Strategy Inc MSTR
Technology · Software - Application · United States · Nasdaq-100
Based on the available data, Strategy Inc gets an algorithmic score of 48/100. It trades at 154.67 $, with a sideways/transition technical trend (RSI 60.3) and 81.8% annual volatility.
Updated: 2026-09-30
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Strengths
- Low-debt balance sheet.
- Low valuation (P/E 3.1).
Weaknesses
- Low ROE (-63.6%).
- Thin net margin (0.0%): vulnerable to costs.
- Shrinking revenue (-1.5% per year).
- Negative free cash flow.
- High beta (1.88): amplifies index moves.
Fundamentals
| Forward P/E | 3.13 |
| PEG | 2.85 |
| P/B | 1.86 |
| EV/EBITDA | -2.15 |
| P/S | 123.76 |
| ROE % | -63.56 |
| ROA % | -38.73 |
| Gross margin % | 67.60 |
| Operating margin % | -6,808.11 |
| Net margin % | 0.00 |
| Revenue growth % (y/y) | 6.90 |
| Revenue CAGR % | -1.49 |
| Debt/Equity % | 14.94 |
| Current ratio | 5.39 |
| FCF yield % | -36.61 |
| Dividend yield % | 0.00 |
| Payout % | 0.00 |
Returns
| 1 month | +21.5 % |
| 3 months | +77.9 % |
| 6 months | +27.4 % |
| YTD | -1.6 % |
| 1 year | -50.0 % |
| 3 years | +379.1 % |
| 5 years | +166.2 % |
Risk
| 1-year volatility | 81.8 % |
| Beta | 1.88 |
| 5-year max drawdown | -84.1 % |
| Sharpe 1A | -0.49 |
Macroeconomic context
Highly sensitive to interest rates (valued on future cash flows): rate cuts and falling bond yields help it. It depends on the corporate investment cycle (AI/cloud capex), the semiconductor supply chain (Taiwan/China) and the dollar (foreign revenue). As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.