PortfoliosLab logoPortfoliosLab logo
STRA vs. STRK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

STRA vs. STRK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strategic Education, Inc. (STRA) and Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, STRA achieves a 3.78% return, which is significantly higher than STRK's -17.69% return.


STRA

1D
-3.62%
1M
1.26%
6M
-2.10%
YTD
3.78%
1Y
12.83%
3Y*
5.86%
5Y*
3.75%
10Y*
8.43%
ALL TIME*
10.10%

STRK

1D
-5.49%
1M
-3.09%
6M
-23.73%
YTD
-17.69%
1Y
-36.08%
3Y*
5Y*
10Y*
ALL TIME*
-12.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$28.15M$25.73M$22.91M
$4.70M$4.68M$9.85M

STRA vs. STRK - Yearly Performance Comparison


Correlation

The correlation between STRA and STRK is -0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.03

Correlation (All Time)
Calculated using the full available price history since Feb 6, 2025

0.03

Fundamentals

Market Cap

STRA:

$1.86B

STRK:

$17.69B

EPS

STRA:

$5.98

STRK:

-$97.96

PS Ratio

STRA:

1.43

STRK:

38.10

PB Ratio

STRA:

1.09

STRK:

1.24

Total Revenue (TTM)

STRA:

$1.29B

STRK:

$498.35M

Gross Profit (TTM)

STRA:

$631.04M

STRK:

$336.89M

EBITDA (TTM)

STRA:

$220.20M

STRK:

-$36.86B

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

STRA vs. STRK — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

STRA
STRA Risk / Return Rank: 5959
Overall Rank
STRA Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
STRA Sortino Ratio Rank: 5151
Sortino Ratio Rank
STRA Omega Ratio Rank: 5555
Omega Ratio Rank
STRA Calmar Ratio Rank: 6464
Calmar Ratio Rank
STRA Martin Ratio Rank: 6565
Martin Ratio Rank

STRK
STRK Risk / Return Rank: 66
Overall Rank
STRK Sharpe Ratio Rank: 33
Sharpe Ratio Rank
STRK Sortino Ratio Rank: 66
Sortino Ratio Rank
STRK Omega Ratio Rank: 77
Omega Ratio Rank
STRK Calmar Ratio Rank: 1111
Calmar Ratio Rank
STRK Martin Ratio Rank: 44
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

STRA vs. STRK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strategic Education, Inc. (STRA) and Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK). 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.


STRASTRKDifference
Sharpe ratioReturn per unit of total volatility

+1.49

Sortino ratioReturn per unit of downside risk

+2.32

Omega ratioGain probability vs. loss probability

1.11

0.81

+0.30

Calmar ratioReturn relative to maximum drawdown

0.89

-0.85

+1.74

Martin ratioReturn relative to average drawdown

2.05

-1.61

+3.66

STRA vs. STRK - Sharpe Ratio Comparison

The current STRA Sharpe Ratio is 0.40, which is higher than the STRK Sharpe Ratio of -1.09. The chart below compares the historical Sharpe Ratios of STRA and STRK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

STRA vs. STRK - Drawdown Comparison

The maximum STRA drawdown since its inception was -85.50%, which is greater than STRK's maximum drawdown of -53.21%. Use the drawdown chart below to compare losses from any high point for STRA and STRK.


Loading charts...

Drawdown Indicators


STRASTRKDifference

Max Drawdown

Largest peak-to-trough decline

-85.50%

-53.21%

-32.29%

Max Drawdown (1Y)

Largest decline over 1 year

-15.75%

-46.22%

+30.47%

Max Drawdown (3Y)

Largest decline over 3 years

-38.05%

Max Drawdown (5Y)

Largest decline over 5 years

-38.05%

Max Drawdown (10Y)

Largest decline over 10 years

-71.86%

Current Drawdown

Current decline from peak

-55.80%

-46.12%

-9.68%

Average Drawdown

Average peak-to-trough decline

-39.12%

-24.12%

-15.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.82%

25.40%

-18.58%

Volatility

STRA vs. STRK - Volatility Comparison

Strategic Education, Inc. (STRA) has a higher volatility of 16.17% compared to Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) at 8.78%. This indicates that STRA's price experiences larger fluctuations and is considered to be riskier than STRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


STRASTRKDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.17%

8.78%

+7.39%

Volatility (6M)

Calculated over the trailing 6-month period

29.64%

28.23%

+1.41%

Volatility (1Y)

Calculated over the trailing 1-year period

35.08%

36.54%

-1.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.17%

37.37%

-3.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.18%

37.37%

-0.19%

Dividends

STRA vs. STRK - Dividend Comparison

STRA's dividend yield for the trailing twelve months is around 2.93%, less than STRK's 16.79% yield.


PositionTTM202520242023202220212020201920182017
STRA
Strategic Education, Inc.
2.93%2.99%2.57%2.60%3.06%4.15%2.52%1.32%1.32%1.12%
STRK
Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock
16.79%9.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

STRA vs. STRK - Financials Comparison

This section allows you to compare key financial metrics between Strategic Education, Inc. and Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

Frequently Asked Questions


STRA and STRK have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

STRA has higher volatility (16.17%) compared to STRK (8.78%). In terms of maximum drawdown, STRA dropped -85.50% vs STRK's -53.21%.

STRA currently has the higher Sharpe Ratio (0.40 vs -1.09), 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.

Portfolio Optimizer

Find the right allocation for STRA and STRK

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer