMMT has higher volatility (23.99%) compared to MSTR (21.60%). In terms of maximum drawdown, SMMT dropped -95.75% vs MSTR's -99.86%.
SMMT currently has the higher Sharpe Ratio (-0.41 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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