STRD vs. STRK

Last updated Apr 1, 2026

Compare and contrast key facts about MicroStrategy Incorporated (STRD) and MicroStrategy Incorporated (STRK).

Performance

STRD vs. STRK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroStrategy Incorporated (STRD) and MicroStrategy Incorporated (STRK). The values are adjusted to include any dividend payments, if applicable.

STRD vs. STRK - Yearly Performance Comparison

	2026 (YTD)	2025
STRD MicroStrategy Incorporated	3.62%	-5.26%
STRK MicroStrategy Incorporated	-7.92%	-20.55%

Fundamentals

Market Cap STRD : $22.30B STRK : $20.79B
EPS STRD : -$19.31 STRK : -$13.50
PS Ratio STRD : 31.68 STRK : 44.25
PB Ratio STRD : 0.51 STRK : 3.63
Total Revenue (TTM) STRD : $477.23M STRK : $477.23M
Gross Profit (TTM) STRD : $327.82M STRK : $327.82M
EBITDA (TTM) STRD : -$5.38B STRK : -$5.44B

Returns By Period

In the year-to-date period, STRD achieves a 3.62% return, which is significantly higher than STRK's -7.92% return.

STRD

• 1D: 3.68%
• 1M: 1.04%
• YTD: 3.62%
• 6M: 2.68%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

STRK

• 1D: 2.15%
• 1M: -7.42%
• YTD: -7.92%
• 6M: -19.07%
• 1Y: -8.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

Return for Risk

STRD vs. STRK — Risk / Return Rank

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

STRK

STRK Risk / Return Rank: 33
STRK Sharpe Ratio Rank: 32
STRK Sortino Ratio Rank: 28
STRK Omega Ratio Rank: 29
STRK Calmar Ratio Rank: 36
STRK Martin Ratio Rank: 37

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.

STRD vs. STRK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRD) and MicroStrategy Incorporated (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.

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

Sharpe Ratios by Period

	STRD	STRK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.22	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.09	-0.18	+0.09

Correlation

The correlation between STRD and STRK is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

STRD vs. STRK - Dividend Comparison

STRD's dividend yield for the trailing twelve months is around 10.62%, less than STRK's 11.32% yield.

	TTM	2025
STRD MicroStrategy Incorporated	10.62%	7.35%
STRK MicroStrategy Incorporated	11.32%	9.19%

Drawdowns

STRD vs. STRK - Drawdown Comparison

The maximum STRD drawdown since its inception was -28.91%, smaller than the maximum STRK drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for STRD and STRK.

Drawdown Indicators

	STRD	STRK	Difference
Max Drawdown Largest peak-to-trough decline	-28.91%	-40.99%	+12.08%
Max Drawdown (1Y) Largest decline over 1 year	—	-40.99%	—
Current Drawdown Current decline from peak	-11.88%	-39.72%	+27.84%
Average Drawdown Average peak-to-trough decline	-12.40%	-19.52%	+7.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	24.27%	—

Volatility

Volatility by Period

	STRD	STRK	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.48%	—
Volatility (6M) Calculated over the trailing 6-month period	—	25.72%	—
Volatility (1Y) Calculated over the trailing 1-year period	25.90%	35.86%	-9.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.90%	36.72%	-10.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.90%	36.72%	-10.82%

Financials