Business Description
ISIN : US5949724083
Share Class Description:
MSTR: Class ATotal Employee Number:
1,511Financial Strength
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.36 | |||||
Equity-to-Asset | 0.86 | |||||
Debt-to-Equity | 0.15 | |||||
Debt-to-EBITDA | -0.31 | |||||
Piotroski F-Score | 3/9 | |||||
Altman Z-Score | 1.62 | |||||
Beneish M-Score | -1.93 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | -27 | |||||
3-Year EBITDA Growth Rate | -20.8 | |||||
3-Year EPS without NRI Growth Rate | 48.7 | |||||
3-Year FCF Growth Rate | -217.7 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 3.15 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 44.52 | |||||
9-Day RSI | 53.04 | |||||
14-Day RSI | 55.61 | |||||
3-1 Month Momentum % | -15.62 | |||||
6-1 Month Momentum % | -29.71 | |||||
12-1 Month Momentum % | -70.19 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 5.39 | |||||
Quick Ratio | 5.39 | |||||
Cash Ratio | 4.94 | |||||
Days Sales Outstanding | 100.06 | |||||
Days Payable | 100.95 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Average Share Buyback Ratio | -39.3 | |||||
Shareholder Yield % | -30.82 |
Profitability Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 67.6 | |||||
Operating Margin % | -8.13 | |||||
Net Margin % | -6102.96 | |||||
EBITDA Margin % | -4363.58 | |||||
FCF Margin % | -4364.33 | |||||
OCF Margin % | -4.03 | |||||
ROE % | -60.71 | |||||
ROA % | -49.56 | |||||
ROIC % | -0.06 | |||||
3-Year ROIIC % | -0.07 | |||||
ROC (Joel Greenblatt) % | -26562.9 | |||||
ROCE % | -35.71 | |||||
Years of Profitability over Past 10-Year | 5 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Forward PE Ratio | 17.67 | |||||
PS Ratio | 83.21 | |||||
PB Ratio | 1.55 | |||||
EV-to-EBIT | -3.21 | |||||
EV-to-EBITDA | -3.21 | |||||
EV-to-Forward-EBITDA | 41.36 | |||||
EV-to-Revenue | 140.14 | |||||
EV-to-Forward-Revenue | 133.79 | |||||
EV-to-FCF | -3.21 | |||||
Price-to-GF-Value | 1.11 | |||||
Price-to-Median-PS-Value | 14.32 | |||||
Earnings Yield (Greenblatt) % | -31.15 | |||||
FCF Yield % | -42.58 | |||||
Forward Rate of Return (Yacktman) % | -3.53 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Annualized Return % Â
Total Annual Return % Â
Strategy Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 498.347 | ||
| EPS (TTM) ($) | -97.21 | ||
| Beta | 3.1245 | ||
| 3-Year Sharpe Ratio | 0.83 | ||
| 3-Year Sortino Ratio | 1.78 | ||
| Volatility % | 84.9 | ||
| 14-Day RSI | 55.61 | ||
| 14-Day ATR ($) | 8.427187 | ||
| 20-Day SMA ($) | 121 | ||
| 12-1 Month Momentum % | -70.19 | ||
| 52-Week Range ($) | 81.81 - 365.21 | ||
| Shares Outstanding (Mil) | 397.28 |
Piotroski F-Score Details
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 3 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Strategy Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Strategy Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2027-02-19 | In 161 days | ||
| Fourth quarter earnings conference call for 2026 | 2027-02-05 17:00 | In 148 days | ||
| Fourth quarter earnings results for 2026 | 2027-02-05 | In 147 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-30 17:00 | In 50 days | ||
| Third quarter earnings results for 2026 | 2026-10-30 | In 49 days | ||
| Strategy to Host Live Q&A with Investors | 2026-08-17 12:00 | 93.04 (-2.04%) | ||
| Second quarter earnings conference call for 2026 | 2026-07-30 17:00 | 93.33 (-3.16%) | ||
| Second quarter earnings results for 2026 | 2026-07-30 | 93.33 (-3.16%) | ||
| General meeting for 2026 | 2026-06-08 10:00 | 120.44 (-3.07%) | ||
| First quarter earnings conference call for 2026 | 2026-05-05 17:00 | 183.80 (+1.60%) |
Strategy Inc Frequently Asked Questions
Guru Commentaries on NAS:MSTR
Strategy has been forced to sell bitcoin below cost to meet obligations, indicating a significant shift in its operational model. The company raised and spent approximately $58 billion on bitcoin, but now faces a compressed equity premium and rising costs of new capital. As a result, Strategy's common stock has declined significantly, reflecting the challenges of leveraging bitcoin for capital. The need to meet dollar-denominated obligations suggests a persistent selling pressure, which could lead to a discount on its shares relative to the bitcoin it holds.
Strategy Inc. (formerly MicroStrategy) has positioned itself as a leader in the Bitcoin treasury movement, holding over 640,000 BTC valued at over $70 billion. The company argues that it should trade at a premium due to its access to public capital markets and leverage. Despite criticism from short sellers regarding its valuation, the growing trend of companies adopting Bitcoin as a strategic reserve asset supports the potential for continued appreciation. The market's willingness to assign a premium valuation to firms like Strategy Inc. indicates a strong belief in the future of Bitcoin as a core asset.
Strategy, formerly MicroStrategy, has faced challenges in executing its treasury strategy compared to newer entrants like BitMine. While BitMine has rapidly grown its ETH per share (EPS) through effective strategies, Strategy's performance has lagged significantly. In fact, BitMine has accumulated more ETH in its first month than Strategy did in its first six months. This underperformance raises concerns about Strategy's ability to compete effectively in the evolving digital asset landscape, suggesting that it may not be the best investment choice moving forward.
Jim Chanos illustrated the speculative nature of Strategy Inc. by shorting its stock while remaining long on Bitcoin. He noted that Strategy Inc. serves as a leveraged proxy for Bitcoin exposure and has often traded at a premium to its underlying digital assets. However, this 'Saylor premium' is now eroding, indicating that the highest-beta corners of the market are beginning to de-risk ahead of a broader equity unwind. This suggests that Strategy Inc. may be overvalued and vulnerable to a decline as speculative behavior shifts.
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