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MSTR

NASDAQ

Strategy Inc

Information Technology
Technology
Report Card

MSTR at a glance — five pillars scored 0–100 from real filed financials.

Value
Growth
Profitability
0
Health
0
Dividends
0

Overall: Unrated · 0/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Key Metrics

Market Cap

$0.00

P/E

Forward P/E (est.)

ROE

Revenue Growth

EPS Growth

Profit Margin

FCF Yield

Debt / Equity

ROIC

-10.0%

Interest Coverage

Current Ratio

6.05x

Dividend Yield

Implied Growth (rev. DCF)

Rating Score

0/100

Business Overview
Research

Strategy Inc (MSTR) is a small-cap company in the Technology industry, part of the Information Technology sector of the S&P 500.

In its latest reported year it generated about $477.23M in revenue and posted a net loss of $3.85B.

Our model rates MSTR Unrated (0/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

-1.7%

Revenue moved from $513.59M in 2016 to $477.23M in 2025, a -0.8% compound annual growth rate. The most recent year was roughly steady year over year. Slower, mature growth is common for established businesses.

Profitability
0/1 checks passedROIC above 10%

Gross Margin

68.7%

Operating Margin

-1140.8%

Net Margin

-806.3%

ROE

Debt Analysis
Research
1/1 checks passedShort-term bills covered

Total Debt

$8.20B

Net Debt

$5.99B

Net Debt / EBITDA

Debt / Equity

Leverage: debt-to-equity is n/a, with a current ratio of 6.0x. Detailed balance-sheet leverage is limited for this name. It carries roughly $8.20B of total debt against $2.21B of cash.

Cash Flow Analysis
Research

Operating CF

-$67.24M

Free Cash Flow

-$75.45M

FCF Margin

-15.8%

In the latest year Strategy Inc produced about -$67.24M of operating cash flow but negative free cash flow as it invested heavily. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.

Valuation Analysis
Research

P/E

P/S

P/B

EV / EBITDA

MSTR trades at n/a trailing earnings. With no positive trailing earnings, value it on sales, cash flow, or growth rather than P/E.

Metrics vs. Sector Range

Where MSTR sits versus its Information Technology sector peers in the S&P 500.

TTM P/E
Forward P/E
P/S ratio
Revenue growth
EPS growth
Gross margin
68.7%Average
Net margin
ROE

Bands show the middle half (25th–75th percentile) of the 54 Information Technology companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How MSTR stacks up against its Information Technology peers — valuation, profitability, and growth versus the sector median.

In the Information Technology sector (154 S&P 500 companies), MSTR ranks #131 of 154 by our overall rating.

P/E vs sector

median 37.3x

ROE vs sector

median 30.6%

Growth vs sector

median 18.1%

Sector rank

#131

of 154 by rating

CompanyP/ERev Gr.Rating
MSTRThis stockNot rated
ACIWNot rated
ADEANot rated
AGYSNot rated
AIPNot rated
ALKTNot rated
ALRMNot rated
AMPLNot rated
Information Technology median37.3x18.1%0/100
Compare side by side

Peers are the closest Information Technology companies by sub-industry and size. Sector median is across all 154 S&P 500 names in the sector. Educational, not a recommendation.

Bull Case

The case for MSTR:

  • As an established S&P 500 member in Information Technology, it brings scale and a long operating history.
Bear Case

The case against MSTR:

  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: Strategy Inc is a small-cap information technology business growing at a mature pace, with modest profitability, and a heavier debt load to watch. It trades at n/a earnings, which our model scores Unrated (0/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

MSTR — frequently asked questions

Is MSTR a good stock to buy?

We don't give buy or sell advice. Review Strategy Inc's fundamentals, valuation, and 5-year financials on this page, then make your own decision — and consider a licensed professional.

Where does MSTR's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from Strategy Inc's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for MSTR calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this MSTR analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell MSTR. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.