STRC vs. SATA

Last updated Aug 1, 2026

STRC (Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock) and SATA (Strive, Inc. Variable Rate Series A Perpetual Preferred Stock) are both stocks. STRC operates in Software - Application (Technology), while SATA operates in Asset Management (Financial Services). Their 0.40 correlation means their historical movements had little consistent relationship.

Performance

STRC vs. SATA - Performance Comparison

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

Returns By Period

In the year-to-date period, STRC achieves a -1.42% return, which is significantly lower than SATA's 7.73% return.

STRC

• 1D: 0.52%
• 1M: 2.97%
• 6M: -2.51%
• YTD: -1.42%
• 1Y: 8.05%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 8.50%

SATA

• 1D: -0.27%
• 1M: -0.20%
• 6M: 6.87%
• YTD: 7.73%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	$12.77M	$15.04M	$42.11M
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock	$103.85M	$114.18M	$295.45M

STRC vs. SATA - Yearly Performance Comparison

	2026 (YTD)	2025
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock	-1.42%	1.42%
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.73%	6.92%

Correlation

The correlation between STRC and SATA is 0.40, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 10, 2025	0.40

Fundamentals

Market Cap STRC : $31.19B SATA : $67.71B
EPS STRC : -$97.96 SATA : -$2.68
PS Ratio STRC : 57.23 SATA : 4.36K
Total Revenue (TTM) STRC : $498.35M SATA : $5.73M
Gross Profit (TTM) STRC : $336.89M SATA : -$7.43M
EBITDA (TTM) STRC : -$36.86B SATA : -$487.93M

Return for Risk

STRC vs. SATA — Risk / Return Rank

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

STRC

STRC Risk / Return Rank: 57
STRC Sharpe Ratio Rank: 58
STRC Sortino Ratio Rank: 51
STRC Omega Ratio Rank: 59
STRC Calmar Ratio Rank: 53
STRC Martin Ratio Rank: 63

SATA

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

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.

STRC vs. SATA - Risk-Adjusted Trends Comparison

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

	STRC	SATA	Difference
Sharpe ratio: Return per unit of total volatility	0.35	—	—
Sortino ratio: Return per unit of downside risk	0.67	—	—
Omega ratio: Gain probability vs. loss probability	1.13	—	—
Calmar ratio: Return relative to maximum drawdown	0.33	—	—
Martin ratio: Return relative to average drawdown	1.81	—	—

Drawdowns

STRC vs. SATA - Drawdown Comparison

The maximum STRC drawdown since its inception was -23.49%, which is greater than SATA's maximum drawdown of -17.06%. Use the drawdown chart below to compare losses from any high point for STRC and SATA.

Drawdown Indicators

	STRC	SATA	Difference
Max Drawdown Largest peak-to-trough decline	-23.49%	-17.06%	-6.43%
Max Drawdown (1Y) Largest decline over 1 year	-23.49%	—	—
Current Drawdown Current decline from peak	-6.63%	-3.01%	-3.62%
Average Drawdown Average peak-to-trough decline	-1.92%	-2.71%	+0.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.25%	—	—

Volatility

Volatility by Period

	STRC	SATA	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.15%	—	—
Volatility (6M) Calculated over the trailing 6-month period	20.47%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	22.25%	27.50%	-5.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.22%	27.50%	-5.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.22%	27.50%	-5.28%

Dividends

STRC vs. SATA - Dividend Comparison

STRC's dividend yield for the trailing twelve months is around 13.84%, more than SATA's 7.84% yield.

Position	TTM	2025
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.84%	2.27%
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock	13.84%	4.31%

Financials

Frequently Asked Questions

Can I hold both STRC and SATA in my portfolio?

STRC and SATA have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.