STRK vs. MSTR

Last updated Jun 4, 2026

STRK (MicroStrategy Incorporated) and MSTR (Strategy Inc) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past year, STRK returned -29.79% vs -67.34% for MSTR. A 0.62 correlation means they provide meaningful diversification when combined.

Performance

STRK vs. MSTR - Performance Comparison

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

Returns By Period

In the year-to-date period, STRK achieves a -11.25% return, which is significantly higher than MSTR's -16.72% return.

STRK

• 1D: -2.28%
• 1M: -12.42%
• YTD: -11.25%
• 6M: -17.07%
• 1Y: -29.79%
• 3Y*: —
• 5Y*: —
• 10Y*: —

MSTR

• 1D: -7.01%
• 1M: -31.15%
• YTD: -16.72%
• 6M: -32.83%
• 1Y: -67.34%
• 3Y*: 61.19%
• 5Y*: 21.16%
• 10Y*: 20.96%

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

STRK vs. MSTR - Yearly Performance Comparison

	2026 (YTD)	2025
STRK MicroStrategy Incorporated	-11.25%	0.61%
MSTR Strategy Inc	-16.72%	-53.31%

Correlation

The correlation between STRK and MSTR is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.59
Correlation (All Time) Calculated using the full available price history since Feb 7, 2025	0.62

The correlation between STRK and MSTR has been stable across timeframes, ranging from 0.59 to 0.62 - a consistent structural relationship.

Fundamentals

Market Cap STRK : $22.75B MSTR : $42.26B
EPS STRK : -$40.19 MSTR : -$40.19
PS Ratio STRK : 42.72 MSTR : 79.33
PB Ratio STRK : 0.62 MSTR : 1.15
Total Revenue (TTM) STRK : $490.47M MSTR : $490.47M
Gross Profit (TTM) STRK : $334.08M MSTR : $334.08M
EBITDA (TTM) STRK : $466.93M MSTR : $466.93M

Return for Risk

STRK vs. MSTR — Risk / Return Rank

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

STRK

STRK Risk / Return Rank: 12
STRK Sharpe Ratio Rank: 8
STRK Sortino Ratio Rank: 8
STRK Omega Ratio Rank: 10
STRK Calmar Ratio Rank: 14
STRK Martin Ratio Rank: 19

MSTR

MSTR Risk / Return Rank: 6
MSTR Sharpe Ratio Rank: 5
MSTR Sortino Ratio Rank: 3
MSTR Omega Ratio Rank: 6
MSTR Calmar Ratio Rank: 7
MSTR Martin Ratio Rank: 10

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.

STRK vs. MSTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRK) and Strategy Inc (MSTR). 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.

	STRK	MSTR	Difference
Sharpe ratio: Return per unit of total volatility	-0.84	-0.96	+0.12
Sortino ratio: Return per unit of downside risk	-1.20	-1.75	+0.56
Omega ratio: Gain probability vs. loss probability	0.86	0.81	+0.05
Calmar ratio: Return relative to maximum drawdown	-0.71	-0.88	+0.17
Martin ratio: Return relative to average drawdown	-1.04	-1.31	+0.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

STRK vs. MSTR - Sharpe Ratio Comparison

The current STRK Sharpe Ratio is -0.84, which is comparable to the MSTR Sharpe Ratio of -0.96. The chart below compares the historical Sharpe Ratios of STRK and MSTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	STRK	MSTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.84	-0.96	+0.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.23	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.29	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.24	0.12	-0.36

Drawdowns

STRK vs. MSTR - Drawdown Comparison

The maximum STRK drawdown since its inception was -41.90%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for STRK and MSTR.

Drawdown Indicators

	STRK	MSTR	Difference
Max Drawdown Largest peak-to-trough decline	-41.90%	-99.86%	+57.96%
Max Drawdown (1Y) Largest decline over 1 year	-41.90%	-76.53%	+34.63%
Max Drawdown (3Y) Largest decline over 3 years	—	-77.42%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-84.11%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-89.27%	—
Current Drawdown Current decline from peak	-41.90%	-73.29%	+31.39%
Average Drawdown Average peak-to-trough decline	-21.72%	-86.48%	+64.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	28.59%	51.59%	-23.00%

Volatility

STRK vs. MSTR - Volatility Comparison

The current volatility for MicroStrategy Incorporated (STRK) is 5.70%, while Strategy Inc (MSTR) has a volatility of 19.43%. This indicates that STRK experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STRK	MSTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.70%	19.43%	-13.73%
Volatility (6M) Calculated over the trailing 6-month period	22.29%	56.49%	-34.20%
Volatility (1Y) Calculated over the trailing 1-year period	35.59%	70.30%	-34.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.08%	90.79%	-55.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.08%	73.70%	-38.62%

Dividends

STRK vs. MSTR - Dividend Comparison

STRK's dividend yield for the trailing twelve months is around 11.74%, while MSTR has not paid dividends to shareholders.

Position	TTM	2025
MSTR Strategy Inc	0.00%	0.00%
STRK MicroStrategy Incorporated	11.74%	9.19%

Financials

Frequently Asked Questions

Can I hold both STRK and MSTR in my portfolio?

STRK and MSTR have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STRK or MSTR?

MSTR has higher volatility (19.43%) compared to STRK (5.70%). In terms of maximum drawdown, STRK dropped -41.90% vs MSTR's -99.86%.

Which has better risk-adjusted returns?

STRK currently has the higher Sharpe Ratio (-0.84 vs -0.96), 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.