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STRK vs. STRD
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

STRK vs. STRD - Performance Comparison

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

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STRK vs. STRD - Yearly Performance Comparison


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

Fundamentals

Market Cap

STRK:

$20.79B

STRD:

$22.30B

EPS

STRK:

-$13.50

STRD:

-$19.31

PS Ratio

STRK:

44.25

STRD:

31.68

PB Ratio

STRK:

3.63

STRD:

0.51

Total Revenue (TTM)

STRK:

$477.23M

STRD:

$477.23M

Gross Profit (TTM)

STRK:

$327.82M

STRD:

$327.82M

EBITDA (TTM)

STRK:

-$5.44B

STRD:

-$5.38B

Returns By Period

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


STRK

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

STRD

1D
3.68%
1M
1.04%
YTD
3.62%
6M
2.68%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

STRK vs. STRD — Risk / Return Rank

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

STRK
STRK Risk / Return Rank: 3333
Overall Rank
STRK Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
STRK Sortino Ratio Rank: 2828
Sortino Ratio Rank
STRK Omega Ratio Rank: 2929
Omega Ratio Rank
STRK Calmar Ratio Rank: 3636
Calmar Ratio Rank
STRK Martin Ratio Rank: 3737
Martin Ratio Rank

STRD
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. STRD - Risk-Adjusted Trends Comparison

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


STRKSTRDDifference

Sharpe ratio

Return per unit of total volatility

-0.22

Sortino ratio

Return per unit of downside risk

-0.09

Omega ratio

Gain probability vs. loss probability

0.99

Calmar ratio

Return relative to maximum drawdown

-0.20

Martin ratio

Return relative to average drawdown

-0.33

STRK vs. STRD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


STRKSTRDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.18

-0.09

-0.09

Correlation

The correlation between STRK and STRD 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

STRK vs. STRD - Dividend Comparison

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


TTM2025
STRK
MicroStrategy Incorporated
11.32%9.19%
STRD
MicroStrategy Incorporated
10.62%7.35%

Drawdowns

STRK vs. STRD - Drawdown Comparison

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


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Drawdown Indicators


STRKSTRDDifference

Max Drawdown

Largest peak-to-trough decline

-40.99%

-28.91%

-12.08%

Max Drawdown (1Y)

Largest decline over 1 year

-40.99%

Current Drawdown

Current decline from peak

-39.72%

-11.88%

-27.84%

Average Drawdown

Average peak-to-trough decline

-19.52%

-12.40%

-7.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.27%

Volatility

STRK vs. STRD - Volatility Comparison


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Volatility by Period


STRKSTRDDifference

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

35.86%

25.90%

+9.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.72%

25.90%

+10.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.72%

25.90%

+10.82%

Financials

STRK vs. STRD - Financials Comparison

This section allows you to compare key financial metrics between MicroStrategy Incorporated and MicroStrategy Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


110.00M115.00M120.00M125.00M130.00M135.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
122.99M
122.99M
(STRK) Total Revenue
(STRD) Total Revenue
Values in USD except per share items