STRC vs. AAPL

Last updated Apr 1, 2026

Compare and contrast key facts about MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) and Apple Inc (AAPL).

Performance

STRC vs. AAPL - Performance Comparison

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

STRC vs. AAPL - Yearly Performance Comparison

	2026 (YTD)	2025
STRC MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock	4.14%	9.19%
AAPL Apple Inc	-6.56%	30.32%

Fundamentals

Market Cap STRC : $29.41B AAPL : $3.76T
EPS STRC : -$13.50 AAPL : $7.89
PS Ratio STRC : 62.60 AAPL : 8.69
PB Ratio STRC : 5.13 AAPL : 42.62
Total Revenue (TTM) STRC : $477.23M AAPL : $435.62B
Gross Profit (TTM) STRC : $327.82M AAPL : $206.16B
EBITDA (TTM) STRC : -$5.44B AAPL : $150.07B

Returns By Period

In the year-to-date period, STRC achieves a 4.14% return, which is significantly higher than AAPL's -6.56% return.

STRC

• 1D: 0.06%
• 1M: 0.99%
• YTD: 4.14%
• 6M: 8.87%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AAPL

• 1D: 2.90%
• 1M: -3.93%
• YTD: -6.56%
• 6M: -0.14%
• 1Y: 14.75%
• 3Y*: 16.01%
• 5Y*: 16.20%
• 10Y*: 26.13%

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

Return for Risk

STRC vs. AAPL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAPL

AAPL Risk / Return Rank: 59
AAPL Sharpe Ratio Rank: 59
AAPL Sortino Ratio Rank: 54
AAPL Omega Ratio Rank: 56
AAPL Calmar Ratio Rank: 59
AAPL Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STRC vs. AAPL - Risk-Adjusted Trends Comparison

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

	STRC	AAPL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.47	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.59	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.91	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.58	0.43	+1.15

Correlation

The correlation between STRC and AAPL is 0.21, 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

STRC vs. AAPL - Dividend Comparison

STRC's dividend yield for the trailing twelve months is around 7.07%, more than AAPL's 0.41% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
STRC MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock	7.07%	4.31%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AAPL Apple Inc	0.41%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%

Drawdowns

STRC vs. AAPL - Drawdown Comparison

The maximum STRC drawdown since its inception was -6.39%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for STRC and AAPL.

Drawdown Indicators

	STRC	AAPL	Difference
Max Drawdown Largest peak-to-trough decline	-6.39%	-81.80%	+75.41%
Max Drawdown (1Y) Largest decline over 1 year	—	-22.99%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-33.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-38.52%	—
Current Drawdown Current decline from peak	0.00%	-11.24%	+11.24%
Average Drawdown Average peak-to-trough decline	-0.60%	-29.71%	+29.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	7.38%	—

Volatility

Volatility by Period

	STRC	AAPL	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.58%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.09%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.46%	31.66%	-18.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.46%	27.46%	-14.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.46%	28.94%	-15.48%

Financials