Bitcoin experienced a sharp decline from $76,000 to $68,951 following geopolitical tensions, creating market uncertainty. Meanwhile, Pepeto has raised $8.28M and is approaching a Binance listing with a completed security audit and a former Binance expert on its team. Major institutional players like Strategy Inc continue accumulating Bitcoin, and analysts maintain bullish long-term price targets around $150,000.
Strategy Inc Common Stock Class A (MSTR)
Common Stock · Currency in USD · XNAS
Strategy Inc is a bitcoin treasury company and a provider of business intelligence services. It is designed to provide investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed-income instruments. The company also provides industry AI-powered enterprise analytics software. It has one reportable operating segment: the Software Business, which is engaged in the design, development, marketing, and sales of the company's enterprise analytics software platform through cloud subscriptions and licensing arrangements and related services (i.e., product support, consulting, and education). Geographically, the company operates in EMEA, U.S. and Other Regions, of which maximum revenue is derived from U.S..
Company Info
SIC6199
Composite FIGIBBG000GQJPZ0
CIK0001050446
IPOJun 11, 1998
Sectorfinance services
Highlights
Market Cap$41.41B
EPS$37.20
P/E Ratio3.72
Revenue$486.36M
Gross Profit$362.71M
Net Income$11.14B
Employees1,539
WSO345,594,397
Phone703-848-8600
Websitehttps://www.strategy.com
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Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Strategy Inc Common Stock Class A, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
Strategy Inc Common Stock Class A (MSTR) has returned -22.49% so far this year and -53.94% over the past 12 months. Looking at the last ten years, MSTR has achieved an annualized return of 20.65%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
MSTR
1M-17.38%
6M-66.98%
YTD-22.49%
1Y-53.94%
5Y10.26%
10Y20.65%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Strategy Inc Common Stock Class A (MSTR) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.16% | -7.34% | -3.36% | -5.03% | ||||||||
| 2025 | 11.56% | -17.60% | -1.66% | 29.50% | -5.92% | 9.88% | 1.56% | -14.34% | -3.80% | -18.94% | -32.93% | -9.69% |
| 2024 | -27.62% | 103.83% | 71.14% | -35.26% | 50.12% | -13.96% | 14.50% | -18.01% | 27.73% | 45.09% | 57.94% | -26.43% |
| 2023 | 72.81% | 4.49% | 10.78% | 12.85% | -5.74% | 14.71% | 26.19% | -16.85% | -8.18% | 22.17% | 15.99% | 25.44% |
| 2022 | -33.16% | 15.71% | 4.56% | -27.66% | -25.65% | -37.13% | 70.30% | -16.26% | -3.52% | 25.06% | -28.22% | -28.21% |
| 2021 | 48.27% | 20.97% | -14.98% | -4.55% | -30.26% | 41.01% | -3.78% | 11.52% | -17.37% | 16.15% | 0.06% | -25.68% |
| 2020 | 6.43% | -11.34% | -12.99% | 9.80% | 0.66% | -5.36% | 5.20% | 16.14% | 3.83% | 10.89% | 102.93% | 19.92% |
| 2019 | 0.67% | 10.75% | 1.41% | 3.07% | -6.74% | 7.70% | -4.38% | 4.59% | 4.13% | 3.28% | -2.11% | -5.37% |
| 2018 | 4.63% | -6.46% | 0.80% | -0.97% | 1.80% | -1.77% | 2.48% | 14.31% | -5.30% | -10.81% | 2.66% | -2.85% |
| 2017 | 1.39% | -3.20% | -3.23% | 1.21% | -4.24% | 4.59% | -29.96% | -4.37% | -0.95% | 3.33% | 2.52% | -4.05% |
| 2016 | 0.49% | 3.74% | -6.33% | 0.23% | -4.32% | 0.58% | 16.67% | -0.86% | 1.71% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Strategy Inc Common Stock Class A (MSTR) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of MSTR compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Strategy Inc Common Stock Class A volatility is 3.18%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 61.64B | 25.84B | 4.76B | 2.41B | 3.56B | 1.47B | 916.57M | 855.77M | 835.73M | 768.32M | 656.89M | 558.80M | 585.51M | 477.94M | 453.85M |
| Temporary Equity Attributable To Parent (USD) | 6.92B | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Temporary Equity (USD) | 6.92B | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity Attributable To Parent (USD) | 44.12B | 18.23B | 2.16B | -383.12M | 978.96M | 553.05M | 508.56M | 529.73M | 590.54M | 552.18M | 455.28M | 324.47M | 310.33M | 200.31M | 168.98M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 44.12B | 18.23B | 2.16B | -383.12M | 978.96M | 553.05M | 508.56M | 529.73M | 590.54M | 552.18M | 455.28M | 324.47M | 310.33M | 200.31M | 168.98M |
| Other Non-current Liabilities (USD) | 1.95B | 66.64M | 92.18M | 97.43M | 111.03M | - | - | - | - | - | - | - | - | - | - |
| Long-term Debt (USD) | 8.19B | 7.19B | 2.18B | 2.38B | 2.16B | - | - | - | - | - | - | - | - | - | - |
| Noncurrent Liabilities (USD) | 10.14B | 7.26B | 2.27B | 2.48B | 2.27B | 626.95M | 138.19M | 67.77M | 60.33M | 30.66M | 28.96M | 37.03M | 41.67M | 58.57M | 66.48M |
| Other Current Liabilities (USD) | 386.51M | 297.02M | 273.23M | 263.69M | 257.44M | 236.37M | 221.03M | 210.22M | 143.36M | 142.16M | 132.59M | 146.71M | 154.02M | 144.90M | 150.09M |
| Wages (USD) | 69.99M | 58.36M | 50.05M | 53.72M | 54.55M | 49.25M | 48.79M | 48.05M | 41.50M | 43.32M | 40.07M | 50.59M | 79.50M | 74.15M | 68.31M |
| Current Liabilities (USD) | 456.49M | 355.38M | 323.27M | 317.40M | 311.99M | 285.62M | 269.82M | 258.27M | 184.86M | 185.49M | 172.66M | 197.30M | 233.52M | 219.06M | 218.39M |
| Liabilities (USD) | 10.60B | 7.61B | 2.60B | 2.79B | 2.58B | 912.57M | 408.01M | 326.04M | 245.19M | 216.14M | 201.61M | 234.33M | 275.19M | 277.63M | 284.87M |
| Other Non-current Assets (USD) | 59.05B | 25.57B | 4.47B | 2.11B | 3.25B | 1.15B | 112.97M | 25.45M | 18.76M | 25.90M | 25.92M | 18.58M | 20.12M | 19.28M | 15.34M |
| Fixed Assets (USD) | 28.86M | 26.33M | 28.94M | 32.31M | 36.59M | 42.98M | 50.15M | 51.92M | 53.36M | 57.44M | 65.66M | 77.85M | 85.45M | 100.51M | 95.31M |
| Noncurrent Assets (USD) | 59.08B | 25.59B | 4.49B | 2.15B | 3.29B | 1.19B | 163.13M | 77.37M | 72.12M | 83.33M | 91.58M | 96.43M | 105.57M | 119.80M | 110.65M |
| Current Assets (USD) | 2.56B | 252.32M | 267.90M | 264.57M | 267.97M | 272.62M | 753.45M | 778.40M | 763.61M | 684.99M | 565.31M | 462.37M | 479.95M | 358.14M | 343.21M |
| Assets (USD) | 61.64B | 25.84B | 4.76B | 2.41B | 3.56B | 1.47B | 916.57M | 855.77M | 835.73M | 768.32M | 656.89M | 558.80M | 585.51M | 477.94M | 453.85M |
News and Insights
U.S. stock futures rose on Monday with the S&P 500, Dow Jones, and Nasdaq 100 all gaining ground. President Trump urged NATO allies to deploy military assets to secure the Strait of Hormuz. Markets are pricing in a 99.1% likelihood of unchanged Fed rates in March. Key economic data including PPI, factory orders, and the FOMC decision are expected this week. Crude oil futures rose 2.21% amid Middle East tensions, while Bitcoin climbed 2.37%.
Former UK Prime Minister Boris Johnson criticized Bitcoin and cryptocurrencies as a 'giant Ponzi scheme' in a Daily Mail column, arguing they lack inherent value and depend on new investors. Michael Saylor, chairman of Strategy Inc., defended Bitcoin, stating it is not a Ponzi scheme as it has 'no issuer, no promoter' and operates as a decentralized network. Bitcoin was trading at $70,647.42 with a market cap of $1.41 trillion.
Strategy (MSTR) has transformed into a Bitcoin treasury company, offering investors a leveraged play on Bitcoin with amplified volatility. The stock has surged 863% since August 2020 despite being 73% below its November 2024 peak. Success depends on Bitcoin appreciation, and the company's AI analytics business provides additional cash flow support. Currently trading at a 46% discount from its peak amid a Bitcoin bear market, presenting a potential buying opportunity for long-term, risk-tolerant investors.
Wall Street mounted a relief rally Wednesday following reports of potential U.S.-Iran diplomatic talks. The Nasdaq 100 led gains with a 1.5% rise, while the S&P 500 gained 0.8% and Russell 2000 added 1.0%. Oil prices fell on diplomacy optimism, and Bitcoin surged 7% above $71,000. Technology stocks outperformed as geopolitical tensions eased, while energy stocks lagged due to crude price declines.
Major tech companies reported strong Q4 earnings this week, with Alphabet beating revenue expectations at $113.83B, Amazon delivering record items globally, and AMD posting impressive earnings growth. Anthropic launched Claude Opus 4.6, while SpaceX pursued expedited stock index entry and Tesla unveiled new Model Y variants. Notable developments include DOJ's appeal of Google antitrust ruling, Verizon's lawsuit against T-Mobile, and various strategic partnerships across the tech and automotive sectors.
U.S. stock futures advanced on Friday following Thursday's sharp sell-off, with major indices showing gains. Amazon dropped 8.39% after mixed Q4 results, while Reddit surged 11.22% on strong earnings and guidance. Roblox jumped 14.41% and Strategy Inc. rose 6.98% after beating estimates. The January jobs report was delayed to next Wednesday due to a government shutdown. Markets are pricing an 81.3% likelihood of the Fed keeping rates unchanged in March.
The digital finance sector is experiencing rapid growth with institutional-grade token architecture becoming central to modern financial systems. The global tokenization market is projected to grow from $6-8 billion today to $18-25 billion by 2026, with potential for $10-16 trillion in tokenized assets by the early 2030s. Several companies are positioning themselves in this space through strategic partnerships and product launches, including token ecosystem development, prediction markets, and digital asset infrastructure initiatives.
U.S. stock futures declined on Monday following Friday's sell-off triggered by President Trump's nomination of Kevin Warsh as Federal Reserve chair. Major indices fell with the S&P 500 down 0.58% and Nasdaq 100 down 0.88%. Gold and precious metals dropped sharply after January's rally. Key stocks in focus include Walt Disney ahead of earnings, GameStop which surged 2.97% on CEO Ryan Cohen's $100 billion acquisition plans, and NXP Semiconductors which fell 1.14% ahead of earnings.
Wall Street declined sharply on Tuesday following President Trump's aggressive trade threats toward Europe, with potential tariffs reaching 25% or higher. The S&P 500 fell 1.5%, Nasdaq 100 dropped 1.4%, and Treasury yields climbed to 5-month highs. Safe-haven assets like gold and silver surged, while Bitcoin fell below $90,000. Most major earnings beat estimates but investor sentiment remained cautious due to tariff uncertainty.