STRC vs. SATA

Last updated Jul 14, 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). At a 0.37 correlation, their price movements are largely independent.

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 -5.18% return, which is significantly lower than SATA's 7.58% return.

STRC

• 1D: -0.53%
• 1M: -5.77%
• 6M: -6.39%
• YTD: -5.18%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SATA

• 1D: -0.71%
• 1M: -2.05%
• 6M: 5.46%
• YTD: 7.58%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

STRC vs. SATA - Yearly Performance Comparison

	2026 (YTD)	2025
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock	-5.18%	1.42%
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.58%	6.92%

Correlation

The correlation between STRC and SATA is 0.37, 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 10, 2025	0.37

Fundamentals

Market Cap STRC : $28.35B SATA : $67.64B
EPS STRC : -$39.78 SATA : -$2.68
PS Ratio STRC : 55.11 SATA : 4.35K
Total Revenue (TTM) STRC : $490.47M SATA : $5.73M
Gross Profit (TTM) STRC : $334.08M SATA : -$7.43M
EBITDA (TTM) STRC : $466.93M SATA : -$487.93M

Return for Risk

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.

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

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%
Current Drawdown Current decline from peak	-10.20%	-3.15%	-7.05%
Average Drawdown Average peak-to-trough decline	-1.49%	-2.71%	+1.22%

Volatility

Volatility by Period

	STRC	SATA	Difference
Volatility (1Y) Calculated over the trailing 1-year period	21.97%	28.29%	-6.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.97%	28.29%	-6.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.97%	28.29%	-6.32%

Dividends

STRC vs. SATA - Dividend Comparison

STRC's dividend yield for the trailing twelve months is around 13.08%, more than SATA's 7.80% yield.

Position	TTM	2025
SATA Strive, Inc. Variable Rate Series A Perpetual Preferred Stock	7.80%	2.27%
STRC Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock	13.08%	4.31%

Financials

Frequently Asked Questions

Can I hold both STRC and SATA in my portfolio?

STRC and SATA have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.